greenhydrogen
Commented by Carsten Mainitz on May 15th, 2026 | 09:25 CEST
Hydrogen Stocks in Rally Mode: New Developments Continue to Boost dynaCERT, Plug Power, and SFC Energy!
Hydrogen stocks have rebounded significantly in recent months. Soaring oil and energy prices are providing a tailwind, as are international guidelines for achieving decarbonization goals. In addition, numerous positive developments can be seen at the corporate level. Plug Power recently exceeded market expectations with its quarterly results, while SFC reported a record order. At dynaCERT, everything is moving in the right direction, particularly its expansion in Southeast Asia, which is fueling optimism. Analysts attest to the Canadian company's significant growth potential.
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Commented by Armin Schulz on May 14th, 2026 | 07:45 CEST
Higher Diesel Costs and Stricter CO2 Limits: How Daimler Truck, Pure One, and Ballard Power Are Positioning for the Logistics Transition
The logistics industry is on the cusp of a new era. Stricter EU CO₂ limits, volatile diesel prices, and the call for sustainable supply chains are forcing carriers and manufacturers to radically rethink their approaches. Two technologies promise a solution: battery-electric drives for short distances with efficiencies of up to 90%, and hydrogen fuel cells for long distances over 800 km, with refuelling times of under 20 minutes. By the end of 2026, pilot fleets with hundreds of zero-emission trucks will be on the road, supported by billions in investments in charging infrastructure and hydrogen refuelling stations. These subsidies are expected to benefit Daimler Truck, Pure One, and Ballard Power over the long term.
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Commented by Armin Schulz on May 13th, 2026 | 09:40 CEST
Billions for Hydrogen Steel: thyssenkrupp Needs the Raw Materials – Strategic Resources and Rio Tinto Aim to Supply Them
The steel industry accounts for about 7% of global CO₂ emissions. It must become climate-neutral by 2050—and the key is green hydrogen. But without high-purity iron ore pellets and alloying metals like vanadium, the technology remains ineffective. This is precisely where a long-established corporation suddenly becomes a customer. thyssenkrupp can only operate its multi-billion-euro hydrogen direct-reduction plant in Duisburg economically if reliable suppliers provide the necessary raw materials. Strategic Resources and Rio Tinto could play an important role in supplying the required raw material qualities.
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Commented by Armin Schulz on May 13th, 2026 | 07:35 CEST
The battery alone is not enough – Why BYD, HPQ Silicon, and Plug Power will be the hidden winners of the hybrid future
The decarbonization of the global economy is no longer a distant ideal, but a fiercely contested race for market share. While some are betting on pure battery solutions, it is becoming increasingly clear that the future belongs to hybrid systems, in which innovative materials and green hydrogen fill the gaps. Three players from different camps exemplify this shift and could be tomorrow's winners. This look at the heart of industrial transformation reveals the roles played by a Chinese electric vehicle giant, a Canadian innovator in superior anodes, and the American pioneer in hydrogen logistics. We therefore take a closer look at what makes BYD, HPQ Silicon, and Plug Power so special right now.
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Commented by Stefan Feulner on May 12th, 2026 | 07:35 CEST
Ballard Power, dynaCERT, Ceres Power – The Downward Spiral Ends
Sentiment in the hydrogen sector is noticeably shifting. After months of sell-offs, many stocks are now benefiting from rising oil prices and growing concerns about the global energy supply. Hydrogen is regaining strategic importance, particularly in heavy-duty transportation and industrial applications. Investors are increasingly betting that governments and companies will continue to pursue their decarbonization goals despite the weak economy. The recent recovery of many hydrogen stocks has been correspondingly strong.
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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 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 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 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 André Will-Laudien on May 4th, 2026 | 07:20 CEST
Blackout in Your Portfolio? Not with these energy boosters for dynamic investors: 200% potential with Nel ASA, A.H.T. Syngas, and ITM Power
The Petersberg Climate Dialogue makes one thing clear: the current energy crisis is, above all, a fossil fuel crisis. And that is precisely where an opportunity for climate protection lies. Rising oil and gas prices and risks are forcing countries to accelerate the expansion of renewable energy, energy efficiency, and electrification far faster than previously anticipated. What matters now is speed and consistency—something policymakers in Brussels have so far struggled to deliver. In practical terms, this means reducing dependencies, investing in clean technologies, and, above all, shifting transport and heating toward green electricity. At the same time, it is becoming clear that international cooperation is crucial, even if the phase-out of fossil fuels remains highly controversial globally. The bottom line: those who strategically leverage the energy crisis can strengthen security of supply while simultaneously accelerating the energy transition. For investors, there are numerous entry points into these scenarios today—but where is the right place to jump in now?
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