JINKOSOLAR ADR/4 DL-00002
Commented by Nico Popp on April 23rd, 2026 | 07:05 CEST
Silver as the Bottleneck of the Energy Transition: Silver Viper Minerals, Fresnillo, and JinkoSolar in Focus
The energy transition has completely transformed the markets for industrial metals. Silver plays a key role in photovoltaics due to its electrical conductivity. However, the industry faces a major problem. According to the latest World Silver Survey, the silver market is heading toward a structural supply deficit in 2026 for the sixth consecutive year. Experts forecast a shortfall of 46.3 million ounces. While solar market leaders such as JinkoSolar continue to expand their production, thereby keeping silver demand at record levels, established silver producers like Fresnillo are securing advantages by realigning their portfolios. In this tense situation, explorers such as Silver Viper Minerals, which are searching for tomorrow's deposits, are gaining importance. Through the acquisition of the Coneto project, the company has solidified its position in Mexico and is developing precisely the resources that will be urgently needed for global module production in the future. We shed light on the market and opportunities.
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Commented by Armin Schulz on April 21st, 2026 | 07:10 CEST
Nordex, RE Royalties, and JinkoSolar: Your Gateway to the Multi-Billion-Dollar Renewable Energy Boom
Geopolitical upheavals are driving oil and gas prices to record highs, while Europe is investing USD 583 billion in green energy. At the same time, electricity demand from AI-powered data centers is skyrocketing. This double squeeze makes renewable energy indispensable. Wind power is booming, solar prices are rising, and raw material shortages are intensifying the race for technological advantages. Those who target the right players now can profit from this historic shift. We take a look at three companies in the renewable energy sector, Nordex, RE Royalties, and JinkoSolar, and analyze their current situation.
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Commented by Stefan Feulner on March 23rd, 2026 | 07:25 CET
JinkoSolar, Stallion Uranium, Yara – New Opportunities in the Wake of the Energy Crisis
The global economy is on the brink of a tectonic shift. Skyrocketing energy prices, geopolitical tensions, and the rapid rise in global electricity demand are forcing governments and industries to rethink their strategies. While renewable energy is being expanded on a massive scale, nuclear energy is also making a comeback as a stable baseload source. At the same time, commodity and agricultural markets are coming under increasing pressure due to disrupted supply chains. This complex situation is creating a new reality in the markets. Those who supply the key technologies or control critical resources could be among the big winners in the coming years.
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Commented by Fabian Lorenz on March 19th, 2026 | 07:50 CET
JinkoSolar and Elon Musk?! Is it Time to Buy First Majestic Silver and Silver Viper Minerals After Drill Results and Acquisition?
What is going on between Elon Musk and JinkoSolar? A team from the world's richest man was reportedly spotted during a visit to JinkoSolar - sparking investor excitement. Positive catalysts would certainly be welcome. The CEO of the operating subsidiary has stepped down, and the company is suffering from the turmoil of the heavily subsidized market. In contrast, the correction in First Majestic Silver and Silver Viper Minerals may be coming to an end. Silver Viper has completed a key acquisition, effectively bringing a potential buyer into its own shareholder base. The CEO has set ambitious targets. Meanwhile, First Majestic Silver has had a rough patch. Could upcoming drill results mark a turning point?
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Commented by Armin Schulz on February 23rd, 2026 | 07:40 CET
Beijing's silver bomb is ticking: Silver Viper Minerals, Infineon, and JinkoSolar in the big winners check
The stage is set for one of the most spectacular commodity conflicts of the decade. For the sixth consecutive year, demand is outstripping supply in silver, but this time the bottleneck has a geopolitical face. Beijing's export restrictions threaten to cut off up to half of the silver supply for Western industry. In this fractured market, three companies show how differently strategies can play out in the face of the crisis: Silver Viper Minerals is betting on new discoveries in Mexico, Infineon requires silver, but only to a small extent, and JinkoSolar is pushing forward the replacement of the precious metal in production.
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Commented by Nico Popp on January 9th, 2026 | 07:00 CET
Silver shock 2026: Why JinkoSolar and AMD are buying up the market, and Silver Viper Minerals is becoming a key strategic stock
It is January 2026, and global commodity markets are experiencing a tectonic shift that has surprised even seasoned market observers. Silver, long derided as gold's sedate little brother, has thrown off its historical shackles. After an unprecedented price explosion of 147% in 2025, the precious metal is now trading at over USD 74 per ounce. But unlike in previous cycles, this rise is not primarily driven by speculation, but is based on physical scarcity. Industry, led by solar giants and the AI hardware sector, is sucking the market dry. In an environment where companies such as JinkoSolar and AMD are fighting for every gram of conductive material, explorers such as Silver Viper Minerals are moving into the spotlight. They possess what the global economy is desperately seeking: new, high-grade deposits in secure jurisdictions.
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Commented by Fabian Lorenz on January 5th, 2026 | 07:10 CET
Solar, wind & co. with a breakthrough in 2025: Is now the time to buy Nordex, JinkoSolar, or RE Royalties stock?
The science magazine "Science" has declared the global boom in renewable energy the "Breakthrough of the Year 2025." The industry is booming. But shares in the sector are struggling. One share that clearly has catch-up potential is RE Royalties. The financing company has a convincing, diversified business model, and its dividend yield currently stands at a sensational 16%. The stock should really be moving higher. 2025 was very volatile for JinkoSolar. A halving of the share price was followed by a doubling. What do analysts say? One of the clear high flyers of the sector in 2025 was Nordex. Will the rally continue?
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Commented by André Will-Laudien on December 22nd, 2025 | 07:40 CET
Boom 2026 – Energy transition now! Which stocks are convincing in the long term? Power Metallic, Nordex, Siemens Energy, or JinkoSolar
The year is drawing to a close. Will next year see the losers of 2025 really take off? And even more interesting: can the blockbuster stocks from the artificial intelligence, high-tech, big data, and raw materials sectors repeat their historic returns? We think it is wise to expect somewhat lower returns. But here, too, everyone could be wrong. Tesla provides one example. Elon Musk's visionary company is selling fewer and fewer vehicles, and competition is growing. However, with topics such as robotics and autonomous driving, the dazzling founder always has new aces up his sleeve, and the stock keeps rising. We can provide some assistance in the energy sector, but there are also clear overvaluations here.
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Commented by André Will-Laudien on December 10th, 2025 | 07:20 CET
Top performers for 2026 wanted! Siemens Energy, Globex Mining, JinkoSolar, and Nordex in focus
The 2025 investment year is nearing its end, with gains of just under 20% in both the DAX 40 and NASDAQ 100 indices. These two benchmarks remain the focus of attention for European investors, as they represent the benchmark for portfolios in their respective areas. Asset managers did not have an easy time of it until the middle of the year, as they had to switch back to "normal mode" very quickly after Trump's tariff correction in April, despite all the uncertainties. This meant bringing their clients' portfolios back into "risk-on" mode, which is very nerve-wracking in the current environment. Excessive government debt, never-ending geopolitical conflicts, and creeping inflation are leading to higher interest rates, which are considered poison for growth-oriented equity investments. Where can money be made in 2026? With today's selection, we attempt to navigate our way forward through the fog.
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Commented by Nico Popp on December 8th, 2025 | 07:00 CET
True sustainability in the portfolio: JinkoSolar, Nordex, and the smart niche player RE Royalties
"Green" is no longer a mark of quality on the stock market, but rather a minimum requirement. However, those who mindlessly invest in anything with a solar panel or wind turbine in its logo will often have learned a costly lesson by 2025. The sector is becoming more differentiated: on the one hand, the industrial heavyweights are struggling with price wars and supply chains. On the other hand, specialized financiers are emerging who are closing precisely these gaps and often operating more profitably than the manufacturers themselves. Anyone seeking real returns must now make a clear selection: between mass-market players, turnaround candidates, and intelligent niche specialists.
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