ENCAVIS AG INH. O.N.
Commented by Armin Schulz on March 11th, 2024 | 06:45 CET
Encavis, Manuka Resources, Rheinmetall - Vanadium: From metal to energy source
The energy transition presents us with the challenge of efficiently storing renewable energy. A key raw material in this process is vanadium, which is used in vanadium redox flow batteries (VRFBs) and is mainly known for its role in steel production. These batteries are characterized by their longevity, with up to 20,000 charging cycles without any significant loss of performance, and their safety as they are non-flammable. In addition, their scalability allows them to be used both in large-scale grid storage and in the private sector. By storing electricity from wind and solar power, VRFBs are a critical element in supporting the transition to a more sustainable energy supply and ensuring the availability of steel alloys that can also be used in the defense industry.
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Commented by Nico Popp on May 24th, 2023 | 12:00 CEST
Electricity for minus 0.8 cents - a licence to print money? Encavis, JinkoSolar, Blackrock Silver
Early summer is making itself felt - at least in southern Germany. Many photovoltaic systems are already running at full speed and using their capacity. Recently, there have even been instances of negative electricity prices throughout the day. These occur when supply exceeds demand. But what does that actually mean for investors? We present three shares!
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Commented by Stefan Feulner on March 30th, 2023 | 12:12 CEST
Scarcity threatens energy transition - BYD, Canadian North Resources, Encavis
Critical raw materials are becoming increasingly important with the global challenge of climate change and the need to drive the transition to renewable energy. However, these raw materials, which are essential for manufacturing technologies such as solar cells, batteries and electric motors, are limited and often difficult to access. Securing a stable and sustainable supply of critical raw materials is, therefore, one of the key challenges of climate change.
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Commented by Stefan Feulner on February 16th, 2023 | 22:05 CET
Encavis, Globex Mining, Freeport-McMoRan - Like in a fairy tale
Germany still has 22 years to achieve its goal of climate neutrality. By then, electricity will be generated purely from the sun and wind, and buildings will be so perfectly insulated that they will no longer need to be heated. Cars will only be fueled by electricity or green hydrogen. On paper, the energy mix transformation reads simple, but the implementation seems almost impossible, given current developments. Massive problems are likely to arise in procuring critical raw materials, as global demand is already outstripping supply for many metals.
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Commented by Armin Schulz on February 10th, 2023 | 12:40 CET
Defense Metals, Rheinmetall, Encavis - New technologies cannot do without this critical raw material
What do metal alloys, magnets, phosphors, ceramics, glass, catalysts and chemical processes need to function well? Rare earths - a critical raw material that is primarily processed in China. Without this raw material, there are no smartphones, computers, wind turbines or electric vehicles. There have been tensions between China and the United States for some time. If these tensions escalate and China stops its rare earth supplies, the Western world will have a problem. As demand for rare earths continues to rise, it is important to ensure sufficient supplies to meet the growing demands of the technology industry.
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Commented by Stefan Feulner on November 25th, 2022 | 23:16 CET
Viromed Medical AG, Encavis AG, K+S - The foundation is laid
For weeks now, the most important stock markets around the globe have been on an upward trend. What was initially only declared as a countermovement in the overriding downward movement could now be the start of a more pronounced year-end rally. While indices such as the DAX and the Dow Jones have already managed to break out of the downtrends they have been following since the start of the Ukraine war, smaller stocks, in particular, still offer considerable catch-up potential.
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Commented by Armin Schulz on October 4th, 2022 | 10:58 CEST
JinkoSolar, TubeSolar, Encavis - Shares for the energy turnaround
The phase-out of fossil energy generation is a done deal in Germany, but there is still a long way to go. Germany's share of renewable energies in electricity generation was 42.4% in 2021. However, this covered only 19.7% of Germany's energy consumption. Since the flare-up of the Ukraine crisis, the expansion of renewable energies is to be accelerated. A balanced mix is essential. Spring and summer are the main times for solar power, while in fall and winter, when the days are shorter, wind power is the primary source of electricity. If we want to achieve the 2030 targets, a massive expansion is essential. Today we take a look at three renewable energy companies.
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Commented by Carsten Mainitz on October 7th, 2021 | 11:15 CEST
JinkoSolar, Meta Materials, Encavis - Here comes the sun!
Climate is the dominant topic of our time. Not only has the population understood this and given the Greens a record result in the last federal election, but many companies from traditional sectors such as the automotive industry or heavy industry have now accepted that only green, sustainable technology promises lasting growth. Climate-neutral energy sources are the central element. Associated with this are energy storage challenges and increasing efficiency, which is currently still far from completely replacing fossil fuels. These three stocks will benefit from the upheavals.
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Commented by Armin Schulz on October 1st, 2021 | 12:05 CEST
JinkoSolar, Memiontec, Encavis - How to profit from the Federal election
Since the Federal election on September 26, it seems clear that the Greens will be in the government. Whether a traffic light or Jamaican coalition, without the Greens, only the GroKo remains, and that is as good as impossible with the CDU as a junior partner. Annalena Baerbock has already made it clear that her party wants to push through demands regarding sustainability. Germany will therefore have to increase its efforts once again. Renewable energies will continue to be promoted, while CO2 emissions will be penalized. This approach can be observed almost everywhere in the world. Reason enough to take a closer look at three companies that are committed to sustainability.
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Commented by Carsten Mainitz on July 15th, 2021 | 17:29 CEST
BP, Deutsche Rohstoff, Encavis - Is that it?
Nothing works without energy. But the world also needs to keep an eye on resource extraction and climate protection. ESG is a big investment topic. Even if the ideal target includes primarily renewable energy, that is simply out of touch with reality. Oil and gas producers are an attractive investment due to the high prices of the extracted raw materials. When will the next price jump come?
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