Energy
Commented by Carsten Mainitz on June 18th, 2026 | 10:00 CEST
Architects of the New Energy Economy: How A.H.T. Syngas, Verbio, and E.ON Benefit from the Circular Economy and Decarbonization
For a long time, the energy transition was primarily associated with solar panels, wind turbines, and the phase-out of fossil fuels. However, the picture is now much more complex and nuanced. Industry, agriculture, municipalities, and energy providers face the challenge of using raw materials more efficiently, reducing waste, lowering CO₂ emissions, and remaining economically competitive. The circular economy, resource efficiency, and the economic utilization of (regional) waste materials are gaining in importance. A.H.T. is positioning itself at this intersection with compelling solutions.
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Commented by Fabian Lorenz on June 18th, 2026 | 07:45 CEST
Over 1,000% With Bloom Energy Not Enough? SFC Energy With Defence Sector Potential! RE Royalties Stock Poised for a Revaluation?
Is the 1,000% stock Bloom Energy picking up speed again? It took some time for the market to digest the quarterly results. But now, the energy high-flyer seems ready to break out of its sideways trend. For RE Royalties, an upward movement is actually long overdue. The share has been trading sideways since February. Yet this renewable energy royalty company is benefiting from the energy boom in the US. On top of that, there is a dividend yield of around 10%. Will a revaluation happen in the coming months? For SFC Energy, the revaluation is already in full swing. The share has already gained 10% this week. A flurry of announcements at the Paris defence trade show is fueling buying sentiment.
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Commented by Fabian Lorenz on June 17th, 2026 | 07:25 CEST
A New Era at RENK, Pressure at Siemens Energy, and Power Metallic Mines in the Copper Supercycle
Is RENK ushering in a new era? At the defence trade show in Paris, the company, together with a partner, unveiled an autonomous tank. This shows that RENK intends to offer more than just transmissions in the future. This is certainly the right move. Can the stock benefit from it? Power Metallic Mines aims to capitalize on the copper supercycle. To that end, the company is developing what is likely one of the world's most exciting multi-metal projects in Canada. Several milestones are expected to be reached in the coming months. Analysts see more than 100% upside potential. Analysts are also bullish on Siemens Energy. The stock appears to have already recovered from its minor correction. Most recently, the CEO dismissed concerns regarding a potential AI concentration risk. Customers are even applying pressure. Could the DAX stock rise to EUR 250?
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Commented by André Will-Laudien on June 17th, 2026 | 07:10 CEST
Innovative Nuclear Power Drives AI Computing! Oklo, NuScale, American Atomics, and Siemens Energy
And right back to square one! While capital markets were braced for a correction in early June, two major events completely shifted the landscape. First, Elon Musk successfully listed his flagship venture, SpaceX, on the stock market at a staggering USD 1.7 trillion valuation. Second, US President Donald Trump announced a breakthrough resolution to the Iran conflict. This created the ultimate breeding ground for market optimism: stocks, gold, and silver surged upward, while interest rates and oil prices plummeted. Lower inflation revives the possibility of interest rate cuts in an already bubble-like tech environment, drawing vivid comparisons to the dot-com era of 2000. Today, it is the soaring profits of semiconductor manufacturers that are driving the markets. Whether artificial intelligence (AI) will start turning a profit anytime soon is highly debatable. US investment bankers are anticipating a fee bonanza worth tens of billions of dollars from the next wave of trillion-dollar IPOs. The prerequisite: the party must continue. Anyone who does the math carefully will realize that, amid all the euphoria, cheap electricity has become the lifeblood of the tech industry. This is where nuclear energy is regaining its relevance. For investors, the key question is which stocks to include in their portfolios now.
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Commented by Jens Castner on June 16th, 2026 | 07:45 CEST
FROM THE MINE TO THE DATA CENTER: HOW TALEN ENERGY, AMERICAN ATOMICS, AND AMAZON ARE SECURING THE AI POWER OF THE FUTURE
Artificial intelligence has an Achilles' heel: it requires electricity around the clock. Round-the-clock power requires nuclear energy. Nuclear energy requires uranium. And this is precisely where supply and demand are drifting further and further apart. While Amazon is pumping hundreds of billions into AI infrastructure and energy providers like Talen Energy are securing the nuclear baseload with long-term contracts, the entire sector faces a bottleneck that hardly anyone has on their radar. American Atomics is working flat out to resolve it.
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Commented by Nico Popp on June 15th, 2026 | 07:45 CEST
Lithium Makes a Comeback: Processing Is a Bottleneck for Mercedes-Benz and Siemens Energy – Rock Tech Lithium Breaks the Monopoly
With scarce raw material reserves in the West, a more restrictive trade policy, and China still holding a monopoly on raw material processing, the situation surrounding battery-grade raw materials calls for action. After the price of lithium hit a preliminary low in June 2025, "white gold" saw a robust recovery of around 180% by February 2026, reaching a high of USD 10.48 per pound. The real bottleneck, however, is not extraction, but the chemical refinement into high-purity lithium hydroxide monohydrate for battery applications. Since a comprehensive investigation by the US Department of Commerce now classifies lithium supply security as a matter of national security, the development of resilient domestic processing infrastructure has moved to the forefront of industry priorities. The German-Canadian company Rock Tech Lithium plays a crucial role.
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Commented by Armin Schulz on June 15th, 2026 | 07:25 CEST
Supply Shortage & AI's Power Hunger: Why Cameco, Standard Uranium, and Energy Fuels Are the Perfect Uranium Stocks Right Now
The uranium industry is facing an unprecedented shortage in 2026. The annual production shortfall of 30 million pounds is driving up prices, while 70 gigawatts of new reactor capacity is being built worldwide. But the real driver is the insatiable hunger for power of AI data centers. Add to that a historic wave of consolidation. Major producers are securing strategic stakes, juniors are merging into powerful platforms, and even non-energy players are entering the market via licensing models. Those holding the right positions now could benefit from a supercycle. While Cameco, as an established giant, focuses on stability, Standard Uranium, as an explorer, offers growth opportunities and could become a takeover target. Energy Fuels benefits from its unique US infrastructure.
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Commented by Carsten Mainitz on June 12th, 2026 | 08:15 CEST
Pay Attention! Something Is Brewing Here: Is HPQ Silicon Undervalued? Are Infineon and Siemens Energy Overvalued?
The global economy is in the midst of one of the biggest industrial upheavals since the advent of the internet. Electric mobility, artificial intelligence (AI), and data centers are driving a rapid increase in electricity demand. At the same time, demand is growing for the materials, components, and infrastructure required to enable this development in the first place. The Canadian technology and development company HPQ Silicon focuses on innovative processes for the production of silicon, silica, and battery materials. The company recently reported its first commercialization successes as well as several significant strategic and technological milestones.
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Commented by Fabian Lorenz on June 12th, 2026 | 07:15 CEST
2G Energy Slides! Cameco CEO Bullish on Uranium! Profit from the AI Boom with American Atomics!
Will we soon see a price rally in uranium? That is certainly what Cameco's President & COO expects. In an interview, he expressed extreme optimism about the uranium market and three-digit prices. While the spot market remains at around USD 87 per pound, long-term contracts are already being paid at USD 120. The key driver behind these price increases is growing concern over supply security. The structural supply deficit is precisely the reason for investing in uranium explorers. An interesting candidate is American Atomics. The company is pursuing a strategy of vertical integration in the uranium value chain in North America. Most recently, it reported significant progress on the Blue Streak project in the US state of Colorado. The booming AI industry cannot wait for new nuclear power plants. German company 2G Energy is also benefiting from this trend. However, the stock has declined in recent days. At the same time, analysts have significantly raised their price targets for the company.
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Commented by Stefan Feulner on June 12th, 2026 | 07:10 CEST
BYD, Standard Uranium, FuelCell Energy: The Battle for Electricity Creates New Stock Market Stars
Global electricity demand is rising rapidly. AI data centers, electric mobility, and the electrification of industry are driving investment in alternative energy to record levels. Several future-oriented industries are benefiting from this: hydrogen and fuel cell technologies could play a key role in energy supply, while the renaissance of nuclear energy is ushering in a new phase of growth for the uranium market. At the same time, the global electric vehicle boom is driving sustained high demand for innovative mobility solutions.
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