Energy
Commented by Armin Schulz on September 14th, 2026 | 07:50 CEST
Power Metallic Mines, Volkswagen and RWE: Raw Materials, Cells, Grid — Benefiting from the Germany-Canada Pact
Europe aims to expand battery production in 2026, but without raw materials, cells, and electricity, every target remains fragile. Regulations on carbon footprints and battery passports are increasing the pressure. Europe remains dependent on supply chains from Asia. Anyone looking to reduce this dependence needs secure access to raw materials, gigafactories and energy storage. Germany and Canada are currently in formal talks on a comprehensive Canada-Germany Strategic Partnership Agreement, which is also intended to cover raw materials, energy and investments. The aim is to strengthen raw material security—all the more reason to take a closer look at Power Metallic Mines, Volkswagen and RWE.
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Commented by Stefan Feulner on September 11th, 2026 | 08:30 CEST
GE Vernova, NU E Power, Sunrun – Power Shortage Is Turning into a Supercycle
Created and Published on Behalf of NU E Power Corp.
The global power market is coming under pressure. AI data centres, electrification, and industry are driving demand, while new power plants and transmission lines often take years to complete. Reuters is already referring to a potential "power price supercycle". This is creating a new billion-dollar market for investors. Demand is not limited to additional solar and wind farms; more powerful grids and energy storage systems are also needed to distribute existing electricity more intelligently.
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Commented by Lars Winter on September 11th, 2026 | 08:15 CEST
Standard Uranium, Volkswagen and Inditex: Three Stocks with Explosive Potential
A drill core can have a bigger impact on a small resource explorer than a billion in additional revenue for a global corporation. What matters is how much a piece of news shifts expectations. Uranium explorer Standard Uranium is searching for the big find in Canada, Volkswagen is embarking on a far-reaching corporate restructuring, and Zara's parent company Inditex is proving that fashion can be a lucrative business. Three very different stories - and ones investors should take a closer look at now.
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Commented by André Will-Laudien on September 10th, 2026 | 09:30 CEST
Gas Crisis This Winter? NU E Power, E.ON, Nordex and Siemens Energy in Focus
Created and Published on Behalf of NU E Power Corp.
A key question raised yesterday during the 2027 Bundestag budget debate: Is Europe facing a gas crisis this coming winter? Brussels appears to be backtracking significantly and is looking for suppliers, while the goal is to avoid artificially driving up prices. One thing is clear: European energy policy and commodity markets are currently high on the EU's agenda. Following the extreme turbulence of recent years, Europe once again faces the challenge of filling national gas storage facilities fully and in a timely manner to prevent shortages during the cold season. As a result, the ongoing uncertainty surrounding fossil fuel supplies is shifting the strategic focus ever more rapidly toward climate-neutral alternatives. Against this backdrop, established energy companies and innovative industry pioneers are playing an increasingly important role in the transformation of the energy sector. Industry giant E.ON is demonstrating its fundamental strength as an indispensable operator of critical energy infrastructure, while the businesses of wind and turbine specialists Siemens Energy and Nordex are also developing very well. In Canada, NU E Power is pursuing forward-looking concepts that could contribute to the evolving energy landscape. The following analysis takes a closer look at the developments shaping the sector.
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Commented by Fabian Lorenz on September 10th, 2026 | 08:05 CEST
Nebius Sends Shockwaves! Buy or Sell Siemens Energy? Power Metallic Mines with Top News
Power Metallic Mines could offer an interesting buying opportunity following the recent "sell on good news" reaction. After a 50% rally, profit-taking recently pushed the copper stock down from CAD 1.50 to 1.30. The reason? The resource update for the promising polymetallic exploration project has delivered convincing results. Based on the analysts' price target, the stock has more than 100% upside potential. Nebius also had a major development recently. The company is becoming the preferred infrastructure partner for Palantir's sovereign AI solutions. The AI stock is back in rally mode. And what about Siemens Energy? The stock has been trading sideways for some time now. Analysts are also divided over where it is headed next, with price targets ranging from EUR 100 to EUR 245. So, should you buy or sell?
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Commented by Carsten Mainitz on September 9th, 2026 | 07:05 CEST
Hidden Opportunities? Why Zefiro Methane, Verbio and E.ON Could Be Worth a Closer Look Now
Created and Published on Behalf of Zefiro Methane Corp.
The energy transition is changing the way energy is generated, transported, and used. Policymakers and legislators are establishing frameworks to reduce greenhouse gas emissions. This is creating a structural megatrend – decarbonization – with far-reaching implications for markets and investments. In addition to CO₂, methane is increasingly coming into focus. Methane is released, among other things, during the extraction, processing, and transportation of natural gas and crude oil. When it escapes into the atmosphere through leaks, it is around 80 times more harmful than CO₂ over the medium term. Zefiro Methane is positioning itself at this critical juncture. As a market leader in many US states, the company is eliminating legacy pollution from the fossil fuel industry and is thus tapping into a market worth billions. Its order books are full, and analysts are bullish. Experts are equally positive on Verbio and E.ON. Which company will benefit most from the ongoing structural transformation?
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Commented by Stefan Bode on September 9th, 2026 | 06:50 CEST
Three Stock Market Stories at the Intersection of AI, the Power Boom and Margin Recovery – Infineon, Nordex and RE Royalties
When capital flows into AI, power infrastructure, and the energy transition, the most exciting stock market opportunities often emerge at the intersection of prevailing trends and actual valuations. This is where robust order books, new revenue models, and rising margins meet already-high investor expectations. The following commentary highlights the opportunities arising from this mix, where the numbers are already convincing—and where the market still demands proof of a sustainable revaluation.
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Commented by Matthias Schomber on September 8th, 2026 | 07:40 CEST
Return Potential at Vonovia, Siemens Energy and Desert Gold! Which Stock Belongs in Your Portfolio?
Vonovia, Siemens Energy and Desert Gold: three stocks from three different worlds and sectors, each with its own appeal. While rising interest costs are weighing on Vonovia in the German real estate market, Siemens Energy is celebrating record orders in energy technology. Away from these two markets, a fascinating story is unfolding in Africa that promises plenty of excitement for bold investors. We are talking about Desert Gold, a player in the West African gold sector that is on the verge of a decisive milestone. Analysts at GBC see the potential for a significant multiple from the current share price. In this report, we shed light on the latest developments at these three companies. Read on to find out which of these stocks – or which combination of them – could be on the verge of a rapid breakout.
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Commented by Fabian Lorenz on September 4th, 2026 | 09:35 CEST
Elon Musk Sounds the Energy Alarm! Musk Goes After GE Vernova and Siemens Energy – Thiel Bets on Vistra, RE Royalties a Takeover Target
Musk sounds the energy alarm. He warns of a full-blown energy crisis driven by the expansion of data centres. As early as next year, there could be a power shortfall equivalent to the amount needed to supply the Netherlands. Typical of Musk, he is actively tackling the challenges and encroaching on the territory of Siemens Energy and GE Vernova. He plans to take over the mobile power plant operator APR Energy and manufacture critical gas turbine components himself. RE Royalties is also a potential takeover target. The Canadian company finances developers of solar, wind, battery storage and other renewable energy projects, securing long-term royalties in return. Its planned partnership with Solaris Energy is set to expand its US business significantly. Prominent investors are also increasingly betting on the AI industry's growing appetite for electricity. Peter Thiel and Ray Dalio have invested in Vistra.
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Commented by Stefan Feulner on September 4th, 2026 | 07:30 CEST
Bloom Energy, A.H.T. Syngas, Veolia: Waste is Giving Rise to a Multi-Billion-Dollar Market
Waste and industrial residues are evolving from a cost factor into a valuable raw material. Rising energy prices, decarbonization and the enormous power demands of new data centres are driving up the economic value of technologies that convert previously unused materials into energy. At the same time, pressure is mounting on industry and local authorities not only to dispose of waste but also to recycle and repurpose it. This is giving rise to a multi-billion-dollar market at the intersection of the circular economy and energy supply.
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