Energy
Commented by André Will-Laudien on January 29th, 2026 | 07:35 CET
Iran conflict and oil prices at USD 100? Caution advised for Nel ASA, A.H.T. Syngas, and Plug Power
The stock markets are in absolute stress mode! The US dollar has been depreciating for days, silver, gold, and copper are skyrocketing, and yesterday oil also started to rise. The threatening gestures from Washington are slowly making it clear that the number of geopolitical conflicts could even expand to include Iran in the short term. The Pentagon has sent an armada of ships to the Persian Gulf. Just another Donald show? Maybe, but maybe not! On platform X, he makes it unmistakably clear that an intervention in Iran's sovereignty could be imminent at any time. This means absolute "panic mode" for the commodity markets, as Iran produces over 4 million barrels of oil per day, and Western industries fear for their supply chains. We take a look at a few scenarios that are related to this situation in extended mode.
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Commented by André Will-Laudien on January 28th, 2026 | 07:00 CET
Stock markets under pressure! High momentum expected for Siemens Energy, Pure One Corp., and E.ON
After months of back and forth, there was a shift in investors' sector choices at the start of 2026. The popular tech stocks that were the top performers in 2025 have largely been sidelined, while the commodities, energy, and defense sectors are experiencing a significant rally. The World Economic Forum in Davos did not bring any major news for the economy. What is becoming clear is that the US is continuing on its harsh course, and the rest of the world must prepare for a scenario of ongoing shortages and fragile supply chains. There is also a noticeable return to fossil fuels, which are needed on a large scale, especially during long, cold winters when the sun and wind are not available. For individual companies, this is a license to print money. For investors, however, the choice remains agonizing.
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Commented by Armin Schulz on January 26th, 2026 | 07:00 CET
The strategic move – How American Atomics is securing fuel for the AI age
Artificial intelligence is changing our world, but its enormous appetite for energy threatens to push power grids to their limits. Tech giants are faced with the fundamental question of how to reliably supply data centers with clean electricity. Data centers will soon consume double-digit percentages of total electricity. The answer leads directly to a renaissance of nuclear energy. But this restart has a sore spot: the fragile global fuel chain. American Atomics is positioning itself in this gap between exploding demand and scarce supply with a clever two-pronged approach.
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Commented by Armin Schulz on January 23rd, 2026 | 07:10 CET
The new hydrogen turbo: How Plug Power, First Hydrogen, and Nel ASA are benefiting from the AI boom
The course has been set for the hydrogen revolution. Following a consolidation in 2025, clear regulations, groundbreaking production technologies such as SMRs, and entirely new sources of demand, from AI data centers to heavy-duty transport, will drive the market into a new, potentially profitable growth phase. This momentum is now positioning pioneers in the value chain for exceptional opportunities. We analyze the promising strategies of Plug Power, First Hydrogen, and Nel ASA.
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Commented by Nico Popp on January 22nd, 2026 | 07:20 CET
Gas boom Down Under: Omega Oil + Gas and Elixir Energy becoming increasingly expensive – balance sheet treasure at Pure One Corporation
There is a strange discrepancy in the global energy markets that is nowhere more tangible than on Australia's east coast. While politicians and ESG funds have been rehearsing the demise of fossil fuels for years, reality is now hitting the economy with full force. Sentiment in trading rooms from Sydney to Perth has shifted markedly. A gold-rush mood has returned – this time for natural gas. In its "Gas Statement of Opportunities 2025," market operator AEMO warns in an almost alarmist tone of an impending supply gap. Gas explorers such as Omega Oil & Gas and Elixir Energy have already risen sharply. But away from the obvious investments, hydrogen company Pure One presents a classic arbitrage opportunity that is still largely ignored by the broader market. The Company is preparing to spin off its gas division, and a detailed comparison with its peers suggests that investors can currently acquire this asset at virtually no cost – a gift for anyone who knows how to read balance sheets.
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Commented by Armin Schulz on January 21st, 2026 | 09:35 CET
The winners of the Energy Transition 2.0: How Nordex, RE Royalties, and E.ON are now generating returns
The next stage of the energy transition is dawning. Success will no longer be determined by subsidies, but by economic pragmatism. While the government is artificially suppressing electricity prices with record billions, the systemic question is becoming more acute. The new focus is on cost efficiency and security of supply. But financing is also raising questions following the rise in interest rates. In this period of upheaval, three players are showing how decarbonization can succeed even without permanent subsidies: wind power pioneer Nordex, financing expert RE Royalties, and infrastructure giant E.ON.
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Commented by Armin Schulz on January 21st, 2026 | 08:25 CET
Evotec, A.H.T. Syngas Technology, Deutsche Telekom: Three stocks on the verge of a decisive turning point?
Germany's economy is at a crossroads. Its old strengths are crumbling, but this is precisely what opens up opportunities for companies that are strategically realigning themselves. The key to success is not simple adaptation, but a fundamental turnaround. Three decisive paths are emerging: disruptive innovation in the biotech industry, energy production and decarbonization, and the development of sovereign digital networks. Today, we take a closer look at three companies and analyze which stocks are on the verge of a turnaround: Evotec, A.H.T. Syngas Technology, and Deutsche Telekom.
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Commented by Nico Popp on January 21st, 2026 | 07:10 CET
Nuclear fusion fantasy at Almonty, Chevron, Cenovus Energy: Why tungsten is the key to infinite energy
Until now, when investors thought of tungsten, they usually pictured hardened steel for armor-piercing ammunition or high-performance drill bits for industrial use. But this perception is on the verge of changing fundamentally. The latest physical breakthroughs in nuclear fusion, particularly at the Chinese experimental reactor EAST, often referred to as the "artificial sun", are placing the high-melting metal at the center of an energy revolution. While oil multinationals such as Chevron and Cenovus Energy are managing the present with record profits, a new market is emerging in the background for materials that must withstand the most extreme conditions. In this scenario, Almonty Industries is evolving from a traditional mining company into a strategic technology enabler – after all, there can be no fusion energy without tungsten. For investors willing to look beyond the fossil fuel world, this opens up an opportunity that goes far beyond cyclical commodity trading.
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Commented by Stefan Feulner on January 20th, 2026 | 07:20 CET
Sibanye-Stillwater, CHAR Technologies, Siemens Energy – Right on trend
The 2026 stock market year is only a few days old, but developments are unfolding rapidly. Two sectors, precious metals and energy, are particularly noteworthy. Geopolitical tensions, growing government debt, and ongoing inflation risks continue to favor gold and other precious metals as stable stores of value. At the same time, the explosive rise in energy demand driven by artificial intelligence, data centers, and electromobility is providing structural tailwinds in the energy sector. While supply and infrastructure are reaching their physical limits in many places, raw materials and energy sources are gaining strategic importance. For investors, this could also result in an attractive risk-reward profile in 2026.
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Commented by Carsten Mainitz on January 19th, 2026 | 07:45 CET
Demand trends for energy remain strong, but ultimately it is price that matters – American Atomics, Siemens Energy, and RWE are benefiting!
Shares in the energy and raw materials sectors were good investments last year. This trend is continuing in the first few weeks of the new year. The strong growth in demand for electricity, driven in part by AI and electromobility, is structural and sustained. Important aspects in this context are the availability of energy and infrastructure and, crucially, the price. The price of electricity is becoming increasingly important as a competitive factor. Who has the most convincing answers to the challenges of the present and the future?
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