Infrastructure
Commented by Carsten Mainitz on October 23rd, 2026 | 05:43 CEST
More Power Requires More Infrastructure! Opportunities for Phenom Resources, Siemens Energy and Nordex?
The energy transition requires grids, power plants, storage systems and raw materials. Electricity must be transported reliably, supplied when needed and stored cost-effectively. This creates opportunities across the entire value chain. Siemens Energy is benefiting from growing demand for energy infrastructure, with its order books full. However, doubts about the AI boom are also mounting. Nordex significantly exceeded expectations with its quarterly results and raised its margin target for the current year. Its shares initially surged before profit-taking set in. Phenom Resources is broadly diversified. The exploration company offers investors exposure to vanadium, gold and other areas. Which share will take off now?
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