Energy
Commented by André Will-Laudien on June 20th, 2023 | 07:30 CEST
Blackout! Energy shares urgently sought: Plug Power, Varta, Altech Advanced Materials, BASF - Solar, wind or hydrogen?
Now things are becoming clearer. Germany is unlikely to experience an energy shortage like a blackout, and gas supplies for the winter also seem secure, given a 20% drop in gas consumption compared to the average figures from 2018 to 2021. However, household prices remain significantly above the long-term average. Currently, energy suppliers are not passing on the purchasing advantages from the Leipzig power exchange to their customers. Wholesale gas prices have fallen by 85% since mid-2022, but these lower conditions are not reaching customers. What opportunities are there for resourceful investors?
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Commented by Juliane Zielonka on June 15th, 2023 | 07:25 CEST
Nvidia, Defense Metals, Uniper - Valuable commodities for trillion-dollar digital market
Digital transformation is critical for industrial companies worldwide to remain competitive and gain strategic advantage. In this context, Nvidia and Hexagon have partnered to provide companies with a comprehensive set of solutions for accelerating industrial digitalization. Defense Metals, on the other hand, secured the supply of essential rare earths for the global energy transition with a successful hydrometallurgical trial and feasibility study. The Wicheeda project in British Columbia strengthens the local energy supply and offers strategic advantages in defence, security and green technology. Uniper, an international energy company, relies on biomass instead of natural gas for energy production. With the construction of a syngas plant in the Netherlands, the Company aims to replace natural gas with sustainable gas in chemical production processes.
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Commented by Nico Popp on June 14th, 2023 | 08:10 CEST
Hydrogen picks up - Where profits lurk: ThyssenKrupp, JinkoSolar, Manuka Resources
The hydrogen business is picking up speed worldwide. ThyssenKrupp plans to float its hydrogen subsidiary Nucera on the stock market before the summer break. This announcement is positive for the entire industry, as it indicates that ThyssenKrupp and the banks involved think the market is stable enough to get a reasonable price for shares in Nucera. We look at what is behind the IPO, which Greentech stocks are still interesting and which niche investors can profit disproportionately.
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Commented by Stefan Feulner on June 14th, 2023 | 07:55 CEST
Ballard Power, Regenx Tech Corp., FuelCell Energy - Greentech with signs of life
Hope dies last. Despite the rosy outlook with regard to achieving the climate targets, most shares from the renewable energy and electromobility sector have fallen sharply in recent months. Especially companies from the hydrogen sector performed far weaker than the broad market. With an optimistic statement from Plug Power CEO Andy Marsh regarding the achievement of short-term sales targets, several stocks closed in the green by double digits. This momentum may now have heralded at least a short-term rally.
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Commented by Stefan Feulner on June 12th, 2023 | 07:10 CEST
Varta, Altech Advanced Materials, Freyr Battery - Different Outlooks
The continuous development of batteries plays a crucial role in the success and efficiency of renewable energy and electromobility. Batteries are a key element that can effectively store electricity from renewable energy sources and retrieve it when needed. Several companies have taken on the development of innovative systems. However, the results vary widely.
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Commented by Juliane Zielonka on June 9th, 2023 | 07:30 CEST
Defence Therapeutics, Bayer AG, Palantir Technologies - Networked data revolutionizes the future of production
In the battle against cancer, the Canadian biotech company Defence Therapeutics is focusing on pancreatic cancer cells. They are currently conducting a new study that aims to develop a vaccination against pancreatic cancer. A crucial factor driving this project is the utilization of networked data. Bayer AG is also active in Canada. The Company is partnering with Acuitas to develop new business areas in the field of mRNA-based gene therapy. Palantir Technologies' move to become active in the energy sector is also new. A battery plant in North America serves as a sandbox for this. We provide insight into the latest developments for investors with a growth strategy.
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Commented by Nico Popp on May 31st, 2023 | 09:00 CEST
Electrification wave! How investors can benefit: Siemens Energy, Vonovia, Defiance Silver
The electricity supply in Germany is a hot topic. Now even the German Trade Union Federation is calling for a guaranteed maximum price for industrial electricity. Critics fear that this would provide too little incentive for industrial companies to adapt to the new conditions - if electricity is cheap, there is no need to save, so the argument goes. We present three stocks related to the energy transition and shed light on their medium-term prospects.
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Commented by Stefan Feulner on May 22nd, 2023 | 09:45 CEST
Siemens Energy, Saturn Oil + Gas, TUI - Powerful potential
The markets are ignoring the uncertainty. Despite negotiations not yet concluded due to the increase in the debt ceiling in the USA and other geopolitical dangers, the leading German index DAX posted a new all-time high. The bulls continue to react, and the crash prophets have to admit defeat so far. Optimism also continues to prevail among individual stocks.
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Commented by Nico Popp on May 17th, 2023 | 08:10 CEST
Heat pump madness and grid expansion: Vonovia, JinkoSolar, Grid Metals
A few weeks ago, Federal Economy Minister Habeck and Saxony-Anhalt Prime Minister Haseloff broke ground for the "SuedOstLink" converter. From 2027, wind energy will flow over the route to Bavaria for the first time. But the north-south connection is only part of the solution. Experts are sounding the alarm and consider massive investments in "the last mile" to be necessary. We take a look at what lies ahead and which companies could benefit.
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Commented by André Will-Laudien on May 16th, 2023 | 09:20 CEST
Heat pump, wind power and solar energy, is this the electricity mix of the future? E.ON, Myriad Uranium and ThyssenKrupp in focus
Germany is rapidly moving away from fossil fuels and has removed nuclear power from its energy mix. This makes us the forerunner of a new-thinking society that wants to switch energy production entirely to renewable sources. But there are a few problems because, by abandoning nuclear power, we are forced to extend the lifetimes of coal and natural gas-fired power plants. From a CO2 point of view, this is madness, and there is another point: the supposedly more environmentally friendly versions of energy production, such as wind or solar power, are not nearly as environmentally friendly as advertised by politicians because of current production practices. We will analyze these aspects objectively and in more detail.
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