Oil
Commented by André Will-Laudien on April 24th, 2026 | 07:20 CEST
Iran and the USD 100 Mark – Total Oil Madness Drives ITM Power, Zefiro Methane, thyssenkrupp nucera, and Nel ASA
Crazy times for investors. After repeated back-and-forth between Washington and Tehran, uncertainty surrounding the future of the conflict continues to rise. As a result, markets remain highly volatile heading into the weekend. Over the past ten trading days, Brent crude has swung between USD 82 and 104—so what can investors realistically rely on? One approach may be to take a closer look at the oil sector's peer group—or to revisit opportunities in the alternative energy space. Plug Power recently set off a real fireworks display here. But how are ITM Power, Nel ASA, and thyssenkrupp nucera performing in this environment? And then there is the newcomer Zefiro Methane, whose approach could quickly propel the stock into a higher league. We delve a little deeper, quite literally, into what is happening beneath the surface.
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Commented by Armin Schulz on April 23rd, 2026 | 07:10 CEST
Oil Profits Are Flowing—But Methane from Abandoned Wells Is Becoming a Cash Machine: Shell, Zefiro Methane, and Occidental Petroleum
When fighting flared up in the Middle East, oil prices surged sharply. The industry is enjoying windfall profits. But behind the boom lies a creeping risk: millions of abandoned wells leaking methane unchecked—a gas that warms the planet far more intensely than CO₂. While oil majors benefit from high prices, a massive opportunity is emerging for service providers that specialize in dealing with these orphan wells. Three players with different strategies are aiming to capitalize on the current environment: Shell, Zefiro Methane, and Occidental Petroleum.
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Commented by Nico Popp on April 22nd, 2026 | 07:00 CEST
USD 4.7 billion for 150,000 Abandoned Oil Wells – A Billion-Dollar Market Emerges: Zefiro Methane, Halliburton, and JPMorgan in focus
Cleaning up the legacy of the US oil industry has evolved into a distinct economic sector, driven by government subsidy programs worth billions and the rapidly growing trade in emissions credits. According to analyses by the International Energy Agency (IEA), abandoned wells emit significant amounts of methane—a greenhouse gas that is around 80 times more harmful than CO₂ over a 20-year period. In the US, methane leakage from legacy oil infrastructure can pose environmental and safety risks, including groundwater contamination and localized gas buildup. To address this issue, the US government is allocating nearly USD 4.7 billion through the Infrastructure Act to plug and remediate approximately 150,000 so-called orphan wells. The consulting firm McKinsey estimates that demand for permanent CO₂ removal credits could grow to as much as 100 million tons by 2030. We take a closer look at this emerging sector and highlight a particularly interesting opportunity for investors.
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Commented by Tarik Dede on April 20th, 2026 | 08:30 CEST
Costs, Costs, Costs: Can High Oil Prices Benefit dynaCERT?
Elevated energy prices resulting from the US war of aggression in the Persian Gulf are driving up transportation costs across many industries. Logistics providers in particular are exposed to rising diesel prices. If the conflict drags on much longer, shortages could soon arise in Europe as well. In this environment, dynaCERT's technology can quickly provide relief for logistics providers by reducing fuel consumption and operating costs—an angle that is still under the radar of many investors. But persistently high energy prices are likely to soon shift the focus to this innovative tech company.
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Commented by Armin Schulz on April 15th, 2026 | 08:15 CEST
BP, Globex Mining, Rio Tinto: The Winners of the 2026 Commodities Boom
The global commodities landscape is undergoing a fundamental transformation. Oil remains important, but the strategic focus is shifting toward the metals and minerals that make technological transformation possible in the first place. Artificial intelligence, robotics, and electrification are driving demand for copper, rare earths, and specialty materials—paradoxically, the more efficient production becomes, the greater the demand. Markets are already responding with rising volatility. Anyone looking to invest today must understand these drivers. A look at BP, Globex Mining, and Rio Tinto shows just how varied the responses can be.
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Commented by André Will-Laudien on April 15th, 2026 | 07:50 CEST
Oil shortages as a turning point for uranium and hydrogen with Siemens Energy, Standard Uranium, Plug Power, and Nel ASA
The start of the week was volatile. Oil prices are rising sharply again, up around 12%, increasing pressure on consumers and policymakers. Now the Black-Red coalition government has developed a 17-cent package set to be passed in the coming weeks. A temporary reduction in the eco-tax is intended to help. Geopolitical tensions continue to drive price volatility, even though underlying supply-demand fundamentals in oil and gas do not indicate a structural shortage. Prime Minister Söder is even calling for a resumption of gas exploration in Germany. Who would have thought? We, too, are looking at possible alternatives and taking a closer look at nuclear power and hydrogen. For investors, companies such as Siemens Energy, Standard Uranium, Plug Power, and Nel ASA are increasingly coming into focus, as they stand to benefit directly or indirectly from these structural energy shifts. We take a closer look at the underlying drivers.
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Commented by André Will-Laudien on April 14th, 2026 | 07:35 CEST
Dream Returns with Oil and Gas! Jump on Pure One, but Proceed with Caution on BP, OMV, and Nordex
Recent developments are drawing renewed attention! US President Donald Trump has ordered the US Navy to implement a full-scale blockade of the Strait of Hormuz. He aims to halt Iranian shipments, which had previously been tolerated, in favor of countries that are no longer on the list of allies in this Middle East conflict. At the same time, a joint project by individual NATO allies is launching to secure the disputed strait, to enable future transit once again. With this news, energy and commodity prices surged higher again yesterday, even though some of the gains were already pared back by the afternoon. The focus is once again on oil and gas stocks, as well as some alternative energy and utility shares. In this environment, the Australian company Pure One can steer its diverse range of activities in the most profitable direction. Meanwhile, established players such as BP, OMV, and Nordex have already seen significant share price gains, prompting analysts to adopt a more cautious stance. A closer look is therefore warranted.
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Commented by Armin Schulz on April 2nd, 2026 | 07:30 CEST
Energy Lockdown in Europe? How BP, Stallion Uranium, and Nordex Are Fortifying Your Portfolio Against the Next Price Surge
At the crossroads of a fragile world order, the energy crisis is escalating from a marginal political issue to a matter of economic survival. Geopolitical upheavals have destabilized fossil fuel markets, while artificial intelligence's insatiable hunger for computing power is causing demand for stable energy to skyrocket. The future belongs not to a single energy source, but to a pragmatic symbiosis. In this tense landscape, clear winners are emerging for the next phase of growth. BP, as the backbone of the transition supply, secures fossil fuels; Stallion Uranium provides the indispensable, emission-free baseload for the AI revolution; and Nordex, as the driver of scaling in the renewable energy sector, sets the standard for expansion.
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Commented by André Will-Laudien on March 26th, 2026 | 09:45 CET
Iran Conflict Boosting Margins: BASF, Lahontan Gold, E.ON, and Lanxess in focus
Brent crude at USD 100 – this is a game-changer! The recent attack on Qatar's key LNG facility has taken 17% of annual production off the market, and the global LNG market faces a multi-year structural deficit. A doubling of gas prices around the globe in just 12 hours also sent oil prices soaring. Worse still: The Strait of Hormuz is currently blocked, and neither oil nor gas tankers can even begin their voyages at sea. For the winding-down winter season in Europe, the problem is not overwhelming, but filling gas storage facilities over the summer is likely to prove difficult. In this environment, gold has been benefiting again since mid-week, up 5% to USD 4,550; at the crisis low, the price had even dipped to USD 4,150. How are select gold companies and major gas consumers like BASF and Lanxess faring right now? What about E.ON? Here are a few thoughts.
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Commented by André Will-Laudien on March 25th, 2026 | 07:15 CET
Trump and the EU Need Critical Metals and Oil Alternatives! BHP, Avrupa Minerals, Mercedes, and BYD
As oil prices surge to new levels above USD 100, investors are facing heightened supply chain concerns. Just as during the COVID-19 pandemic, global trade relations in the commodities sector are at risk of grinding to a halt due to the closure of the Strait of Hormuz. Following significant price declines across all industrial sectors, it is essential to identify potential winners. The commodities giant BHP can look forward to rising revenues and cash flows, while a new surge in e-mobility is expected in the alternative energy sector. Avrupa Minerals is searching for critical materials in Finland and Portugal and has already made discoveries. An exciting investment opportunity is currently emerging.
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