Energy
Commented by Fabian Lorenz on February 11th, 2026 | 07:10 CET
"Unprecedented surge in electricity demand": Siemens Energy, Nordex, and hidden gem Stallion Uranium stand to benefit!
Uranium demand is expected to skyrocket in the coming years. A doubling would come as no surprise. At the same time, uranium is expected to come from Western regions, presenting both a challenge and an opportunity for the industry. Stallion Uranium is still a hidden gem, but this is likely to change soon. While new nuclear power plants are being planned and old ones restarted in the US, AI data centers are relying on gas-fired power plants. Siemens Energy is currently profiting handsomely from this trend. The company is set to release its quarterly figures today. It is already known that Siemens Energy plans to invest USD 1 billion in the US. Is there a threat of overcapacity? The Nordex share is losing some steam, partly due to cautious analyst commentary. At the same time, the company is starting the new year with a whole series of orders.
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Commented by Carsten Mainitz on February 9th, 2026 | 07:10 CET
Stellantis Slumps, BYD Holds Steady, Power Metallic Mines Poised to Soar!
The stock market is not a one-way street. While BYD has established itself as one of the world's largest manufacturers of electric vehicles, Stellantis has had to admit to misjudgments that will lead to write-downs exceeding its current market value. This recently shocked the stock market. By contrast, the outlook for Power Metallic Mines is bright. The Canadians have one of the largest polymetallic deposits in North America. This asset is valuable to many industrial groups. In times of building strategic reserves of critical raw materials, the company should attract more attention. Well-known investors have already jumped on board, and analysts attest to the stock's potential to double in value.
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Commented by Stefan Feulner on February 8th, 2026 | 07:25 CET
Energy Fuels, American Atomics, Occidental Petroleum – Beneficiaries of the US energy transition
Global energy demand is heading toward a new dimension. Artificial intelligence, data centers, cloud infrastructure, and electromobility are causing electricity consumption to skyrocket, and at a rate that exceeds the growth of grids and generation capacities. Without reliable, base-load capable power sources, technological progress threatens to reach its physical limits. This is precisely why nuclear energy and fossil fuels are back in focus. They provide predictable power on a large scale, regardless of weather and time of day. Anyone who ignores this bottleneck is misjudging one of the key drivers of the next investment cycle.
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Commented by Fabian Lorenz on February 6th, 2026 | 08:55 CET
Buy HYDROGEN STOCKS now?! Plug Power, thyssenkrupp nucera, and First Hydrogen in focus
Now, this would be a genuine sensation and could trigger a sharp revaluation of the stock. First Hydrogen is working on an alternative to uranium-based fuel salts, as part of its activities in small modular reactors (SMRs) and green hydrogen. thyssenkrupp nucera, on the other hand, is pursuing a more conservative strategy and focusing on green hydrogen produced from solar and wind energy. The company sees great potential in India and aims to tap into the market there. At Plug Power, attention is currently focused on the company's financial future. Shareholders must vote on a significant dilution measure. The former market darling is attempting to restore confidence and improve market sentiment.
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Commented by Armin Schulz on February 6th, 2026 | 08:00 CET
Exploding electricity demand! Siemens Energy, American Atomics, and Nordex stand to benefit
The current energy crisis reveals a paradoxical picture. Despite record growth in renewables, power consumption and emissions continue to rise. Blackouts and surging electricity prices are increasingly undermining the competitiveness of entire industries. The solution lies not in a single technology, but in an intelligent, reliable energy mix. For investors, this structural transformation is creating historic opportunities. This report examines how Siemens Energy, American Atomics, and Nordex are strategically positioned to benefit from this profitable future market.
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Commented by Fabian Lorenz on February 4th, 2026 | 08:50 CET
Yesterday +10%! Top news drives shares of Evotec, Novo Nordisk, and CHAR Technologies!
Evotec shares jumped, climbing more than 10% as analysts pushed the stock higher. Does this signal that the turnaround is finally happening, or does Deutsche Bank still have the final say? Strong news also for CHAR Technologies: the Canadian company is launching commercialization of its unique technology for producing biochar and renewable natural gas substitutes from biogenic waste materials. For the expansion, it has secured strong partners, including steel giant ArcelorMittal and the Canadian BMI Group. And what is Novo Nordisk doing? The Danish company presented positive study results for its successor to Wegovy. However, analysts are not exactly thrilled.
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Commented by Fabian Lorenz on February 2nd, 2026 | 07:45 CET
Plug Power under pressure! 2G Energy and the AI BOOM! 100% PRICE POTENTIAL for A.H.T. Syngas shares!
Analysts see over 100% upside potential for A.H.T. Syngas shares. Experts believe the company is on the verge of a growth spurt. The market potential for synthetic natural gas substitutes from biogenic residues is huge. In addition, the company is in the process of transforming itself from a pure plant manufacturer to an energy producer. While A.H.T. is only worth around EUR 10 million on the stock market, 2G Energy is already worth EUR 600 million. This is also raising shareholders' expectations. The latest order intake failed to provide any impetus, with everyone waiting for news from the US. There is currently a sense of alarm at Plug Power in the US. At an extraordinary general meeting, shareholders are to decide on the future of the hydrogen specialist. The postponement of the event is causing uncertainty.
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Commented by Carsten Mainitz on February 2nd, 2026 | 07:20 CET
Energy: The bottleneck of the markets – how investors can benefit from American Atomics, Nordex, and Siemens Energy!
Energy is a key determinant of the competitiveness of economies and companies. Availability, price, and security of supply directly influence costs and, in turn, the prices of products and services. Renewable energy is important, but fluctuating power generation, the risk of dark doldrums, and the currently limited storage capacity pose significant challenges. Against this backdrop, uranium is experiencing a comeback as a reliable energy source. Many tech giants such as Alphabet, Microsoft, Amazon, and Meta are already relying on nuclear power to meet the enormous energy demands of their data centers and AI infrastructures in a reliable and low-carbon way. American Atomics is considered a beneficiary of this trend. The company is pursuing the goal of establishing a fully integrated North American value chain, leveraging favorable political and structural tailwinds.
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Commented by Nico Popp on February 2nd, 2026 | 07:00 CET
Uranium rush in the Athabasca Basin: Stallion Uranium follows in the footsteps of NexGen Energy – an opportunity for Cameco too?
The global energy industry is currently experiencing a renaissance that seemed unthinkable just a few years ago. Driven by the insatiable appetite for electricity of AI data centers and the geopolitical imperative to become independent of fossil fuel imports, nuclear power is making a comeback as an indispensable source of base load power. However, the nuclear power comeback is facing a harsh reality: the supply of nuclear fuel is lagging behind demand. While reactors are running longer and new ones are coming online, suppliers' inventories are running low. This structural supply deficit has sparked a race for the few remaining world-class deposits. The center of this search is in Saskatchewan, Canada, more specifically in the southwestern Athabasca Basin. A clear hierarchy has emerged here. Industry giant Cameco must produce, developer NexGen Energy has proven the geological potential, and explorer Stallion Uranium has secured the strategically crucial land package to cause a sensation with the next big discovery. We get to the bottom of the details.
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Commented by André Will-Laudien on January 30th, 2026 | 10:00 CET
War on the horizon, cold winter, and unresolved energy issues! CHAR Technologies has the answers
Despite all the geopolitical uncertainties, the capital markets are experiencing the largest and most powerful commodity rally of all time. This is driving up input costs for industry, further fueling already stubborn inflation. The fact that tariffs, wage increases, and high resource prices are affecting store shelves also implies significantly higher interest rates in the near future. Investors should consider alternatives and, especially for highly valued stocks, set tight stop-loss limits. However, with regard to unresolved energy issues, there are innovative solutions that can even be purchased on the stock market. Cleantech specialist CHAR Technologies has an interesting business model that makes sense in all weather conditions. A closer look reveals good medium-term prospects.
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