Energy
Commented by Fabian Lorenz on April 13th, 2026 | 07:15 CEST
Oil Shock Fuels Cleantech Rally: Nordex, Plug Power, and dynaCERT in Focus
Cleantech stocks are currently in demand like never before. For instance, Nordex shares have risen by over 30% since the start of the US attack on Iran. A flurry of news and positive analyst comments continue to provide a tailwind. At dynaCERT, German manager Kevin Unrath has already injected new momentum as COO. Now, as CEO, he is set to drive commercialization forward. If successful, the Cleantech stock could multiply in value. Analysts share this view. At Plug Power, analysts have significantly raised their price target. However, the stock has also performed very well in recent weeks. Can the former hydrogen hopeful continue its upward trajectory?
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Commented by Jens Castner on April 10th, 2026 | 08:15 CEST
Between Hubris, Hype, and Hardship: A.H.T. Syngas, 2G Energy, and SFC Energy in the Cleantech Battle
At a time when Donald Trump’s return to the White House is fueling the fossil fuel industry, innovative cleantech companies are vying for attention and investors. A.H.T. Syngas, 2G Energy, and SFC Energy embody the shift toward clean, decentralized energy supply—from hydrogen derived from waste to flexible fuel cells. On the stock market, these small-cap stocks are currently struggling, while defense stocks are riding high. But the rediscovery of sustainable business models is only a matter of time.
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Commented by Nico Popp on April 9th, 2026 | 07:25 CEST
Apple is joining the energy transition: OR Royalties as a model, RE Royalties as a beneficiary
Today, the financing of renewable energy increasingly relies on an instrument rooted in traditional mining. While established industry leaders like OR Royalties demonstrate through a diversified portfolio of precious and battery metal licenses how investment models can generate high margins without operational risks, RE Royalties is successfully adapting this concept for the renewable energy sector. The company finances solar, wind, and storage projects and, in return, secures long-term revenue shares, providing a predictable alternative to volatile commodity markets. This offering meets the strategic needs of tech giants like Apple, which, as part of its "Apple 2030" initiative, is investing heavily in clean energy projects to make its entire value chain climate-neutral. For investors, RE Royalties thus combines security and scalability in a unique business model.
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Commented by Nico Popp on April 9th, 2026 | 07:00 CEST
Focus on Copper and PGMs: Rio Tinto, Sibanye-Stillwater, and the Opportunity at Power Metallic Mines
Securing supplies of copper and platinum group metals (PGMs) is becoming increasingly important, as these elements are essential for both energy infrastructure and the hydrogen economy. Analyses by S&P Global and McKinsey forecast a rise in copper demand to 42 million metric tons by 2040, representing a 50% increase compared to 2025. At the same time, the International Energy Agency (IEA) reports that demand for hydrogen already reached approximately 100 million metric tons in 2024, driving the need for platinum and palladium in electrolysers. While major corporations like Rio Tinto are securing their market leadership by investing in massive copper projects to meet the industry's long-term needs, PGM specialist Sibanye-Stillwater is increasingly focusing on diversifying its portfolio toward polymetallic deposits in stable jurisdictions. It is in this environment that Power Metallic Mines operates its Nisk project in the Canadian province of Québec. Recent discoveries in the Lion Zone have confirmed exceptional copper grades exceeding 10% as well as significant PGM by-products. This quality in a world-class mining region makes the company attractive—both to investors speculating on strategic consolidations and to major corporations seeking world-class resources.
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Commented by Mario Hose on April 8th, 2026 | 08:20 CEST
Energy Poker 2026: Nordex Trumps the Field, RWE Lurks, and A.H.T. Syngas Sounds the Charge
In spring 2026, the energy market is undergoing significant shifts. Geopolitical tensions are driving volatility, while established companies like Nordex and RWE are poised for new price surges. The industry is transforming faster than ever before. But far from the big headlines, one player is positioning itself for a major breakthrough. After several difficult months, A.H.T. Syngas is showing signs of a turnaround. In this report, we examine the record figures from the wind power giants and explore why A.H.T. Syngas's comeback could be more than just a brief flash in the pan.
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Commented by Jens Castner on April 8th, 2026 | 08:10 CEST
YELLOW CAKE, KAZATOMPROM, AND STALLION URANIUM: THREE WAYS TO PLAY THE URANIUM BOOM
Nuclear power is poised for a boom worldwide. This promises bright prospects for the uranium market. What seemed politically dead is being mercilessly disproved by the reality of exploding energy demand for artificial intelligence and data centers. The price of uranium has more than tripled since 2016, and experts see further potential. For investors, there are three interesting but very different investment opportunities: from the solid stockpiler Yellow Cake to the global market leader Kazatomprom to the promising challenger Stallion Uranium.
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Commented by Armin Schulz on April 7th, 2026 | 07:50 CEST
Oil Prices Skyrocket: Shell Benefits While Lahontan Gold and Vonovia Hedge Inflation
The war in Iran is sending oil prices skyrocketing, with a 60% surge in just a few weeks. Inflation is returning. What is the best way for investors to protect themselves now? Oil stocks like Shell are benefiting directly from the price shock. Gold has recently pulled back, but this very dip is an opportunity for bold buyers before interest rates start rising. Real estate remains solid, but expensive and sluggish. We look at one company from each category—Shell, Lahontan Gold, and Vonovia—and examine their current situation.
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Commented by Fabian Lorenz on April 7th, 2026 | 07:45 CEST
Iran War: Threat for Siemens Energy, Opportunity for Pure One & Plug Power?
The war in the Middle East is driving up energy prices worldwide. Even in the energy self-sufficient US, consumers are feeling rising costs at the gas station, which is accelerating the shift toward renewable energy. Are AI companies possibly rethinking their strategy of relying on gas-fired power plants? Siemens Energy shareholders should keep an eye on this. One potential beneficiary could be Pure One. The small-cap stock combines a diversified cleantech portfolio with a majority stake in Eastern Gas, a promising gas explorer in Australia. Its customers include the German company Heidelberg Materials. Meanwhile, Plug Power is approaching a key resistance level. Is the latest major order enough to break through it? Additionally, the company appears to have discovered retail investors.
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Commented by Armin Schulz on April 2nd, 2026 | 07:30 CEST
Energy Lockdown in Europe? How BP, Stallion Uranium, and Nordex Are Fortifying Your Portfolio Against the Next Price Surge
At the crossroads of a fragile world order, the energy crisis is escalating from a marginal political issue to a matter of economic survival. Geopolitical upheavals have destabilized fossil fuel markets, while artificial intelligence's insatiable hunger for computing power is causing demand for stable energy to skyrocket. The future belongs not to a single energy source, but to a pragmatic symbiosis. In this tense landscape, clear winners are emerging for the next phase of growth. BP, as the backbone of the transition supply, secures fossil fuels; Stallion Uranium provides the indispensable, emission-free baseload for the AI revolution; and Nordex, as the driver of scaling in the renewable energy sector, sets the standard for expansion.
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Commented by Armin Schulz on March 31st, 2026 | 07:20 CEST
Europe is caught in an energy trap, but there are also winners: Siemens Energy, A.H.T. Syngas, and RWE in focus
The global energy order is crumbling in the face of two wars. While European pipelines were cut off as a result of the Ukraine conflict, the military conflict in the Persian Gulf is now paralyzing the entire oil trade. For local industry, this historic squeeze poses an existential threat, as Germany’s energy policy has failed to build a robust alternative over the years. Yet it is precisely at the epicenter of these upheavals that billion-dollar profit zones are emerging. A look at three companies shows how they are turning the collapse of the old world into profit: Siemens Energy, A.H.T. Syngas, and RWE.
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