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October 9th, 2023 | 07:30 CEST

Altech Advanced Materials, JinkoSolar, RWE: Energy storage market with 14.31% growth - Which stocks are worth considering

  • renewableenergies
  • Energy
  • Innovations
Photo credits: RWE AG

Renewable energies are more popular than ever, but they bring fluctuations and volatility that can endanger power grids. That is why German company Altech Advanced Materials focuses on stationary energy storage solutions, which can be particularly useful for ensuring the stability of critical infrastructure. The market for energy storage solutions, as used by Altech Advanced Materials, in the commercial and industrial sectors has significant growth potential. Its size is projected to grow from around USD 44.70 billion in 2023 to USD 87.24 billion by 2028, at a CAGR of 14.31% during the forecast period. Renewable energy giant RWE is once again betting on wind power and is one of the bidders for a lucrative offshore wind farm off the coast of Poland. Chinese company JinkoSolar is also focusing on the safety of its energy storage solutions through artificial intelligence. Find out which stocks are worth considering now.

time to read: 6 minutes | Author: Juliane Zielonka
ISIN: ALTECH ADV.MAT. NA O.N. | DE000A31C3Y4 , JINKOSOLAR ADR/4 DL-00002 | US47759T1007 , RWE AG INH O.N. | DE0007037129

Table of contents:

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    Altech Advanced Materials: High-performance solid-state batteries against power outages in critical infrastructures

    A seamless power supply is crucial, especially in critical infrastructures. Critical infrastructures (CRITIS) are organizations or facilities of essential importance to society, the failure or disruption of which would result in serious supply problems or significant security risks. Why, for example, Israeli defense units were unaware of the invasion of Hamas terrorists for hours remains unclear. However, the deployment of the Israeli "Iron Dome" demonstrates impressively how air missiles are destroyed before they land and cause harm to the civilian population. How things would have gone without securing the power supply for defense and border surveillance is hard to imagine.

    Whether defense, medical, energy, transportation and traffic, water, finance or insurance, the unrestricted operation of these structures must be ensured. Grid storage batteries play a crucial role in balancing energy supply and demand, ensuring a stable energy supply, and making the best use of renewable energy sources.

    This is precisely where the new product from the German company Altech Advanced Materials comes in. Together with the Fraunhofer Institute for Ceramic Technologies and Systems, the Company is producing fixed large batteries for industry to protect their operations from power outages in the future. The solid-state batteries called "CERENERGY" can be used universally in various climatic zones (temperature range -20 °C to +60 °C) and do not require external cooling or heating. This means they can be used in the Middle East, where extreme temperatures are part of everyday life. By using conventional common salt as the active material, without cobalt, lithium or graphite, the solid-state batteries are also more environmentally friendly than other solid-state batteries. All materials and components are sourced from Europe, shortening supply chains and minimizing risk from unsafe third countries.

    Renewable energy sources, such as those used by RWE, carry the risk of fluctuating power generation, greatly increasing the need for efficient and reliable energy storage solutions such as Altech Advanced Materials' battery. CEO Uwe Ahrens will be available to answer questions live from interested investors this week on October 10 at the 8th International Investment Forum. To register, click here.

    RWE in the running for another 1.5 GW offshore wind plant in Poland

    The importance of Altech Advanced Materials' solution for critical infrastructure at the moment is highlighted by the recent interview with RWE CEO Markus Krebber in the Wirtschaftswoche. Germany must accelerate the expansion of its gas import infrastructure to avoid supply bottlenecks. If bottlenecks occurred, production losses would be the consequence. "We do not have a buffer in the gas system," Krebber stresses. "In the event of a very cold winter or supply disruptions, critical situations can arise, leading to shortages and significantly higher prices." This presents a significant opportunity for Altech Advanced Materials.

    RWE is busy expanding and restructuring its energy mix. **Currently, the Group is in the running for a bid for an offshore wind facility in the Polish Baltic Sea with a capacity of up to 1.5 GW, located about 75 km off the coast of Ustka.

    With Germany as a customer, RWE is deploying floating storage and regasification units (FSRUs) to replace Russian gas supplies while construction of fixed terminals proceeds. Three FSRUs are in operation at Wilhelmshaven, Brunsbüttel, and Lubmin after Germany arranged charters and land connections. Additional vessels are to be added in Wilhelmshaven, Mukran and Stade for the winter of 2023/24. Liquefied natural gas can be imported with the help of the floating terminals and fed directly into the German gas grid. In one unloading operation, each ship can hold up to 170,000 m³ of LNG, convert it to its gaseous state on board, and then feed it into the gas grid.

    RWE boss Krebber makes it clear that the Company sees its future primarily in its home market: "We feel very comfortable in Germany and Europe," he says. Nevertheless, there are uncertainties in the business environment. This includes problems in the supply chains and changing regulatory conditions. He noted that RWE aims for a broad positioning across different technologies and markets. He does not see it as problematic for a German company to operate abroad. For investors, RWE represents a company with different energy mixes. RWE is a global player in renewables and the No. 2 in offshore wind.

    JinkoSolar: 24-hour AI monitoring secures battery storage energy supply

    The commercial and industrial customer sector (C&I) has long been a lucrative market for utility companies. So, it is no surprise that Altech Advanced Materials is focusing on it. Solar supplier JinkoSolar has delivered a series of its SunGiga liquid-cooled energy storage systems for commercial and industrial (C&I) applications to Zhaoguang New Energy in China's Shandong Province for this customer segment. These enable customers to better manage their overall electricity spending. This is made possible by charging batteries during low-cost "valley" hours and discharging them during high-cost peak hours. Shandong is located in eastern China, covering an area of 157,100 sq km, with a population of approximately 101.63 million. In addition to agriculture and fishing, the province has numerous deposits of raw materials and offers excellent port infrastructure. The Shengli oil field, one of China's largest oil production areas, is located in northern Shandong at the mouth of the Huang He River in the Bohai Sea. For Zhaoguang New Energy, the plant of JinkoSolar is a good opportunity to further optimize operating costs.

    Using Artificial Intelligence, accurate real-time monitoring of the cells is performed to detect changes and provide early warnings to the system. Available battery capacities range from 250 kWh to 2 MWh and are designed for applications that require two to four hours of energy storage. This solution facilitates the transportation, installation, operation and maintenance of energy storage solutions.

    German company Altech Advanced Materials is developing high-performance solid-state batteries that can power critical infrastructure.
    The solid-state batteries, known as "CERENERGY," are versatile and protect operations from power outages. They are environmentally friendly as they use conventional common salt and do not require harmful materials from third countries that can be affected by supply disruptions. With increasing demand for energy storage solutions, especially related to renewable energy, Altech Advanced Materials is well positioned to succeed in this growing market. CEO Uwe Ahrens will be available to answer investors' questions in a live Q&A on October 10. You can register for free here. RWE has a crucial role in securing Germany's energy supply. Gas import infrastructure is needed to prevent shortages and price increases. The Company is active in expanding offshore wind farms in Poland and is focusing on floating storage and regasification units to replace Russian gas supplies. RWE seeks a broad footprint to address supply chain challenges and regulatory changes. JinkoSolar supplies liquid-cooled energy storage systems to commercial and industrial customers such as Zhaoguang New Energy to optimize its manufacturing power supply. Their solutions enable battery charging during favorable times and discharging during expensive peak times. Using AI to monitor the batteries in real time increases the safety and efficiency of the system. China is already a step ahead of the European market, but thanks to the innovation efforts of companies like Altech Advanced Materials, EU players are catching up.

    Conflict of interest

    Pursuant to §85 of the German Securities Trading Act (WpHG), we point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH (hereinafter referred to as "Relevant Persons") may hold shares or other financial instruments of the aforementioned companies in the future or may bet on rising or falling prices and thus a conflict of interest may arise in the future. The Relevant Persons reserve the right to buy or sell shares or other financial instruments of the Company at any time (hereinafter each a "Transaction"). Transactions may, under certain circumstances, influence the respective price of the shares or other financial instruments of the Company.

    In addition, Apaton Finance GmbH is active in the context of the preparation and publication of the reporting in paid contractual relationships.

    For this reason, there is a concrete conflict of interest.

    The above information on existing conflicts of interest applies to all types and forms of publication used by Apaton Finance GmbH for publications on companies.

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    Der Autor

    Juliane Zielonka

    Born in Bielefeld, she studied German, English and psychology. The emergence of the Internet in the early '90s led her from university to training in graphic design and marketing communications. After years of agency work in corporate branding, she switched to publishing and learned her editorial craft at Hubert Burda Media.

    About the author

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