Energy
Commented by Armin Schulz on March 26th, 2026 | 09:40 CET
Energy Shortages as a Profit Booster: Siemens Energy, RE Royalties, and Nordex in a Major Profit Review
The old oil-based world order is crumbling. The new currency is electricity. While geopolitical crises are tearing the markets apart, the demand for AI and industrial restructuring are colliding with fragile supply chains. Short-term oil price fluctuations are losing significance; electrification is writing its own profit stories. In this tension between old uncertainty and structural scarcity, three players have positioned themselves to capitalize: Siemens Energy as a systemic pillar, RE Royalties as a silent financier of green projects, and Nordex as a central force in European wind power.
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Commented by Fabian Lorenz on March 24th, 2026 | 07:20 CET
Oil Price at USD 150? Is Now the Time to Buy Energy Stocks? Siemens Energy, SMA Solar, and Dividend Star RE Royalties
Will the oil price climb to USD 150 in the short term? Barclays considers this extreme scenario possible. From the US bank's perspective, the driving force is, of course, the war in Iran. This is keeping the stock market on edge. Price swings are also severe for energy stocks. But this creates buying opportunities. RE Royalties, for example, is once again attractive with a dividend yield of 10% and the potential for rising prices. At Siemens Energy, the dividend yield is well below 1%. However, analysts expect a significant increase in the payout. Nevertheless, they do not consider the DAX-listed company's stock a Buy. And what about SMA Solar? Is the rally over? The price-to-sales ratio does not appear high.
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Commented by Nico Popp on March 24th, 2026 | 07:15 CET
Energy Crisis Escalates: A.H.T. Syngas Comes to the Rescue of Small and Medium-Sized Businesses – Haffner and Vow Position Themselves
The escalation of the war in the Middle East and the de facto blockade of the Strait of Hormuz are putting energy supply chains and the raw materials they depend on to the test. Since approximately 20% of global LNG trade flows through the strait, European natural gas prices have skyrocketed to record levels. The Dutch TTF benchmark reached a level of over EUR 90 per MWh in early March - a threefold increase within a few days that threatens the upturn in the manufacturing sector. In this market environment, the spotlight is turning to companies that offer immediately available, decentralized solutions for energy self-sufficiency. While many corporations are still stuck in long-term planning for a comprehensive hydrogen infrastructure, players like Haffner Energy and Vow are driving niche solutions for heavy industry and logistics. For medium-sized industrial companies, however, A.H.T. Syngas Technology offers a promising solution. Investors should recognize the dependence on global supply chains and bet on companies that are smartly tackling high energy costs.
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Commented by Stefan Feulner on March 24th, 2026 | 07:05 CET
Uranium Energy, American Atomics, Energy Fuels: Strong Political Tailwind
The uranium market is undergoing a structural shift. The AI boom, data centers, and geopolitical tensions are driving up demand for reliable baseload energy. Nuclear energy is becoming a key technology of the digital age. At the same time, capital from Silicon Valley is flowing directly into the sector. The development of Western supply chains and new subsidy programs could trigger a revaluation with enormous potential for investors.
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Commented by Stefan Feulner on March 23rd, 2026 | 07:25 CET
JinkoSolar, Stallion Uranium, Yara – New Opportunities in the Wake of the Energy Crisis
The global economy is on the brink of a tectonic shift. Skyrocketing energy prices, geopolitical tensions, and the rapid rise in global electricity demand are forcing governments and industries to rethink their strategies. While renewable energy is being expanded on a massive scale, nuclear energy is also making a comeback as a stable baseload source. At the same time, commodity and agricultural markets are coming under increasing pressure due to disrupted supply chains. This complex situation is creating a new reality in the markets. Those who supply the key technologies or control critical resources could be among the big winners in the coming years.
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Commented by Stefan Feulner on March 23rd, 2026 | 07:05 CET
Siemens Energy, A.H.T. Syngas Technology, Plug Power – Energy Demand Is Overwhelming Old Systems
Global electricity demand is skyrocketing. At the same time, existing grids are reaching their limits, while volatile renewable energy sources are creating new challenges for supply security. As a result, the need for stable infrastructure, flexible energy sources, and decentralized solutions is growing rapidly. In addition to traditional large-scale projects, the focus is increasingly shifting toward innovative technologies, ranging from more efficient grids to alternative gases and hydrogen. This creates an exciting environment for investors, where new winners of the energy transition are emerging.
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Commented by Carsten Mainitz on March 19th, 2026 | 08:00 CET
Energy Collapse or Nuclear Boom: What Do American Atomics, Aixtron, and SAP Have to Do With It?
Our technological and data-driven world relies on the constant availability of electricity. What does energy security at an acceptable price look like? The answer is: nuclear power. The US has firmly anchored nuclear power in its energy strategy. The EU, as always, recognized the trend too late and is now jumping on the bandwagon. The nuclear industry is thus undergoing a strategic reassessment internationally, with small modular reactors (so-called SMRs) considered a key component of future energy systems. In this broader context, shares of American Atomics are particularly exciting. The company plans to build a fully integrated North American fuel supply value chain, leveraging the political and structural tailwinds.
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Commented by Tarik Dede on March 19th, 2026 | 07:55 CET
High energy prices are making industrial waste increasingly valuable: How Waste Management, CHAR Technologies, and Veolia Are Cashing In
Waste is not just waste - it is a valuable asset! For quite some time now, the volume of industrial and household waste has been rising sharply worldwide. The World Bank estimates that between 2014 and 2024 alone, the amount of municipal solid waste produced globally increased by approximately 15% to 20% and could nearly double again by 2050, reaching 3.8 billion tons. Accordingly, it is not only important to avoid waste but also to secure valuable raw materials. The best example is old smartphones, whose valuable raw materials - such as gold, platinum, cobalt, or silver - can be handed over to local recyclers and processed by specialists.
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Commented by Fabian Lorenz on March 19th, 2026 | 07:40 CET
Over 100% Upside Potential with Nordex, Plug Power, and A.H.T. Syngas: The Oil and Gas Alternatives?
Anyone relying on oil and gas these days is likely feeling the pressure and looking for alternatives. Renewable energy is regaining momentum and offers opportunities for investors. However, careful selection remains essential. Nordex is riding a wave of success and has already gained more than 50% in 2026. The company also reported a new order this week. In contrast, analysts are lowering their price targets for Plug Power, as the company has not managed to turn a profit for years. A completely different picture is emerging at A.H.T. Syngas. The newcomer is replacing natural gas with a clean alternative, and business is gaining traction. Analysts expect significant earnings growth in the coming years and see upside potential of over 100%.
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Commented by Armin Schulz on March 19th, 2026 | 07:35 CET
Siemens Energy, Standard Uranium, Cameco: How to Capitalize on the Trend Toward Grid Expansion and Nuclear Energy
Global electricity demand is skyrocketing, driven by e-mobility, data centers, and the electrification of industry. But the grids are reaching their limits, and energy is becoming a geostrategic weapon. While Siemens Energy ensures system stability with high-voltage technology and gas-fired power plants, the focus in North America is shifting to fuel. Nuclear power is experiencing a renaissance as a guarantor of baseload power and supply security. This opens a window of opportunity for companies positioned along the entire value chain - from exploration to production. We take a closer look at the current situation at Siemens Energy, Standard Uranium, and Cameco.
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