Hydrogen

List of Hydrogen Stocks

Hydrogen stocks are publicly traded companies whose business involves the use of hydrogen as energy storage or a transportation medium.  See also fuel cell stocks. This list was last updated on 7/15/2020. AFC Energy (AFC.L) Ballard Power Corporation (BLDP) Bloom Energy Corporation (BE) Cell Impact AB (CI-B.ST) FuelCell Energy (FCEL) Hazer Group Limited (HZR.AX) HydroPhi Technologies Group, Inc. (HPTG) HyperSolar, Inc (HYSR) ITM Power PLC (ITM.L) MagneGas Corporation (MNGA) McPhy Energy SA (MCPHY.PA) myFC Holding AB (MYFC.ST) Nel ASA (NEL.OL) Nikola Corporation (NKLA) PowerCell Sweden AB (PCELL.ST, PCELF) Plug Power (PLUG) PowerHouse Energy Group plc (PHE.L) Proton Power Systems (PPS.L) Quantum Fuel Systems (QTWW) Xebec Absorption (XBC.V or XEBEF) If you know of any hydrogen stock that is not listed here...

List of Fuel Cell Stocks

Fuel cell stocks are publicly traded companies whose business involves fuel cells, devices for efficiently converting the energy in a fuel (often hydrogen) directly into electricity by chemical means, without combustion. Applications include road transport, large-scale energy storage and short-haul transport such as forklifts. This list was last updated on 7/7/2020 AFC Energy (AFC.L) Ballard Power Corporation (BLDP) Bloom Energy Corporation (BE) Cell Impact AB (CI-B.ST) Ceres Power Holdings PLC (CPWHF) Enova Systems (ENVS) FuelCell Energy (FCEL) Impact Coatings AB (IMPC.ST) ITM Power (ITM.L) McPhy Energy SA (MCPHY: PA) myFC Holding AB (MYFC.ST) Neah Power Systems (NPWZ) Nikola Corporation (NKLA) Plug Power (PLUG) PowerCell Sweden AB (PCELL.ST, PCELF) Proton Power Systems (PPS.L) SFC Energy AG (F3C.DE) Umicore S.A....

Brilliant Light Power – Commercialization Status

by Daryl Roberts A potentially paradigm-shifting technology has been under development at an R&D firm in NJ called Brilliant Light Power.   For people monitoring the situation, the question currently is about the status of commercialization.   It is not a publicly held firm, but is in mid-stages of private equity capitalization in the range of $100-120M. I recently read a book  titled "Randall Mills and the Search for Hydrino Energy", offering a detailed and compelling history of the development of this novel renewable energy technology, authored by an insider, an intern who stayed on to work there for several years (published in...
Biogas as a source of hydrogen

There’s Hydrogen In That There Biogas

I don’t suppose that anyone actually dreams of hydrogen, but in the bio-economy there just isn’t quite enough of it and we read about it and sometimes think about it so much that we might as well be dreaming about it. For those newer to the field, one of the problems of using biomass to make a fuel is that a carbohydrate contains around 53% oxygen by weight and needs about 16% more hydrogen that it contains to make a hydrocarbon fuel. That’s one of the reasons that biofuels are often esters (such as biodiesel) or alcohols (such as ethanol),...
UQM Fuel Cell comperssor

Shareholders Cry Foul as UQM Agrees to Buyout

UQM Technologies (UQM:  NYSE) has agreed to be acquired by Danfoss Power Solutions for $1.71 per share in cash, providing a deal value near $100 million.  UQM leadership expects timely review by government authorities and has recommended approval of the deal by shareholders.  A date has not been set for the required shareholder vote.  Assuming all goes according to schedule, a deal closing is possible sometime in the second quarter 2019. Electric propulsion and generation technologies are at the core of UQM’s solutions for manufacturing, transportation and power industries.  The substitution of electric motors for combustion engines has been driving demand for the UQM’s products.  Market opportunities have abounded...

Hydrogen Fuel Is Not Dead

John Lounsbury With the furor over the potential for hybrid, plug-in hybrid and all-electric cars recently, one might think the hydrogen car was dead. Nothing could be further from the truth. Feasibility at an affordable price appears to be established and market availability of hydrogen powered cars may come sooner than you think. Many issues remain to be addressed and this article will try to cover them. The problems to be overcome are not insurmountable, but are also not trivial. These problems include the economics of hydrogen production, transportation, distribution and...
McPhy

McPhy: Growing With Hydrogen

by Debra Fiakas, CFA Hydrogen system developer McPhy Energy SA (MCPHY: PA) recently reported impressive sales growth in the first half of 2019  -  23% higher than last year.    Sales were boosted by delivery of a refueling station in Houdain, France for a bus operation that is 100% powered by hydrogen.  New orders for projects in Germany, Bangladesh and Switzerland will keeps the company busy in the month ahead installing additional hydrogen fueling stations and electrolysis equipment for hydrogen production. Despite the success, McPhy has not achieved profitability.  Thus the company remains dependent upon financing to support operations.  In 2017, the company secured an equity sales agreement with Kepler...
Hydrogen

Hydrogenics: Will Hydrogen Skeptics Be Blown Away?

The hydrogen technology developer Hydrogenics Corporation (HYGS: Nasdaq) is taking on wind energy.  The company’s fuel cell power systems for stand-by and site power sources, hydrogen generators for industrial situations, and energy storage and fuel solutions for fleet owners. Hydrogen has gained in popularity because it is a zero-emission fuel source when burned with oxygen.  The energy efficiency of hydrogen as a transportation fuel is also enticing.  An electric motor powered by hydrogen fuel cell is two to three times more efficient than an internal combustion engine running on gasoline. Hydrogen is not without its critics.  One of the criticisms is that hydrogen is not entirely a carbon-neutral...

Hypersolar: Hydrogen In A Baggie

by Debra Fiakas CFA The last post “Man Makes Mother Nature Look Like a Lazy Maid” featured the work of Harvard scientists who have developed a breakthrough ‘bionic leaf’ system that uses sunlight to split water into hydrogen and then combine it with carbon to make isopropanol, an alcohol that can be used as fuel.  It is very much like reverse combustion.  Kudos to Harvard!  However, the good folks at Harvard are not alone in their quest to outsmart Mother Nature. In the late 1990s, the U.S. National Renewable Energy Laboratory in Golden, Colorado had reported progress...

Twelve Hydrogen And Fuel Cell Stocks

Tom Konrad CFA While many people think first about hydrogen when they think of fuel cells, fuel cells are not limited to hydrogen.  They are a set of related technologies, many of which can generate electricity from a number of hydrocarbon fuels rather than hydrogen.  I limited my recent post on the rapid rise of hydrogen stocks to just US-listed companies involved in the production and use of hydrogen, leaving out foreign stocks and other fuel cell technologies for brevity. In my research for that article, however, I came across fully ten publicly traded companies involved with...

Making Hydrogen From Ethanol

by Debra Fiakas CFA Cars powered by fuel cells or batteries are only as clean as the electricity used to produce the power source.  Proponents of hydrogen fuel cells argue that fuel cells have an edge over batteries, because hydrogen can ultimately be made cleaner with innovations in hydrogen production.  Steam reforming of natural gas is the most common source of hydrogen and for the most part it is still the most cost-effective process for large-scale production of hydrogen.  Since ethanol is a renewable resource, the steam reforming of ethanol has been proposed by some as...

The Hydrogen Problem

Jim Lane HydroMan may do his hydrogen-shift thing via water, at will – but outside of the Marvel Cinematic Universe, we have some hydrogen issues. Psst! Like cutting out a fossil hydrogen dependency for many biofuels. But, new pathways ensure that the status hydroquo may not last for long. A numbers of readers responding to “Biofuels from a raging fireball” (on research work with the raging fireball, Pyrococchus furiosus, to make biofuels and renewable chemicals from hydrogen gas and CO2) raised the question, where is all the hydrogen going to...

Hydrogen is a long-term story… and that’s exactly why I like QuestAir Tech

Ballard Power Systems (NASDAQ:BLDP or TSE:BLD) was arguably the first high-profile alternative energy story to hit North American markets since the oil shock of the 1970s, at a time when investors knew much less about the promises and pitfalls of fuel cells and the so-called “hydrogen economy��? than they do today. It was also an era of general euphoria about anything tech and Ballard got caught into it all. But today I will not focus on Ballard - I’m only giving this example to highlight the fact that the idea of hydrogen powering our whole economy cleanly and renewably...

Tesla Vs. Hydrogen

By Jeff Siegel One of Governor Arnold Schwarzenegger's dreams may soon be coming to fruition. During his time as governor, while singing the praises of renewable energy progress in the Golden State, the Terminator would often tell tree-hugging Californians about his dream of building a hydrogen highway that would enable hydrogen-powered vehicles to run from Mexico to Canada  via California. Not only did Prius drivers and vegans applaud the governor's dream, but it even got a decent amount of support from former GM Chairman Bob Lutz and President George W. Bush. Since that time, California has managed to build...
Mirai

Beyond ZEVs: The Negative Emission Vehicle

by Jim Lane Wandering the halls at the BIO World Congress and later to be seen again at ABLC NEXT this November, we ran across one of the most interesting technologies relating to ethanol production and markets we have seen in a month of Sundays, perhaps two months’ worth. The problem First, let’s revisit the problem. There’s simply too much ethanol being produced for the markets to absorb, given the Trump Administration’s massive cutbacks in US ethanol targets —In the resulting massively oversupplied market, the inevitable has happened, ethanol producers, growers and the Midwestern economies are being crushed. And they thought they...

Hydrogenics: New Capital, New Orders

by Debra Fiakas CFA   Hydrogen technology developer and fuel cell producer  Hydrogenics, Inc. (HYGS:  Nasdaq) closed out last year ‘following on’ with new capital and new fuel cell orders.  The company staged a public sale of its common stock through what is frequently referred to as a ‘follow on’ offering, coming along as this one did some years after the company’s initial public offering.  The pricing of these new shares of common stock was ‘followed’ quite closely by announcement of a new order for Hydrogenics fuel cells by a forklift manufacturer in North America.  The appearance...