Government Hydrogen Plans and AI Boom: Double Opportunity for 2G Energy!
The order potential in the coming years could be underestimated if more data center operators opt for decentralized solutions.
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The stock of 2G Energy (i) could be on the verge of ending its consolidation in my opinion. There are two reasons for this. 1.) On July 8, 2025, news agencies reported that the federal government intends to significantly accelerate the hydrogen expansion. However, if the entire hydrogen cannot be consumed immediately, it could be converted into electricity and heat by 2G's hydrogen cogeneration units. 2.) In the USA as well as in Europe, more AI data centers are expected to emerge in the coming years. The enormous energy consumption is likely...
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