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October 10th, 2023 | 08:05 CEST

Klimat X, Siemens Energy, Rheinmetall: Environmental protection and defense - Who is ahead with the best returns?

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McKinsey estimates that demand for carbon credits could increase fifteenfold by 2030 and even a hundredfold by 2050. The market could be worth more than USD 50 billion by 2030. The Company Klimat X trades in these credits and generates them through active environmental protection. It provides sustainable investment opportunities, and interested investors can learn more about how it works in this article. Meanwhile, current world events are dominated by the terrorist attack in Israel, benefiting defense companies like Rheinmetall. On the other hand, the wind energy sector is down. Siemens Energy has devised a drastic plan to regain profitability.

time to read: 5 minutes | Author: Juliane Zielonka

Table of contents:

    Klimat X: Multiplication potential in the carbon credit market thanks to active environmental protection

    In autumn, a long walk in the woods is a form of relaxation, and many enjoy the golden colors of the trees and the fresh air. However, the residents of Harringsmore in northern England have had to accept a heavy loss in this context. The beautiful sycamore you see in the profile photo of this post had to die. A 16-year-old vandal cut down the tree, which is over 300 years old, destroying it forever. Nestled in the picturesque Valley of Hadrian's Wall, the tree also provided an impressive backdrop for filmmakers like Kevin Costner. Now, only a stump can be seen there, irreparable.

    Klimat X creates forests and mangroves or protects them from deforestation. The scattering of its conservation and restoration projects in Sierra Leone, Suriname, Yucatan and Guyana means that Klimat X is also well positioned geographically. These projects account for 60-90% of project revenues. Currently, 185,000 hectares of land are in the portfolio, of which 35,000ha are in the forest conservation segment and 150,000ha in reforestation.

    Klimat X buys land, renaturalizes or conserves it and sells Co2 certificates to companies that need to clean up their carbon footprint. For investors, Klimat X offers a sustainable and lasting source of return in active environmental protection. The business model has several income streams. On the one hand, Klimat X sells Co2 certificates to companies on the carbon market that need Co2 credits to meet climate targets. On the other hand, companies can finance reforestation projects directly with Klimat X. As a result, the external partner companies gain planning certainty in Co2 reductions of over 20 years and more. Other income streams resulting from the projects in the respective renaturation countries also complement the business model. One example is their coconut water business, which can be perfectly linked to the protection and reforestation of forests in Guyana. As a result, they generate additional revenue and have a positive impact locally by creating jobs, for example.

    The carbon market helps reduce greenhouse gas emissions by incentivizing environmentally friendly behavior. Governments and international agreements regulate the operation of this market, which is designed to positively impact climate change. In the carbon market, companies such as Microsoft or Amazon can buy and sell carbon credits to achieve a carbon-neutral footprint. These credits represent permission to release a certain amount of greenhouse gases into the atmosphere. This happens, for example, when Microsoft builds new large data centers to expand its AI solutions or when Amazon commercializes more AWS solutions whose physical storage also produces Co2 emissions. Then, these companies must buy credits to balance the emissions they produce. Klimat X trades strictly regulated Co2 allowances in this carbon market, selling credits from its conservation projects.

    CEO James Tansey knows his stuff. The entrepreneur and university professor has implemented numerous sustainability projects and is actively involved in impact investing. Interested investors who want to invest in this exciting business have the opportunity to ask the CEO questions live today at the 8th International Investment Forum. To register, click here

    Siemens Energy - Is wind power running out of steam?

    The offshore wind industry is experiencing supply chain delays, construction deficiencies and rising costs. According to industry leaders, investors and analysts, this is leading to delays in construction projects that cannot be completed in time to meet countries' climate goals.

    Siemens Energy is considering possible site closures and cost savings at Siemens Gamesa, its struggling wind turbine business. Offices and plants could be closed or outsourced. Job cuts are also being considered. This comes in response to losses in the onshore wind turbine business and possible losses in offshore projects. However, final decisions have yet to be made.

    Siemens Gamesa, a leading wind turbine manufacturer, reported quality problems with its latest onshore wind turbines in June, costing EUR 1.6 billion. The industry, which has grown rapidly over the past 20 years and lowered technology costs, may have moved too quickly in the pursuit of ever-larger and more efficient turbines. Larger turbines are more prone to technical problems, experts say.

    The situation is exacerbated by governments increasing tenders for offshore wind licenses, while some wind developers express concerns about the power prices offered at auctions due to rising costs. Siemens Energy plans to unveil the plans in November when it takes stock of fiscal 2023 and holds a capital markets day.

    Rheinmetall: Terror in Israel sends stock up 4%

    Following the bloody invasion of Israel by Hamas terrorists and the expected retaliatory strike in Gaza by Netanyahu, investors are increasingly betting on defence stocks. Shares of companies such as Rheinmetall, BAE Systems and Thales posted gains of up to 8%.

    Rheinmetall has also received another order from the German government to supply Ukraine with drone reconnaissance systems, the defense manufacturer announced. The order, which will be carried out in cooperation with DefSecIntel of Estonia, is valued in the lower double-digit million euro range. Delivery of the reconnaissance systems, which can detect and destroy enemy drones, has already begun, the Company added.

    In the US, Rheinmetall will present further defense solutions at the Armament Show from October 9-10. For example, the PATH Autonomous Kit, a navigation system that enables fully autonomous vehicle movement. It is a core component of Rheinmetall's family of autonomous unmanned ground vehicles (UGVs). It combines advanced sensors, leading technology algorithms and real-time data analytics to enable vehicle platforms to operate autonomously in various operational environments.

    How the situation in Israel is coming to a head is concerning. Countries like the US and Iran are also involved in the open conflict. One thing is certain: defense stocks like Rheinmetall will continue to rise.

    Companies like Klimat X, which are active in the field of environmental protection and CO2 credits, are benefiting from a growing market. The increasing demand for carbon credits to combat climate change offers investors attractive opportunities for sustainable returns. At today's 8th International Investment Forum, CEO James Tansey will present the investment case. Click here for the schedule and to register.
    Companies like Siemens Energy and Siemens Gamesa are facing challenges in the offshore wind industry due to supply chain delays, construction defects and associated rising costs. Will there be massive job cuts and plant closures in Europe? Given the EU's weakening manufacturing base, investors should be on their guard. Finally, the escalation of the conflict between Hamas and Israel shows the importance of defense companies like Rheinmetall in uncertain times.

    Conflict of interest

    Pursuant to §85 of the German Securities Trading Act (WpHG), we point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH (hereinafter referred to as "Relevant Persons") may hold shares or other financial instruments of the aforementioned companies in the future or may bet on rising or falling prices and thus a conflict of interest may arise in the future. The Relevant Persons reserve the right to buy or sell shares or other financial instruments of the Company at any time (hereinafter each a "Transaction"). Transactions may, under certain circumstances, influence the respective price of the shares or other financial instruments of the Company.

    In addition, Apaton Finance GmbH is active in the context of the preparation and publication of the reporting in paid contractual relationships.

    For this reason, there is a concrete conflict of interest.

    The above information on existing conflicts of interest applies to all types and forms of publication used by Apaton Finance GmbH for publications on companies.

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    Der Autor

    Juliane Zielonka

    Born in Bielefeld, she studied German, English and psychology. The emergence of the Internet in the early '90s led her from university to training in graphic design and marketing communications. After years of agency work in corporate branding, she switched to publishing and learned her editorial craft at Hubert Burda Media.

    About the author

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