Solar
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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Commented by Stefan Feulner on August 17th, 2026 | 07:00 CEST
Constellation Energy, NU E Power, Siemens: These stocks are at the heart of the energy boom
Created and Published on Behalf of NU E Power Corp.
The AI boom faces an energy problem that cannot be solved simply by developing better chips. New data centers consume enormous amounts of energy, while grid connections and additional generation capacity are becoming increasingly scarce in many regions. As a result, Hyperscalers are securing long-term nuclear power, investing in their own energy solutions, and accelerating the development of new energy infrastructure. This is creating a massive multi-billion-dollar market beyond the familiar AI stocks. Particularly interesting are companies that generate and supply electricity, provide the necessary infrastructure, or develop new energy parks specifically to meet the growing power demands of data centers.
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Commented by Carsten Mainitz on August 4th, 2026 | 08:45 CEST
At the Forefront of the Digital Revolution: Is the Next Big Leap Coming from HPQ Silicon, Intel, and JinkoSolar?
Several major technology trends of the coming decades, no matter how diverse, share a common denominator: silicon—a raw material, or, chemically speaking, a semiconductor—found in nearly all key technologies of modern society. Without silicon, there would be no high-performance computer chips, no smartphones, no solar modules, and no modern digital infrastructure. This is where HPQ Silicon comes in. The Canadian company is developing innovative methods for the production and processing of silicon-based materials to make industrial processes more efficient, cost-effective, and resource-efficient.
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Commented by Fabian Lorenz on July 24th, 2026 | 08:45 CEST
Energy Stocks Ride the AI Boom! Price Targets Rise! SMA Solar, Bloom Energy and RE Royalties in Focus
Bloom Energy is not a stock for the faint of heart. Analysts believe the recent correction may have run its course and have raised their price targets accordingly. Analysts are also becoming increasingly optimistic about SMA Solar. The inverter specialist is winning over investors with its battery storage solutions, and management raised its full-year guidance following strong second-quarter results. RE Royalties is another beneficiary of the AI boom in the US. With its innovative business model, the company remains on a strong growth trajectory. The dividend yield exceeds 10%. However, management is dissatisfied with the stock's performance. Is the long-awaited catch-up rally about to begin?
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Commented by Fabian Lorenz on July 17th, 2026 | 09:00 CEST
The End of Siemens Energy? SMA Solar Looks Ahead with Confidence! American Atomics: A Stock for the Uranium Rally!
The stage appears to be set for another uranium rally. Prices are rising again, while experts expect a significant expansion of global nuclear power capacity—and, with it, growing uranium demand. Against this backdrop, American Atomics stands out as an attractive speculative addition to a diversified portfolio. Two exciting projects in the US are expected to generate news flow in the second half of the year and drive the stock higher. Until nuclear power plants can fully meet the soaring energy demands of artificial intelligence, data centers will rely heavily on gas-fired power generation. This is the foundation of Siemens Energy's success. Now, one of Germany's most impressive growth stories of recent years is set to continue under a new corporate name. Meanwhile, SMA Solar is staging a comeback. In a recent interview, the company's CEO explains how the solar company is positioned and looks confidently toward the future. Analysts see further upside potential.
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