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Commented by Stefan Feulner on January 26th, 2023 | 20:00 CET

Nordex, Manuka Resources, American Lithium - The profiteers of scarcity

  • Mining
  • Gold
  • Lithium
  • Commodities

Besides the raging war in Ukraine, the discussion about the energy industry of the future accompanies us daily. It has already been decided that renewable energies such as wind power and photovoltaics will be the way forward. Likewise, the move away from the internal combustion engine to battery-powered electric motors is in the bag. But the implementation problems will be with us over the next few years. Where will producers get the raw materials that are already in short supply? Another critical issue is energy storage. Here, too, there is an increasing demand for a raw material that is currently produced primarily in Russia and China.

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Commented by Nico Popp on January 19th, 2023 | 11:16 CET

The market for electricity storage to pick up speed by 2030: RWE, Nordex, Altech Advanced Materials

  • Technology
  • renewableenergies

Being in on the action from the start is the dream of many investors. Imagine: Having bought shares of Amazon or Alphabet decades ago - you could also get rich with BYD over the decades. But there are new opportunities. By 2030, stationary energy storage will be the next big thing. Electricity grids must be stable, and energy from renewable sources must be stored for this purpose. Recently, RWE brought new giant batteries online and is planning much more. For some companies, enormous opportunities are emerging.

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Commented by Stefan Feulner on January 18th, 2023 | 10:43 CET

NIO, dynaCERT, Nordex - Different omens

  • Hydrogen
  • cleantech
  • Electromobility

The energy turnaround is a constant companion. Since the Ukraine conflict at the latest, alternatives have been desperately sought in order to free ourselves from dependence on Russia. However, politicians' plans and the reality of timely implementation are far apart. In the area of traffic and transportation alone, it will likely be decades before climate neutrality is achieved. However, there are bridging systems already available that drastically reduce CO2 emissions.

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Commented by André Will-Laudien on January 16th, 2023 | 15:22 CET

Last Generation in Lützerath - Greentech shares jump! Siemens Energy, Auxico Resources, JinkoSolar, and Nordex in focus

  • Mining
  • RareEarths
  • GreenTech

Fossil energy supply is becoming increasingly uncertain and is a red rag for the "Last Generation". What is currently happening in Lützerath could become a blueprint for Germany's energy problems in the future. The political loss of the supplier and raw material giant Russia creates a dangerous undersupply, especially for Central Europe. Due to the mild winter, gas reserves are still abundant, but public pressure is on the industry. Production processes must become more sustainable, even if this initially increases costs in the short term due to necessary investments. In the long term, however, this will sustainably renew the German industrial landscape and make it much more competitive again. Which Greentech stocks should you keep an eye on?

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Commented by Armin Schulz on December 28th, 2022 | 08:14 CET

Auxico Resources, BYD, Nordex - Energy transition in danger: shortage of critical raw materials

  • Mining
  • RareEarths
  • renewableenergies
  • Electromobility

The energy transition, i.e. the transition to a sustainable, low-carbon and renewable energy supply, is an important step in combating the climate crisis. However, some critical raw materials are needed for the expansion of renewable energies and whose scarcity can pose a threat to the energy transition. These include, for example, rare earths, cobalt and lithium, which are used in the manufacture of solar panels, wind turbines and electric cars. In this context, one should not underestimate the current dependence on China, which has a monopoly position, especially in rare earths. We therefore take a look at three companies around the energy transition.

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Commented by André Will-Laudien on December 22nd, 2022 | 11:18 CET

Christmas hype alert: BASF, Meta Materials, Varta, Nordex - Strong start to 2023 with GreenTech!

  • Technology
  • Investments
  • metamaterials

Fossil energy supply is becoming more and more expensive. The political end of the supplier and raw material giant Russia creates a dangerous undersupply, especially for Central Europe. The current winter, but especially the next one, could pose problems, and the industry will probably have to calculate significantly higher input costs in the medium term. Products are becoming considerably more expensive to produce, so selling prices on the shelves are also increasing. The inflationary spiral will thus continue to spiral upward, and consumers' purchasing power will decline. GreenTech solutions are more in demand than ever for the purchase of low-cost energy. So which stocks to watch out for?

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Commented by Armin Schulz on December 21st, 2022 | 07:14 CET

Kodiak Copper, Volkswagen, Nordex - Copper price rises due to positive news from China!

  • Mining
  • Copper
  • Electromobility

In mid-July, the copper price marked its low for the year. Since then, a slight upward trend has formed, indicating a robust economy. There are as many as three positive signals for copper. First, there is the weakness of the dollar, which is supporting demand for the red gold. Second, China's announcement that it plans to strengthen its economy after easing Corona measures is providing a boost. If China eases its monetary policy, this would strengthen the real estate sector and fuel the hunger for commodities. Third, M&A activity around copper appears to be increasing. Therefore, we look at three companies in the copper space.

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Commented by André Will-Laudien on December 8th, 2022 | 09:22 CET

Gas is becoming scarce and raw materials increasingly expensive: Uniper, BYD, Defense Metals, and Nordex in focus

  • Mining
  • RareEarths
  • Electromobility
  • GreenTech

Five years ago, Tesla CEO Elon Musk announced the transportation revolution. Last week, it finally happened: Pepsi was the first company to receive the keys to the new Tesla e-truck called the "Tesla Semi." It is said to have a full 500 miles, or 800 km, range and can be charged in less than an hour with the appropriate high-voltage current. Because fossil fuel energy supplies are becoming more and more expensive, electric innovations are now entering all areas of business. But electricity from the socket also needs its sources. For this, in turn, all countries worldwide are making efforts to get GreenTech off the ground, i.e. the climate-neutral generation of electricity. Only then can e-mobility be said to benefit the environment. What is urgently needed for this are inexpensive energy and metal raw materials.

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Commented by Stefan Feulner on December 7th, 2022 | 09:48 CET

Nordex, Kodiak Copper, Geely - Exploding demand, rising prices

  • Mining
  • Copper
  • Electromobility

In the coming decades, the electrification of transport is expected to continue to grow strongly, with battery-powered electric cars replacing internal combustion engines. In addition, the shift from fossil fuels to renewable energy sources such as wind and solar power will be greatly accelerated, both to reduce dependencies and to meet established climate targets. This transformation is expected to explode the demand for critical raw materials for climate change. Copper, in particular, plays a vital role in this.

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Commented by André Will-Laudien on December 5th, 2022 | 11:03 CET

Debacle for e-mobility? BYD, Varta, Almonty Industries, Nordex - Farewell from the Qatar desert!

  • Mining
  • Tungsten
  • RareEarths
  • renewableenergies
  • Electromobility

The German national soccer team has experienced its next World Cup debacle and attracted even fewer interested people to their TV sets than during the first World Cup elimination 4 years ago. Even during the third-round preliminary match, TV figures remained comparatively low. The DFB women thus retain the viewer record in 2023, which is nice. E-mobility could also suffer a significant setback in 2023 because if electricity prices continue to rise and availability falls, charging stations could have to be taken off the grid. According to the ADAC, Switzerland is planning a speed limit of 100 and driving bans on non-essential private trips with e-mobiles to prevent the risk of blackouts. The decision will be made in the National Council on December 12. But the stock market is still betting on Tesla & Co - who are the profiteers?

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