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Hydrogen

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Commented by Armin Schulz on September 4th, 2023 | 07:40 CEST

Nel ASA, First Hydrogen, ThyssenKrupp Nucera - EUR 800 million for hydrogen in Europe

  • Hydrogen
  • greenhydrogen
  • renewableenergies

The EU is determined to advance green hydrogen in Germany, and to support this goal, the EU Hydrogen Bank was allocated EUR 800 million in March. The auction process is set to commence in November, led by the European Executive Agency for Climate, Infrastructure and Environment. Subsidy payments may go up to EUR 4.50 per kg of green hydrogen. Any entity within the European Union capable of producing a specific quantity of green hydrogen at the lowest cost is eligible to participate. By 2030, the EU wants to produce 10 million tons of green hydrogen and import about the same amount. Germany also offers substantial incentives; Sunfire GmbH from Dresden, for example, received a whopping EUR 162 million in subsidies. We therefore analyze three hydrogen companies.

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Commented by Nico Popp on September 4th, 2023 | 07:10 CEST

E-car skepticism and charging station farce: BMW, BYD, dynaCERT

  • Hydrogen
  • greenhydrogen
  • Electromobility

"Is it wise (…) to promote only this one technology without having access to essential battery raw materials?" BMW CEO Oliver Zipse recently expressed a somewhat critical stance towards electromobility in an interview with Handelsblatt. While BMW plans to launch the 'New Class' electric vehicles from 2025 onwards and take the lead in technology, even the BMW CEO acknowledges the strong competition from China. Let's look at what the automotive future could look like and where opportunities may be lurking.

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Commented by Fabian Lorenz on August 31st, 2023 | 08:30 CEST

Is the breakthrough coming? BYD, Plug Power, dynaCERT share in check

  • greenhydrogen
  • Hydrogen
  • Electromobility

Shares related to the energy and mobility transition have not had it easy in recent months. But will the autumn bring a liberation blow? The negative sentiment could be a good contraindicator. BYD recently published convincing figures. However, analysts foresee fierce competition in the coming years. Plug Power has recently seen its price targets plummet. Does that mean the worst is behind us? At dynaCERT, the AEM electrolyser for green hydrogen is becoming a big seller. More and more industrial companies are testing it. Now, green hydrogen is also expected to contribute to green steel production in Canada.

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Commented by André Will-Laudien on August 29th, 2023 | 07:00 CEST

DAX consolidates, Artificial Intelligence stutters and Hydrogen in rebound? Plug Power, First Hydrogen and Nel ASA in focus

  • Hydrogen
  • greenhydrogen
  • AI
  • Technology

The summer has so far not brought much joy to the bulls on the international markets. After a strong NASDAQ performance of plus 30% at the beginning of the year, the tech index is increasingly facing rough waters. Not even the solid earnings of the AI giant NVIDIA could prevent the 1,500-point correction since early July. The German benchmark index DAX 40 also plunged from 16,529 at its high to below 15,800 points. Chart technicians point to the critical zone of 15,450 to 15,650, which the market could approach in the next few days. This is where the continuation of the bull market since September 2022 will be decided. A brief look at the hydrogen sector provides clarity.

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Commented by Fabian Lorenz on August 23rd, 2023 | 09:10 CEST

Disappointments and surprises: Nikola, Plug Power, First Hydrogen

  • Hydrogen
  • greenhydrogen
  • renewableenergies

Hydrogen and electromobility are megatrends. But not all shares from these sectors deliver what they promise. Nikola has recently disappointed. After the share price multiplied in June and July, it halved in August. And now Nikola has shocked shareholders again. Investors have also been unhappy with Plug Power in recent months. The hydrogen specialist just cannot get a handle on its margins. Is there hope for both again after the recent sell-offs? In contrast, First Hydrogen has surprised on the upside. A customer is enthusiastic about the test of the hydrogen fuel cell vehicle. Will a major order follow now, along with a rediscovery of the stock?

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Commented by Armin Schulz on August 23rd, 2023 | 07:40 CEST

Nel ASA, dynaCERT, Daimler Truck - Into the future with hydrogen

  • Hydrogen
  • greenhydrogen
  • Technology

Hydrogen is a promising energy carrier for the future that can be produced from renewable sources such as green electricity. Hydrogen can be used in various sectors such as industry, heating, or transportation to reduce greenhouse gas emissions and increase energy security. Transport, in particular, emits a lot of emissions, making it a crucial focal point for action. The German federal government has already adopted a national hydrogen strategy to promote the development and use of hydrogen. There are similar efforts in the US and Europe. We look at three companies harnessing the power of hydrogen.

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Commented by Nico Popp on August 16th, 2023 | 05:25 CEST

Hydrogen scams and hard facts: Nikola, Plug Power, First Hydrogen

  • Hydrogen
  • greenhydrogen
  • renewableenergies

The somewhat macabre story behind a dead cat bounce is quickly explained: When a stock rises rapidly after a long sell-off, investors from the bear camp often refer to it as a dead cat bounce. The underlying idea is the somewhat tongue-in-cheek saying that even a dead cat would bounce off the ground if dropped from a great height. The best example of such a dead cat bounce is currently shown by the share of the hydrogen specialist Nikola. While investors are discussing the Company from the US, a success story is emerging in the background around a second-tier company.

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Commented by Stefan Feulner on August 14th, 2023 | 07:00 CEST

Plug Power, dynaCERT, Varta - Optimistic about the future

  • Hydrogen
  • GreenTech
  • greenhydrogen
  • renewableenergies

Amid global efforts to meet climate targets, renewable energy has established itself as the centerpiece of the energy transition. Since the beginning of the decade, listed companies in this sector have felt a tailwind fueled by billions in subsidies from policymakers. But the current horizon is cloudy. Unexpected delays and deep red figures dominate the scene. Nevertheless, drastically lower market valuations could open the door to potential long-term returns for investors.

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Commented by Stefan Feulner on August 7th, 2023 | 07:25 CEST

Breakthroughs in the hydrogen sector - Nikola, First Hydrogen, Plug Power

  • Hydrogen
  • greenhydrogen
  • renewableenergies
  • Electromobility

Just last week, the German cabinet approved the update of the National Hydrogen Strategy from 2020, which is now being further developed to meet the increased level of ambition in climate protection and the new challenges in the energy market. Hydrogen is seen as the missing piece of the energy transition puzzle, and not just for Germany. Considerable progress has been made in the development of vehicles powered by hydrogen and fuel cells. At the same time, many innovative companies from this sector appear promising in the long term after the correction.

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Commented by Juliane Zielonka on August 4th, 2023 | 07:40 CEST

Saturn Oil + Gas, Vonovia, First Hydrogen, VW - How energy and propulsion are changing the markets, winners, and losers

  • Mining
  • Oil
  • Hydrogen
  • fuelcell
  • Electromobility

Saturn Oil & Gas is adding three experienced forces to its leadership team. Janet Yang brings her expertise in finance and strategy, Andrew Claugus is a versatile petroleum engineer, and Grant MacKenzie will serve as Chief Legal Officer. Their knowledge and years of experience in the oil and gas industry make them valuable resources for the Company and its future development. Vonovia is severely undervalued due to the current real estate situation in Germany. First Hydrogen is making strides with a hydrogen refueling that covers a distance of 630 km, while Volkswagen is reducing the production of its electric car, ID.4. Let's find out who the winners and losers are in the stock market this time.

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