FIRST SOLAR INC. D -_001
Commented by Nico Popp on July 13th, 2026 | 06:55 CEST
Solar Industry Chaos: First Solar and SMA Solar Face Headwinds – Is RE Royalties Poised for a Breakthrough?
The energy transition is like a wild roller-coaster ride. While the understandable desire to protect the climate continues to pour billions into clean energy, the solar industry is simultaneously grappling with tariff disputes, intense price competition, and persistent overcapacity. These challenges have put significant pressure on many companies across the sector. But off the beaten path, opportunities are emerging for investors. While suppliers of solar panels and inverters are struggling, innovative companies like RE Royalties are finding success in protected niches. Increasingly, market observers argue that long-term success will depend not only on expanding production capacity, but also on the ability to navigate a rapidly evolving regulatory and financing landscape. Today, we take a closer look at several companies in the sector and highlight one opportunity in particular.
Read
Commented by Tarik Dede on June 26th, 2026 | 07:10 CEST
Three Tech Stocks in the Spotlight: Micron Technology, Volatus Aerospace, and First Solar
Will interest rate hikes derail the tech boom? Maybe. But the fact remains: the artificial intelligence-driven sector is growing dramatically. After AI hyperscalers reported their first-quarter results, analysts raised their estimate for industry capex this year alone to more than USD 700 billion. Companies like Google, Meta, Amazon, Microsoft, and others are heavily investing in breakthroughs, believing this is where future profits and monopolies will emerge. Beneficiaries of this trend are not only the hyperscalers themselves but also their vast supplier networks, as data centers require chips, memory, and energy. AI development is also playing a key role in the drone industry. Whether civilian or military, unmanned aerial systems already have a firm place in the world today and are likely to grow in importance. Against this backdrop, we take a closer look at the stocks of Micron Technology, Volatus Aerospace, and First Solar.
Read
Commented by Tarik Dede on June 12th, 2026 | 06:50 CEST
High Energy Prices: How Samsung SDI, dynaCERT, and First Solar Stand to Benefit!
On Wednesday, the US inflation figures for May were released. At 4.2%, the reading came in exactly in line with market expectations, and the individual sector data were also broadly consistent with forecasts. Nevertheless, this initially triggered a sell-off in the stock market. It appears that some investors have only now realized that the conflict in the Gulf has driven up energy prices and, consequently, the prices of many other goods and services. Given the renewed US escalation in the Middle East, oil, gas, kerosene, and fertilizer prices appear set to remain at elevated levels for an extended period. For companies whose products become more competitive as energy prices rise, however, these conditions are favourable. That is why we are taking a closer look at the shares of Samsung SDI, dynaCERT, and First Solar.
Read
Commented by Armin Schulz on May 11th, 2026 | 07:15 CEST
Geopolitical Risks Are Turning Energy into a Weapon – Why Investors Should Now Take a Closer Look at Nordex, RE Royalties, and First Solar
Electricity demand is surging due to artificial intelligence (AI), industrial expansion, and electric mobility—yet geopolitical risks are increasingly turning energy into a strategic weapon. In 2025, renewable energy sources accounted for 55.3% of electricity consumption in Germany, but that alone is not enough. Those who invest in green energy today secure competitive advantages and reduce long-term cost risks. The real bottleneck? Stable financing over the long term. Only when capital flows are steady can green electricity production be industrialized and scaled effectively. We take a closer look at wind power specialist Nordex, renewable energy financier RE Royalties, and solar company First Solar.
Read
Commented by Nico Popp on April 1st, 2026 | 07:20 CEST
Antimony as a Bottleneck: Challenges for Northrop Grumman and First Solar – Top Opportunity for Antimony Resources
Created and published on behalf of Antimony Resources Corp.
In the spring of 2026, global supply chains for the semi-metal antimony will be under severe pressure. Escalating geopolitical tensions, particularly the war in the Middle East and the de facto blockade of the Strait of Hormuz, have left a deep mark. According to the International Energy Agency (IEA), this is one of the most severe disruptions in recent history. The situation is exacerbated by China's export controls, as China historically controls around 48% of global antimony production. While civilian use of this critical element is partially possible again for US entities, military exports remain strictly prohibited. In this context, the focus is shifting to the development of new Western deposits. The goal: to reliably supply defense contractors like Northrop Grumman and solar companies like First Solar. The exploration company Antimony Resources plays a key role in this effort, offering a readily available solution with its Bald Hill project in Canada.
Read
Commented by Armin Schulz on March 6th, 2026 | 07:50 CET
Iran war boosts cash flow! Ride the short-term boom with BP, and invest in the future with CHAR Technologies and First Solar
The shock of the Iran war is driving up oil prices and bringing BP huge profits in the short term. Nevertheless, the conflict ruthlessly exposes the Achilles heel of fossil fuel dependency. As geopolitical risks escalate, investors are desperately seeking crisis-proof alternatives. The future belongs to technologies that are unaffected by tensions in the Persian Gulf. Innovative processes have long been transforming wood waste into green energy sources, while solar giants are setting new efficiency records. Three companies show where the journey is headed: BP's short-term surge is only one side of the coin; CHAR Technologies and First Solar are now setting the course for sustainable returns.
Read
Commented by Armin Schulz on January 29th, 2026 | 07:35 CET
The winners of decarbonization: How Siemens Energy, CHAR Technologies, and First Solar are turning the trend into returns
The energy transition is accelerating rapidly and becoming a dominant economic driver. While record investments are flowing into renewable capacities, innovative decarbonization strategies are generating not only ecological but also massive economic value. In this dynamic environment, three innovative companies are positioning themselves as key architects of the new energy landscape: Siemens Energy, CHAR Technologies, and First Solar.
Read