Stefan Feulner

Commented by Stefan Feulner on November 5th, 2026 | 05:39 CET

Zefiro Methane: Billions from Washington – Analysts See Potential for a Tripling

• Gas
• Oil
• Environment

Created and Published on Behalf of Zefiro Methane Corp.

A billion-dollar problem lies beneath America's soil. Hundreds of thousands of orphaned oil and gas wells need to be remediated, many of which continue to release climate-damaging methane. Washington has allocated USD 4.7 billion for this purpose. One of the companies set to benefit is Zefiro Methane. The company has already secured government contracts worth around USD 40 million, is significantly increasing its revenue and is opening up additional business areas. As remediation of old production sites gathers pace, a German research firm calculates upside potential of more than 200% for the share price.

Commented by Stefan Feulner on November 4th, 2026 | 05:40 CET

Saab, Almonty Industries and Thales: The starting gun has been fired

• critical raw materials

Europe is rearming, and the US is investing billions in new weapons systems. Yet the growing demand for military equipment exposes a vulnerability: the West remains heavily dependent on China for strategic metals such as tungsten. The metal is needed for cemented carbides, special alloys and certain armaments, among other things. While European defence groups develop new technologies and secure major orders, an alternative source of raw materials is emerging in South Korea. For investors, this brings into focus not only manufacturers of modern weapons systems but also their industrial supply chains.

Commented by Stefan Feulner on November 3rd, 2026 | 05:34 CET

GE Vernova, NU E Power, Quanta Services – AI's most expensive bottleneck

• Energy

Created and published on behalf of NU E Power Corp.

A power grid cannot be expanded through a software update. While technology companies invest billions in new data centres, many regions lack sufficient power generation capacity, grid connections and high-capacity transmission lines. The latest quarterly figures from two American energy giants illustrate the scale of the infrastructure challenge. At the same time, smaller project developers are working to secure suitable sites and future electricity offtakers at an early stage.

Commented by Stefan Feulner on November 3rd, 2026 | 05:29 CET

Kinross, Lahontan Gold and Agnico Eagle: Gold plunges as Nevada's mines come into focus

• Gold
• Silver

Gold is currently suffering a severe setback. On Friday, the price of an ounce fell below USD 3,900, reaching its lowest level in a year. Compared with its record high in January, the precious metal has lost around 30%. Rising interest rate expectations and selling pressure across equity markets are weighing on prices. This changes the equation for gold mining companies. While established producers continue to generate substantial cash inflows, developers must demonstrate that their projects remain attractive even at lower gold prices.

Commented by Stefan Feulner on October 30th, 2026 | 05:33 CET

DEUTZ, dynaCERT, Cummins: The diesel engine is far from dead

• Hydrogen
• Internal combustion engines
• Diesel

Diesel engines should have been in decline long ago. Yet on construction sites, in mines and in international freight transport, the reality is different. Heavy machinery must operate reliably, even where charging infrastructure is lacking and downtime costs thousands of euros. That is why engine manufacturers continue to invest in more efficient internal combustion engines, while retrofit specialists aim to reduce fuel consumption across existing fleets. For investors, this creates a contrast: multibillion-dollar corporations are developing new generations of engines, while smaller technology providers are seeking to build businesses around the millions of diesel engines already in service.

Commented by Stefan Feulner on October 29th, 2026 | 05:36 CET

thyssenkrupp, Strategic Resources and Cleveland-Cliffs: Europe's Steel Challenge Becomes a Stock Market Opportunity

• critical raw materials
• Climate transition

Europe's steel industry faces a difficult balancing act. More climate-friendly production processes require billions in investment, while high energy costs and international competition weigh on margins. Policymakers are calling for industrial transformation, but without reliable financing, affordable hydrogen and suitable raw materials, many projects risk stalling. Meanwhile, the recovery of US steelmakers shows how quickly earnings can improve with better market conditions. On the stock market, attention is therefore turning not only to established producers, but also to companies seeking to supply the raw materials needed for the next generation of steel production.

Commented by Stefan Feulner on October 29th, 2026 | 05:28 CET

SAP, Aqarios Quantum Technologies, Infineon: The battle for the next "computing revolution"

• Quantum computers
• AI
• Software

The global economy's hunger for data is rapidly pushing conventional IT infrastructures to their physical and economic limits. While Artificial Intelligence requires enormous computing capacity today, the next major technological leap is already taking shape in the background. This historic shift opens up entirely new dimensions for investors. On the one hand, established tech giants are filling their coffers with billions in orders for conventional cloud software and high-performance semiconductors. On the other hand, specialised innovators are positioning themselves to define the fundamental standards for the coming quantum era today. Investors who strategically engage with this value chain, from hardware to the next generation of software, are now securing substantial leverage on this century's technological megatrend.

Commented by Stefan Feulner on October 27th, 2026 | 05:36 CET

Siemens Energy, RE Royalties and Nordex – 30 Years That Have Investors Taking Notice

• renewable energy

A 30-year maintenance contract for new wind turbines. Ten years of additional revenue, even though a loan has already been repaid in full. And 120 new switchgear panels for one of Germany's most important power grids. These figures represent more than just another set of orders from the energy sector. They show how companies are seeking to turn one-off investments into predictable long-term revenue streams. For investors, this development could prove more significant than the sheer number of newly installed megawatts.

Commented by Stefan Feulner on October 22nd, 2026 | 05:39 CEST

Anglo American, Power Metallic Mines, BHP: Copper Supply Tightens as Mining Giants Respond

• critical raw materials

Created and published on behalf of Power Metallic Mines

The recent correction in commodity stocks contrasts with the longer-term outlook for copper, as demand continues to rise. Power grids require modernisation, data centres are expanding, and industrial supply chains are being restructured. At the same time, mining companies are finding it increasingly difficult to develop new deposits. Declining ore grades, high investment costs and lengthy permitting procedures are limiting supply. While major producers focus on expanding existing mines, new high-grade discoveries are attracting increasing attention. Projects in politically stable regions that contain other strategically important metals alongside copper are particularly attractive.

Commented by Stefan Feulner on October 22nd, 2026 | 05:25 CEST

BioNTech, Formycon, Biogen: Pharma billions are being redistributed

• Biotechnology

The pharmaceutical industry is facing a massive restructuring. As blockbuster drugs worth billions lose patent exclusivity, cheaper copycat products are entering the market. At the same time, biotech groups are investing billions in new cancer drugs and therapies for diseases that have long been difficult to treat. For investors, this creates tension between established revenue generators, new active ingredients and rising healthcare costs. Companies that secure access to lucrative drug markets early are particularly interesting. Even a small share of a global blockbuster's revenue can have considerable economic significance.