Solar
Commented by Armin Schulz on May 11th, 2026 | 07:15 CEST
Geopolitical Risks Are Turning Energy into a Weapon – Why Investors Should Now Take a Closer Look at Nordex, RE Royalties, and First Solar
Electricity demand is surging due to artificial intelligence (AI), industrial expansion, and electric mobility—yet geopolitical risks are increasingly turning energy into a strategic weapon. In 2025, renewable energy sources accounted for 55.3% of electricity consumption in Germany, but that alone is not enough. Those who invest in green energy today secure competitive advantages and reduce long-term cost risks. The real bottleneck? Stable financing over the long term. Only when capital flows are steady can green electricity production be industrialized and scaled effectively. We take a closer look at wind power specialist Nordex, renewable energy financier RE Royalties, and solar company First Solar.
Read
Commented by Fabian Lorenz on March 24th, 2026 | 07:20 CET
Oil Price at USD 150? Is Now the Time to Buy Energy Stocks? Siemens Energy, SMA Solar, and Dividend Star RE Royalties
Will the oil price climb to USD 150 in the short term? Barclays considers this extreme scenario possible. From the US bank's perspective, the driving force is, of course, the war in Iran. This is keeping the stock market on edge. Price swings are also severe for energy stocks. But this creates buying opportunities. RE Royalties, for example, is once again attractive with a dividend yield of 10% and the potential for rising prices. At Siemens Energy, the dividend yield is well below 1%. However, analysts expect a significant increase in the payout. Nevertheless, they do not consider the DAX-listed company's stock a Buy. And what about SMA Solar? Is the rally over? The price-to-sales ratio does not appear high.
Read
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.
Read
Commented by Stefan Feulner on February 20th, 2026 | 07:10 CET
Bloom Energy, CHAR Technologies, SolarEdge – The future is here
Margins are turning upward, and cash flow is returning. At the same time, new growth areas are emerging in industrial decarbonization and energy supply for AI data centers. From performance-optimized solar systems to climate-neutral coal substitutes and decentralized fuel cells, several future-oriented industries are benefiting from rising electricity demand, CO₂ pressure, and regulatory tailwinds. Order books are filling up, production capacities are being ramped up, and billion-dollar markets are emerging. However, high valuations and short ratios call for selectivity.
Read
Commented by Armin Schulz on February 18th, 2026 | 07:00 CET
Forget the automakers: Deutsche Telekom, RE Royalties, and BASF are the new anchors for your income in 2026
The message sounds promising: EUR 52.9 billion for shareholders. But those who rely on the familiar dividend stars could be in for a nasty surprise in 2026. While global distributions are crawling along and growth has halved to 2.7%, a quiet power shift is taking place in portfolios. Former dividend kings, like the automakers, are hitting the brakes, while banks and financiers are setting the pace. For investors, this means paying closer attention. A closer look at Deutsche Telekom, RE Royalties, and BASF shows where the real opportunities for 2026 might lie.
Read
Commented by Fabian Lorenz on February 12th, 2026 | 08:05 CET
Bloom Energy shows Plug Power how it is done! SMA Solar and RE Royalties shares STRONG!
A look at Bloom Energy makes it clear that something is seriously amiss at Plug Power. Both are fuel cell specialists, but one is profiting handsomely from the boom in AI data centers, while the other continues to face operational challenges. Looking at JinkoSolar and SMA Solar, there is also a clear winner. The German inverter manufacturer's stock has more than doubled. However, the stock appears to be slowly running out of steam, or will the latest news provide new momentum? While Bloom Energy's stock has already been identified as an AI winner, this could still be ahead for RE Royalties. Currently, the dividend gem is gaining momentum and remains very attractive.
Read
Commented by Armin Schulz on January 29th, 2026 | 07:35 CET
The winners of decarbonization: How Siemens Energy, CHAR Technologies, and First Solar are turning the trend into returns
The energy transition is accelerating rapidly and becoming a dominant economic driver. While record investments are flowing into renewable capacities, innovative decarbonization strategies are generating not only ecological but also massive economic value. In this dynamic environment, three innovative companies are positioning themselves as key architects of the new energy landscape: Siemens Energy, CHAR Technologies, and First Solar.
Read
Commented by Fabian Lorenz on January 5th, 2026 | 07:10 CET
Solar, wind & co. with a breakthrough in 2025: Is now the time to buy Nordex, JinkoSolar, or RE Royalties stock?
The science magazine "Science" has declared the global boom in renewable energy the "Breakthrough of the Year 2025." The industry is booming. But shares in the sector are struggling. One share that clearly has catch-up potential is RE Royalties. The financing company has a convincing, diversified business model, and its dividend yield currently stands at a sensational 16%. The stock should really be moving higher. 2025 was very volatile for JinkoSolar. A halving of the share price was followed by a doubling. What do analysts say? One of the clear high flyers of the sector in 2025 was Nordex. Will the rally continue?
Read
Commented by André Will-Laudien on December 22nd, 2025 | 07:40 CET
Boom 2026 – Energy transition now! Which stocks are convincing in the long term? Power Metallic, Nordex, Siemens Energy, or JinkoSolar
The year is drawing to a close. Will next year see the losers of 2025 really take off? And even more interesting: can the blockbuster stocks from the artificial intelligence, high-tech, big data, and raw materials sectors repeat their historic returns? We think it is wise to expect somewhat lower returns. But here, too, everyone could be wrong. Tesla provides one example. Elon Musk's visionary company is selling fewer and fewer vehicles, and competition is growing. However, with topics such as robotics and autonomous driving, the dazzling founder always has new aces up his sleeve, and the stock keeps rising. We can provide some assistance in the energy sector, but there are also clear overvaluations here.
Read
Commented by André Will-Laudien on December 10th, 2025 | 07:20 CET
Top performers for 2026 wanted! Siemens Energy, Globex Mining, JinkoSolar, and Nordex in focus
The 2025 investment year is nearing its end, with gains of just under 20% in both the DAX 40 and NASDAQ 100 indices. These two benchmarks remain the focus of attention for European investors, as they represent the benchmark for portfolios in their respective areas. Asset managers did not have an easy time of it until the middle of the year, as they had to switch back to "normal mode" very quickly after Trump's tariff correction in April, despite all the uncertainties. This meant bringing their clients' portfolios back into "risk-on" mode, which is very nerve-wracking in the current environment. Excessive government debt, never-ending geopolitical conflicts, and creeping inflation are leading to higher interest rates, which are considered poison for growth-oriented equity investments. Where can money be made in 2026? With today's selection, we attempt to navigate our way forward through the fog.
Read