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Commented by Armin Schulz on July 29th, 2025 | 07:25 CEST

Hydrogen from setback to comeback: Plug Power, First Hydrogen, Nel ASA – Who will emerge victorious from the transformation?

  • Hydrogen
  • cleantech
  • greenhydrogen
  • renewableenergies

Quietly but steadily, the hydrogen revolution is regaining momentum! Despite short-term setbacks, pragmatic solutions are reigniting the fire. Core networks are emerging, logistics alliances are optimizing supply chains, and niche markets are beginning to thrive. Here, smart players are shaping decarbonization far removed from the overheated expectations of 2021. Three companies stand out: Plug Power, First Hydrogen, and Nel ASA. They combine strategic partnerships and specialized technologies, leveraging government infrastructure initiatives to emerge from the crisis as stronger winners.

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Commented by André Will-Laudien on July 23rd, 2025 | 07:05 CEST

The hot phase for nuclear energy is beginning! Oklo, First Hydrogen, Nel, Siemens Energy, and Plug Power

  • Hydrogen
  • greenhydrogen
  • cleantech
  • renewableenergies
  • Energy

For a long time, nuclear power was considered a thing of the past; however, a significant shift in energy policy is now underway worldwide. The US is at the forefront of this movement. Under Donald Trump, a comprehensive action plan to rebuild the nuclear industry was recently adopted. The goal is nothing less than to quadruple the country's nuclear power capacity, in particular through the massive expansion of small modular reactors (SMRs), which are compact, decentralized mini nuclear power plants. They are considered efficient, safe, and scalable. The message is clear: the United States wants to regain its position as the dominant nuclear power, both in terms of energy policy and technology. Which companies are in the spotlight?

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Commented by Armin Schulz on July 21st, 2025 | 07:00 CEST

The end of combustion engines? Why Volkswagen, dynaCERT, and Daimler Truck are still cashing in on cleantech

  • Hydrogen
  • greenhydrogen
  • cleantech
  • Electromobility
  • Trucks

The mobility industry is undergoing a significant upheaval. Stricter CO2 limits are forcing automotive giants and, above all, the transportation industry to undergo a radical transformation. Transportation accounts for approximately 25% of the world's total emissions. The EU is pushing ahead with strict decarbonization targets. By 2030, new vehicles and trucks will have to emit 55% less CO2. Companies are running out of time. Innovations must pay off, or they are out of the game. Volkswagen is revolutionizing fleet emissions by pushing ahead with electromobility, dynaCERT is optimizing existing diesel engines, and Daimler Truck is driving sustainable logistics forward with electric and hydrogen powertrains.

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Commented by André Will-Laudien on July 16th, 2025 | 07:20 CEST

Does Trump love hydrogen after all? The sector is celebrating! Plug Power, Nel, dynaCERT, and MP Materials are in rocket mode

  • Hydrogen
  • greenhydrogen
  • renewableenergies

Global pressure to reduce climate-damaging emissions is growing, and the hydrogen sector is increasingly coming into focus. Although US policy under Donald Trump does not prioritize climate protection, Europe and Asia are resolutely pushing ahead with the transformation in mobility, logistics, and mining. Hydrogen technologies offer enormous potential here, especially in the heavy-duty sector. Innovative providers such as dynaCERT are focusing precisely on this area with tried-and-tested solutions for reducing emissions and increasing efficiency. The technologies are mature and ready for use, global demand is rising, and decision-makers are under growing public pressure to support sustainable alternatives. The sector remains relatively quiet, but with a bit of industry rotation, the pendulum could swing quickly in the other direction.

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Commented by Armin Schulz on July 15th, 2025 | 07:15 CEST

Hydrogen at a crossroads: Plug Power, Pure Hydrogen, and Nel ASA between opportunity and crisis – Your profit strategy

  • Hydrogen
  • greenhydrogen
  • cleantech
  • renewableenergies

The hydrogen industry is facing a critical turning point in 2025. Despite massive political support and growing global market volume, companies are struggling with profitability gaps and regulatory hurdles. The widening gap between ambition and implementation is becoming an existential threat. Only those who successfully master innovation, scalability, and infrastructure connectivity will survive the upcoming market shakeout. In this tense environment, it will be determined who can truly capitalize on the billion-dollar opportunities of green hydrogen – and who will be left behind. We take a look at Plug Power, Pure Hydrogen, and Nel ASA and analyze their path forward.

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Commented by Fabian Lorenz on July 14th, 2025 | 07:10 CEST

Siemens Energy gifted away? RENK is betting on AI! First Hydrogen shares rally 100%!

  • Hydrogen
  • greenhydrogen
  • cleantech
  • renewableenergies
  • Energy
  • Defense

The opportunities of hydrogen and nuclear power in one stock? First Hydrogen offers just that. Over the past 4 months, the stock has more than doubled. Nevertheless, it still does not appear to be expensive, as the global hunger for energy and thus the potential for First Hydrogen is huge. This energy demand is also driven by the AI hype, which is causing data centers to spring up like mushrooms. RENK is turning to artificial intelligence for the future. The Company may focus even more on defense going forward. Analysts view this positively. Siemens Energy shares have increased more than tenfold in recent years. But is the core business still being offered for free? A look at India suggests this might be the case. A buying opportunity?

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Commented by Fabian Lorenz on July 10th, 2025 | 07:20 CEST

Hydrogen Stocks: Are Nel and Plug Power on the way out? Is it better to bet on thyssenkrupp nucera and Pure Hydrogen?

  • Hydrogen
  • greenhydrogen
  • renewableenergies

Australia has a good chance of playing a key role in the future hydrogen market – particularly when it comes to green hydrogen from renewable sources. CSIRO and Deloitte see billions in potential. Pure Hydrogen aims to profit from this. The Australians are currently building a hydrogen ecosystem and have celebrated initial sales successes and are already concluding global partnerships. The stock is anything but expensive and remains an insider tip. Nel, on the other hand, is floundering this year. The euphoria surrounding Samsung's entry has fizzled out. Will there be new impetus next week? Perhaps new funding? Meanwhile, thyssenkrupp nucera is making bold moves. On the one hand, the Company has secured technology from the insolvent Danish company Green Hydrogen Systems and secured a million-dollar contract from Saudi Arabia.

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Commented by Nico Popp on June 25th, 2025 | 07:05 CEST

The economy is becoming sustainable – and the stock market is delighted: dynaCERT, Siemens, Shell

  • Hydrogen
  • greenhydrogen
  • Sustainability
  • renewableenergies
  • Oil

ESG criteria have become established across all industries. The prevailing principle in today's business world is that even producers of fossil energy must take action to become more sustainable. This principle is known as "Best-in-Class" and ensures that every industry makes the most of its opportunities to move toward greater sustainability. We present three exciting sustainable business models - Shell, Siemens, and dynaCERT - and explain where opportunities may lie for investors.

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Commented by Armin Schulz on June 25th, 2025 | 07:00 CEST

US hydrogen industry under pressure: Plug Power struggles - Things are looking much better for First Hydrogen and thyssenkrupp nucera

  • Hydrogen
  • greenhydrogen
  • Technology

While Europe is hitting the hydrogen accelerator, as evidenced by more than 100 events during Hydrogen Week 2025 and billions being invested in infrastructure and electrolyzer factories, the US market is stumbling. Political U-turns are abruptly halting subsidies and jeopardizing projects, especially those involving green hydrogen. However, the global megatrend remains intact. Europe is pushing ahead with decarbonization, aiming to double its production capacity by 2030, and the market is growing dynamically. In this field of tension between setbacks and new beginnings, we take a look at three key players: Plug Power, First Hydrogen, and thyssenkrupp nucera.

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Commented by Nico Popp on June 24th, 2025 | 07:40 CEST

Hydrogen – The new trends: Plug Power, Pure Hydrogen, thyssenkrupp

  • Hydrogen
  • greenhydrogen
  • Fuelcells

German industry is set to go green. But once again, reality is proving more complex. In March, Thyssenkrupp withdrew a hydrogen tender because all submitted bids significantly exceeded the assumed cost conditions for hydrogen. So, is the hydrogen hype failing to take hold in the real economy? We take a closer look at the latest developments and explain which companies are now in pole position.

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