SIEMENS ENERGY AG NA O.N.
Commented by André Will-Laudien on January 26th, 2022 | 10:07 CET
Siemens Energy, Nordex, Noram Lithium, Standard Lithium - After the crash, new hype ahead?
Climate change is one of the greatest challenges of our time. In order to jointly achieve the goals of the Paris Climate Agreement, a reduction of CO2 emissions in the transport sector is necessary. A significant contribution is being generated in the shift to e-mobility. Manufacturers in Europe and Asia are countering the industry leader Tesla with high double-digit billion sums for research and development. With 350,000 electric vehicles sold in Germany, 2021 will be a new record year for the industry. In 2022, experts estimate that there will be 450,000 plus hybrids. However, the green plans of the traffic light government require 1.6 million electric vehicles per year. Where are the opportunities lurking for climate-oriented investors?
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Commented by André Will-Laudien on January 11th, 2022 | 12:03 CET
Gazprom, Memiontec, E.ON, Siemens Energy - Water is the oil of tomorrow!
In the mind of current politics, the world of tomorrow is supposed to get by without oil and petroleum products. Modern fuels with fewer emissions and the abandonment of plastic packaging could reduce the amount of oil and plastic products needed. But with this line of thinking, all countries would have to act in unison and put the petrochemical industry on the sidelines. Whether this will result in less plastic ending up in the Pacific remains questionable, but we are already experiencing one effect: a noticeable increase in the price of all energy and utility services. Green policies are nice, but they slow down economic performance considerably. Who will benefit from the long-term policy choices?
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Commented by André Will-Laudien on December 7th, 2021 | 10:51 CET
E.ON, Memiontec, Nordex, Siemens Energy - Well supplied with water, wind and sun!
Utility stocks led a shadowy existence for a long time. Too little sexy, too little growth! But with the political closing of ranks in Glasgow, the tide has turned worldwide in favor of climate investments. Again, it is about the old discussions on coal and a nuclear phase-out in exchange for the further expansion of renewable energies such as water, wind and sun. However, there are already 30,000 wind turbines in Germany with a combined capacity of 56 gigawatts and another 60 gigawatts of installed photovoltaic peak capacity, which already replaces a good 80 nuclear power plants - if the wind blows constantly and the sun shines properly. Who else can grow in this environment?
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Commented by André Will-Laudien on November 30th, 2021 | 12:12 CET
Varta, Manganese X Energy, Nordex, Siemens Energy: This could be a crash à la Tesla!
Climate protection, green energy & mobility and digital infrastructure were the hype topics of the bull market year 2021. Price developments like in the current year were last seen during the 2000 tech bubble. Higher, bigger, faster, further - the Olympic concert consistently brought double- to triple-digit price gains until the US Thanksgiving, some shares from the hydrogen sector even managed the magic 1000% hurdle. Now, however, inflation rates have risen sharply in parallel, and the virus, which had fallen into the background, is suddenly on everyone's lips again in a highly contagious variant called Omicron. How the stock markets will deal with this issue remains to be seen. We take a look at well-known protagonists from the green energy sector.
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Commented by Stefan Feulner on November 23rd, 2021 | 13:02 CET
BYD, Noram Lithium, Siemens Energy - Door to door with Elon
Business in the electric car industry is booming, and development is fueled by the even tighter targets set by politicians at the recent World Climate Conference in Glasgow. The transformation away from coal, oil and natural gas to battery-powered vehicles is creating an enormous demand for raw materials over the next few years. In addition to copper, which due to its nature, is existential for climate change, lithium for electricity storage is a crucial element for the future of battery-powered automobiles.
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Commented by André Will-Laudien on October 6th, 2021 | 13:25 CEST
Siemens Energy, Memiontec, Bayer - GreenTech is making the rounds!
For many people, water is as valuable as gold. Most of the water on our planet, more than 97%, is saltwater. And humans and animals cannot drink that because salt extracts water from the body, you would inevitably dehydrate. Freshwater is distributed unevenly on earth because it is predominantly found in forests and high mountains, and corresponding rainfall is the order of the day. The little freshwater there would be enough for all people - if it were evenly distributed on earth. Developing countries often lack the money to build sewage treatment plants to purify dirty or bacteria-contaminated water. Worldwide, about 4,000 children die every day because they drink contaminated water and become very sick. A reason to act as soon as possible!
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Commented by Stefan Feulner on September 9th, 2021 | 13:33 CEST
NIO, Kodiak Copper, Siemens Energy - Will green policies end in disaster?
Climate change is supposed to move forward quickly. The parties, above all, the Greens around chancellor candidate Annalena Baerbock, are wooing voters with ever shorter targets for CO2 neutrality. However, the construction of wind turbines, electric cars and solar plants requires an enormous amount of metals. There are already signs of a shortage in 2021, which will be even more drastic in the next few years and will seriously undermine the politicians' plans.
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Commented by Armin Schulz on September 1st, 2021 | 12:45 CEST
ThyssenKrupp, Triumph Gold, Siemens Energy - Is the turnaround coming?
Despite galloping inflation, Jerome Powell took away the skepticism of market participants and assured them that an interest rate hike is still a long way off. The markets were delighted and have been rising ever since. But not all companies have seen their share prices rise. It is worth taking a closer look because many companies are fundamentally expensive. So one has to go bargain hunting. Often there are good reasons for lower share prices, but there are also hidden gems that want to be picked up. Today we take a look at three companies whose share prices are not getting off the ground.
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Commented by André Will-Laudien on August 3rd, 2021 | 13:41 CEST
Nordex, Silver Viper, Siemens Energy - Watch out for storm warnings!
Since the last flood disaster in Germany, the political pressure for more climate protection has been palpable. The final realization comes late, and at the same time, it is a bit sad what has to happen before lip service turns into new laws. But the pace is now clear: decarbonization and new climate targets will determine global economic activity, and those who pollute the atmosphere will have to accept high payments in the future. In other words, sustainable business is all the more worthwhile because the "cleaners" will be credited for what others pay more. In this way, incentives are created for sustainable business models. We take a closer look.
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Commented by Armin Schulz on July 21st, 2021 | 12:49 CEST
QMines, Varta, Siemens Energy - Who benefits from the copper shortage?
The copper price has moved significantly upwards over the past year. On the one hand, this is due to the increasing demand caused by sustainability topics such as renewable energies, e-mobility and global electrification. On the other hand, the metal has become scarce. Whereas 60 profitable copper projects were launched in 2008, only 36 were established in 2020, and this with declining mining values. In 2015 0.65% copper per ton was still being mined; this value will fall to 0.55% by 2025. Existing large copper mines will also need billions in the coming years to maintain their production levels. These additional costs will be passed on to consumers. Today we highlight three companies that either produce or need copper.
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