Energy
Commented by Tarik Dede on July 22nd, 2026 | 08:05 CEST
High Energy Costs: Hedge with Shares in TotalEnergies, dynaCERT, and Nordex
The war in the Gulf has driven energy prices back up. Diesel in Germany is already costing well over EUR 2 per litre again. Even some leading figures in the CDU are now calling for a greater focus on renewable energy. The situation is not easy for business owners. Whether it is an industrial plant or the local shipping company: costs are rising, and the weak economic environment is not exactly making things any easier. Yet change is palpable. Electric vehicle manufacturers are reporting rising sales figures in many parts of Europe. Roof-mounted solar panels and balcony power plants are also gaining popularity again. Investors have the opportunity to hedge against energy costs by investing in equities. That is why we are taking a closer look at the shares of TotalEnergies, dynaCERT, and Nordex.
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Commented by Stefan Bode on July 21st, 2026 | 07:50 CEST
Weak Trading Week, Strong Banks, and an Interesting Oil Services Company – Bank of America, IBM, J.P. Morgan, Zefiro Methane
The past trading week, from July 13 to 17, 2026, was marked by strong quarterly results from major US banks, rising oil prices, and growing nervousness in the stock markets. While the S&P 500 lost about 1.2% and the Nasdaq fell 3%, several bank stocks managed to outperform the weak broader market. This week, investors are likely to focus once again on oil prices, as the US military campaign in Iran and Ukraine's attacks on Russian oil refineries continue to tighten energy markets. Higher oil prices increase costs across the entire value chain, raising the prospect of stronger inflationary pressures in the months ahead. Read on to find out who is still profiting in this environment.
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Commented by Fabian Lorenz on July 20th, 2026 | 07:15 CEST
Bloodbath in Chip Stocks Triggered by Margin Calls? Infineon, Aixtron, LPKF Laser—Is Zefiro Methane Headed for a Golden Future?
Following the historic rally, semiconductor stocks have recently suffered a brutal sell-off. It was not just SK Hynix, Samsung, and SanDisk that came under heavy pressure. German chip-related companies such as Infineon, Aixtron, and LPKF Laser have also lost up to 50% of their value. The decline appears to have been amplified, at least in part, by margin calls in South Korea. What does this mean for going forward? Will the AI boom drive semiconductor stocks higher again? One lesser-known beneficiary of the construction of data centers and energy infrastructure is Zefiro Methane. The company specializes in the remediation of abandoned oil and gas wells, a multi-billion-dollar market in the US. Surging energy demand from the AI sector is creating additional demand for the company's services and could ultimately support higher profit margins. The new partnership with the Well Done Foundation could provide another catalyst, accelerating the company's growth trajectory.
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Commented by Armin Schulz on July 20th, 2026 | 07:10 CEST
Benefit from the scarcity of energy and raw materials through Occidental Petroleum, Globex Mining, and MP Materials
The days of speculating on commodity prices are over. Anyone betting on energy and metals today must understand the underlying power dynamics. Who is supplying, who is processing, and who still has access to the key production sites in an era of bloc formation and sanctions? Demand for strategic goods is skyrocketing, while investment in new mines and refineries has stagnated for years. This gap between political will and physical production limits opens up a new playing field for investors. Three completely different business models demonstrate how to capitalize on this trend: Occidental Petroleum, Globex Mining, and MP Materials.
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Commented by Stefan Feulner on July 17th, 2026 | 09:05 CEST
Siemens Energy, HPQ Silicon, BYD: A Clear Course Set
The race for the technologies of the future is rapidly gaining momentum. Artificial intelligence, electric mobility, energy storage, and the global expansion of power grids are triggering a wave of investments worth billions. At the same time, innovative battery materials, hydrogen solutions, and modern energy technology are becoming increasingly important. Companies that develop these key technologies or benefit from the rising demand could secure a strong market position early on and emerge as major winners of the global transformation in the long term.
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Commented by Fabian Lorenz on July 17th, 2026 | 09:00 CEST
The End of Siemens Energy? SMA Solar Looks Ahead with Confidence! American Atomics: A Stock for the Uranium Rally!
The stage appears to be set for another uranium rally. Prices are rising again, while experts expect a significant expansion of global nuclear power capacity—and, with it, growing uranium demand. Against this backdrop, American Atomics stands out as an attractive speculative addition to a diversified portfolio. Two exciting projects in the US are expected to generate news flow in the second half of the year and drive the stock higher. Until nuclear power plants can fully meet the soaring energy demands of artificial intelligence, data centers will rely heavily on gas-fired power generation. This is the foundation of Siemens Energy's success. Now, one of Germany's most impressive growth stories of recent years is set to continue under a new corporate name. Meanwhile, SMA Solar is staging a comeback. In a recent interview, the company's CEO explains how the solar company is positioned and looks confidently toward the future. Analysts see further upside potential.
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Commented by Carsten Mainitz on July 16th, 2026 | 07:35 CEST
The Methane Puzzle: Are Zefiro Methane, BP, and Siemens Energy Entering the Next Growth Phase?
For many years, the energy transition was viewed in simple terms: phase out fossil fuels and replace them with wind and solar power. The reality, however, has proven to be far more complex. As electricity demand surges, driven by data centers, artificial intelligence, and the ongoing electrification of the economy, natural gas is increasingly being recognized worldwide as an indispensable transition fuel. At the same time, political and economic pressure is mounting to drastically reduce climate-damaging methane emissions along the entire value chain. This is where Zefiro Methane is carving out its niche. By plugging abandoned oil and gas wells across the United States, many of which continue to release significant amounts of methane into the atmosphere, the company is addressing a multi-billion-dollar market.
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Commented by Tarik Dede on July 15th, 2026 | 11:10 CEST
The Perfect Storm: Wars Are Driving Energy Stocks Like Occidental Petroleum, American Atomics, and First Solar
The war in the Persian Gulf is escalating again. There appears to be no chance of a peaceful resolution between the warring parties at this time. Meanwhile, refineries in Russia are burning, which is also jeopardizing diesel supply in Germany. Prices for oil, gas, and other energy commodities are rising again. The markets have reacted swiftly, driving up shares in the energy sector. One thing is clear: a precarious situation is unfolding, especially as oil reserves are dwindling even in the US, despite record-high production there. However, the high prices also encourage us to look beyond the oil market. The comeback of nuclear energy and the continued rise of solar power offer opportunities. That is why we are taking a look today at the stocks of Occidental Petroleum, American Atomics, and First Solar.
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Commented by Armin Schulz on July 15th, 2026 | 11:05 CEST
Act Now: Siemens Energy, RE Royalties, and Nordex—Before the Power Shortage Sends Share Prices Soaring
Electricity is evolving from a mere factor of production into a strategic currency. While Germany's energy-intensive industry has seen a 15.2% decline in production since 2022, and the AI boom is already partially overloading the grids, a systemic shortage is becoming apparent. However, this creates significant business potential for companies that integrate infrastructure, scale up physical generation, and finance projects with strong capital. Three players demonstrate how this structural shortage is being transformed into sustainable cash flows: Siemens Energy, the backbone of grid stability; RE Royalties, a partner in green financing; and Nordex, the driving force behind wind power.
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Commented by André Will-Laudien on July 15th, 2026 | 08:25 CEST
Booming Energy Markets: News Boosts dynaCERT, While Siemens Energy, Nordex, Rheinmetall, and ITM Power Enter a Consolidation Phase
The Iran conflict is once again dominating headlines, drawing renewed attention from capital market participants to alternatives to oil and natural gas. And the trend is moving in the wrong direction. Brent crude, the world's most widely traded oil benchmark, has surged another 20% in just three days, putting alternative energy technologies back into focus. Business momentum is becoming increasingly tangible for hydrogen specialist dynaCERT, which is now rolling out its emerging markets strategy through Vietnam. Meanwhile, Siemens Energy is fighting to hold the EUR 150 level, while Nordex has been unable to maintain support at EUR 40. At the same time, former market favourite ITM Power is experiencing a full-scale sell-off, while Rheinmetall is once again moving into the spotlight. With so much happening across the sector, investors are facing a market in motion—and a broad range of opportunities. We take a closer look.
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