dynaCERT: On the Path to Commercialization
Energy conservation is the order of the day! The global energy shortage is now affecting all sectors, especially those involving high mileage. In light of relentlessly rising gas prices, fuel-saving systems in particular are increasingly coming into focus for trucking companies and fleet operators. In this context, the Canadian technology company dynaCERT is making waves. Instead of relying on costly, pure electrification, the Canadians optimize existing internal combustion engines using the MiniMax principle via a highly efficient bridging technology. Their patented HydraGEN™ system uses on-demand electrolysis to split distilled water directly on board into hydrogen and pure oxygen. The gas mixture is fed into the air intake without being separated, which increases the flammability of the diesel fuel and ensures significantly cleaner combustion. In addition to significant fuel savings, emissions of CO₂, NOx, and particulate matter are drastically reduced.
These savings can be measured using the company’s proprietary telematics software, HydraLytica™, allowing operators to additionally benefit from VERRA-certified CO₂ credits. Given the millions of diesel commercial vehicles worldwide, this quick-to-install retrofit kit offers immediate relief from operating costs, without the need for expensive hydrogen infrastructure. At the International Investment Forum, the newly formed top management team underscored the company’s global ambitions. President Bernd Krüper and the newly appointed CEO Kevin Unrath outlined the strategic realignment toward volume production.
In an exclusive follow-up interview on Market Frontlines, the company executives made it clear that dynaCERT has moved beyond the pure startup stage and is now fully focused on measurable results and global industrialization.
Operationally, dynaCERT is poised to enter a period of global growth with scalable revenue streams. In addition to a three-digit framework agreement with major fleet operators in Mexico, Vietnam in particular is becoming a strategic focus. In this Asian country, the Canadian company is making significant progress with certification and localization, as stricter government emissions regulations are driving the market in the short term. Following intensive on-site working visits and a double-digit number of successful test runs, dynaCERT has now secured its first firm production orders there. These real-world deployments in Vietnam’s logistics sector serve as an important reference and are already demonstrating initial spillover effects into neighbouring countries such as Cambodia and Indonesia. The global rollout is accompanied by a personnel transformation. The company’s foundation has been significantly strengthened with high-calibre new hires, including an experienced CTO from the large-engine development sector and experts in CO₂ credits on the supervisory board. Shortly before the major rollout in Vietnam, financial flexibility was bolstered by a capital raise of approximately CAD 2 million. The additional funds are primarily intended to boost international sales. The research firm GBC maintains its price target at CAD 0.75, which corresponds to a potential return of several hundred percent—the current pullback thus offers an attractive entry opportunity.
BYD: E-Mobility Gaining Significant Momentum in Asia and Europe
Chinese electric vehicle giant BYD is currently bolstering its market presence with an impressive export push that is increasingly offsetting weaknesses in its domestic market. A look at the raw numbers reveals the enormous momentum. In July alone, the company reported global sales of 419,211 New Energy Vehicles (NEVs), representing a strong increase of nearly 22% compared to the previous year. The real driver of growth, however, lies beyond China’s borders, where overseas deliveries skyrocketed by a spectacular 124% to a new record of 179,841 units. As a result, the international business now accounts for a remarkable 43% of the group’s total volume and skillfully offsets the domestic consolidation marked by price wars.
Strategically, BYD is aggressively pushing forward its expansion in Europe and, with 174,144 new registrations in the first half of the year, even managed to narrowly outpace its archrival, Tesla. To avoid geopolitical tariffs, the Chinese company is investing heavily in local production, with the new flagship plant in Szeged, Hungary, and a planned plant in Turkey serving as the industrial spearhead for the European market.
At the same time, expansion in Asia continues unabated, bolstered by the launch of new models such as the Racco microcar in Japan, priced at under two million yen (equivalent to just under EUR 11,000). CEO Wang Chuanfu is serious about his push, as this product offensive is accompanied by a massive infrastructure push that calls for the installation of approximately 3,000 of the company’s own fast-charging stations in Europe by the end of the year. Consequently, management is targeting an ambitious export goal of 1.5 million vehicles for the full year—a milestone that unequivocally underscores the global transformation of the entire automotive industry. Analysts on the LSEG Refinitiv platform expect BYD shares to rise to over 120 yuan or EUR 15.60—a gain of over 50% compared to the current price of EUR 10.20. Exciting!
Nel ASA and ITM Power: High Revenues, Low Returns
The European hydrogen sector remains unremarkable from an operational standpoint, but stock market speculation shows no signs of abating. Investors are hoping for an operational turnaround, which, however, depends heavily on government contracts. Although Nel ASA recently reported a strong surge in orders, the company remains deep in the red due to declining total revenue. In addition, uncertainty regarding leadership following the announced resignation of longtime CEO Hakon Volldal is noticeably weighing on market participants’ confidence. The situation is similar for British competitor ITM Power, whose stock has already corrected by nearly 50% following a dynamic spring rally. Although the company was able to raise its revenue forecasts, the projected operating losses are dampening any sustained optimism about the share price. Added to this is an industry-wide phenomenon in which major energy companies are pulling out of large-scale strategic projects, putting pressure on the entire sector. As long as the scaling up of electrolyzer production does not result in real, profitable net surpluses, both stocks are likely to remain vulnerable to pullbacks for the time being, despite high trading volumes.
Growth-oriented equity markets continue to rally, leaving skeptics of the current bull market behind. For now, investor attention remains concentrated on large-cap stocks, creating the potential for many specialized and smaller companies to catch up once the market rally broadens. Investors should therefore remain prepared to act—or consider initiating positions gradually. Good diversification across themes and regions protects the portfolio from major fluctuations.
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