Energy
Commented by Carsten Mainitz on December 18th, 2025 | 07:30 CET
When will the next hydrogen boom begin? How will dynaCERT, Nel, and Siemens Energy stocks benefit from this in concrete terms?
The hydrogen sector will enter a new phase in 2026. Investors can still position themselves early on. The framework conditions in Europe have improved significantly thanks to a matchmaking portal for hydrogen projects and subsidies. The US is attracting investors with tax incentives for clean hydrogen. Overall, the market has become more technologically mature and increasingly more large-scale projects are being realized. Everything points to a revival of hydrogen stocks. Who will be ahead next year?
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Commented by Fabian Lorenz on December 17th, 2025 | 07:20 CET
BUY RECOMMENDATIONS and INSIDER SALES: D-Wave, Siemens Energy, Graphano Energy
Insider alert at D-Wave Quantum. The CFO and directors have cashed in nicely, putting a temporary damper on the stock's rally. A new "Buy" recommendation has so far failed to give the stock any new momentum. Graphite is often overshadowed by lithium and other critical metals in the public perception. However, demand is expected to increase significantly in the coming years due to the growing market for batteries for electric vehicles and energy storage. Graphano Energy is benefiting from production in Canada, and investors can get in early. Those who got in early with Siemens Energy are enjoying a tenfold increase. And if analysts are to be believed, the rally is not over yet. According to them, the stock is still cheap.
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Commented by Nico Popp on December 16th, 2025 | 07:35 CET
AI and energy hunger: Why Microsoft, Cameco, and American Atomics are part of a megatrend
Artificial intelligence is not only changing the way we work, but also posing enormous challenges for the physical infrastructure of the global economy. Data centers for AI applications require round-the-clock power, a so-called base load that renewable energy such as solar and wind cannot consistently provide due to their volatility. And the response of the major tech companies to this problem - nuclear power! This is currently leading to a historic reassessment of the entire nuclear value chain. We present three companies positioned to benefit from this energy megatrend: Microsoft, Cameco, and American Atomics.
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Commented by Stefan Feulner on December 15th, 2025 | 07:20 CET
Canopy Growth, American Atomics, Palantir – Energy and cannabis with powerful potential
The end of the week spoiled a positive weekly performance for the stock markets due to disappointing figures from software group Oracle. High-flying AI stocks in particular took a significant hit, as Oracle's AI offerings fell short of analysts' forecasts. In contrast, cannabis stocks soared once again, driven by statements from US President Donald Trump.
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Commented by Carsten Mainitz on December 15th, 2025 | 06:00 CET
Attention! Brand new developments at Siemens Energy, NEO Battery Materials, and BYD!
Energy infrastructure, electromobility, innovative battery technologies, artificial intelligence, and robotics are investment themes that will remain exciting in the coming year. These megatrends are establishing themselves thanks to sustained high demand, which is reflected in rising share prices for industry representatives. Innovative battery storage systems are becoming increasingly important. New high-performance batteries store more energy, reduce charging times, and offer greater safety. One promising second-tier company that is often overlooked is Canadian battery specialist NEO Battery Materials. We highlight its potential and that of established players Siemens Energy and BYD.
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Commented by André Will-Laudien on December 10th, 2025 | 07:20 CET
Top performers for 2026 wanted! Siemens Energy, Globex Mining, JinkoSolar, and Nordex in focus
The 2025 investment year is nearing its end, with gains of just under 20% in both the DAX 40 and NASDAQ 100 indices. These two benchmarks remain the focus of attention for European investors, as they represent the benchmark for portfolios in their respective areas. Asset managers did not have an easy time of it until the middle of the year, as they had to switch back to "normal mode" very quickly after Trump's tariff correction in April, despite all the uncertainties. This meant bringing their clients' portfolios back into "risk-on" mode, which is very nerve-wracking in the current environment. Excessive government debt, never-ending geopolitical conflicts, and creeping inflation are leading to higher interest rates, which are considered poison for growth-oriented equity investments. Where can money be made in 2026? With today's selection, we attempt to navigate our way forward through the fog.
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Commented by Armin Schulz on December 8th, 2025 | 07:25 CET
Battery boom to intensify in 2026: How you can profit with BYD, Graphano Energy, and E.ON
Batteries are currently the number one topic of conversation. Driven by electromobility and the expansion of renewable energy, demand for high-performance storage systems is skyrocketing. But this enormous growth also has its downsides, as raw material shortages and unstable grids could slow the boom down. Three players are strategically positioning themselves in this field of tension between enormous opportunity and existential challenge: electric vehicle pioneer BYD, raw material explorer Graphano Energy, and energy integrator E.ON.
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Commented by Nico Popp on December 8th, 2025 | 07:00 CET
True sustainability in the portfolio: JinkoSolar, Nordex, and the smart niche player RE Royalties
"Green" is no longer a mark of quality on the stock market, but rather a minimum requirement. However, those who mindlessly invest in anything with a solar panel or wind turbine in its logo will often have learned a costly lesson by 2025. The sector is becoming more differentiated: on the one hand, the industrial heavyweights are struggling with price wars and supply chains. On the other hand, specialized financiers are emerging who are closing precisely these gaps and often operating more profitably than the manufacturers themselves. Anyone seeking real returns must now make a clear selection: between mass-market players, turnaround candidates, and intelligent niche specialists.
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Commented by Stefan Feulner on December 2nd, 2025 | 07:15 CET
Enphase, dynaCERT, Fluence Energy – Now it is getting interesting
At the start of the last trading month of 2025, global stock markets are faltering once again. There is nervousness and fear of a major correction. AI-related stocks in particular are currently on the selling lists of major investors due to their sometimes horrendous valuations. In contrast, companies in the renewable energy sector have undergone a broad wave of consolidation in recent months. As a result, there are attractive entry opportunities here.
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Commented by Carsten Mainitz on November 26th, 2025 | 07:10 CET
New EU initiative boosts the hydrogen market! Pure Hydrogen, Nel, and SFC Energy stand to benefit!
With the Hydrogen Mechanism, the EU has launched a new and important instrument on the market. The launch took place just two weeks ago, so it is still too early to draw any interim conclusions. However, the approach has the potential to take the hydrogen market to a new level of development, as the platform brings together supply and purchasing interest and provides information on available financing instruments. Smaller providers, such as Pure Hydrogen, should benefit in particular.
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