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Commented by Armin Schulz on March 16th, 2026 | 07:55 CET

A Geopolitical Turning Point Meets AI: Entering the Next Generation of Energy with Plug Power, First Hydrogen, and Oklo – What Matters Now

  • Hydrogen
  • greenhydrogen
  • cleantech
  • Energy
  • renewableenergy
  • SMR

Geopolitical crises and the AI boom are converging to create an unprecedented energy dilemma. While Europe and the US are ramping up their hydrogen infrastructure in the wake of the Ukraine shock, data centers run by tech giants are already consuming amounts of electricity today that could power entire countries. But green hydrogen alone falls short due to the intermittency of wind and solar power. The solution could lie in combining it with mini-nuclear reactors, known as SMRs. We take a closer look at the current situation at Plug Power, First Hydrogen, and Oklo.

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Commented by André Will-Laudien on March 6th, 2026 | 07:05 CET

War – Shortages – Capitulation! Nel ASA, American Atomics, Oklo, and Siemens Energy in focus

  • nuclear
  • Uranium
  • Energy
  • renewableenergy
  • geopolitics

In an environment where capital markets are already highly strained, another Middle East conflict has emerged at the beginning of March - this time involving Israel, the US, and Iran. Naturally, Hezbollah in Lebanon also stands ready to support its financiers from the Persian state. All of this adds fuel to an already overheated situation that can hardly cool down due to global shortages of energy, weapons, and raw materials. For stock market traders, this environment presents both opportunities and risks, because where there are losers, there are always winners as well. With oil and gas prices 15% higher, alternative energy sources are quickly coming back into focus. Stocks such as Nel ASA, which had already faded somewhat, are thus getting a new lease of life. A particularly strong spotlight is now falling on the nuclear industry, as it is more important than ever. Risk-conscious investors may still want to jump on the moving train.

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Commented by André Will-Laudien on March 5th, 2026 | 07:05 CET

Oil and gas: The new gold? Things are heating up at Shell, BP, Pure One, and Oklo

  • Hydrogen
  • greenhydrogen
  • cleantech
  • Oil
  • Gas
  • SMR

After a long dry spell for oil, it took a war to bring the necessity of fossil fuels back into focus. But let's not get carried away. The world markets are flooded with oil, and the US and Canada have built up so much capacity over the last 20 years that Iran's 4 million barrels of production can easily be offset. "There's plenty of oil" was the response to the repeated peak oil statements following the work of geologist Marion King Hubbert in 1949. Reserves were supposed to be depleted by 2000, but things turned out differently. Today, researchers estimate reserves to last well over 200 years, making it worthwhile for investors to look at oil stocks. There are many alternatives, including those from Pure Hydrogen and Oklo. The Iran crisis presents another opportunity to restructure portfolios.

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Commented by André Will-Laudien on January 27th, 2026 | 07:35 CET

Stress test: Nuclear power instead of hydrogen? Caution advised with Nel ASA, First Hydrogen, Oklo, and Plug Power

  • Hydrogen
  • greenhydrogen
  • renewableenergy
  • Fuelcells
  • SMR

"Drill, baby, drill" – that is the loud cry coming from the White House. For the Trump administration, that means quick approvals and a capital-intensive push for fossil fuels. However, it currently seems unclear what will happen with alternative energies. Some of the funds from the Inflation Reduction Act (IRA) passed by the previous administration under Joe Biden have not been paid out, and hoped-for public contracts in line with the Paris Climate Agreement are now obsolete due to the absence of the US. However, the shift away from alternative energies has not been communicated very clearly. After all, there is a large following for ESG-compliant energy models, with nuclear energy in particular becoming socially acceptable again as a net-zero source. Where should investors prick up their ears?

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Commented by Fabian Lorenz on January 16th, 2026 | 07:15 CET

ENERGY decides the AI race between the US and China: Siemens Energy, Oklo, and American Atomics stand to benefit

  • nuclear
  • Uranium
  • Energy
  • renewableenergy
  • AI

The race between the US and China for superior artificial intelligence (AI) is in full swing. More and more experts expect that the winner will not be decided by semiconductors from NVIDIA & Co., but by something much simpler: who has the cheapest energy! As a result, the US is investing heavily in nuclear energy. Old reactors are being brought out of retirement, and new ones are to be built in record time. It is therefore not surprising that Siemens Energy's stock outperformed NVIDIA and Alphabet last year. Can the DAX-listed company continue this performance? Oklo and American Atomics are also among the beneficiaries. Who is cheap?

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Commented by André Will-Laudien on January 5th, 2026 | 07:00 CET

Turbo profits with the energy transition! Net zero or 100% with E.ON, Oklo, American Atomics, and D-Wave

  • nuclear
  • renewableenergy
  • SMR
  • computing
  • Uranium

To kick off the year, a look at EU energy policy reveals a clear shift: nuclear power is regaining strategic relevance. Governments across Europe are increasingly focusing on small modular reactors (SMRs). Countries including Poland, Romania, the Czech Republic, Sweden, Estonia, Finland, France, and Italy are currently planning or developing concrete SMR plans in order to better combine nationwide security of supply with overarching climate targets. New reactor concepts for electricity and heat generation are a major focus here. While the first plants are still in the planning stage, the initial rollout of SMRs in Europe is expected to take place primarily in the 2030s. Investors need to think ahead because nuclear energy is no longer a taboo subject but part of the strategic energy future. The US and China are likely to take a leading role in this, because their hunger for energy is huge! Where should investors put their money now?

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Commented by André Will-Laudien on December 12th, 2025 | 07:35 CET

Explosive energy news - The 250% rockets for 2026 could be called Oklo, American Atomics, Nel ASA, or Plug Power!

  • Mining
  • Uranium
  • renewableenergies
  • SMR
  • Hydrogen
  • Fuelcells

How far along is the energy transition? This question is being asked not only by politicians, but increasingly also by investors. Yesterday, it was announced that CSU-EPP leader Weber plans to scrap the combustion engine phase-out. The climate summit in Brazil was also dominated by various topics, but no clear commitment to phasing out fossil fuels could be agreed upon. Questions also revolve around hydrogen – is there a future here? The fact remains that more than 30 nations worldwide plan to invest heavily in nuclear energy again. Oklo is showing how it can be done in the US. American Atomics is currently being formed in Canada, with the Company's sights set on a fully integrated uranium supply chain. We offer exciting insights.

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Commented by André Will-Laudien on November 24th, 2025 | 07:25 CET

Peace plan for Ukraine! Losses at Rheinmetall, RENK, and Hensoldt - Are Oklo and Kobo Resources already a buy?

  • Mining
  • Gold
  • Commodities
  • Defense
  • armaments

The capital markets are caught in a political squeeze. The billion-dollar announcements for rearmament among NATO states had driven dream-like share price gains at Rheinmetall & Co., in some cases delivering annual returns of over 600%. With the latest publications hinting at potential peace options, however, those days now appear to be over. Investors are suddenly reassessing the overvaluation that has been evident for months and are taking profits. Rheinmetall, in particular, has been unable to reach its high of EUR 2,005 for quite some time. Further turbulence appears to be looming here. At Oklo and Kobo Resources, on the other hand, the correction phases seem to be nearing an end. We go into more detail below.

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Commented by Fabian Lorenz on November 24th, 2025 | 07:20 CET

The winners of the AI boom?! Oklo, Plug Power, Siemens Energy, and dividend gem RE Royalties

  • royalties
  • Technology
  • AI
  • Software
  • Energy
  • renewableenergies

Companies involved in energy generation and technology are the real winners of the AI boom. Without electricity, all data center operators would be in trouble. Siemens Energy is one of the 1,000% stocks in industry. RE Royalties is another company that has not yet been discovered. The Company primarily finances renewable energy projects in North America and has a long-term share in the proceeds. Until the stock is discovered, shareholders can look forward to a dividend yield of over 10%. Shareholders of Oklo and Plug Power currently have little to be happy about. Their share prices have fallen sharply. Rightly so?

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Commented by André Will-Laudien on November 20th, 2025 | 07:15 CET

The stock market shows gravity! Black Friday prices for Plug Power, dynaCERT, Oklo, and Nel ASA

  • Hydrogen
  • cleantech
  • greenhydrogen
  • Fuelcells
  • renewableenergies

The stock market is prone to slight corrections. Is this the beginning or just a test of gravity? No one knows for sure, because machines rule the market. They generate automatic buy and sell orders based on trends, order frequency, and daily volume. Currently, it appears that the lower sales by small investors are actually generating further downward momentum. At the same time, the big players have not even considered their positions yet. For the hydrogen sector, the sobering results of COP30 in Brazil are decisive. Here, somewhat risky financing models are being discussed, and without the US, it hardly makes sense to join forces.

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