Hydrogen
Commented by Armin Schulz on May 12th, 2026 | 07:25 CEST
Do not miss the return of the Industrial Revolution: Mercedes-Benz, First Hydrogen, and Rockwell Automation are leading the way
The next stage of the green transformation is targeting two stubborn sources of emissions: heavy-duty transportation and energy-intensive industry. Green hydrogen is replacing diesel and coal in these sectors, while driverless transport systems and autonomous robots are revolutionizing logistics and manufacturing. However, the key lies in the intelligent integration of both technologies—only this will pave the way for emission-free, efficient value chains. Those who recognize this synergy early on can benefit from future markets worth billions. It is precisely this pioneering role that Mercedes-Benz, with its autonomous driving concepts, First Hydrogen, with its unmanned hydrogen vehicles, and Rockwell Automation, with its data-driven production automation, are claiming.
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Commented by Matthias Schomber on May 12th, 2026 | 07:20 CEST
Hydrogen Frenzy at Nel ASA and ITM Power: A Brief Pause for the Bulls—Will the Uptrend Continue? Is RE Royalties' Big Moment Finally Here?
The world of renewable energy is practically turned upside down and going wild. Those who have been following the stock prices of Nel ASA and ITM Power in recent weeks could hardly believe their eyes. It was a veritable fireworks display set off by the bulls. It also put the many doubters and skeptics in their place. But now the all-important question arises: was this just a brief hype, or the beginning of a lasting trend? While the big names in the hydrogen scene are currently taking a well-deserved breather and consolidating their gains, another player in the background is preparing for the big leap. RE Royalties is playing a completely different game. This company has perfected a model that could be on the verge of a technical breakout right now. We take a look behind the scenes at these three stocks, as they could be making headlines in the coming weeks.
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Commented by Nico Popp on May 11th, 2026 | 07:00 CEST
Hydrogen Transformation: Why dynaCERT Is Becoming Indispensable as a Bridge for Industry – Background on NEL and Caterpillar
The energy crisis is driving change. While experts from the International Energy Agency (IEA) and McKinsey make it clear that the 1.5-degree target is now virtually unattainable, a transformation process has also been set in motion across industry and logistics amid high energy prices. The ongoing tensions in the energy markets, exacerbated by geopolitical instability in key regions such as the Strait of Hormuz, have transformed hydrogen from a future-oriented topic into an economic imperative. In sectors considered difficult to transform, including heavy industry, the maritime sector, and heavy mining, there are few viable alternatives to energy sources such as hydrogen. By 2030, green hydrogen is expected to achieve cost parity with fossil fuels in many areas, provided the infrastructure is finally scaled up. But this is precisely where the problem lies: while the world waits for tomorrow's major infrastructure solutions, industry needs efficient bridge technologies today to remain competitive. One company is already on the market and is currently enjoying more popularity than ever.
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Commented by Nico Popp on May 8th, 2026 | 07:10 CEST
The Future of the Steel Industry: What Strategic Resources Can Do for ArcelorMittal, Salzgitter, and Others
The steel industry has been under significant pressure to transform for years, particularly in Europe. Following the full-scale invasion of Ukraine in 2022, the war in Iran is now causing yet another shock. As a result, the decarbonization of the industry is no longer just a green vision but an economic necessity. While the transition to hydrogen requires billions in investment, competition for the strategic raw materials needed for this is intensifying at the same time. Steel producers are struggling with retrofitting their existing facilities and volatile margins, while problem solvers like Strategic Resources are increasingly coming into focus. The company offers intermediate products for the steel industry that make the sector's transformation possible in the first place. The key figures are promising, yet this potential has not yet gained traction in the market. Reason enough to shed light on the situation and highlight opportunities.
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Commented by Mario Hose on May 7th, 2026 | 08:50 CEST
Following the stock rallies at Ballard Power and Nel ASA—Is HPQ Silicon Now Poised for a Breakout?
The world of renewable energy and modern energy storage is on the move again, sending investors into a frenzy. While companies like Ballard Power and Nel ASA have already delivered impressive price surges and positive analyst upgrades, a smaller technological pioneer still seems to be waiting in the wings for its big moment. We are talking about HPQ Silicon, a company that is causing a sensation with groundbreaking lab results and its first commercial orders in the field of battery technology. In this report, we examine the current momentum of established hydrogen players and analyze why the technical charts for HPQ Silicon could be set for "victory." Read on to find out whether, following the rebound of the big players, the moment has perhaps arrived for the next hidden champion to break through resistance and set its sights on new price targets.
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Commented by André Will-Laudien on May 7th, 2026 | 08:15 CEST
Oil Rally Done, Now Hydrogen Comes with 250%! All Eyes on ITM Power, Zefiro Methane, Plug Power, and Nel ASA
Up and down – Trump rides a political rodeo, creating volatile conditions for investors. Yesterday again, it sounded as if the US involvement might be winding down. But is a real resolution already in sight? Regardless, oil plunged 12% to USD 95, only to climb back to USD 100. After a prolonged back-and-forth between Washington and Tehran, uncertainty about the conflict's future course continues to rise, leaving investors with little clarity. Perhaps it is worth taking a long-term look at the oil sector's peer group or making a fresh push into the alternative energy space. There, Plug Power recently triggered a strong rally. The question now is how competitors ITM Power and Nel ASA are faring in this environment. Then there is also the newcomer Zefiro Methane, which, with its environmentally focused approach to the oil industry, could potentially push its stock into a new league. One thing remains certain: uncertainty dominates the picture.
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Commented by Nico Popp on May 7th, 2026 | 08:10 CEST
The AI Revolution Is Unstoppable: How First Hydrogen, Tesla, and NVIDIA Are Ushering in the Robot Era
The global economy is facing many major shifts. One of these disruptions is largely driven by advances in AI and robotics. What were considered isolated trends in software intelligence, clean energy, and mechanical automation just a few years ago are now merging into visions capable of transforming entire industries and our daily lives. Visionary investments in autonomous systems are the new battleground for the global tech elite, while in more conservative economic regions like Germany, the combination of humanoid robots and autonomous mobility is often still dismissed as a futuristic pipe dream. Yet leading technology companies are inexorably laying the groundwork for this new era, in which multifunctional, AI-equipped robots are pushing the boundaries of what is currently imaginable. We highlight two of these visionaries, Tesla and NVIDIA, and explain why First Hydrogen has discovered an exciting niche in the shadow of these giants.
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Commented by Armin Schulz on May 5th, 2026 | 07:35 CEST
A Billion-Dollar Market in the Shadow of E-Mobility – Plug Power, dynaCERT, and Daimler Truck Unlock the Potential
Geopolitical tensions are exposing the risks of reliance on fossil fuels. At the same time, pressure is mounting on logistics and heavy-duty transport to decarbonize economically. While e-mobility is making strides in passenger vehicles, long-haul and construction fleets remain a challenge. Range, frequency, and existing fleets are forcing a rethink. This is precisely where a market is emerging for retrofit solutions with immediate impact, hydrogen integration, and more efficient powertrains. Immediate CO₂ and cost benefits are taking precedence over purely futuristic visions. Plug Power, dynaCERT, and Daimler Truck are addressing this tension with very different but complementary approaches.
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Commented by Fabian Lorenz on May 4th, 2026 | 07:15 CEST
BUY or SELL? thyssenkrupp nucera, Nordex, and Pure One Under the Microscope
Nordex shares have had strong momentum this year. Operations are going brilliantly. But perhaps the stock has risen too sharply? Is a 20% correction possible? Analysts believe so and recommend selling. In contrast, Pure One is expected to achieve a breakthrough this year. The Australian company is working on commercial vehicles powered by fuel cells and batteries. It has seen success in both areas. The stock is traded on Tradegate and could take off this year. In contrast, thyssenkrupp nucera recently disappointed with a profit warning. Has it hit bottom? Analysts, in any case, see a buying opportunity. They expect significant growth in revenue and profit in the coming years.
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Commented by Fabian Lorenz on May 1st, 2026 | 07:15 CEST
Nel ASA Soars! RENK and First Hydrogen Bet on Robots!
Nel ASA shares are currently unstoppable. Just yesterday, they surged by more than 15%. This brings the price gain over the past two weeks to around 50%. What is driving this surge? At First Hydrogen, the reason for the ongoing rally is clearer. The company is entering the robotics market. Its "Drones-as-a-Service" model is set to be offered in both civilian and military sectors. This once again links the company's existing hydrogen strategy to a multi-billion-dollar market. Currently, its market capitalization stands at a modest EUR 15 million. RENK is also entering the robotics market. Most recently, the defence contractor, known for its military gearboxes and propulsion systems, announced a contract in the field of autonomous defence systems. The stock is not currently benefiting from this. Yet analysts are recommending a "Buy".
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