hydrogen
Commented by Nico Popp on May 27th, 2026 | 08:00 CEST
Energy Security in Southeast Asia: Import Dependency Weighs on Toyota and Intel — dynaCERT Benefits
The countries of Southeast Asia are under pressure: geopolitical instability in the Middle East, soaring fuel costs, and regulatory requirements for decarbonization are forcing established industrial giants to reevaluate their production sites and supply chains. Vietnam's economy, which recorded robust growth of around 8% last year, is revealing significant vulnerability in the current crisis. Since processed crude oil must be imported almost entirely from Kuwait, transportation disruptions have led to shortages, driving diesel prices up by 70% or more since February. This price shock directly impacts the export-oriented manufacturing industry and also drives up logistics costs. For example, rail transport has become more expensive. Since the power grid also faces significant capacity constraints, agile solution providers offering immediate relief are coming into focus.
Read
Commented by Matthias Schomber on May 22nd, 2026 | 10:00 CEST
Nel ASA, Plug Power, and A.H.T. Syngas: Which cleantech energy stock shines the brightest?
The renewable energy sector is making a strong comeback on the stock market in 2026, particularly in recent weeks. However, the former high-flyers of the hydrogen industry, Nel and Plug, are again struggling to meet market expectations and ambitious valuations. We take a look at the Scandinavian hydrogen pioneer Nel ASA, the US heavyweight Plug Power, and the European plant manufacturer A.H.T. Syngas. We examine whether mainstream stocks currently offer the best return opportunities, or whether perhaps a niche player is the true winner of the green transformation? Read on to find out which of these companies are currently setting the stage for massive growth.
Read
Commented by Fabian Lorenz on May 21st, 2026 | 07:15 CEST
Time to Sell Nordex? Analysts Turn Bullish on SFC Energy and dynaCERT!
The conflict in the Strait of Hormuz is putting pressure on global energy markets. The search for alternative energy sources and ways to conserve energy is underway not only in Europe but also in Asia. This is a key driver behind the stock performance of dynaCERT. Analysts see the potential for a significant re-rating of the stock, possibly even a multi-fold increase. A similar revaluation scenario has already been demonstrated impressively by Nordex in recent years, rising from a near-bankruptcy case to a valuation of over EUR 10 billion. However, momentum there now appears to be fading, and some analysts recommend selling the stock. At the same time, SFC Energy is benefiting from a major contract win, leading to a raised earnings forecast. The stock is in strong rally mode, with analysts still seeing further upside potential.
Read
Commented by Matthias Schomber on May 20th, 2026 | 08:35 CEST
3 Explosive Stocks: Verbio, Nel ASA, and Zefiro Methane – Green Transition Hopefuls and Beneficiaries!
Verbio surprised the market with an operational turnaround, while Nel ASA has broken through a psychologically important technical resistance level. Meanwhile, Zefiro Methane is surging toward a new yearly high amid massive trading volume and now appears poised for its next major price jump. Three green stocks, three potential beneficiaries of the green future—but which one offers the greatest upside potential? We take a closer look at the background and latest developments.
Read
Commented by Armin Schulz on May 20th, 2026 | 08:15 CEST
Do Not Miss the Entry Point: BYD, dynaCERT, and Plug Power — Three Drivers of Zero-Emission Mobility Starting in 2026
The second, more mature wave of hydrogen is no longer merely speculative. In 2026, policymakers and industry are expected to usher in the era of zero-emission mobility through multi-billion-dollar subsidies for electric vehicles, declining electrolysis costs, and the growing commercialization of fuel-cell trucks. Following the sobering setbacks of the initial hype cycle, capital is now increasingly flowing into profitable value chains. The transportation sector is emerging as one of the largest future customers. Investors who position themselves early in the likely beneficiaries of this transformation could participate directly in a long-term structural growth trend. Three companies are pursuing very different strategies at the forefront of this shift: EV giant BYD, retrofit technology specialist dynaCERT, and integrated hydrogen solutions provider Plug Power.
Read
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.
Read
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.
Read
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.
Read
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.
Read
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.
Read