Close menu




September 1st, 2021 | 10:39 CEST

Gazprom, Kodiak Copper, Nordex: This is how the energy transition pays off

  • Copper
Photo credits: pixabay.com

Keeping the economy moving requires energy. This energy can come from a variety of sources. Fossil fuels, such as oil and gas, have come under fire for their CO2 emissions. However, what is clear is that these energy sources will remain important for a long time to come. As a climate-neutral alternative, electricity from renewable sources is gaining in importance. However, this requires investments in storage facilities and transmission lines. We present three stocks related to the energy sector.

time to read: 3 minutes | Author: Nico Popp
ISIN: GAZPROM ADR SP./2 RL 5L 5 | US3682872078 , KODIAK COPPER CORP. | CA50012K1066 , NORDEX SE O.N. | DE000A0D6554

Table of contents:


    Gazprom: Resistance ahead!

    Gazprom is a true giant when it comes to energy. The Russians hold around 17% of the world's proven reserves of natural gas. After the pandemic had a bit of an impact on Gazprom's figures and the controversy surrounding the Nord Stream 2 Baltic Sea pipeline, the situation has calmed down again. The pipeline is being completed, and it also became clear that Gazprom will also do good business with China in the future. The Company is building a pipeline through Siberia to the east to achieve this.

    The stock has been experiencing an upswing for a few days now. In the past month alone, Gazprom has gone up 7.7%. It shows that oil and gas companies will not disappear from the scene for a long time yet. Over the course of a year, Gazprom has gained a whopping 66%. Currently, however, the share is stalking a long-term high and could encounter resistance there. The stock is also attractive because of its dividend, but growth should be limited.

    Kodiak Copper: Forest fire danger averted - it continues!

    In contrast, the small Canadian Company Kodiak Copper offers enormous growth opportunities. The MPD and Mohave projects offer attractive potential in terms of possible copper production. Especially MPD is considered advanced and has caused a sensation in recent months with some spectacular drill results. Last year, the share price jumped from CAD 0.46 to over CAD 3 between July and September. The reason was spectacular drilling results. In the meantime, the share has corrected and is trading around CAD 1.45. In Germany, that is just under EUR 1.00.

    Although the Company has successfully purchased land and drilled further successful wells, the price has fallen back. Part of the reason for this is the recent high risk of forest fires in Canada. In the meantime, however, Kodiak Copper announced that it would continue the work that had been interrupted. There is still only a two-week delay in the schedule. As copper is urgently needed for power grids and charging stations for electric cars, investors should keep Kodiak's shares on their radar. The projects are promising and on the notepads of many market participants.

    Nordex: The valley of tears has been crossed

    A prominent company when it comes to renewable energy for many German investors is Nordex. That is because the stock has been known for price rallies and also crashes in the past. In the meantime, however, Nordex has arrived in calmer waters. The Company is one of the leading suppliers of wind turbines. In 2020, the Company slipped deeper into the red because of the pandemic. Nevertheless, it increased its investments. In the final weeks of the year, incoming orders showed that things were looking up again. The bottom has now been passed.

    However, the share price has not yet really got back on track. In the past three months, the share price has fallen by just under 8%. Nevertheless, the chart shows signs of stabilization above the EUR 15 mark. However, if the share price slips below this level, it could face new difficulties. On the other hand, good news should boost the value and drive it toward EUR 20. The stock fits the spirit of the times but is currently not so hot. Nevertheless, investors should keep Nordex on their radar.


    While stocks like Gazprom or Nordex gradually reflect new operational developments in the share price, stocks like Kodiak usually react more dynamically. A forest fire can quickly cause the share price to fall. On the other hand, good drilling results can catapult the share significantly upwards. Investors should take this cyclicality into account and adjust their strategy accordingly. Kodiak Copper can be a good choice given the energy transition and electromobility and the resulting hunger for raw materials.


    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 in the future hold shares or other financial instruments of the mentioned companies or will bet on rising or falling on rising or falling prices and therefore a conflict of interest may arise in the future. conflict of interest may arise in the future. The Relevant Persons reserve the shares or other financial instruments of the company at any time (hereinafter referred to as the company at any time (hereinafter referred to as a "Transaction"). "Transaction"). Transactions may under certain circumstances influence the respective price of the shares or other financial instruments of the of the Company.

    Furthermore, Apaton Finance GmbH reserves the right to enter into future relationships with the company or with third parties in relation to reports on the company. with regard to reports on the company, which are published within the scope of the Apaton Finance GmbH as well as in the social media, on partner sites or in e-mails, on partner sites or in e-mails. The above references to existing conflicts of interest apply apply to all types and forms of publication used by Apaton Finance GmbH uses for publications on companies.

    Risk notice

    Apaton Finance GmbH offers editors, agencies and companies the opportunity to publish commentaries, interviews, summaries, news and etc. on news.financial. These contents serve information for readers and does not constitute a call to action or recommendations, neither explicitly nor implicitly. implicitly, they are to be understood as an assurance of possible price be understood. The contents do not replace individual professional investment advice and do not constitute an offer to sell the share(s) offer to sell the share(s) or other financial instrument(s) in question, nor is it an nor an invitation to buy or sell such.

    The content is expressly not a financial analysis, but rather financial analysis, but rather journalistic or advertising texts. Readers or users who make investment decisions or carry out transactions on the basis decisions or transactions on the basis of the information provided here act completely at their own risk. There is no contractual relationship between between Apaton Finance GmbH and its readers or the users of its offers. users of its offers, as our information only refers to the company and not to the company, but not to the investment decision of the reader or user. or user.

    The acquisition of financial instruments entails high risks that can lead to the total loss of the capital invested. The information published by Apaton Finance GmbH and its authors are based on careful research on careful research, nevertheless no liability for financial losses financial losses or a content guarantee for topicality, correctness, adequacy and completeness of the contents offered here. contents offered here. Please also note our Terms of use.


    Der Autor

    Nico Popp

    At home in Southern Germany, the passionate stock exchange expert has been accompanying the capital markets for about twenty years. With a soft spot for smaller companies, he is constantly on the lookout for exciting investment stories.

    About the author



    Related comments:

    Commented by Armin Schulz on July 23rd, 2026 | 08:00 CEST

    Gold Price Above USD 4,000 and Central Bank Rally: Barrick Mining, Lahontan Gold, Newmont—Time to Buy Now?

    • Mining
    • Gold
    • Silver
    • Commodities
    • Nevada
    • PreciousMetals
    • Copper

    The gold price is holding firmly above USD 4,000, supported in part by central bank purchases. In May, Poland, China, and Chile increased their reserves by a net total of 41 metric tons, with China marking its 20th consecutive month of increases. According to a survey, 89% of central banks expect their holdings to continue growing, and 45% plan to make additional purchases in the coming year. This fundamental tailwind is boosting the entire sector. That is reason enough to take a closer look at Barrick Mining, a gold and copper producer; Lahontan Gold, an up-and-coming Nevada gold producer; and industry leader Newmont.

    Read

    Commented by Nico Popp on July 15th, 2026 | 08:30 CEST

    Built on Sand? Barrick Mining Under Pressure, Rio Tinto Facing Headwinds, and North Arrow Minerals in a Strong Position

    • Mining
    • Gold
    • Africa
    • Commodities
    • Diamonds
    • ironore
    • Copper

    The demand for strategic metals, the challenging geopolitical environment, and new exploration methods—these factors are prompting established corporations and smaller exploration companies to adapt their business models in the face of these multifaceted challenges. While the major producers are streamlining their portfolios, which have grown over the years and are sometimes complex, smaller companies are demonstrating agility by divesting marginal projects and focusing on promising deposits in politically stable regions. We examine these developments and highlight exciting companies.

    Read

    Commented by Fabian Lorenz on July 14th, 2026 | 07:45 CEST

    Buy TUI? Sell Siltronic? And Is Power Metallic Mines at a Turning Point?

    • PGMs
    • Copper
    • travel
    • semiconductor

    Should investors sell shares of Siltronic ahead of its upcoming quarterly results? That is what the analysts at mwb are advising. One point in particular stands out: despite the booming market, the German semiconductor company is still expected to report a loss. Meanwhile, Power Metallic Mines is targeting long-term value creation through the development of its copper and polymetallic projects. The first mineral resource estimate is scheduled for publication in July. That could finally be the turning point for the stock. Analysts continue to see significant upside potential. Despite the unresolved conflict in the Middle East, analysts recommend buying TUI shares and are even raising their price targets. The tourism group plans to open additional hotels this summer. This will extend value creation and boost margins. The focus is on Asia.

    Read