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Energy transition 2.0: Why CHAR Technologies is thinking much further ahead than Enviva and why Plug Power is still dreaming
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Shock for industry: How China's export ban is bringing the West to its knees – Antimony Resources, Rheinmetall, and thyssenkrupp
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The molecular revolution: Why A.H.T. Syngas wins where BASF invests billions and EQTEC paves the way
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From raw material to reactor: How Cameco, Stallion Uranium, and Constellation Energy are capitalizing on the AI-driven energy crisis
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Palo Alto, NEO Battery Materials, ITM Power – On the verge of a breakthrough
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Key investments – American Atomics, Siemens Energy, and Aixtron!
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"Property Bank" for the raw materials era: Globex Mining combines the best of Franco-Nevada and Altius
Commented by Nico Popp on February 19th, 2026 | 07:55 CET
Energy transition 2.0: Why CHAR Technologies is thinking much further ahead than Enviva and why Plug Power is still dreaming
The global energy market has learned its lesson - electrons alone cannot save heavy industry. While wind turbines and solar parks are making power grids greener, steelmakers and gas suppliers face a physical dilemma: they need carbon molecules – just "green" ones. In this gigantic market for sectors that are difficult to decarbonize, former biomass giant Enviva has already proven that wood is a suitable energy source. But while Enviva has only burned pellets, CHAR Technologies is igniting the next stage of evolution. With their high-temperature pyrolysis (HTP) process, the Canadians are transforming simple biomass not only into heat, but into two high-value industrial products: biochar for the steel industry and renewable natural gas (RNG) for the grid. CHAR is thus delivering exactly the solution that visionaries like Plug Power are striving for with hydrogen, but can often only achieve with billions in investment in new infrastructure. CHAR Technologies uses the existing gas grid and earns money from day one.
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Commented by Armin Schulz on February 19th, 2026 | 07:50 CET
Shock for industry: How China's export ban is bringing the West to its knees – Antimony Resources, Rheinmetall, and thyssenkrupp
The global commodities market is in turmoil. China's radical export ban on antimony triggered an unprecedented supply crisis in early 2026, causing prices for this strategic metal to skyrocket. While Western industries fear for their production chains, a reorganization of supply routes is looming. This offers enormous opportunities for those who act now. In this tense environment, three companies that could not be more different are moving into the spotlight: Antimony Resources as a beacon of hope for new production capacities, Rheinmetall as a major buyer of defense technology, and thyssenkrupp as a manufacturing giant.
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Commented by Nico Popp on February 19th, 2026 | 07:25 CET
The molecular revolution: Why A.H.T. Syngas wins where BASF invests billions and EQTEC paves the way
While policymakers preach electrification, practitioners in heavy industry know that process heat and chemical raw materials require molecules. This is where synthesis gas (syngas), an old acquaintance, is celebrating a spectacular renaissance. Syngas is the backbone of modern chemistry, a mixture of hydrogen and carbon monoxide without which neither fertilizers, plastics, nor synthetic fuels could exist. Market forecasts from research firms like MarketsandMarkets and Grand View Research paint a similar picture: the global syngas market is expected to grow at high single- to double-digit rates through 2030, expanding from several dozen billion US dollars today to a significantly larger market. Three parallel developments are currently taking place in this gigantic growth market. While chemical giant BASF validates the demand and EQTEC proves the large-scale feasibility, German technology specialist A.H.T. Syngas Technology (A.H.T.) is disrupting decentralized applications. We analyze the market and the key players.
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Commented by Armin Schulz on February 19th, 2026 | 07:20 CET
From raw material to reactor: How Cameco, Stallion Uranium, and Constellation Energy are capitalizing on the AI-driven energy crisis
Artificial intelligence and its thirsty data centers are driving electricity demand to new heights, while geopolitical tensions and years of underinvestment are strangling the supply of uranium. Analysts predict a multiplication of the price of uranium, as mines are currently producing only three-quarters of the material needed. At the same time, US policy is pushing for the construction of dozens of new reactors and classifying nuclear power as critical infrastructure. That is why it is worth taking a look at three companies today: primary producer Cameco, exploration specialist Stallion Uranium, and reactor operator Constellation Energy.
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Commented by Stefan Feulner on February 19th, 2026 | 07:15 CET
Palo Alto, NEO Battery Materials, ITM Power – On the verge of a breakthrough
Raised sales forecasts in the hydrogen sector, a potential technological breakthrough in silicon-based high-performance batteries, and a cybersecurity heavyweight that is coming under pressure despite strong figures due to a weak outlook - the markets in 2026 are reacting with increasing selectivity. While future-oriented technologies such as electrolysis and next-generation battery materials are gaining operational momentum and targeting billion-dollar markets, the AI-driven cybersecurity segment illustrates how sensitive investor sentiment remains to forward guidance.
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Commented by Carsten Mainitz on February 19th, 2026 | 07:10 CET
Key investments – American Atomics, Siemens Energy, and Aixtron!
Nothing works without electricity - the demand for which from AI and electromobility is growing exponentially. Round-the-clock availability is required. Although renewable energy is politically desirable, they carry the risk of dark doldrums. On the other hand, nuclear power is on the rise. Numerous tech giants are relying on this energy source to reliably and low-carbon cover the enormous energy needs of their data centers and AI infrastructures. One stock that remains under the radar of many investors is American Atomics. The company plans to build a fully integrated North American value chain, taking advantage of political and structural tailwinds. Siemens Energy is a blue chip in the energy sector and continues to be rated a "Buy" by analysts. Aixtron is riding the AI wave. How should investors position themselves?
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Commented by Nico Popp on February 19th, 2026 | 07:05 CET
"Property Bank" for the raw materials era: Globex Mining combines the best of Franco-Nevada and Altius
The current market phase is a turning point for the global mining industry. While gold prices above USD 5,000 per ounce and a structural copper deficit dominate the headlines in the financial press, traditional explorers are struggling with the harsh reality in the background: drilling costs are skyrocketing, approval processes are taking forever, and the risk of drilling a "dry hole" has never been more expensive than it is today. In an environment of growing operational risks, a business model that creates security through scale and diversification is gaining in importance: the so-called "property bank." While industry giants such as Franco-Nevada shine with substantial revenues from royalties and Altius Minerals creates value as a project generator, a smaller but highly agile player combines both worlds in a single stock. With a portfolio of over 250 projects, Globex Mining effectively offers investors a commodity ETF in a single holding, without any of the debt or dilution risks of a conventional mining operator.
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Commented by Fabian Lorenz on February 19th, 2026 | 07:00 CET
Gold stock set to MULTIPLY? Could Desert Gold outshine Barrick Mining, B2Gold, and others?
While the price of gold remains above USD 5,000 per troy ounce, one country is staging a spectacular comeback. After two years of negative headlines, the government appears to be reassessing its approach and is seeking renewed cooperation with gold companies. The West African country will remain strategically important in the future, not just for Barrick Mining and B2Gold. As a result, gold companies operating there are likely to see a stock market resurgence. Desert Gold clearly stands out as a potential outperformer, with its Mali activities currently barely reflected in the stock price. Analysts see potential for substantial gains.
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Commented by Carsten Mainitz on February 19th, 2026 | 06:55 CET
Stock Picking Alert! Huge upside for Power Metallic Mines, TeamViewer at record low, Barrick solid!
One of North America's largest polymetallic deposits is still available at a bargain price. Analysts at Noble Capital Markets believe Power Metallic Mines' stock could nearly triple in value. Renowned industry giants are already among the company's shareholders, giving it the seal of approval. In terms of valuation, the NYSE listing planned for this year will provide a boost. At Barrick, the precious metals boom is leading to record highs. The planned IPO of North American gold assets has not yet been priced in. Meanwhile, frustration prevails at TeamViewer despite megatrends such as AI. Where is it worth getting in now?
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Commented by Nico Popp on February 18th, 2026 | 07:35 CET
People Make Markets: Why NEO Battery Materials Could Now Repeat the Successes of Patriot Battery and Enovix
In the global battery market, the harsh reality has set in that a patent alone is worthless if it cannot be scaled. History is full of start-ups that delivered brilliant lab results but failed in the transition to mass production. Today, professional investors are looking less at theoretical energy densities and more at the minds behind the business. If you want to build billion-dollar factories and manage complex supply chains, you need doers, not theorists. Recent history provides impressive evidence of this: Patriot Battery Metals exploded on the stock market when lithium legend Ken Brinsden took the helm. Enovix is winning the confidence of the markets thanks to the iron fist of chip veteran T.J. Rodgers. Now, NEO Battery Materials is preparing to play the same card. The company is not only banking on a disruptive silicon anode, but also on a management team that comes from the heart of South Korea's battery superpower – reinforced by strategic new additions from the military.
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Commented by Armin Schulz on February 18th, 2026 | 07:30 CET
Verbio, CHAR Technologies, and Waste Management - These 3 stocks together are turning waste into billions!
The global waste management industry is set to become a billion-dollar market by 2026. Over 2.3 billion tons of waste per year are driving radical innovations that are transforming pure cost centers into profitable growth markets. Artificial intelligence and waste-to-energy technologies are merging into an ecosystem that is breaking efficiency records. This dynamic is not only affecting industry giants, but also specialized pioneers who are shaping the future with biogas optimization, pyrolysis processes, and global logistics. Read on to find out exactly how Verbio, CHAR Technologies, and Waste Management are benefiting from these megatrends.
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Commented by Nico Popp on February 18th, 2026 | 07:25 CET
The Transaction Era: Why Desert Gold Ventures Emerges as the Clear Winner in West Africa – B2Gold Watches, Robex Resources as a Blueprint
The spotlight at Mining Indaba 2026 in Cape Town in early February illuminated a new reality that goes far beyond production quotas and drilling results. A term emerged from the panel discussions that defines future commodity policy: "transactional." The era of purely ideological alliances is giving way to a pragmatic age in which security of supply and access to resources are the currency of geopolitics. In this new global structure, in which the West, China, and the Global South are vying for influence, Africa is no longer positioning itself as a supplicant but as a strategic partner on an equal footing. Capital follows this logic. However, it does not flow indiscriminately, but rather targets the most geologically productive regions. In the gold sector, this means that all eyes are on the Senegal-Mali Shear Zone (SMSZ). In this world-class district, a small explorer controls the key to the longevity of the giants there: Desert Gold Ventures. While B2Gold and Robex Resources manage their billion-dollar assets, Desert Gold sits on strategic reserves that are likely to become very expensive in a transactional world.
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Commented by Fabian Lorenz on February 18th, 2026 | 07:20 CET
Nearly 200% upside potential! RENK, Nordex, and Power Metallic Mines shares under analyst review!
Analysts at Noble Capital Markets believe that Power Metallic Mines shares could rise by almost 200%. This is based on the Nisk project, which has developed from a nickel project into a world-class multi-metal project. Recent nearby drilling results suggest even greater potential. The planned IPO in the US could be an additional driver. Nordex shares are recommended as a "Buy" by mwb research. Although analysts are optimistic and see the wind turbine manufacturer on track operationally, the price target is disappointing. At RENK, the recent analyst call by management appears to have been convincing. Expectations for Q4 and the full year 2025 are likely to be met, unlike recently at Rheinmetall.
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Commented by Armin Schulz on February 18th, 2026 | 07:10 CET
Plug Power, Pure One, Daimler Truck: Your turbocharger for returns in the billion-dollar market of emission-free mobility
The global economy is at a historic turning point in 2026. The forced shift away from fossil fuels is catapulting green technologies into a new dimension. Driven by regulatory hammer blows from Brussels and exploding investments worth billions, the decarbonization of heavy-duty transport and the hype surrounding hydrogen are colliding to create a perfect storm for investors. While battery-electric trucks are already conquering short distances, a race between systems is emerging in long-distance transport, in which only the technology with the best infrastructure can win. The following article highlights how Plug Power, Pure One, and Daimler Truck are shaping this battle for supremacy.
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Commented by André Will-Laudien on February 18th, 2026 | 07:05 CET
Unpredictable conflict dynamics turn tungsten into a strategic metal – Almonty moves into focus
The capital markets currently appear paradoxical: record highs for indices, unusually high volatility, and above all, a world order that is shifting faster than any valuation metric. Wars are back and here to stay, trade routes are becoming political and fragile, and sanctions are replacing diplomacy. In this environment, raw materials are once again becoming strategic weapons. While algorithms are still extrapolating growth rates, governments are already thinking about supply scenarios after the crash. In this tense environment, the logic of investing is changing. It is no longer just about supply and demand, but about access, control, and reliability. Who will deliver when the going gets tough? Who will decide who gets what and how much, and who might even be excluded? This is precisely where the major capital movements of the coming years will arise, often away from the familiar mega-caps. A metal that hardly anyone has paid attention to for years is suddenly becoming the focus of technological and military interest. And a company that has long flown under the radar is quietly becoming a strategic factor. Almonty Industries is an example of how geopolitics and capital markets are currently intertwining in new ways and creating dream returns for visionary investors.
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