GreenTech
Commented by André Will-Laudien on August 3rd, 2022 | 11:51 CEST
Tech stocks: BASF, Almonty Industries, JinkoSolar, Meyer Burger - Important materials for climate change!
The energy crisis evokes in us consumers a whole new behavior, which we had almost forgotten due to the abundance of the last decades: Save energy! Undeterred by the preliminary results, Economics Minister Robert Habeck is pleased to report that four weeks after the public appeal, a wave of "joining in" has actually taken off. Private households have already reduced their gas consumption by 14%, and electricity consumption has sunk noticeably. All good, the inclined listener would formulate, but from a purely economic point of view, saving is contractive and leads to less growth in all areas. For fear of the future, Germans save not only on hot water and electricity but also at the store checkout. The consequence is a recession, or let's call it in more friendly terms: the return to normality! Here are a few investment suggestions.
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Commented by Juliane Zielonka on July 15th, 2022 | 14:27 CEST
Renewable energies in action: ThyssenKrupp, Altech Advanced Materials, Plug Power - Who is winning the race?
Steel is responsible for 8 to 11% of global CO₂ emissions. It is essential for the automotive and construction industries and the manufacture of industrial machinery. It also forms the basis for a number of decarbonization technologies, including wind turbines, generators and smart grids. Without companies like ThyssenKrupp, it would not be possible to build electric cars, which will run faster than Elon Musk can tweet, thanks to innovative battery technology from Altech Advanced Materials AG. GreenTech companies like Plug Power also need steel for their green hydrogen plants. And ThyssenKrupp needs green hydrogen for CO₂-free production. Who is winning the race in the green energy play?
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Commented by Juliane Zielonka on July 7th, 2022 | 14:27 CEST
Asset mix: Allianz, Nordex, Globex Mining - What belongs in the portfolio now?
In economically volatile times, a smart investment strategy with possible shifts in the portfolio is needed. Which asset mix brings the strongest returns for investors? And what should be paid attention to, especially concerning renewable energies and wind power? Besides classic gold as a safe investment, there is the possibility of a minerals bank offering a diversified range of products. And is a top dog like Allianz still worth investing in?
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Commented by André Will-Laudien on June 28th, 2022 | 16:10 CEST
Hydrogen once again: Nel, Plug Power, dynaCERT - Shares for the next climate rally
For the GreenTech movement, the current malaise could not be more appropriate. All governments worldwide have felt the dangerous dependence on fossil fuels in their budgets. The approach of winter in the northern hemisphere has power plant planners trembling. Hydrogen, at least as an energy supplier in terms of locomotion, is a tried and tested means of supporting the unbinding of oil & gas over the medium term. However, investments in new H2 technologies are still too low to speak of an alternative to conventional drive systems. We take a look at the protagonists of hydrogen technologies.
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Commented by Fabian Lorenz on June 22nd, 2022 | 14:39 CEST
Golden times for Nel and Varta? Tension is rising at First Hydrogen
The prices for oil, gas & Co. remain at a high level this week, not least because Russia has reduced gas supplies to Europe. In Germany, Economics Minister Robert Habeck is working at full speed on emergency plans for the winter and is calling for energy savings. In the long term, there will be no way around renewable energies. Analysts expect golden times for companies like Nel ASA and Varta. But smaller innovative companies like hydrogen pure-play First Hydrogen are also interesting. That is because analysts expect demand for hydrogen to outstrip supply massively. In the battery sector, Goldman Sachs recommends buying the Varta share. The MDAX group's sales are expected to more than double in the coming years, thanks to electromobility. The annual general meeting was held yesterday.
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Commented by André Will-Laudien on June 20th, 2022 | 12:58 CEST
Nel ASA, Nordex, Nevada Copper, Siemens Energy: Energy Crisis 3.0 - Copper is the solution!
The copper market is constantly on the move. Along with Shanghai and New York, the London Metal Exchange (LME) is now one of the world's largest metal trading centers. In Europe, the LME is the benchmark for copper prices and metal trading. In contrast to other exchanges, part of the trading is still done by call and floor trading by brokers in an open ring. The LME copper contract is the second-largest exchange-traded contract on the London Metal Exchange. The demand volume for copper has been at a very high level since 2018, currently even at a 25-year high. Last week, prices came under slight pressure as the specter of recession flew through the trading halls. Where are the biggest opportunities at the moment?
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Commented by André Will-Laudien on June 10th, 2022 | 19:43 CEST
Turnaround stocks: BYD, JinkoSolar, MAS Gold, Nordex - Watch out for China & Tesla!
After China's foreign trade initially suffered heavily from the consequences of imposed lockdowns, the country now seems to be recovering. Thus, the current export figures are much higher than expected. However, unstable supply chains and high inflation rates continue to put pressure on international trade. Against the backdrop of a somewhat more stable pandemic situation, however, China's foreign trade grew faster than expected in May. Exports from the second-largest economy rose 16.9% YOY to USD 308.3 billion. Against this backdrop, China stocks are back on the buy list. We take a closer look!
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Commented by Stefan Feulner on June 7th, 2022 | 10:54 CEST
Nel ASA, dynaCERT and RWE - End of the correction?
Contrary to the well-known saying "Sell in May and go away", this year's merry month was a good time to enter the market. After marking a new interim low in the German benchmark index at 13,277.50 points in the first week, the DAX ended May with a rich green reversal candle above 14,000 points. Since then, it has continued to build on the positive development by jumping above the 14,500 point mark. Stronger recoveries can also be seen in the individual sectors, which have suffered significant losses in recent months.
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Commented by Juliane Zielonka on June 3rd, 2022 | 11:46 CEST
TUI, Nevada Copper, Nordex - Winners and losers
The Ukraine crisis and the effects of the Corona pandemic are causing companies to adjust their profit forecasts. Interrupted supply chains, difficulties in procurement and staff shortages are causing disruptions in everyday work. Only at the beginning of the supply chain is stability emerging, like at Nevada Copper, a copper miner from Canada with an operation in the USA.
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Commented by Juliane Zielonka on June 2nd, 2022 | 12:23 CEST
First Hydrogen, Plug Power, BYD - Green energy as a propulsion accelerator
Nine million people worldwide died from air pollution in 2019. According to the journal The Lancet Planetary Health, that makes dirty air more dangerous than deaths from drug abuse or alcohol consumption. Governments in Europe and China are developing new incentive programs to encourage industry partners to move faster than planned to green energy. First Hydrogen, BYD and Plug Power demonstrate what is happening in the market through their current projects.
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