cleantech
Commented by Carsten Mainitz on January 13th, 2026 | 07:20 CET
Enormous growth ahead due to hunger for electricity: CHAR Technologies, Siemens Energy, and Nel – Who is in the lead?
Global electricity demand is exploding. What was once considered a stable, moderately growing market has been transformed by two powerful megatrends. AI applications, cloud infrastructures, and energy-intensive data centers are causing electricity demand to rise sharply. At the same time, decarbonization is putting increasing pressure on the economy and society. Many countries have committed to climate neutrality by 2050. This raises a key question for investors: Who can satisfy the growing demand for electricity in a reliable, affordable, and climate-neutral way?
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Commented by Armin Schulz on January 7th, 2026 | 07:30 CET
AI's energy hunger and decarbonization: How Siemens Energy, CHAR Technologies, and Plug Power are positioning themselves to profit
The global energy transition is caught in a paradoxical race: While electricity demand is exploding due to AI and electrification, decarbonization must succeed. This collision is creating a billion-dollar market for companies that solve fundamental bottlenecks, from grid stability to green industrial energy to the hydrogen economy. Three pioneers exemplify this systemic change. Their strategies could not be more different, as current developments at Siemens Energy, CHAR Technologies, and Plug Power show.
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Commented by André Will-Laudien on January 5th, 2026 | 07:30 CET
Double-digit start to 2026 for Plug Power, Nel ASA, CHAR Technologies, and thyssenkrupp nucera
Things are continuing as they ended in 2025: high volatility, challenging circumstances, and political upheaval. Now the guns are speaking again, because there is no peace in Ukraine after all, putting defense stocks back at the top of the shopping list. However, after years of decline, investors are now venturing back into the alternative energy sector. Since the hydrogen boom in 2021, the industry's protagonists have lost up to 90% of their share price value. So why not venture back into an area where money has not flowed for a long time? Biomass specialist CHAR Technologies is a newcomer on the scene. The rally started here in 2025 and is likely to continue. thyssenkrupp nucera is also worth a look. After being spun off from the Duisburg-based group, the lights appear to be green!
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Commented by Fabian Lorenz on December 30th, 2025 | 07:00 CET
HYDROGEN STOCK with 10x POTENTIAL! Nel ASA, thyssenkrupp, and dynaCERT are starting the new year in different ways
Hydrogen stocks have had a challenging year. However, analysts see the potential for 10x growth in the new year, specifically, for the cleantech company dynaCERT. Operational tailwinds are coming from market entry in Mexico and sales successes in Europe. Successes in Asia are expected to follow in 2026. The decisive factor for 2026 will be whether dynaCERT makes progress in terms of order volume, capacity utilization, and recurring revenues. With its retrofit solution, dynaCERT is setting itself apart from large plant manufacturers such as thyssenkrupp nucera and Nel ASA. Analysts praise the former for its efficient structures and full coffers. The other is aggressive despite its share price being at an all-time low.
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Commented by Fabian Lorenz on December 29th, 2025 | 07:10 CET
Three potential takeover candidates for 2026: Puma, RENK, and CHAR Technologies
Which companies could become acquisition targets in 2026, and where might shareholders benefit from strategic interest? Three names stand out. From the booming energy sector, CHAR Technologies is attracting attention. The Canadian company has only recently been listed on the Frankfurt Stock Exchange, but has already completed its development phase and is targeting strong revenue growth. CHAR benefits from strong partners such as ArcelorMittal, which could easily manage an acquisition. RENK is also a candidate: anchor shareholder KNDS could make good strategic use of an acquisition in the context of its IPO story, and the former RENK CFO is already on board. Things are also likely to remain interesting at Puma. According to analysts, a takeover premium of around 30% could be on the cards.
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Commented by Armin Schulz on December 23rd, 2025 | 07:05 CET
The strategic positioning of Plug Power, dynaCERT, and Nel ASA in the USD 110 billion market
2025 marks the long-awaited turning point for the hydrogen economy: with global investments of over USD 110 billion, annual volumes recently exploding by 70%, and groundbreaking infrastructure projects such as Germany's 400 km core network, the vision is becoming a commercial reality. Technological milestones, such as Bosch's production-ready fuel cell truck system, and ambitious EU targets underscore the enormous potential for decarbonization. In this dynamic environment, it is innovative companies that are translating these macroeconomic dynamics into concrete growth opportunities. Against this backdrop, it is worth taking a closer look at the pioneers Plug Power, dynaCERT, and Nel ASA.
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Commented by Carsten Mainitz on December 18th, 2025 | 07:30 CET
When will the next hydrogen boom begin? How will dynaCERT, Nel, and Siemens Energy stocks benefit from this in concrete terms?
The hydrogen sector will enter a new phase in 2026. Investors can still position themselves early on. The framework conditions in Europe have improved significantly thanks to a matchmaking portal for hydrogen projects and subsidies. The US is attracting investors with tax incentives for clean hydrogen. Overall, the market has become more technologically mature and increasingly more large-scale projects are being realized. Everything points to a revival of hydrogen stocks. Who will be ahead next year?
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Commented by Carsten Mainitz on December 17th, 2025 | 07:35 CET
Winners for 2026: RZOLV Technologies, Evotec, Mutares have what it takes – which developments are crucial?
The 2025 stock market year was full of exciting developments. Bull markets in commodities, interest rate cuts, and geopolitical tensions. However, some companies, such as Evotec, had to deal with many home-grown problems and lagged behind the positive performance of the overall market. Mutares saw its coffers fill up, but its share price could have done better this year. Next year could be very successful for RZOLV Technologies. The Canadians are solving a major problem in gold mining.
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Commented by Nico Popp on December 10th, 2025 | 07:05 CET
Second hydrogen wave with Linde, BASF, dynaCERT: Why 2026 will be the year of truth
fundamentally from the hype cycles of 2020 and 2021. Back then, enthusiasm was driven largely by visionary PowerPoint presentations rather than real-world progress. The transition to 2026, however, marks the start of a new industrial reality. Investors who have followed the sector for years now recognize a clear shift in market dynamics - one based less on hope and more on regulatory certainty and technological maturity. As Der Aktionär correctly notes, a new tailwind is emerging for industry. We explain what improved framework conditions and the market launch of large-scale plants in Europe could mean for the shares of Linde, BASF, and dynaCERT.
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Commented by Fabian Lorenz on December 8th, 2025 | 06:55 CET
Nearly 2,000% returns! Siemens Energy, Nel ASA, and First Hydrogen shares! Hydrogen or SMR nuclear power!
Siemens Energy shares are unstoppable. Analysts are enthusiastic about the DAX-listed company. The outlook for the coming years is bright, and a 2,000% return could soon be achieved. First Hydrogen shares have not yet benefited from the AI energy boom in the US. The Company aims to make SMR nuclear reactors more efficient and safer. In addition, North Americans are benefiting from the willingness of their governments to go full throttle on the issue. Full operational momentum, however, has been missing at Nel for quite some time. Revenue growth and order intake are not fueling any share price speculation. Can a new EU initiative give the hydrogen sector new momentum?
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