Hapag-Lloyd: High Costs Force Swift Action
As one of the largest shipping companies, Hapag-Lloyd is under enormous pressure to adapt its fleet of around 300 container ships to the requirements of the EU Emissions Trading System. The group closed the 2025 fiscal year with an EBITDA of USD 3.6 billion, representing a decline of over 28% compared to the previous year. According to CEO Rolf Habben Jansen, this development is due, among other things, to weekly additional costs of USD 40 to USD 50 million resulting from rerouting ships around the Cape of Good Hope. To reduce emissions, the shipping company is investing in new ship propellers and hull coatings and has already managed to reduce fuel consumption by 5% during partial-load operation through engine tuning on ships such as the Basle Express. Given expected prices for EU emission allowances averaging EUR 104 per ton in 2026, every additional ton of fuel saved becomes a significant competitive advantage. Until new ships with alternative propulsion systems arrive in 2028 and 2029, bridge technologies for existing engines are becoming increasingly relevant for the Group. dynaCERT’s technology also works on ships.
Brookfield Asset Management: Capital for the Transition
As a financial architect of the energy transition, Brookfield Asset Management manages assets of over USD 1.1 trillion and has a strong focus on decarbonization. The group makes targeted investments in carbon-intensive sectors to transform them. Capital flows into sustainable infrastructure projects through the Global Transition Fund II, which was closed in 2025 with USD 20 billion. According to its investment criteria, Brookfield seeks initiatives that deliver immediately measurable and verifiable emissions reductions. By creating certified CO2 savings, new technologies such as those from dynaCERT could play a key role within Brookfield’s infrastructure portfolio and thus attract much-needed institutional capital.
dynaCERT Bridges the Gap to Clean Logistics
Here, dynaCERT positions itself as a solution provider. The company’s proprietary HydraGEN technology uses distilled water to produce hydrogen and oxygen on demand and feeds them into the air intake system of diesel engines. Independent tests confirm that this system reduces fuel consumption by up to 19.2% and cuts nitrogen oxide emissions by up to 88%. Under the leadership of CEO Kevin Unrath, who recently took office, the company is now accelerating its commercial expansion. In the port sector, dynaCERT has already equipped cranes in Rochefort, France, and is currently expanding into Vietnam through service agreements. The energy price shock is particularly severe in Southeast Asia: in addition to working from home, driving bans are also being discussed there. The company is also achieving success in the mining sector in South America and in the Canadian province of Quebec, where, according to company statistics, a single large dump truck equipped with HydraGEN could save over 530,000 metric tonnes of CO2 equivalent annually. Using the integrated HydraLytica telematics system, dynaCERT tracks these savings in real time, enabling the generation of valuable Verra CO2 certificates, which secure an additional revenue stream for customers.
The Crisis as a Catalyst for dynaCERT Investors
For investors, dynaCERT offers an attractive opportunity in the current landscape. The company can leverage high energy prices and CO2 taxes as a perfect sales catalyst, as the HydraGEN systems now pay for themselves quickly in high-usage areas such as ports or mines. Analysts are correspondingly optimistic about the potential and have set an average consensus price target of CAD 0.75 for the dynaCERT share, paired with a strong “Buy” recommendation. Since corporations like Hapag-Lloyd rely on immediate savings and investors such as Brookfield are increasingly allocating capital to verifiable climate projects, dynaCERT is strategically positioned for success.
After the company has achieved a series of notable successes in recent quarters, the key now is to capitalize on the current energy crisis and generate significant new business. The starting point looks promising as the stock continues to trade near its lows. Speculative retail investors should keep a close eye on dynaCERT. If the company succeeds in securing significant orders, the stock is likely to regain momentum.
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