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Between euphoria and industrial realism: How Linde, Hapag-Lloyd, and dynaCERT are defining the new r

We are witnessing a decisive turning point in the global hydrogen economy: The phase of speculative euphoria that characterized the beginning of the decade has given way to a phase of industrial realism and technocratic implementation. In investor circles and industry ana...
Nico Popp | 8 days ago |

REBOUND for Steyr shares! COLLAPSE at Nel and thyssenkrupp nucera! SCALING at dynaCERT?

Hydrogen will play an important role in the future. But companies like Nel and thyssenkrupp nucera are not generating sustainable profits despite high revenues. In contrast, dynaCERT’s bridge technology is convincing more and more companies. The retrofit k...
Fabian Lorenz | November 27, 2025 |

Plug Power, Pure Hydrogen, and Nel ASA: Where the greatest growth potential in the hydrogen market l

The global hydrogen revolution is gaining momentum and offering investors unprecedented opportunities. Driven by technological breakthroughs, falling production costs, and massive political tailwinds, green hydrogen is set to become a game-changer for industry and energy ...
Armin Schulz | October 29, 2025 |

China closes the door – NEO Battery Materials opens a window to profits in the drone market

From November 2025, China will tighten export controls. The export of high-performance batteries and related materials will become significantly more difficult. This political decision is turning the global supply chain for electric mobility and high-tech upside down. Whi...
Armin Schulz | October 14, 2025 |

Winners in the tariff war: Almonty Industries, MP Materials, Bayer

Stock market turmoil on Friday: Donald Trump once again threatens to wield the tariff club. This came in response to China’s announcement to tighten export controls on rare earths. Yet, there are also winners in the raw materials battle between the two sup...
Fabian Lorenz | October 14, 2025 |

Evotec downgraded! Out of Hensoldt? Into Pure Hydrogen?

Out of Hensoldt and into Rheinmetall? That is what analysts are suggesting—at least indirectly. Valuation is becoming a headache. How do other experts view the share’s performance? In contrast, an exciting buying opportunity seems to be developing at Pure ...
Fabian Lorenz | September 10, 2025 |

Pillow Investment CIO Alpha Ba Shares Bold Macro Insights—And the Companies to Watch Now

“Inflation is sticky, growth is slowing—and that’s a dangerous mix for companies without pricing power.” — Alpha Ba, CIO, Pillow Investment Rising Labour Costs: Unit labour costs are climbing across developed economies, pu...
Coreena Robertson | July 29, 2025 |

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

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 tota...
Armin Schulz | July 20, 2025 |

A new NASDAQ listing for a key player in the global critical minerals space

One of the biggest stories shaking up critical mineral space right now is the NASDAQ debut of Almonty Industries Inc. This isn’t just another listing, it’s a calculated move with a serious impact at a time when the West is scrambling to ...
Lyndsay Malchuk | July 16, 2025 |

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

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 ...
Armin Schulz | July 15, 2025 |
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