Energy
Commented by Tarik Dede on October 7th, 2026 | 08:30 CEST
Two Years of Hormuz Tension? Stocks Like Shell, Zefiro Methane and TotalEnergies Stand to Gain
Created and Published on Behalf of Zefiro Methane Corp.
The energy world turned its attention to London just a few days ago for the Energy Intelligence Forum. The message from the Thames was hardly encouraging for either industry or households. Amin Nasser, CEO of Saudi Aramco, emphasized that even after the Strait of Hormuz is fully reopened, it could take up to two years to rebuild global oil and diesel inventories to normal levels. The fact that global inventories of crude oil and refined products, particularly diesel, are at dangerously low levels is becoming increasingly apparent at the pump. But two years also means that the oil and refining industries could have a prolonged period of strong earnings ahead. This is especially relevant as Ukraine is currently inflicting significant damage on Russian refineries. Against this backdrop, investors should consider how to position themselves for the years ahead. Today, we take a closer look at opportunities across the oil market, from the clean-up specialist Zefiro Methane and refining giant Shell to French energy champion TotalEnergies.
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Commented by Nico Popp on October 7th, 2026 | 07:00 CEST
RE Royalties, NextEra Energy and First Solar: Royalties as a Financing Alternative in the US Solar Market
Regulation is reshaping the US solar market. With tax reform significantly reducing government incentives or tying them to strict deadlines, numerous projects are being put on hold. At the same time, tariffs that can exceed 200% depending on the manufacturer are making Chinese modules less attractive and putting further pressure on the US solar market as a whole. Major industry players are cushioning these cost increases through long-term supply agreements. However, developers of decentralized systems are coming under pressure due to tight liquidity. This is creating opportunities for alternative capital providers such as RE Royalties. We take a closer look at these developments and examine the opportunities and risks.
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Commented by Stefan Feulner on October 6th, 2026 | 07:15 CEST
NextEra Energy, NU E Power, Primoris – Electricity in the Supercycle
Created and Published on Behalf of NU E Power Corp.
The AI boom is fundamentally reshaping the energy market. Data centres require enormous amounts of electricity around the clock, 24/7. Texas illustrates the scale of this transformation: A new energy campus is set to be built there at a cost of USD 22.3 billion to supply a neighbouring 5-GW data centre complex. Power generation, grid access, and available capacity are therefore becoming strategic resources. For energy companies, a race is emerging to develop new power plants, solar farms, storage facilities, and grid connections.
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Commented by Stefan Feulner on October 5th, 2026 | 07:30 CEST
ArcelorMittal, Strategic Resources, Cleveland-Cliffs – Billions for the Steel of the Future
A new steel industry is emerging in North America. Mesabi Metallics, backed by the Essar Group, plans to invest USD 18 billion in total. Approximately USD 3 billion will go toward an iron ore mine and pellet plant in Minnesota, with another USD 15 billion earmarked for a new steel complex in Iowa. The goal is a fully American supply chain, from ore to finished steel. At the heart of this are high-quality DR pellets, which will be used to produce steel via direct reduction and electric arc furnaces. For developers of such projects, this sends a strong signal, as the transformation of the steel industry begins right at the raw material stage.
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Commented by Fabian Lorenz on October 5th, 2026 | 07:20 CEST
Nordex Facing Challenges? Power Metallic Mines and a Potential 50% Copper Rally! Verbio's Turnaround!
Could copper be heading for a 50% rally? Experts believe the metal could reach USD 22,000 per tonne as early as 2027, up from less than USD 15,000 today. Developments in China could help drive this move. A new copper rally could provide exactly the catalyst needed to break Power Metallic Mines out of its sideways trading range. The company's world-class project is taking shape, and analysts see significant upside potential. Verbio is also receiving "Buy" recommendations as the company prepares for a new phase of growth. Despite its growth prospects, however, the stock continues to struggle. And what about Nordex? The company has recently delivered its usual stream of positive news, most recently announcing new orders in Austria and Southern Europe. However, according to Deutsche Bank, investors speculating on an upward revision to the annual forecast could be disappointed.
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Commented by Tarik Dede on October 5th, 2026 | 07:10 CEST
Energy Shortages Caused by AI: Kinder Morgan, Standard Uranium and GE Vernova Could Benefit
The AI boom, and its impact on energy demand, has long since reached Germany. In Frankfurt, home to the DE-CIX hub, data centres now account for a significant share of the city's peak power demand. Elsewhere, however, the figures are even more extreme. Consequently, access to energy is currently the bottleneck in the expansion of AI data centres. In the United States, the epicentre of AI expansion, AI data centres already account for more than 4.5% of total US electricity consumption. This is putting the entire power grid to the test. And this share is expected to rise to over 8% by 2030. And who knows whether these estimates from the International Energy Agency (IEA) are not actually too low. After all, a single AI query consumes about ten times as much energy as a normal internet search. Consequently, energy prices, as well as energy providers and their supply chains, should benefit from this trend. That is why we are looking at the stocks of Kinder Morgan, Standard Uranium and GE Vernova today.
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Commented by Fabian Lorenz on October 5th, 2026 | 07:00 CEST
The Race in Quantum Computing, Energy and Gold: D-Wave Quantum, 2G Energy and Lahontan Gold in Focus
The AI race is electrifying the stock market. Energy is a crucial factor. 2G Energy is increasingly benefiting from this trend. Order intake in the third quarter of 2026 has soared. A key driver is a new major order for 275 MW from the data centre industry, which exceeds 2G's total production for fiscal year 2025. While the gold price continues to take a breather at high levels, Lahontan Gold is in the home stretch toward the planned start of gold production next year. An exciting update was provided in a recent interview. The resource is growing and still has further upside potential. The mine is to be financed largely with debt, while the high gold price is expected to enable rapid repayment. Lahontan shares should benefit from this. Quantum stocks are currently out of the spotlight. In the race for industry leadership, however, the finish line appears to be shifting. D-Wave Quantum's latest announcement shows the company is among the frontrunners.
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Commented by Nico Popp on October 3rd, 2026 | 05:50 CEST
AI Boom and Grid Bottlenecks: Meta, BCE and NU E Power Compete for Electricity Capacity in Canada
Created and Published on Behalf of NU E Power Corp.
The rapid rise of artificial intelligence is driving unprecedented demand for electricity and pushing even the power grids of industrialized nations to their limits. In the past, data centres required relatively manageable amounts of capacity; today, modern facilities demand grid connections on the scale of around 1,000 MW. Canada is becoming a focus for technology companies due to its cool climate and vast expanses of land. However, regional power grids are struggling to cope with this additional load. This is creating fierce competition for energy, grid connections, and even land. We examine this trend and the companies involved in this evolving energy landscape.
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Commented by Nico Popp on October 1st, 2026 | 07:45 CEST
Decentralized Instead of Power Shortages: A Comparison of Siemens Energy, 2G Energy and A.H.T. Syngas
When the power grid reaches its limits and power shortages loom, even wind turbines and solar farms are of no help. What is needed then is controllable generation, and combined heat and power (CHP) is considered a key bridging technology. Growing energy demand from industry and AI infrastructure calls for systems that can balance fluctuating feed-in from renewable energy sources. Solutions range from gigawatt-scale power plants to decentralized compact systems. We introduce three companies and shed light on this trend.
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Commented by Stefan Bode on October 1st, 2026 | 07:30 CEST
Trends Put to the Test: Where Fundamentals Meet a Share Price Rally—2G Energy, Hapag-Lloyd and Lahontan Gold
Geopolitical upheavals, the enormous energy demands of digital infrastructure, and the global search for real tangible assets are shaping the 2026 stock market year. Remarkable dynamics are emerging on international trading platforms. Cyclical market leaders are reporting repeated upward revisions to their forecasts, innovative power plant builders are recording historic record orders, and promising mineral resource developers are on the verge of transitioning to industrial-scale production. But which price drivers have real sustainability, and where might operational risks lurk?
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