Oil
Commented by André Will-Laudien on March 13th, 2026 | 08:25 CET
Gas shortages and the USD 150 bet on oil! Caution advised for Shell, BP, A.H.T. Syngas, and Plug Power
The daily news offers little reassurance for investors. Burning refineries, damaged oil tankers, and air battles over the planet's most oil-rich region mean extreme tension and volatility for the international capital markets. Despite all the horror, the financial carousel continues to turn. Institutional and private investors worldwide are sitting on USD 250 trillion in assets seeking investment opportunities. This keeps capital flows alive and encourages millions of people to keep an eye on the flashing prices. Energy companies are currently moving to the top of the list of interests, while some previously favored high-tech and AI stocks are currently consolidating. In this environment, it is worth looking not only at multinationals such as Shell or BP, but also at specialty stocks such as A.H.T. Syngas or Plug Power. They address the challenges of the times and must demonstrate how they can deliver operational performance in this environment. We take a closer look at the numbers.
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Commented by Armin Schulz on March 12th, 2026 | 07:40 CET
AI fuels demand, investors reap rewards: ExxonMobil, Standard Uranium, and Nordex in focus
Electricity demand is exploding, driven by electrification and the race for supremacy in artificial intelligence. Governments and corporations are desperately searching for solutions to power data centers around the clock. The old dogma of climate neutrality is giving way to a pragmatic realignment. Every available kilowatt-hour counts, whether fossil, nuclear, or renewable. This tension between security of supply and technological competition is currently giving rise to three promising investment opportunities that could not be more different. While US oil giant ExxonMobil is benefiting from the return to fossil fuels, Standard Uranium is betting on the nuclear renaissance, and Nordex relies on wind power as an indispensable pillar of the future energy mix.
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Commented by Fabian Lorenz on March 12th, 2026 | 07:10 CET
OIL PRICE SHOCK drives these stocks - Nordex, Nel, and dividend gem RE Royalties
The importance of alternatives to oil and gas is once again becoming increasingly clear. RE Royalties is one of the companies benefiting from this trend. The company finances projects in the fields of solar, wind, hydropower, and energy storage. Thanks to its activities in the US, it also benefits directly from the growing energy demand of AI data centers. In addition, the stock attracts investors with a dividend yield of more than 9%. Nordex also plans to pay dividends in the future. The stock would normally be considered due for consolidation after its recent rally. However, a steady flow of new orders continues to support the share price. Nel shareholders are still far from receiving dividends. The latest results for Q4 2025 and the company's outlook have been disappointing. Are new catalysts in sight?
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Commented by André Will-Laudien on March 11th, 2026 | 07:10 CET
Scarcity drives prices – Market turbulence continues! Almonty, Shell, and BP are the winners in the current situation
Recent developments in the Middle East have put the commodity markets under considerable strain. Within a short period, the price of oil climbed to more than USD 115 per barrel, reaching a level not seen for several years. This movement is primarily driven by increasing risks to global energy trade following the further escalation of the situation in the Persian Gulf. Particular focus is on the Strait of Hormuz, one of the world's most important energy transport routes. Around 20% of internationally traded crude oil passes through this strait every day, meaning that any disruption immediately affects prices and supply expectations. Yesterday, US President Donald Trump issued a clear warning to Iran not to disrupt international trade routes. Within four hours, the price of oil plummeted by USD 30. Scarcity, yes – volatility, extreme! The same applies to tungsten prices, which have risen by a further 100% since the beginning of the year. We take a closer look.
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Commented by André Will-Laudien on March 10th, 2026 | 07:20 CET
Iran and the oil dilemma – Alternatives on the rise! CHAR Technologies, Nordex, and Siemens Energy in focus
The geopolitical escalation in the Middle East has hit commodity markets with full force. At the beginning of the week, the price of oil surged above USD 115 per barrel as a result of the Iran crisis, but quickly fell back to around USD 105. Nevertheless, this remains a level that was last reached several years ago. The trigger has been major disruptions to supply chains around the Persian Gulf and the Strait of Hormuz, through which roughly one-fifth of global oil trade normally passes. Oil has thus once again become a symbol of a classic geopolitical shock: physical scarcity meets panic-driven hedging on the futures markets. For dynamic investors, alternatives are coming to the fore. What can replace oil in the long term, or at least partially substitute it? CHAR Technologies, Nordex, and Siemens Energy may provide compelling answers.
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Commented by Nico Popp on March 9th, 2026 | 07:30 CET
Energy Shock? Linde, Veolia, and AHT Syngas Offer Strategic Solutions
The stock market and economy are more volatile than ever. The reasons for this are the military escalation in the Middle East and the de facto closure of the Strait of Hormuz. With crude oil prices exceeding USD 90 per barrel and, according to analysts, potentially rising to over USD 150 in a prolonged crisis scenario, the industry is facing a serious challenge. In this environment, the dynamics of the energy transition are also changing: decarbonization is no longer just a regulatory goal for companies, but has become a survival strategy for their own competitiveness. While the industrial gases group Linde forms the technological backbone of decarbonization with its expertise in hydrogen logistics, Veolia Environnement secures resources and even generates crisis-proof cash flows through the management of global material cycles. A.H.T. Syngas is also a good fit with the companies mentioned above. Its gasification plants convert industrial waste streams directly at their source into cost-effective synthesis gas and green hydrogen – a decentralized technology that is more relevant today than ever before.
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Commented by Stefan Feulner on March 9th, 2026 | 07:10 CET
Siemens Energy, Standard Uranium, Nordex – Geopolitical tensions create opportunities
The escalation in the Middle East is suddenly bringing energy security, a long-underestimated issue, into the spotlight of the markets. With the blockade of the Strait of Hormuz, one of the most important arteries of global oil trade is under pressure. For Europe and many industrialized nations, this once again highlights how vulnerable fossil fuel supply chains are. While oil and gas prices are reacting in the short term, the accelerated expansion of independent energy sources is once again coming to the fore strategically. Renewable energy and nuclear power in particular could be among the big winners in a new geopolitical energy order. Investors are already beginning to reevaluate the relevant sectors.
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Commented by Armin Schulz on March 6th, 2026 | 07:50 CET
Iran war boosts cash flow! Ride the short-term boom with BP, and invest in the future with CHAR Technologies and First Solar
The shock of the Iran war is driving up oil prices and bringing BP huge profits in the short term. Nevertheless, the conflict ruthlessly exposes the Achilles heel of fossil fuel dependency. As geopolitical risks escalate, investors are desperately seeking crisis-proof alternatives. The future belongs to technologies that are unaffected by tensions in the Persian Gulf. Innovative processes have long been transforming wood waste into green energy sources, while solar giants are setting new efficiency records. Three companies show where the journey is headed: BP's short-term surge is only one side of the coin; CHAR Technologies and First Solar are now setting the course for sustainable returns.
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Commented by André Will-Laudien on March 5th, 2026 | 10:00 CET
War, destruction, and the next oil crisis? RE Royalties' financing model as a driver of green infrastructure inspires
The global restructuring of energy supply is no longer a vision, but an economic and social necessity. Rising demand for electricity due to digitalization, electromobility, and AI infrastructure is meeting ambitious climate targets. In particular, there is enormous pressure to reduce emissions sustainably. This is precisely where it will be decided whether sufficient capital will flow into clean technologies quickly, efficiently, and scalably. Sustainable financing programs are therefore not a "nice-to-have," but a key lever for security of supply, competitiveness, and climate protection. The company RE Royalties exemplifies how capital markets and climate protection can work hand in hand. What is more, investors can reap high returns while keeping their conscience clear!
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Commented by Stefan Feulner on March 5th, 2026 | 07:35 CET
Equinor, Lahontan Gold, Venture Global – Oil and precious metals poised for a new boom
The geopolitical escalation in the Middle East is sending shock waves through the markets. As the conflict surrounding Iran widens, concerns are growing about massive disruptions in the global energy market. The Strait of Hormuz, through which around 20% of global oil trade passes, is increasingly in the spotlight. While stock markets are reacting nervously, traditional crisis beneficiaries such as oil and the safe-haven metals gold and silver are profiting. Investors are seeking protection from geopolitical risks, inflation, and potential supply bottlenecks. Should the conflict continue to escalate, energy and precious metal stocks could be among the biggest winners in the new geopolitical reality.
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