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dynaCERT, NEL ASA, Saturn Oil & Gas - really good companies with potential

Mario Hose Mario Hose, Apaton
1 Comment| July 31, 2020

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Imagine that the next time you go to a petrol station, you are allowed to specify where the fuel is to come from. Would you rather choose Canada or a country that uses the proceeds from oil deals to buy weapons to threaten the local population or neighbors? People are always striving to improve the quality of life and security. Different companies from various industries can contribute to making the world a little bit better every day, and investors have the opportunity to benefit from this.


Good oil from Canada

In Canada, environmental protection and respect for human rights are of great importance. From a moral point of view, the country has a clear advantage in the production of oil over countries where social and democratic developments are suppressed. However, at a time when great emphasis is placed on healthy food and fair production, customers at the pump may unwittingly and against their will become supporters of a dubious regime.

Modern society will be dependent on oil for a long time to come, but attention can be paid now and today to where the black gold comes from. Anyone in Canada who wants to invest in an oil company should look into Saturn Oil & Gas (TSXV: SOIL). The company is based in Calgary and produces in western Saskatchewan. The company has ESG rules in focus and is operationally successful. Has our society already reached the point where we are placing value on the origin of energy sources? Yes, it has, because a selection is already being offered for electricity. Why not for car fuel as well?


dynaCERT offers retrofitting

Would you rather retrofit a good car with hydrogen technology to protect the environment or would you prefer to buy a new battery car? dynaCERT (TSX: DYA) from Canada has developed a retrofit technology that can save up to 19% of fuel consumption in internal combustion engines. The emission of particulate matter is reduced by up to 55%. By increasing efficiency, up to 88% of NOx emissions are prevented.

At the same time up to 9% less CO2 is released. dynaCERT is also working on the certification of the CO2 savings and making them tradable. These advantages are achieved because the hydrogen generated on board as needed is added to the engine during combustion via the air supply. dynaCERT has thus created a solution for existing vehicles and infrastructures. The environmental balance is improved without the need for major new purchases and the use of resources.


Where will the electricity come from?

Whoever buys a battery car, does so more and more often because of government subsidies. How good is an innovation that can only be sold with subsidies? From today's perspective, the battery of these cars is pure hazardous waste at the end of their life cycle. Hydrogen as an energy storage medium, on the other hand, is the cleaner alternative, provided that the energy for producing hydrogen comes from renewable sources. It should be noted, however, that the environmental benefit only exists if the entire energy mix of a supplier or country is largely made up of renewable energies, since otherwise more coal would be used in power plants to meet additional electricity demand from battery cars.

According to the Kiel Institute for the World Economy, the average CO2 emission of a battery car in Germany is around 300 g CO2 per kilometer, which is significantly more than a modern diesel with 173 g CO2 per kilometer. Against this background, so-called 'environmental bonuses' are seen in a completely different light. Due to the increase in CO2 emissions, battery cars are part of the problem, not the solution, due to the current energy mix in Germany, with only 45% of electricity coming from renewable energies.


Big challenges in the mass market

The same applies to the production of hydrogen; the electricity required for this must not come from coal-fired power stations, otherwise any diesel engine would be cleaner on balance. For the plant manufacturer NEL ASA (FSE: D7G), the topic of energy supply for the production of hydrogen is therefore of importance. There are currently about 14,000 filling stations in Germany. A comparably large network would probably be necessary for a comfortable supply of passenger cars with hydrogen and fuel cells. In countries with almost 100% renewable energy in their power grids, NEL ASA has the highest potential with a clean eco-balance.


CONFLICT OF INTEREST & RISK NOTE
We would like to point out that Apaton Finance GmbH, the owner of news.financial, as well as partners, authors or employees of Apaton Finance GmbH may hold long or short positions in the aforementioned companies and that there may therefore be a conflict of interest. Further details can be found in our ´Conflict of Interest & Risk Disclosure´.




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