Energy
Commented by Fabian Lorenz on May 14th, 2026 | 07:35 CEST
A 100% price gain not enough? Nordex, Plug Power, and the dividend gem RE Royalties!
Companies in the energy production and infrastructure sectors are increasingly emerging as the real winners of the AI boom. Bloom Energy's stock has risen more than tenfold in just one year. Even Plug Power, which has been operating weakly for years, is skyrocketing. Those who missed the boat there might get a chance with RE Royalties. The renewable energy royalty company shines with a dividend yield of around 10% and a full order pipeline. The revaluation could begin next week. For Plug Power, a 100% price gain since late February has not been enough for investors. They are driving the stock even higher following the quarterly results. For Nordex, the price target is being doubled while the "Buy" recommendation is being withdrawn.
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Commented by Stefan Feulner on May 12th, 2026 | 07:35 CEST
Ballard Power, dynaCERT, Ceres Power – The Downward Spiral Ends
Sentiment in the hydrogen sector is noticeably shifting. After months of sell-offs, many stocks are now benefiting from rising oil prices and growing concerns about the global energy supply. Hydrogen is regaining strategic importance, particularly in heavy-duty transportation and industrial applications. Investors are increasingly betting that governments and companies will continue to pursue their decarbonization goals despite the weak economy. The recent recovery of many hydrogen stocks has been correspondingly strong.
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Commented by Nico Popp on May 12th, 2026 | 07:15 CEST
Nuclear Power for AI: How Amazon, Paladin Energy, and Standard Uranium Are Fueling the New Uranium Supercycle
The world is changing at an ever-faster pace. While the first phase of decarbonization was primarily driven by renewable energy from wind and solar power, the unprecedented rise of AI models has exposed a weakness in this strategy - the lack of carbon-free baseload power. For this reason, alliances are now forming between the tech giants of Silicon Valley and the resource pioneers of Canada's Athabasca Basin. The goal: to secure the future of digital infrastructure. The global energy landscape is thus at a turning point where purely ideological debate is giving way to harsh economic reality. While the years following the Paris Agreement were marked by ambitious goals, the current decade is defined by industrial sovereignty and profitability. We highlight opportunities.
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Commented by Tarik Dede on May 7th, 2026 | 08:40 CEST
Geopolitical Winners: Kinross Gold, Standard Uranium, and Lynas Rare Earths
The conflict in the Persian Gulf has overshadowed many geopolitical issues, but it has also brought some problem areas to light. One thing is clear: the world is building new supply chains, especially the West. Lynas Rare Earths is in pole position in the rare earths market as the largest producer outside China. Standard Uranium, in turn, can benefit from the boom in energy demand and the shift by many countries back to nuclear energy. Not least, more and more countries and central banks are shunning the dollar. Who wants to be blackmailed by Washington? Accordingly, gold producers like Kinross Gold find themselves in a sweet spot, as the latest quarterly figures also show.
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Commented by Nico Popp on May 6th, 2026 | 07:15 CEST
The License to Print Money – Why the Energy Transition Is Creating Cash Cows Like Apple Through RE Royalties and Altius Renewable Royalties
Investments in renewable energy can sometimes be tricky—at least when professionals are not involved. Inexperienced investors in the cleantech sector often face the dilemma that high growth comes at the cost of immense operational risks, unpredictable construction costs, and overwhelming capital intensity. Those who invest directly in project developers or finance the construction of individual wind and solar farms bear the full risk of supply chain delays, rising interest rates, and technological failures. Yet, amidst this volatility, an innovative financing structure backed by extensive expertise is taking hold, fundamentally changing the risk-return profile of the entire industry and generating highly profitable cash flows: the royalty model. We introduce key players and explain how royalty newcomer RE Royalties relates to Apple.
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Commented by Nico Popp on May 5th, 2026 | 07:50 CEST
The Electric Revolution at Mercedes-Benz: HPQ Silicon and Cenovus Energy Deliver Range and Green Energy
Competition in the automotive industry has shifted. Internal combustion engines are playing an increasingly minor role, while Asian pioneers are gaining ground with comfort and technological innovations. Operationally, too, the focus is no longer solely on manufacturing capacity, but on technological and environmental efficiency. While China, in particular, has already left many manufacturers in the dust through aggressive vertical integration, Western automakers like Mercedes-Benz are in a phase of radical strategic realignment. Success today depends primarily on two factors: the ability to push the limits of existing battery chemistry and the need to consistently make the entire industrial supply chain sustainable. In this market environment, Mercedes-Benz and HPQ Silicon, in particular, are driving the transition to highly efficient, silicon-based electric mobility. We highlight potential opportunities for investors.
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Commented by Nico Popp on May 5th, 2026 | 07:20 CEST
The Methane Economy – How a Greenhouse Gas Becomes an Investment Opportunity: Chevron, BP, and Problem-Solver Zefiro Methane
The US energy sector is transforming. For over a century, companies like Chevron have shaped the US industry and produced oil on a massive scale. But this unprecedented rise has left an ecological footprint. Countless abandoned or "orphan" wells in the US continue to emit methane - a greenhouse gas that, over a twenty-year period, has a warming effect about 80 times greater than that of CO₂. Politicians are now taking action and calling for an end to this methane crisis. While industry giants like Chevron face increasing pressure to curb methane emissions, Zefiro Methane tackles the problem at its root by plugging orphaned oil wells. Because the work is challenging and Zefiro brings years of experience to the table, the company is the first port of call for many industry partners. Just how necessary Zefiro's commitment is is demonstrated by the International Energy Agency's (IEA) latest report, "Global Methane Tracker 2026," which notes that sealing all methane leaks could make up to 200 billion cubic meters of natural gas available—gas that has previously been escaping into the atmosphere.
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Commented by Fabian Lorenz on May 4th, 2026 | 07:40 CEST
40% CORRECTION for Siemens Energy? Buy recommendation for BYD and an opportunity with dividend gem RE Royalties!
Could Siemens Energy shares correct by more than 40%? Yes, if analysts are to be believed. The forecast upgrade and the healthy order backlog are not enough for them. They see the high valuation as a major risk. A major opportunity could be emerging for RE Royalties' shares, not just because of its dividend yield of over 10%. Management is rightly dissatisfied with the stock price and is exploring all strategic options, including a sale. Will there be news on this on May 20? BYD shares have been a disappointment in recent years. The stock is trading at the same level as in the fall of 2021. Yet analysts recommend buying.
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Commented by André Will-Laudien on May 4th, 2026 | 07:20 CEST
Blackout in Your Portfolio? Not with these energy boosters for dynamic investors: 200% potential with Nel ASA, A.H.T. Syngas, and ITM Power
The Petersberg Climate Dialogue makes one thing clear: the current energy crisis is, above all, a fossil fuel crisis. And that is precisely where an opportunity for climate protection lies. Rising oil and gas prices and risks are forcing countries to accelerate the expansion of renewable energy, energy efficiency, and electrification far faster than previously anticipated. What matters now is speed and consistency—something policymakers in Brussels have so far struggled to deliver. In practical terms, this means reducing dependencies, investing in clean technologies, and, above all, shifting transport and heating toward green electricity. At the same time, it is becoming clear that international cooperation is crucial, even if the phase-out of fossil fuels remains highly controversial globally. The bottom line: those who strategically leverage the energy crisis can strengthen security of supply while simultaneously accelerating the energy transition. For investors, there are numerous entry points into these scenarios today—but where is the right place to jump in now?
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Commented by Stefan Feulner on May 1st, 2026 | 07:05 CEST
Symrise, A.H.T. Syngas, Bloom Energy - Energy Shift Drives Huge Opportunities
Geopolitical tensions, skyrocketing energy prices, and the global industrial transformation are creating new momentum in the markets. While defensive consumer segments demonstrate stability even in a crisis environment, decentralized energy solutions and hydrogen technologies are increasingly coming into focus. At the same time, the AI boom is driving electricity demand skyward and opening up entirely new growth areas for alternative energy providers. The combination of structural demand growth, technological advances, and geopolitical pressure is creating an environment in which entire industries could be facing a revaluation.
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