Solar
Commented by Nico Popp on November 13th, 2026 | 05:40 CET
Funding for Green Power: RWE Brings KKR on Board, NextEra Bets on Storage – RE Royalties Finances Smaller Projects
Building projects requires capital – often more than even a group like RWE is willing to shoulder on its own. The Essen-based company is bringing financial investor KKR on board for two British offshore wind farms, while NextEra is filling its order book with battery storage projects in the US. But who finances the many smaller solar and storage projects that hold little appeal for major banks? This is where Vancouver-based RE Royalties comes in: the company provides capital to developers in return for a share of the revenue generated by their assets.
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Commented by Carsten Mainitz on November 4th, 2026 | 05:36 CET
Who is cashing in on the energy transition? RE Royalties, Nordex and RWE compared!
The expansion of the energy system consumes vast amounts of capital but opens up new business opportunities for companies along the entire value chain. But where do shareholders earn the most? Canada's RE Royalties focuses on financing. The company provides capital to renewable energy projects and, in return, receives interest and long-term shares in project revenues (royalties). Nordex, by contrast, earns money from wind turbines and their maintenance and recently raised its margin target. RWE earns money from power generation, trading and infrastructure and is driving the expansion of its energy portfolio. Who holds the best cards?
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Commented by Armin Schulz on October 21st, 2026 | 05:44 CEST
Nordex, RE Royalties, NextEra Energy – US Electricity Consumption Rises 4% YoY, Boosting Demand for Wind Turbines, Financing and Utilities
Demand for electricity is growing. The US Energy Information Administration (EIA) estimates that US electricity consumption was 4% higher in the third quarter of 2026 than in the same quarter a year earlier. The share of electricity generated from wind power is expected to rise from 11% this year to 12% in 2027. Meeting this demand requires wind turbines, financing for new projects and major utilities. These factors are driving expansion across the sector. We take a closer look at turbine manufacturer Nordex, renewable energy financier RE Royalties and utility NextEra Energy.
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Commented by Nico Popp on October 20th, 2026 | 05:42 CEST
Enel, NextEra Energy and RE Royalties: Solar Power as a Source of Revenue
When energy companies such as Enel acquire solar parks and NextEra Energy expands its portfolio of renewable energy projects, it highlights what these businesses are really focused on: predictable returns from renewable energy assets are in greater demand than ever. RE Royalties' business model is built around precisely this concept. The financier participates in revenues from similar projects without necessarily owning them outright at scale. To fund its growing project pipeline, RE Royalties is currently exploring strategic options, including a potential sale of the business.
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Commented by Tarik Dede on October 16th, 2026 | 05:41 CEST
Energy Stocks in Focus: Shell, NU E Power and Chevron
Created and Published on Behalf of NU E Power Corp.
The energy sector is currently a key driver in global stock markets. The oil industry is facing supply constraints, while petroleum products such as kerosene and diesel are in short supply and expensive. The geopolitical situation, with conflicts in the Persian Gulf and between Russia and Ukraine, is adding to the challenges facing industrial and household consumers. At the same time, the expansion of data centres is placing enormous demands on power infrastructure, particularly on the ageing electricity grid in the United States. These developments are reshaping the operating environment for energy companies. This article examines Shell, NU E Power and Chevron and their respective positions in the changing energy landscape.
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Commented by André Will-Laudien on October 14th, 2026 | 09:15 CEST
Energy Security in the EU: An Obstacle Course! What Are Nel ASA, ITM Power, NU E Power and Plug Power Doing?
Created and Published on Behalf of NU E Power Corp.
As electrification and AI data centre expansion drive up electricity demand, Europe's energy security is facing a major test. To strengthen the power system and accelerate the transition to clean energy, Brussels is taking action through reforms to the EU electricity market and the revised Renewable Energy Directive (RED III). These strict rules not only require significantly faster approval procedures for infrastructure projects, but also set binding quotas for green hydrogen and flexible energy storage in industry. But the path to a crisis-resilient energy system remains a bureaucratic and financial race for project developers and technology providers. Regulatory hurdles, volatile energy prices and the urgent need for investment capital continue to weigh on the sector. In this complex environment, strategic alliances and innovative financing models are gaining importance. Our latest analysis examines the different approaches of leading players and explores how business models can help overcome regulatory hurdles and make Europe's green industrial transformation economically viable. The exciting part? Investors can follow these developments, too.
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Commented by Nico Popp on October 7th, 2026 | 07:00 CEST
RE Royalties, NextEra Energy and First Solar: Royalties as a Financing Alternative in the US Solar Market
Regulation is reshaping the US solar market. With tax reform significantly reducing government incentives or tying them to strict deadlines, numerous projects are being put on hold. At the same time, tariffs that can exceed 200% depending on the manufacturer are making Chinese modules less attractive and putting further pressure on the US solar market as a whole. Major industry players are cushioning these cost increases through long-term supply agreements. However, developers of decentralized systems are coming under pressure due to tight liquidity. This is creating opportunities for alternative capital providers such as RE Royalties. We take a closer look at these developments and examine the opportunities and risks.
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Commented by Tarik Dede on September 14th, 2026 | 07:55 CEST
Infineon, HPQ Silicon and First Solar: Opportunities Again?
The markets remain extremely volatile. At times, they move sharply higher, only to fall just as quickly. Now markets are bracing for a rate hike. Almost all major investment banks on both sides of the Atlantic expect the Federal Reserve to raise interest rates this week and anticipate another hike before the end of the year. Last week's latest inflation data from the United States likely confirmed analysts' views. This is not good news for the stock markets. Nevertheless, opportunities remain for investors. Some stocks, such as Infineon, HPQ Silicon, and First Solar, have come under significant pressure in recent weeks. We take a closer look at where it might be worth buying in now.
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Commented by Stefan Feulner on September 11th, 2026 | 08:30 CEST
GE Vernova, NU E Power, Sunrun – Power Shortage Is Turning into a Supercycle
Created and Published on Behalf of NU E Power Corp.
The global power market is coming under pressure. AI data centres, electrification, and industry are driving demand, while new power plants and transmission lines often take years to complete. Reuters is already referring to a potential "power price supercycle". This is creating a new billion-dollar market for investors. Demand is not limited to additional solar and wind farms; more powerful grids and energy storage systems are also needed to distribute existing electricity more intelligently.
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Commented by Fabian Lorenz on August 18th, 2026 | 07:10 CEST
Renewable Energy Is Booming! Trump Is Furious! Winners Include First Solar, NextEra Energy, Siemens Energy and RE Royalties
This development is unlikely to please US President Donald Trump. Renewable energy is gaining ground in the United States. While the US government is paying more than USD 1 billion to prevent RWE from building an offshore wind project, solar power generation is increasing by around 21%. Falling costs, rising electricity demand—particularly from data centers and AI—and the enormous need for new generation capacity are creating opportunities for companies such as First Solar and NextEra Energy. German companies including Nordex, SMA Solar and even gas specialist Siemens Energy are also among the potential beneficiaries. Another interesting small-cap is RE Royalties, which also has potential takeover appeal.
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