Energy
Commented by Armin Schulz on March 16th, 2026 | 07:55 CET
A Geopolitical Turning Point Meets AI: Entering the Next Generation of Energy with Plug Power, First Hydrogen, and Oklo – What Matters Now
Geopolitical crises and the AI boom are converging to create an unprecedented energy dilemma. While Europe and the US are ramping up their hydrogen infrastructure in the wake of the Ukraine shock, data centers run by tech giants are already consuming amounts of electricity today that could power entire countries. But green hydrogen alone falls short due to the intermittency of wind and solar power. The solution could lie in combining it with mini-nuclear reactors, known as SMRs. We take a closer look at the current situation at Plug Power, First Hydrogen, and Oklo.
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Commented by Armin Schulz on March 12th, 2026 | 07:40 CET
AI fuels demand, investors reap rewards: ExxonMobil, Standard Uranium, and Nordex in focus
Electricity demand is exploding, driven by electrification and the race for supremacy in artificial intelligence. Governments and corporations are desperately searching for solutions to power data centers around the clock. The old dogma of climate neutrality is giving way to a pragmatic realignment. Every available kilowatt-hour counts, whether fossil, nuclear, or renewable. This tension between security of supply and technological competition is currently giving rise to three promising investment opportunities that could not be more different. While US oil giant ExxonMobil is benefiting from the return to fossil fuels, Standard Uranium is betting on the nuclear renaissance, and Nordex relies on wind power as an indispensable pillar of the future energy mix.
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Commented by Nico Popp on March 12th, 2026 | 07:15 CET
Nuclear power comeback in the EU! Solid returns with American Atomics, Amazon, and E.ON
Since the EU nuclear summit in Paris a few days ago, it has become clear that nuclear energy is once again socially acceptable in Europe. At the meeting, the European Commission described the former move away from nuclear power as a strategic mistake and launched a comprehensive offensive for small modular reactors (SMRs). According to the EU strategy, an SMR capacity of up to 53 GW is to be built up by 2050 in order to reduce the persistently high electricity prices and stop the impending exodus of industry. At the same time, a new factor is driving global electricity demand: artificial intelligence (AI). The International Energy Agency (IEA) predicts that the share of nuclear and renewable energy in the global electricity mix will rise to 50% by 2030. Tech giants such as Amazon increasingly want to satisfy the energy hunger of AI data centers themselves. E.ON is also likely to benefit from this historic strategic shift by operating stable grids. However, at the source of the new boom is the up-and-coming exploration company American Atomics, which is searching for urgently needed uranium and closing a strategic gap in the supply chain. We highlight where investors can find the most attractive opportunities.
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Commented by Fabian Lorenz on March 12th, 2026 | 07:10 CET
OIL PRICE SHOCK drives these stocks - Nordex, Nel, and dividend gem RE Royalties
The importance of alternatives to oil and gas is once again becoming increasingly clear. RE Royalties is one of the companies benefiting from this trend. The company finances projects in the fields of solar, wind, hydropower, and energy storage. Thanks to its activities in the US, it also benefits directly from the growing energy demand of AI data centers. In addition, the stock attracts investors with a dividend yield of more than 9%. Nordex also plans to pay dividends in the future. The stock would normally be considered due for consolidation after its recent rally. However, a steady flow of new orders continues to support the share price. Nel shareholders are still far from receiving dividends. The latest results for Q4 2025 and the company's outlook have been disappointing. Are new catalysts in sight?
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Commented by Nico Popp on March 12th, 2026 | 07:00 CET
Solutions instead of energy crisis: The potential of CHAR Technologies, Linde, and DuPont
The German economy is under enormous pressure. After years of rising energy prices and an increasingly complicated supply of raw materials, the population and industry are gripped by fears of a creeping decline. Electricity prices for energy-intensive companies remain at a level that is significantly higher than in previous years. Industry experts have long warned of a permanent exodus of production capacities to cheaper regions such as the US, where electricity costs for industry last year were less than half those in the European Union. To ensure the survival of industry, new approaches are coming into focus. Solutions are needed that break the dependence on fossil fuel imports and make supply more flexible. Different approaches are being taken here: While Linde and DuPont prefer to partner with the big players, Canadian innovator CHAR Technologies is occupying the exciting niche of decentralized energy generation.
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Commented by Fabian Lorenz on March 11th, 2026 | 07:05 CET
US President Trump and the AI hyperscalers! Siemens Energy, Nordex, and Stallion Uranium shares in focus
Major AI companies in the US are taking on greater responsibility for the energy supply of their data centers. At a recent meeting with President Donald Trump, Microsoft, Alphabet, Meta, and others agreed that the boom should not come at the expense of private households. Siemens Energy is currently benefiting greatly from this. Gas-fired power plants are currently the preferred solution for hyperscalers when it comes to power supply. At the same time, they are all relying on nuclear energy. The required uranium is expected to come primarily from North America. This makes Stallion Uranium shares interesting for investors. A steady stream of news could support the stock this year. At Nordex, the tailwind is currently subsiding. At least the shares appear to be consolidating. Analysts are full of praise, and operations are running smoothly.
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Commented by Armin Schulz on March 10th, 2026 | 07:25 CET
A billion-dollar opportunity in energy security: Why now is the time to invest in Siemens Energy, American Atomics, and Cameco
The old certainty that energy simply comes from the wall socket is a thing of the past. Missile attacks on oil fields and the insatiable appetite of AI data centers have radically transformed the markets. While the green energy boom is increasingly running into infrastructure bottlenecks, the fundamentals suddenly matter again: reliable capacity, grid stability, and secure access to raw materials. The new energy logic no longer rewards ideals alone - it rewards availability. This turning point is creating clear winners whose business models address exactly where the gaps are emerging. That is why it is worth taking a closer look at three players currently moving into the spotlight: Siemens Energy, American Atomics, and Cameco.
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Commented by André Will-Laudien on March 10th, 2026 | 07:20 CET
Iran and the oil dilemma – Alternatives on the rise! CHAR Technologies, Nordex, and Siemens Energy in focus
The geopolitical escalation in the Middle East has hit commodity markets with full force. At the beginning of the week, the price of oil surged above USD 115 per barrel as a result of the Iran crisis, but quickly fell back to around USD 105. Nevertheless, this remains a level that was last reached several years ago. The trigger has been major disruptions to supply chains around the Persian Gulf and the Strait of Hormuz, through which roughly one-fifth of global oil trade normally passes. Oil has thus once again become a symbol of a classic geopolitical shock: physical scarcity meets panic-driven hedging on the futures markets. For dynamic investors, alternatives are coming to the fore. What can replace oil in the long term, or at least partially substitute it? CHAR Technologies, Nordex, and Siemens Energy may provide compelling answers.
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Commented by Armin Schulz on March 10th, 2026 | 07:10 CET
Plug Power, dynaCERT, Nel ASA: How to profit from the new billion-dollar rush on hydrogen in 2026
In 2026, the stock market has moved on from hydrogen as a speculative investment and is rediscovering it as a solid industrial asset. While the initial euphoria has faded, record sums are now flowing into concrete infrastructure and production. Three technology leaders in particular are driving development forward with their different approaches. Plug Power is focusing on the commercialization of hydrogen ecosystems, dynaCERT is optimizing the combustion process for cleaner diesel engines with its HydraGEN™ systems, and Nel ASA is scaling up green production with its electrolysers.
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Commented by Fabian Lorenz on March 9th, 2026 | 07:40 CET
Crash at Plug Power?! SFC Energy and AI profiteer American Atomics are looking strong!
What is going on with Plug Power? A sell-off quickly followed the sharp recovery. The hydrogen specialist's figures were initially celebrated - but is there really a reason for this? Cash flow remains deep in the red. If the announced break-even point is actually to be reached, at least one major capital increase will be required before then. In contrast, there are solid reasons for rising prices at American Atomics. The AI boom is driving demand for uranium, the company is currently exploring an exciting area in the US state of Utah, the US government is strongly supporting the sector, and the stock does not appear expensive. The founder recently made a convincing impression at an investor conference. Meanwhile, SFC Energy's outlook has impressed analysts at First Berlin, with both the price target and the share price on the rise.
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