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Commented by André Will-Laudien on May 20th, 2022 | 10:31 CEST

Energy shares: Plug Power, Saturn Oil + Gas, Nordex, Siemens Energy: The race for our future

  • Oil
  • GreenTech

With a view to the future energy supply, big question marks remain, especially in Europe. Dependence on Russia remains a permanent topic in government debates. Commission President Ursula von der Leyen presented a plan to break away from fossil fuels from Russia and accelerate the energy transition. In order to become self-sufficient, the European Union will have to invest nearly EUR 300 billion by 2030, according to the EU Commission. Investors are currently focusing very strongly on this future topic. Which stocks hold the greatest opportunities?

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Commented by Armin Schulz on April 25th, 2022 | 13:26 CEST

BP, Saturn Oil + Gas, Shell - Oil shares in focus after the French election

  • Oil
  • Gas

The EU wants to tighten Russia sanctions further. Oil and coal imports are to be stopped. According to Annalena Baerbock, it should be ready by the end of the year. But will it stay that way? At the moment, it has not yet been possible to bring an immediate import stop, also in order not to endanger the election in France. The duel between Macron and Le Pen is too close, and the challenger could use further price explosions in the energy sector to her advantage. JPMorgan sees the oil price at USD 185 if the EU immediately stops its imports. Once the election is over, the full import ban could come. France's Finance Minister LeMaire recently said that an EU ban on Russian oil is underway. We look at three beneficiaries of rising oil prices.

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Commented by Stefan Feulner on April 20th, 2022 | 12:57 CEST

BP, Saturn Oil + Gas, Deutsche Rohstoff - Continued clear dependence

  • Oil
  • Gas

We can spin it any way we want and make further ambitious plans for a faster transition from fossil fuels to renewables. Still, currently, the global economy is dependent on oil and natural gas. And this is likely to remain the case in the near future, as seen from the significant rises in Brent and WTI crude oil. The primary beneficiaries of this trend - JPMorgan declared a supercycle for oil as early as June 2020 - are undoubtedly the producers of the black gold.

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Commented by Armin Schulz on April 6th, 2022 | 10:08 CEST

K+S, Barsele Minerals, Shell - Which commodity stocks belong in the portfolio?

  • Gold
  • Commodities
  • Oil

Commodity prices are rising in almost all areas. To blame everything on the Ukraine conflict is too short-sighted. Fertilizer prices have significantly increased in the past year due to crop failures caused by natural disasters. Oil prices also began to rise last year. However, the sanctions against Russia gave the oil price a further significant tailwind. Gold has only been able to increase with the outbreak of the Ukraine war and is currently quoted at between USD 1,900 and 2,000. The high inflation should further increase the demand for gold. Today we look at three companies from the three sectors and analyze their potential.

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Commented by Nico Popp on April 5th, 2022 | 12:10 CEST

New major trend determines share prices: BASF, Saturn Oil + Gas, Nordex

  • Oil

Those who invest along major trends ride the waves of the market with a tailwind. Trends such as population growth or digitization are here to stay and have far-reaching consequences - even if there is another slight dip in economic development. A new major trend is emerging that is something like the answer to globalization. We remember: For decades, people celebrated economic networking and the division of labor. Many economies, as well as companies, became specialized. But with the pandemic and the war in Ukraine, the golden age of globalization is over: regionalization and autarky are on the agenda instead. We explain what this means using three companies as examples.

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Commented by Stefan Feulner on March 31st, 2022 | 10:30 CEST

K+S, Saturn Oil + Gas, Salzgitter AG - Growth market for raw materials

  • Commodities
  • Oil

The specter of inflation has been growing since the outbreak of the Corona pandemic and the unlimited money printing by central banks. According to the minutes of the monetary authorities, inflation was only temporary. But far from it, inflation will remain permanent and hit even harder than feared. Support is also coming from the sanctions imposed against Russia. As a result, the supply of oil, gas and many other commodities is becoming tighter, and prices are skyrocketing. And do not take the word of a central banker again who wants to explain to you that this time inflation is only temporary.

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Commented by Carsten Mainitz on March 25th, 2022 | 12:23 CET

K+S, Ximen Mining, BP - The trend continues

  • Commodities
  • Oil

The commodity markets are bullish across the board. Sanctions, supply bottlenecks, and demand that is increasingly exceeding supply can be observed in many areas. Precious metals play a unique role as a crisis currency. What is negative for consumers and demanders is a profit booster for commodity producers - rising prices. These companies should be among the beneficiaries. Who will be ahead at the end of the year?

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Commented by André Will-Laudien on March 23rd, 2022 | 11:54 CET

Next oil crisis? Shell, Globex Mining, Glencore, Gazprom - Which stocks can deliver?

  • Oil
  • Commodities

Ongoing armed conflicts in Ukraine may escalate into a global commodity and economic crisis. After all, supply chains have already been severely impacted by the global COVID pandemic. Believing that these irrationalities will eventually be put behind us, Central Europe, in particular, is now threatened with an energy shortage not seen for 50 years. The last oil crisis dates back to 1972/73 when on November 25, 1973, car traffic came to a standstill throughout Germany for the first time. In response to the rising fuel and heating oil prices, the German government had imposed a driving ban on four Sundays under the Energy Conservation Act. Will it come to that again - almost unthinkable today? We take a look at crucial raw material suppliers.

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Commented by Carsten Mainitz on March 11th, 2022 | 11:35 CET

Saturn Oil + Gas, BYD, Bayer - Winning with strong companies

  • Oil
  • Electromobility

When oil futures were trading in negative territory even for a short time at the outbreak of the Corona pandemic in the spring of 2020, many experts assumed that the black gold would remain at a low level in the long term. Only JPMorgan spoke at that time of a possible supercycle and prices over USD 100 per barrel. The analysts cited the supply shortage due to the swing towards green energy production as the reason. Due to the Ukraine crisis, supply has once again been drastically reduced, which is likely to fuel oil prices in the long term.

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Commented by Juliane Zielonka on March 10th, 2022 | 12:04 CET

Defense Metals, Gazprom, ThyssenKrupp - Winners and losers

  • Defense
  • RareEarths
  • Military
  • Oil
  • Gas
  • Steel

A brave Ukrainian woman hunts down a Russian drone - with a well-aimed throw through a jar of pickled tomatoes. For defense, every means is justified. But there is also a more strategic way to invest in companies that supply raw materials for military technology - and without conflict for investors with a sense of justice. The German economy, on the other hand, could be in for a real shock if Gazprom makes good on its threats and shuts down Nord Stream 1 as a result of the sanctions. Germany is one of the biggest buyers of Russian gas. ThyssenKrupp is also benefiting from the current situation. It becomes quite clear what the Group is really gaining from right now.

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