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October 12th, 2020 | 07:48 CEST

Siemens, Vestas, Defense Metals: So the wind blows!

  • Wind
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E-mobility drives alternative energies. All efforts to make the world even simpler and more technical are driving electrical energy consumption to undreamt-of heights. The largest consumer is the industry with a share of 42%, followed by private households with 27% and commerce with 22% (others 8%). To generate this demand, the worldwide share of renewable energies has risen from 5.7 to 13.6% in the last ten years. The 20% mark is expected to be reached in 2025. The most important producer of renewable energy is China, with 759 gigawatts per year, uncatchable, followed by the USA, Brazil, and India. Germany is ahead of Canada, in 5th place, with 125 gigawatts. Wind power has a global share of about 1.5%, water 2.5% - oil as the leading energy source still has a high 32% share.

time to read: 2 minutes | Author: André Will-Laudien
ISIN: CA2446331035 , DK0010268606 , DE0007236101

Table of contents:

    Siemens - Also at the forefront of wind power generation

    For decades, Siemens has been making a wide variety of efforts in the field of power generation and transportation. Most of the world's turbines come from Siemens, whether in gas, hydro, or wind power plants.

    Especially in the wind power sector, modern technologies are now able to achieve efficiencies of around 50% - of course, the efficiency of a wind turbine depends on many determinants. The wind must blow neither too little nor too hard to produce the highest yield in the medium range.

    In 2017, Siemens Wind Power and Gamesa combined their wind business to shape the energy landscape of the future jointly, and create sustainable value for all stakeholders. The German-Spanish joint venture, Siemens Gamesa Renewable Energy S.A., is listed on the Madrid Stock Exchange at an all-time high of around EUR 25.00.

    Vestas - Number one in wind power worldwide

    Vestas Wind Systems A/S, headquartered in Aarhus, Denmark, is the world's largest manufacturer of wind turbines in terms of sales and installed capacity. Siemens ranks second together with Gamesa. Vestas had around 23,000 employees at the end of 2017. With more than 66,000 installed wind turbines and a combined capacity of over 113 gigawatts in 81 countries, the Company, founded in 1945, is one of the world's leading in the industry.

    The Vestas share is a star at the stock exchange in Copenhagen and one of the largest companies with a market capitalization of around 213 billion Danish kroner (DKK). With an increase to DKK 1,090 or EUR 144, the Vestas share reached a new all-time high on October 5, 2020.

    Defense Metals - Wind power needs rare earth

    Common to all energy generators is that the use of electromagnetic coils requires a certain amount of rare earth metals. Rare earths are, among other things, a component of neodymium magnets (Nd magnets), and these are used in wind turbine generators. Access to rare earth minerals is strategically crucial for the future use of this source of renewable energy.

    Defense Metals has an option to acquire 100 percent of the 1,708-hectare Wicheeda rare earth element property located near Prince George, British Columbia, Canada. The mineral deposits found there contain elements commonly used in the electricity market, national security, and in the production of green energy technologies such as high strength alloys and rare earth magnets. They are only necessary for trace amounts but are extremely rare on the globe.

    Defense Metals just last week strengthened its management team and appointed Andrew Leland as the Company's strategic advisor. He has been with Lockheed Martin as a systems engineer since 2017 and carries a deep belief in rare earths: "There has never been a more pressing time than now for the United States of America and its allies to secure rare earth elements from safe, reliable and friendly countries." By this, he means the dangerous, worldwide Chinese dominance in this sector, which must be viewed very critically from a geo-strategic point of view. For speculative investors, there is the Defense Metals share with a market capitalization of CAD 10 million to have.

    Conflict of interest

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    Furthermore, Apaton Finance GmbH reserves the right to enter into future relationships with the company or with third parties in relation to reports on the company. with regard to reports on the company, which are published within the scope of the Apaton Finance GmbH as well as in the social media, on partner sites or in e-mails, on partner sites or in e-mails. The above references to existing conflicts of interest apply apply to all types and forms of publication used by Apaton Finance GmbH uses for publications on companies.

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    Der Autor

    André Will-Laudien

    Born in Munich, he first studied economics and graduated in business administration at the Ludwig-Maximilians-University in 1995. As he was involved with the stock market at a very early stage, he now has more than 30 years of experience in the capital markets.

    About the author

    Related comments:

    Commented by André Will-Laudien on April 26th, 2022 | 11:12 CEST

    Varta, Nordex, Nevada Copper, JinkoSolar: supply chain broken, copper is the new gold!

    • GreenTech
    • Solar
    • Wind
    • Copper
    • E-Mobility

    Global copper inventories and production rates are currently below the level of recent years. This is due to the limited availability of new projects, which can only be put into production slowly and will still consume some investment. In copper recycling, the industry is making progress, but the necessary rates of increase to supply new markets remain too low. Then there are the troubled supply chains, which make it difficult to move larger volumes of raw material at the moment. In the first four months of 2022, copper inventories on commodity futures exchanges were below 2021 levels, and LME inventories in London are likely to fall further because of the demand-pull. The physical copper shortage is not hysteria - it is now a reality on the exchange with spot prices above USD 10,000. Where are the opportunities for investors willing to take risks?