greenhydrogen
Commented by Armin Schulz on July 17th, 2026 | 07:25 CEST
How to Secure Your Hydrogen Advantage: Nel ASA, dynaCERT, and Plug Power Now in the Spotlight
The era of green hydrogen has finally left behind its much-criticized phase of announcements and exaggerations. Concrete investments worth billions in electrolyzers, pipelines, and storage facilities are propelling the sector into the real economy by 2026—and thus into the spotlight of investors who want to see more than just political declarations of intent. As production costs for green hydrogen improve and industrial demand surges, the spotlight is now on those companies that have mastered the technology behind this value chain. We are therefore taking a look today at the Norwegian electrolyzer specialist Nel ASA, the Canadian emissions reducer dynaCERT, and the US system integrator Plug Power.
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Commented by Lars Winter on July 17th, 2026 | 07:00 CEST
Long Live Diesel: Why dynaCERT, Deutz, and Daimler Truck Are Worth Watching—Analysts See More Than 500% Upside
The future of transportation may be electric, but the road to getting there will be longer and more complicated than many investors believed. Millions of trucks, construction and agricultural machines, generators, and military vehicles will continue to rely on internal combustion engines for years to come. That reality is creating an intriguing investment opportunity. We take a closer look at three companies that could benefit from this transition: dynaCERT, Deutz, and Daimler Truck.
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Commented by André Will-Laudien on July 15th, 2026 | 08:25 CEST
Booming Energy Markets: News Boosts dynaCERT, While Siemens Energy, Nordex, Rheinmetall, and ITM Power Enter a Consolidation Phase
The Iran conflict is once again dominating headlines, drawing renewed attention from capital market participants to alternatives to oil and natural gas. And the trend is moving in the wrong direction. Brent crude, the world's most widely traded oil benchmark, has surged another 20% in just three days, putting alternative energy technologies back into focus. Business momentum is becoming increasingly tangible for hydrogen specialist dynaCERT, which is now rolling out its emerging markets strategy through Vietnam. Meanwhile, Siemens Energy is fighting to hold the EUR 150 level, while Nordex has been unable to maintain support at EUR 40. At the same time, former market favourite ITM Power is experiencing a full-scale sell-off, while Rheinmetall is once again moving into the spotlight. With so much happening across the sector, investors are facing a market in motion—and a broad range of opportunities. We take a closer look.
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Commented by Nico Popp on July 14th, 2026 | 07:10 CEST
Daimler Truck Warns of Charging Station Shortages: NEL Refines Its Strategy While Pure One Rethinks the Entire Approach
The transformation of heavy-duty road transport remains an uphill battle. While increasingly stringent regulations are pushing vehicle manufacturers toward zero-emission technologies, the rollout of charging and hydrogen infrastructure across EU member states continues to lag far behind. The shortcomings are particularly evident along Europe's highways and major freight corridors: for transport operators, an emissions-free truck offers limited value if reliable charging stations or hydrogen refueling infrastructure are unavailable. Against this backdrop of ambitious regulation and slow infrastructure development, agile technology providers are finding new opportunities. We take a closer look at pragmatic solutions and examine where the most promising investment opportunities may emerge.
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Commented by Matthias Schomber on July 10th, 2026 | 07:20 CEST
Missiles in the Middle East! War Fears Push Oil Prices Higher, Xiaomi and BYD Battle for Market Share – Is This dynaCERT's Moment?
The global geopolitical situation remains tense. The ceasefire between the United States and Iran has effectively collapsed. The night before last, US forces once again struck around 90 targets in Iran, and Tehran responded with attacks on US bases in Bahrain and Kuwait. The Strait of Hormuz, one of the world's most important oil transport routes, is once again nearly at a standstill, and oil prices are rising noticeably. Amid this tense environment, a power struggle of its own is raging on the stock markets. While Asian heavyweights like Xiaomi and BYD are poaching customers from one another in a ruthless price war, investors are also turning their attention to smaller companies that could benefit from rising oil prices. One such company is Canadian cleantech firm dynaCERT, whose emissions-reduction technology appears well aligned with current market trends. From a technical perspective, the stock is also approaching an important inflection point. Today, we take a closer look at three very different stocks: BYD, Xiaomi, and dynaCERT.
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Commented by Carsten Mainitz on July 7th, 2026 | 07:40 CEST
Disruption at the Core of Big Tech and EVs – How HPQ Silicon Could Shape Micron and BYD
The future of artificial intelligence infrastructure and electric mobility will not be determined by software alone. Both megatrends are increasingly encountering physical limitations that require breakthroughs in materials science rather than in computing power. In the battery industry, conventional graphite anodes are emerging as a bottleneck for further improvements in energy density and charging performance. At the same time, the semiconductor industry is searching for the next generation of materials to enable faster, more efficient chip architectures as traditional scaling approaches reach their limits. The solution to both challenges lies in the same element: silicon. This is precisely where HPQ Silicon has positioned itself. The Canadian company is developing technologies that could play a key role in the production of high-purity silicon and advanced silicon-based materials, offering disruptive potential across multiple industries, from semiconductors to next-generation batteries.
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Commented by Nico Popp on June 29th, 2026 | 07:00 CEST
Hydrogen Is Gaining Ground in Emerging Markets - How the Transition Can Succeed: Trimble, Nel, dynaCERT
While the long-term goal of completely emission-free mobility remains, opinions on the path to achieving it vary widely. Especially in light of the sluggish economy and major challenges, more and more economies are turning to pragmatic solutions. Many technological and infrastructural hurdles can be circumvented in this way. Since the conversion of large commercial vehicle fleets to battery or fuel cell systems is likely to take decades for well-known reasons, transition technologies are gaining importance. We shed light on the market and introduce three promising players.
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Commented by Fabian Lorenz on June 23rd, 2026 | 07:15 CEST
Nordex Surges Higher! Sharp Revenue Decline at thyssenkrupp nucera! Is dynaCERT a Buy Now?
Nordex appears to have completed its consolidation phase. Following a sharp correction, the wind turbine manufacturer's stock has rebounded strongly in recent weeks. Yesterday, orders from the US provided fresh momentum. Investors could also speculate on a significant share price recovery driven by new orders at dynaCERT. The cleantech company's stock has corrected significantly in recent weeks. The German management team has focused on series production and sales in recent months, which should bear fruit in the second half of the year. Analysts are certainly bullish. There is also a "Buy" recommendation for thyssenkrupp nucera. However, the most recent quarterly report has caused some disillusionment. While order intake was positive, the revenue decline was quite dramatic.
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Commented by Armin Schulz on June 18th, 2026 | 07:55 CEST
Forget Pure Diesel Engines: Nel ASA, dynaCERT, and Daimler Truck Offer Green Returns
The logistics industry is set to undergo what is likely to be its most far-reaching structural transformation in 2026. As diesel prices have hit record highs and the CO₂-based truck toll takes full effect starting next year, new EU regulations are forcing freight carriers to radically rethink their strategies. The pressure on the transportation industry is immense, and this is precisely where a unique investment opportunity is emerging. Three players are addressing this challenge with strategically different yet perfectly coordinated approaches. Nel ASA is delivering the green infrastructure for tomorrow, dynaCERT offers the immediately effective bridge technology for today, and Daimler Truck is working on the production vehicle for the day after tomorrow to capitalize on the growing billion-dollar market.
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Commented by Armin Schulz on June 16th, 2026 | 07:35 CEST
How to Capitalize on the Billion-Dollar Market for Zero-Emission Commercial Vehicles with BYD, Pure One, and Plug Power
In late December 2026, DACHSER will become the first customer worldwide to put the Mercedes-Benz NextGenH2 truck, powered by liquid hydrogen, on the road. At the same time, WattEV in California ordered 370 Tesla Semis—the largest single purchase of electric trucks in the state. And in April 2026, Pure One delivered two 32-ton hydrogen-powered concrete mixers to Heidelberg Materials for acceptance. These three announcements from recent weeks prove that the zero-emission commercial vehicle market is taking off. This is precisely where BYD, Pure One, and Plug Power are positioning themselves with different but highly profitable strategies.
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