April 2023

Will 2023 be a good year for hydrogen shares?

News

Hydrogen as Messe highlight

From April 17 to 23 this year, the largest industrial show in the world is taking place in Hannover. In 2023, the Hydrogen + Fuel Cells Europe event, which had started out as a small group stand at Hannover Messe, may be one of the draft horses of this technology show. The fair at the fair … Read more

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Hyzon Motors – Burdened by uncertainty

Hyzon Motors needed to provide the clarified figures for fiscal year 2022 on February 13, 2023 at the latest in order not to endanger its listing on the NASDAQ in accordance with rules and regulations. Now, the company has requested a new hearing, as Hyzon along with KPMG is under a comprehensive new audit for … Read more

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Ballard Power – Above-average growth starting 2024

PR-wise, it’s still quiet at Ballard, even though there’s definitely many projects and pilots being worked on there. News I would expect on March 17, 2023, when the figures for fiscal 2022 are published, as the executive board then always also presents a forecast and an outlook. The ramp-up of fuel cells, for example in … Read more

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Bloom – Company plans indicate great potential

The figures for fiscal 2022, but above all an evaluation of the written version of the accompanying conference call with expert analysts from renowned investment banks, suggest a very good future for Bloom Energy and support my extremely optimistic assessment. In it were many self-commendations from the board: “Bloom is now a predictable-growth company. Bloom … Read more

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FuelCell Energy – Figures not yet convincing

The numbers for the fourth quarter of fiscal 2022 (start Oct. 31, 2021): Turnover indeed rose 88% year-over-year to make 130.5 million USD in fiscal year 2022 (39.2 million USD in Q4 compared to 13.9 million USD year-over-year), however the reported loss of minus 147.2 million USD should be viewed critically. With the turnover, in my view, special factors like … Read more

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Nikola – Ahead of the pack in emissions-free trucks

On January 25th of this year, the Analyst Day took place at company headquarters in Phoenix and was – as I saw it – a big success for Nikola. Via streaming, I was able to get an impression of how more than 300 representatives from shipping companies, suppliers and energy companies as well as from … Read more

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Siemens Energy – Stock market sees the company on a good path

The integration of wind subsidiary Gamesa will still need time until synergies (supply chains, joint purchasing power) and cost reduction potentials become visible in good, or initially at least better, figures. Nothing else is to be expected. The increased loss in the first quarter (Sep. 30, 2022) of fiscal year 2022/23 (fiscal 2023) of 598 million EUR … Read more

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Cummins – Hydrogen increasingly part of image

Could Cummins Engine develop into a one-stop shop for hydrogen matters? The company is working on a series of products and applications that should lead to zero emissions, so for example on engines for e-fuels or hydrogen, in the area of electrolysis as well as stack production for trucks/commercial vehicles, and on rail vehicles and … Read more

 

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Plug Power – A lot of self-commending, little development

The Analyst Day on January 25, 2023 unfortunately did not bring many new insights. The company representatives promised a shiny future and see the company as a leader in hydrogen. Some forecasts and self-imposed targets could have done with more realism, is my subjective feeling. Unfortunately, there are always setbacks that negate any associated forecasts … Read more

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Will 2023 be a good year for hydrogen shares?

If one has faith in the many, mostly positive news from all over the world regarding fuel cells and hydrogen, then nothing – especially at the stock exchange – stands in the way anymore of a hydrogen ramp-up. Because shareholders and investors need visions and growth stories that spark hope in a share. And this … Read more

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Further delay to ITZ kick-off

In September 2021, Andreas Scheuer, the then German transportation minister, announced the chosen locations for the four planned ITZ technology and innovation centers for hydrogen technology (see H2-international, May and August 2021). One and a half years on and the competition winners are still waiting for permission to get started. The high degree of eagerness … Read more

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Hy fcell

Go to where the market is

This Hannover Messe will go down in history – I can already tell. At the world’s largest industrial show, in the capital of Niedersachsen, this year will be, according to the organizer, around 500 institutions exhibiting products and services for the hydrogen economy – more than half will also be represented at the Hydrogen & … Read more

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e-Journal

Articles of the new H2-international issue - February 2023

  • USA: The course is set
  • Weichai Power – Temporarily poor figures
  • Siemens Energy – Share price anticipates good business development
  • Plug Power – Targets adjusted to reality
  • Nikola Motors – Short sellers determine the stock market price
  • Hyzon Motors – No news until February 2023?
  • Cummins Engine – Harnessing the power of Niagara Falls for hydrogen
  • Burckhardt Compression – Fulminant rise in share price
  • Ballard Power – Each market is approached individually
  • Potential for 1,000 billion USD annually
  • Bloom Energy – Outlook creates ground for a good year
  • myFC goes bankrupt
  • New internet platform to exchange H2 knowledge
  • 200 hydrogen Ubers for Berlin

EESEES EUROPE 2023: THE MAIN ELECTROLYSER TECHNOLOGIES AND THEIR ROLE IN THE FUTURE GREEN HYDROGEN PROJECT LANDSCAPE

Demand for low-carbon hydrogen will increase, but understanding the strengths and weaknesses of each electrolyzer solution will be key to making smart investment decisions. Meet electrolyzer manufacturers and project partners at the Green Hydrogen Forum & Expo (Hall B2, Messe München) as part of Europe's largest energy industry platform, The smarter E Europe, from June 14-16, 2023. The Green Hydrogen Forum (booth B2.550) offers a conference-level lecture program open to all trade show visitors on all three exhibition days. 
Free entrance ticket for H2-International readers: H2_ees2023 
Get your ticket here! 
More Information 

 NOW-News

Events

  • Hannover Messe - Hydrogen + Fuel Cells Europe
     April 17 to 21 2023, Hannover Messe, Germany, www.h2fc-fair.com

  • DVGW 27. Kolloquium Gas- und Wassermessung
    2.- 3. Mai 2023, Handwerkskammer Hamburg, Holstenwall 12, 20355 Hamburg, Telefon: +49 40 35905268
    www.dvgw-kongress.de

  • Powerfuel Week - at the Swiss Museum of Transport, Lucerne
     May 13 to 21 2023, Luzern, Switzerland, www.powerfuel.ch

  • E-world energy & water -The Leading Trade fair for the Energy Industry
     May 23 to 25 2023, Essen, Germany, www.e-world-essen.com

  • hy-fcell Canada - 5th Annual International Hydrogen and Fuel Cell Event
    organized by: Landesmesse Stuttgart GmbH, June 5 to 7 2023, Vancouver, Canada, www.hyfcell.com

  • 3rd H2 FORUM 2023 - “Accelerating Europe’s hydrogen economy now: joint forces for energy autonomy and CO2 neutrality”
     June 6 and 7 2023, ECC Berlin + online, www.h2-forum.eu

  • ees Europe - Fairground München – with Green Hydrogen Forum & Expo
    Conference: June 13 and 14 2023, Fair: June 14 to 16 2023, www.ees-europe.com

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