RWE AG INH O.N.
Commented by Juliane Zielonka on January 2nd, 2025 | 07:00 CET
Saturn Oil + Gas, Nel ASA, RWE - How three energy giants are redefining the future of global energy supply
Only a few days remain until January 20, 2025. The day the new US president will be sworn in and can push ahead with another energy turnaround. In North America, energy companies like Saturn Oil & Gas are expanding, and their products are driving the economy. With its blueprint strategy, Saturn ensures continuous value creation and is investing around CAD 320 million in further oil drilling projects for 2025. The clear financial strategy also provides more flexibility for the coming year. In Europe, the shift toward renewable energies continues. Nel ASA boasts full order books thanks to demand from Asia, but analysts remain cautious given the lack of hydrogen supply infrastructure in Europe. However, the new EU supply chain law could reshape the market conditions in favour of Nel ASA, as initial threats from Qatar indicate. As a global player, RWE continues to do business where it is most lucrative. The Company has achieved a milestone in the US, and in Italy, RWE is bringing a fresh breeze to the energy sector. Where investors should act now.
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Commented by Armin Schulz on December 30th, 2024 | 07:10 CET
Myriad Uranium - Uranium prices are exploding! What is the outlook for Nel ASA and RWE?
Uranium is increasingly coming into focus. Recently, the largest uranium producers, Kazatomprom and Cameco, revised their production forecasts downward, and this at a time when the world needs more energy. Data centres for quantum computing, crypto mining, artificial intelligence, and electromobility are driving the world's hunger for electricity. At the same time, some large tech companies are researching modular nuclear reactors, which could further boost the demand for uranium. While the uranium sector is performing well, 2024 has been a tough year for hydrogen and renewable energies. We look at one company from each sector and examine the prospects for 2025.
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Commented by Armin Schulz on December 18th, 2024 | 07:15 CET
RWE, F3 Uranium, Super Micro Computer – Profiting from the world's growing hunger for energy
Global energy demand is skyrocketing, fuelled by technological progress and the enormous appetite for electricity for electric vehicles and AI-powered data centres, whose consumption could more than double by 2028. At the same time, the energy transition faces unresolved challenges: Weather-dependent wind and solar energy supply electricity in an unreliable manner, bureaucratic hurdles slow down the expansion, and without sufficient storage, alternatives for the base load are lacking. Given these developments, nuclear power is increasingly seen as the only reliable option for both satisfying the growing hunger for energy and ensuring a stable and climate-friendly energy supply in the long term.
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Commented by Juliane Zielonka on November 29th, 2024 | 07:00 CET
RWE, Globex Mining, Plug Power - Energy transition: Euphoria, disillusionment, and investment opportunities
The path to a sustainable energy supply is not linear but is characterized by successes, setbacks and surprising developments. Despite possible supply risks, the German energy giant RWE is posting record earnings of EUR 4 billion (EBITDA) and is a thorn in the side of the Federal Cartel Office due to its market dominance. With its "mineral bank" model, mining specialist Globex Mining proves how traditional commodity businesses can also develop sustainably. The mining sector faces a double challenge: on the one hand, the industry contributes massively to the increased carbon footprint, while on the other hand, it is indispensable for the energy transition, as the demand for metals for batteries and renewable energies is increasing dramatically. With over 252 projects and smart royalty rights, Globex Mining is growing continuously, and its enterprise value is increasing. Hydrogen pioneer Plug Power, on the other hand, is struggling with a significant 20% revenue drop despite ambitious growth targets. "Hope dies last," one thinks when considering the perseverance of Plug Power's management. Where do investment opportunities lie?
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Commented by Juliane Zielonka on November 8th, 2024 | 07:00 CET
Myriad Uranium, Plug Power, RWE: New US policy creates winners and losers in the energy sector
Donald Trump's victory in the US presidential elections could lead to significant shifts in the global energy markets. While some market participants will have to reposition themselves, promising prospects are opening up for others. The Canadian explorer Myriad Uranium will benefit from the strategic realignment of US energy policy. The decision to ban the import of Russian uranium and the successful drilling results at the Copper Mountain project in Wyoming are excellent opportunities. Hydrogen specialist Plug Power, on the other hand, is experiencing a price decline of over 22% on NASDAQ – a possible indicator of the expected changes in funding policy. Global energy supplier RWE is attracting increased attention due to speculation surrounding the entry of the activist investor Elliott...
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Commented by Armin Schulz on October 30th, 2024 | 07:15 CET
Nel ASA, Myriad Uranium, RWE – The world needs CO2-free energy
The global need for CO2-free energy is more urgent than ever to combat climate change. With its low greenhouse gas emissions and high efficiency, nuclear power offers a stable energy source despite existing safety concerns. Alongside nuclear power, renewable energies such as wind and solar energy are gaining importance as they provide unlimited and environmentally friendly alternatives. Green hydrogen, produced by renewable energy sources, promises to revolutionize industries as a clean fuel source. The combined use of these technologies is crucial to reduce fossil fuel dependency and create a sustainable energy future.
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Commented by Juliane Zielonka on August 22nd, 2024 | 07:00 CEST
RWE, dynaCERT, Mercedes-Benz: Energy of the future - Hydrogen vs Electric
The energy transition is at the center of the strategies of RWE, dynaCERT, and Mercedes-Benz, each with different emphases. The energy company RWE is driving forward its hydrogen strategy with billions in investment and state subsidies. The Company plans to build electrolysers and hydrogen storage facilities, which, according to its IR Factbook, are the most promising components of its energy mix in the future. dynaCERT and its portfolio company Cipher Neutron are also focusing on innovative hydrogen solutions. Its AEM electrolysis technology, which is being researched in collaboration with Simon Fraser University, promises more efficient and cost-effective methods of hydrogen production. Mercedes-Benz, on the other hand, is struggling with the weaknesses of electric batteries. A severe fire involving an EV-Mercedes in an underground garage required over 8 hours of firefighting efforts, damaging 108 other vehicles and significantly damaging its reputation in one of its key markets...
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Commented by Armin Schulz on July 23rd, 2024 | 06:45 CEST
Plug Power, Saturn Oil + Gas, RWE - Which energy belongs in the portfolio?
The debate about the ideal energy source for the future focuses on hydrogen, oil, and renewable energies. Despite its controversial reputation, oil remains a significant energy source due to its high energy density and well-established infrastructure. Technological advances are also reducing the negative environmental impact. However, renewable energies and hydrogen also offer significant advantages, such as sustainability and low emissions. However, there is a lack of infrastructure to fully exploit the advantages of these technologies. We examine one candidate from each sector and where they stand today.
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Commented by Juliane Zielonka on June 6th, 2024 | 07:30 CEST
First Hydrogen, RWE, Rheinmetall - Sustainable investments with hydrogen and armaments
According to estimates, the global hydrogen production market will reach USD 230.81 billion by 2030. Both governments and industry are, therefore, in favour of the rapid development of this technology. The Canadian company First Hydrogen has already successfully tested a hydrogen fuel cell-powered van specially developed for the logistics sector. International logistics companies and vehicle manufacturers are now signaling their interest in working together. The energy company RWE is also focusing on hydrogen. The construction of hydrogen power plants in Germany is to be driven forward with two European partners. Rheinmetall, on the other hand, is expanding into the Baltic States. A new ammunition plant is being built in Lithuania. This will result in many lucrative advantages for the German group. Which investment is most likely to yield returns?
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Commented by Stefan Feulner on May 28th, 2024 | 07:15 CEST
RWE, Desert Gold Ventures, GameStop - Stragglers in the bull market
Despite the fact that the US stock markets were closed yesterday for Memorial Day, Germany's leading index, the DAX, remained in the green. In addition to the major share indices, other asset classes, such as gold and Bitcoin, are generally in an overarching upward trend, which suggests that prices will continue to rise. Although the underlying assets are trading near their highs, companies from the relevant sectors are still far from reaching those levels.
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