Hydrogen
Commented by André Will-Laudien on May 27th, 2021 | 08:40 CEST
NEL, Plug Power, FuelCell, dynaCERT: Hydrogen stocks - is there a comeback?
At the start of the year, they were the hit stocks - the hydrogen stocks. The expectation was that governments would heavily subsidize hydrogen alongside electromobility to help another green alternative to the internal combustion engine get off the ground. The idea was good but failed on only one point: battery-powered vehicles already exist in large numbers, but H2 vehicles suitable for mass production do not yet exist. With a lack of products, no tax rebates or the like can be granted either. So today, the private consumer can only choose one green technology, the electric or hybrid drive. Is there still a future for hydrogen values?
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Commented by Armin Schulz on May 19th, 2021 | 10:41 CEST
Nikola, dynaCERT, Ballard Power - Hydrogen market facing a turnaround?
Until mid-January, the shares of hydrogen companies knew only one direction, and that was steeply upwards. With just one or two negative news pieces, such as the balance sheet adjustments at Plug Power, and the prices went into a downward spiral. The environment could hardly be better. The US and Europe want to invest more in the hydrogen sector to achieve their ambitious climate targets. There are many applications for hydrogen, such as making energy storable and transportable and using fuel cells for propulsion. Today we take a look at three stocks in this sector.
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Commented by Stefan Feulner on May 12th, 2021 | 10:59 CEST
Nel Asa, dynaCert, Nikola - Hydrogen: The sell-off threatens!
Alongside electromobility, hydrogen was undoubtedly the boom topic of the stock market year 2020. Driven by the global efforts of an energy turnaround, investors paid insane valuations for industry giants such as Ballard Power, FuelCell or Nel ASA. Since the end of January, however, a painful correction has set in, which has accelerated in recent days. Several stocks are threatening to fall below their long-term uptrends. Will another sell-off follow, or will the turnaround come now?
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Commented by Nico Popp on May 7th, 2021 | 15:24 CEST
Volkswagen, Daimler, dynaCERT: Which share can increase fivefold?
The mobile future is electric. But how sustainable is that? Millions of vehicles with combustion engines are intact and doing their job - whether for the daily commute or as a "family car" for occasional shopping trips or outings. Cars needed for infrequent but long journeys, or cars generally only used very rarely, are too good for the scrap yard from an economic and ecological perspective. A company from Canada offers a solution for this. We analyze where the opportunities for investors are greatest.
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Commented by Carsten Mainitz on April 21st, 2021 | 09:17 CEST
Verbio, dynaCERT, Total - Which fuel share ignites the price turbo?
Bioethanol, hydrogen, conventional oil & gas. Three different types of combustion fuels, all of which have their reason for being, but also their advantages and disadvantages. Oil & gas have enabled the world to industrialize, but what does the future look like in the face of finite resources and climate change? Bioethanol is a sustainable alternative, but how will relevant quantities be produced in the face of limited arable land and an ever-growing world population? Is hydrogen the solution to all our problems? But where will the enormous amounts of energy needed to produce it come from? Will it ultimately come down to a mix? Which companies will come out on top in the end?
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Commented by Nico Popp on April 16th, 2021 | 07:30 CEST
NEL, Enapter, Plug Power: Hydrogen? It's just getting started!
If you look at the prices of selected hydrogen stocks, you might think the hype is over. But the big players in the industry are only now jumping on the bandwagon. Bosch, for example, has decided to really take off with fuel cells for trucks. The aim is to establish the technology in China. Here, a large market is waiting, which could also be groundbreaking for other sales markets. Specialized companies from the hydrogen sector could profit from this - after all, large industrial companies such as Bosch are always interested in new technology.
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Commented by Stefan Feulner on April 13th, 2021 | 10:04 CEST
Nel ASA, dynaCERT, Everfuel - What is next for hydrogen stocks?
Without a doubt, hydrogen will remain one of the most exciting topics on the capital market in the coming years. If the current German government has its way, Germany will become a global pioneer in using new types of climate-friendly hydrogen energy. Berlin is thus pumping a total of EUR 9 billion into this industry of the future. What happens after the correction? Do the sharply fallen values turn upward again, or do you continue to reduce the inflated valuations? And are there alternatives?
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Commented by André Will-Laudien on April 8th, 2021 | 09:42 CEST
Nel ASA, dynaCERT, FuelCell Energy - Hydrogen, the second wave!
The hydrogen hype is entering its second wave. The reason is undoubtedly the current draft resolution of the Joe Biden package in favor of the global climate goals. This package contains an investment sum of several hundred billion US dollars to lower climate damaging emissions. The market will decide whether battery or hydrogen technology will play a greater role here; the only important thing is that the funds for the start of the research projects are released quickly. Time is pressing because the pandemic has put many industries on the sidelines. The transport industry, in particular, depends on the sale of goods, and in the future, this should take place without any negative environmental impact.
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Commented by Stefan Feulner on March 30th, 2021 | 08:12 CEST
Nel ASA, Enapter, Nikola - hydrogen shares on the verge of a comeback!
The hype surrounding hydrogen companies was abruptly curbed on the stock markets by sharp price falls in recent weeks. In some cases, the stocks' price, which had previously been running hot, fell by more than half. A healthy, strong correction in the upward trend. The goal of creating a carbon-free economy, especially in the energy sector, can hardly be achieved without green hydrogen technologies. Thus, the profiteers of this trend will continue to expand their valuations in the future.
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Commented by Carsten Mainitz on March 24th, 2021 | 07:26 CET
Siemens Energy, Enapter, ThyssenKrupp - hydrogen or battery? It doesn't matter! Why these companies will profit in any case!
The strong fluctuations in the price of hydrogen shares are evidence of the current war of faith surrounding our planet's most common element, which is also the simplest in structure: one proton, one electron. Perfection can be so beautifully simple. And yet, it has the potential to change our society from the ground up - the sun shows us how. Admittedly, we are still at the beginning of this development. In the short term, the focus of the capital market is more on the element's practical applications. In this context, many investors are looking at the topic of mobility. What will prevail? Batteries? Hydrogen? One possible answer was recently given by the VW commercial vehicle holding Company Traton SE: a Solomonic "both." Batteries for long-distance traffic, hydrogen for buses, which cannot be recharged for long periods in between. But hydrogen is also of great importance for many other areas of application. That is why the worldwide demand for hydrogen as an energy carrier will increase massively in the next few years in any case. Aurora Energy Research foresees an eightfold increase in hydrogen demand to 2,500 TWh per year by 2050. This estimate corresponds to annual sales of more than EUR 120 billion. The following companies are likely to benefit from the boom quite independently of the development of electromobility.
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