Investing in the hydrogen revolution: Solid returns with Pure One, Nel, and Ballard Power

The Market Herald06:25

The hydrogen economy is coming of age. After years of political debate and countless industry prototypes and visions, the sector is entering a phase of industrial maturity. Industry experts describe ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2619486549?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-03-16 06:25","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2619486549","market":"hk","top_or_hot":-1,"title":"Investing in the hydrogen revolution: Solid returns with Pure One, Nel, and Ballard Power","media":"The Market Herald","content":"<div>\n<p>The hydrogen economy is coming of age. After years of political debate and countless industry prototypes and visions, the sector is entering a phase of industrial maturity. Industry experts describe ...</p>\n\n<a href=\"https://themarketonline.com.au/investing-in-the-hydrogen-revolution-solid-returns-with-pure-one-nel-and-ballard-power-2026-03-16/\">Source Link</a>\n\n</div>\n","source":"markerherald_stock","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Investing in the hydrogen revolution: Solid returns with Pure One, Nel, and Ballard Power</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nInvesting in the hydrogen revolution: Solid returns with Pure One, Nel, and Ballard Power\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-16 06:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://themarketonline.com.au/investing-in-the-hydrogen-revolution-solid-returns-with-pure-one-nel-and-ballard-power-2026-03-16/><strong>The Market Herald</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The hydrogen economy is coming of age. After years of political debate and countless industry prototypes and visions, the sector is entering a phase of industrial maturity. Industry experts describe ...</p>\n\n<a href=\"https://themarketonline.com.au/investing-in-the-hydrogen-revolution-solid-returns-with-pure-one-nel-and-ballard-power-2026-03-16/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4096","symbol_name":"电气部件与设备","start_time":0,"source_url":"https://themarketonline.com.au/investing-in-the-hydrogen-revolution-solid-returns-with-pure-one-nel-and-ballard-power-2026-03-16/","article_id":"2619486549","we_media_id":null,"thumbnails":[],"rights":{"source":"markerherald_stock","url":"https://themarketonline.com.au/investing-in-the-hydrogen-revolution-solid-returns-with-pure-one-nel-and-ballard-power-2026-03-16/","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2619486549","pubTimestamp":1773613500,"columns":[],"sourceInfo":{"source_id":"markerherald_stock","name":"The Market Herald"},"weMediaInfo":null,"summary":"The hydrogen economy is coming of age. After years of political debate and countless industry prototypes and visions, the sector is entering a phase of industrial maturity. Industry experts describe the current year as decisive, as projects with solid economics are now separating themselves from purely politically driven initiatives.Listen to the HotCopper podcast for in-depth discussions and insights on all the biggest headlines from throughout the week. On Spotify, Apple, and more.This article is disseminated in partnership with Apaton Finance GmbH. It is intended to inform investors and should not be taken as a recommendation or financial advice.While Norwegian pioneer Nel is building the infrastructure for green hydrogen at a gigawatt scale through mass production of highly efficient electrolysers, Ballard Power Systems is delivering solutions for emission-free heavy-duty and passenger transport with proven fuel cell modules.The Australian company Pure One Corporation covers the en","collect":0,"end_time":0,"defaultTopTitle":"themarketonline.com.au","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4096":"电气部件与设备","BK7142":"石油与天然气的勘探与生产","BLDP":"巴拉德动力系统","P1E.AU":"PURE HYDROGEN CORPORATION LIMITED"},"translate_title":"投资氢能革命：Pure One、Nel和Ballard Power带来丰厚回报","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"BLDP":1.5,"P1E.AU":1},"content_text":"The hydrogen economy is coming of age. After years of political debate and countless industry prototypes and visions, the sector is entering a phase of industrial maturity. Industry experts describe the current year as decisive, as projects with solid economics are now separating themselves from purely politically driven initiatives.\nListen to the HotCopper podcast for in-depth discussions and insights on all the biggest headlines from throughout the week. On Spotify, Apple, and more.\nThis article is disseminated in partnership with Apaton Finance GmbH. It is intended to inform investors and should not be taken as a recommendation or financial advice.\nWhile Norwegian pioneer Nel is building the infrastructure for green hydrogen at a gigawatt scale through mass production of highly efficient electrolysers, Ballard Power Systems is delivering solutions for emission-free heavy-duty and passenger transport with proven fuel cell modules.\nThe Australian company Pure One Corporation covers the entire value chain. With its “end-to-end ecosystem,” the company bridges the gap between production and application, enabling seamless adoption of CO2-free logistics solutions. Investors are in an exciting phase in which hydrogen is being reevaluated as an energy source for industry.\nNel ASA supplies gigawatt-scale infrastructure\nThrough consistent scaling, the Norwegian group Nel ASA has positioned itself as an indispensable partner for the basic materials industry. The company offers the technical infrastructure that is urgently needed to produce green hydrogen economically. Following a phase of strategic restructuring last year, which also resulted in write-downs of around NOK 800 million for older generations of technology, Nel is now focusing fully on its most promising innovations. The measures are already taking effect: the cash burn rate fell by a whopping 41%. A key driver for future growth is the planned commercial launch of the next generation of pressure-resistant alkaline electrolysers in May this year. Prototype tests have shown that this new platform reduces space requirements by up to 80% and lowers overall system costs by 40 to 60%. This innovation enables Nel to compete on price with Asian competitors and efficiently implement large-scale projects on a gigawatt scale. This scaling is flanked by exceptionally strong order intake in the PEM electrolysis segment and prestigious partnerships with global heavyweights such as Samsung E&A.\nBallard Power scores with commercial maturity\nWhile Nel provides the infrastructure for generation, Ballard Power Systems is driving the application on the road. The Canadian specialist is focusing with great success on zero-emission heavy-duty and passenger transport. A historic milestone shows how far this technology has already matured in practice.\nBallard recently secured a major order from its long-standing partner New Flyer for the delivery of 500 fuel cell engines with a total capacity of 50 megawatts. These state-of-the-art drive systems are used in hydrogen-powered buses, which are already serving as full-fledged replacements for conventional diesel buses in a wide variety of climates. Ballard-powered buses have a documented availability of 98% worldwide and have collectively travelled over 250 million kilometres on the road.\nThe current record order underscores the commercial maturity of Ballard’s products and secures revenue streams for the company for years to come.\nThe pure hardware business is increasingly complemented by the “Ballard Fleet Services” service platform, through which the company generates lucrative, recurring revenue from maintenance, training, and digital fleet monitoring.\nPure One as a holistic integrator for small and medium-sized businesses\nPure One Corporation (P1E.AX) has carved out a lucrative niche for itself among the well-known industry giants. As a strategic integrator, the company pursues a holistic “end-to-end approach” that is particularly attractive to commercial fleet operators and small and medium-sized businesses. Instead of just supplying customers with individual components, Pure One bridges the gap between hydrogen production and end use, offering the complete ecosystem from a single source. Through a 70% stake in HDrive International, the company offers a wide range of hydrogen-powered commercial vehicles such as trucks, buses, and garbage trucks.\nThe group solves the problem of the lack of refuelling infrastructure with modular “micro-hubs” that produce green hydrogen via electrolysis directly at the customers’ depots, thereby eliminating expensive transport routes. In addition, the integrator relies on smart methane pyrolysis, which produces graphene or graphite as a valuable solid by-product for battery production and the electronics industry, significantly reducing the net production costs for hydrogen.\nA current test run with PepsiCo in Australia and initial orders for minibuses from Vietnam demonstrate the successful internationalisation of this robust business model.\nAttractive growth potential attracts investors\nFor investors, the current consolidation phase in the markets offers opportunities. The sector is moving beyond regulatory hype and is now delivering economically viable solutions. Industry pioneers Nel ASA and Ballard Power Systems are considered obvious core investments, but are likely to need additional capital to support ongoing growth initiatives. For more speculative investors, Pure One Corporation currently offers greater growth potential. With a 155% jump in revenue to AUD 4.55 million in the past fiscal year and a completely debt-free balance sheet, the company clearly stands out from its established hydrogen peers. The planned spin-off of the conventional gas business into Eastern Gas Corporation also sharpens the company’s profile as a sought-after pure cleantech stock. Given that the “end-to-end ecosystem” offers direct access to the highly profitable SME market, investors will find Pure One a promising stock in light of the conditions outlined above.\nAlways good for upward swings – Pure One shares.\nConflict of interest\nPursuant to §85 of the German Securities Trading Act (WpHG), we point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH (hereinafter referred to as “Relevant Persons”) may hold shares or other financial instruments of the aforementioned companies in the future or may bet on rising or falling prices and thus a conflict of interest may arise in the future. The Relevant Persons reserve the right to buy or sell shares or other financial instruments of the Company at any time (hereinafter each a “Transaction”). Transactions may, under certain circumstances, influence the respective price of the shares or other financial instruments of the Company.\nIn addition, Apaton Finance GmbH is active in the context of the preparation and publication of the reporting in paid contractual relationships.\nFor this reason, there is a concrete conflict of interest.\nThe above information on existing conflicts of interest applies to all types and forms of publication used by Apaton Finance GmbH for publications on companies.\nRisk notice\nApaton Finance GmbH offers editors, agencies and companies the opportunity to publish commentaries, interviews, summaries, news and the like on news.financial. These contents are exclusively for the information of the readers and do not represent any call to action or recommendations, neither explicitly nor implicitly they are to be understood as an assurance of possible price developments. The contents do not replace individual expert investment advice and do not constitute an offer to sell the discussed share(s) or other financial instruments, nor an invitation to buy or sell such.\nThe content is expressly not a financial analysis, but a journalistic or advertising text. Readers or users who make investment decisions or carry out transactions on the basis of the information provided here do so entirely at their own risk. No contractual relationship is established between Apaton Finance GmbH and its readers or the users of its offers, as our information only refers to the company and not to the investment decision of the reader or user.\nThe acquisition of financial instruments involves high risks, which can lead to the total loss of the invested capital. The information published by Apaton Finance GmbH and its authors is based on careful research. Nevertheless, no liability is assumed for financial losses or a content-related guarantee for the topicality, correctness, appropriateness and completeness of the content provided here.\nPlease also note our terms of use.\nJoin the discussion. See what’s trending right now on Australia’s largest stock forum and be part of the conversations that move the markets.\nThe material provided in this article is for information only and should not be treated as investment advice. Viewers are encouraged to conduct their own research and consult with a certified financial advisor before making any investment decisions. For full disclaimer information, please click here.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2619486549","isCrawlerRequest":true}