NORDEX SE O.N.
Commented by André Will-Laudien on March 29th, 2023 | 08:30 CEST
Copper massively missing - what to do? Nordex, Orestone Mining, JinkoSolar - Greentech shares in the focus of investors
The energy transition in Europe can only work if critical metals such as copper, lithium or nickel remain available. For an almost complete electrification of road traffic from 2035 onwards, quantities of copper 3 to 7 times the current consumption are required. At present, however, hardly any new mines are coming on stream. It will therefore be exciting to see which copper source the EU will soon tap in order to supply industrial sites with the coveted metal. So the EU Council of Experts should urgently look for a few mining consultants and have the current decisions verified by the Fairy Tale Department. How do we manage it after all?
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Commented by Stefan Feulner on March 28th, 2023 | 15:47 CEST
Critical metals existential - Plug Power, Almonty Industries, Nordex
The electric car market is poised for further exponential growth in the current decade. Supplier Bosch predicts that by 2030, two-thirds of all newly registered cars in Europe will be electric. As demand for e-vehicles grows, so does the need for the materials to make batteries. In addition to lithium, the critical metal tungsten is playing an increasingly important role due to its high density and high melting point. Up to now, production has taken place almost exclusively in China. However, a Canadian company that could become a supplier to the western world in the future is causing quite a stir.
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Commented by Stefan Feulner on March 15th, 2023 | 10:13 CET
Nordex, First Phosphate, ThyssenKrupp - Top news on the energy transition
German Chancellor Olaf Scholz has a vision. By 2045 the Federal Republic of Germany is to operate on a climate-neutral basis. However, this will require even greater investment in renewable energy sources such as wind and solar power. An average of four to five onshore wind turbines are to be built every day. Further investments in infrastructure are also planned concerning electromobility. Once again, an ambitious plan by the traffic light government.
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Commented by André Will-Laudien on March 14th, 2023 | 11:33 CET
Bank failure and new heaters! Nordex, Defense Metals, JinkoSolar - Greentech shares in the focus of investors
German Economics Minister Habeck wants to stick to his controversial plans to ban the installation of new oil and gas heating systems from 2024. In press releases, he describes the "heat turnaround" as mandatory. However, criticism of the plan is getting louder rather than quieter. What other countries do not even discuss is to be implemented here as quickly as possible due to a lack of fossil raw materials. The government in Berlin is worried about the climate targets set by law and still believes in the prosperity-securing transformation of the German economy and private households. The financing side of these projects is being forgotten because not everyone will be able to afford the purchases. FDP parliamentary group leader Dürr sent Habeck's plans back to the "assembly hall" for the time being on the talk show "Anne Will" because of various construction defects. The crux of the matter is energy availability, which is crucial for a green transformation. Which values now belong in the portfolio?
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Commented by Stefan Feulner on March 10th, 2023 | 10:08 CET
Plug Power and Nordex disappoint, and a milestone for Manuka Resources
The shift to renewable energy is being accelerated significantly by policymakers and industry, but companies continue to struggle to meet their plan targets. Nevertheless, the market outlook is optimistic that the transformation to alternative energy will continue to gain momentum. One of the cost drivers is the high cost of raw materials, which has increased significantly again due to the sanctions against Russia. Manuka Resources is still a young player in the market that could significantly cushion the shortages of the critical raw material vanadium, which is needed for energy storage systems.
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Commented by Stefan Feulner on March 2nd, 2023 | 21:45 CET
Nordex, Canadian North Resources, NIO - Strong growth in demand
The invasion of Ukraine and Europe's resulting dependence on Russian oil and gas has significantly accelerated the transformation to renewables as the largest part of the energy mix. However, wind power, photovoltaic systems, and electric cars require significantly more critical raw materials. This is already creating new problems. On the one hand, China owns the lion's share of many of these elementary metals; on the other hand, there is already excess demand for lithium, cobalt, nickel and even copper. Despite a short-term correction due to fears of recession, significant price increases are inevitable in the long term. The primary beneficiaries are raw material producers from Western countries.
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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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