NORDEX SE O.N.
Commented by André Will-Laudien on March 1st, 2023 | 14:24 CET
Greentech in focus: BASF, Meta Materials, Nordex, JinkoSolar - Invest now in the Climate Action Plan 2.0!
In the daily press, in addition to the terrible images from Ukraine, we are also occupied with unresolved questions about the energy industry of the future. It has been decided that the path will lead via innovations and renewable energies, but the underlying pace will not be sufficient for a quick turnaround. Moving away from the internal combustion engine is just as much a matter for discussion as condemning nuclear energy. Resourceful researchers are therefore developing new ideas for technological concepts that will change vast areas of life. However, implementing the solutions will cost a lot of money and require scarce raw materials. What should investors be focusing on at the moment?
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Commented by Fabian Lorenz on February 23rd, 2023 | 15:17 CET
Nordex, American Lithium, Globex Mining, Nel - New stock favourites?
The energy transition is fuelling the raw materials boom. Solar and wind energy, hydrogen and electromobility - raw materials such as nickel, rare earths, lithium and cobalt are needed for all future technologies. Companies like Nordex and Nel ASA need the raw materials. The Nordex share has had a challenging year. But analysts see the light at the end of the tunnel. The wind turbine manufacturer is introducing a new product. At Nel, experts advise selling, and the annual figures are due soon from the Scandinavians. In contrast, Globex Mining continues to be traded as an outperformer even after the 50% rally since November 2022. The quality of the resource projects is high, and the share is being revalued. American Lithium has also performed strongly since Q4 2022. The uranium subsidiary is expected to provide the next share price jump. However, bad news is coming from China for the lithium sector. This time, Tesla is not instigating the price war.
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Commented by Stefan Feulner on January 26th, 2023 | 20:00 CET
Nordex, Manuka Resources, American Lithium - The profiteers of scarcity
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
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
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
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
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!
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!
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
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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