Solar
Commented by Juliane Zielonka on November 25th, 2022 | 10:29 CET
TubeSolar, Nordex, Siemens Energy - Energy drivers for the portfolio
German Engineering is a seal of quality, also abroad. What sometimes takes a little longer in development pays off in the long run. Solar system manufacturer TubeSolar from Augsburg can be pleased about a TÜV certification for its patented products. In Germany, the share of photovoltaics in the power grid rose by 11.2%, and worldwide the CAGR of PV installations increased by 32%. JinkoSolar, a leading Chinese manufacturer of solar modules, has also played a significant role in this growth. However, China shares entail risks. Siemens Energy is not without risk at the moment either. The management heads are changing in the internal takeover game of the Spanish wind energy company Gamesa.
Read
Commented by André Will-Laudien on November 9th, 2022 | 11:11 CET
Energy supply in Germany: Nordex, Siemens Energy, TubeSolar, JinkoSolar - With green power ahead!
The calendrical winter is not far away. The German government proclaims that with the measures taken, wintering is possible in Germany. Given the currently 98.5% filled gas storage facilities, the emergency has been overcome. However, experts expect supply bottlenecks by January at the latest and the need to distribute the available gas fairly among its customers. Will BASF then receive its required gas volume and all households 8.7% less - or what will the calculation look like? Difficult - this is where the dilemma facing Central Europe becomes apparent. The loss of Russian energy supplies cannot be remedied in the short term - but in the long term, GreenTech alternatives could create our security of supply. Let us take a look around for suitable investment opportunities.
Read
Commented by Mario Hose on October 24th, 2022 | 10:45 CEST
Rock Tech Lithium, TubeSolar, JinkoSolar - Breakthroughs in green innovation
The European Commission plans to reduce CO2 emissions by at least 55% by 2030 compared to 1990. This ambitious target for the current decade should lead to steady progress on the EU's path to climate neutrality by 2050. The key to achieving the climate turnaround is to increase the share of renewables in the overall energy mix. This should contribute at least 32% in around 8 years. But what sounds simple in theory is all the more difficult to implement in practice. That is because, in addition to raw materials that are already in short supply, there is a lack of open space for solar energy. Nevertheless, young companies, in particular, are achieving breakthroughs through innovation, which should be reflected in increased company values in the future.
Read
Commented by Juliane Zielonka on October 20th, 2022 | 11:41 CEST
TubeSolar, BASF, Nordex - Mastering the energy turnaround with these shares
Innovative photovoltaic companies like TubeSolar are defying the crisis. Their patented solar tube systems enable a double use of open spaces. The application thus brings farmers double profit: both through farming and additionally through the generation of solar power. The latest coup of the Landwind Group, together with Nordex AG, also proves how valuable energy generation is in this European crisis. A total of 12 wind turbines will generate 81.6 MW of electricity in the future. Companies like BASF AG are feeling the exploding electricity prices. Therefore, the red pencil is applied to save EUR 500 million per year outside of production. Will the Ludwigshafen am Rhein site remain?
Read
Commented by Mario Hose on September 12th, 2022 | 10:30 CEST
JinkoSolar, TubeSolar, Nel ASA - The innovations of the future
Less coal, more sun! In order to reduce the emission of greenhouse gases into the atmosphere, the share of renewable energy sources in Germany's gross electricity consumption is to increase to 65% by 2030. Instead of fossil fuels, more renewable energy sources are to serve as the basis for electricity production. In addition to the expansion of wind power plants at sea and on land, the German government is also pushing ahead with energy generation from solar plants. The transformation in the energy industry is creating new technology companies that could have significant potential and a bright future due to their innovation.
Read
Commented by André Will-Laudien on April 26th, 2022 | 11:12 CEST
Varta, Nordex, Nevada Copper, JinkoSolar: supply chain broken, copper is the new gold!
Global copper inventories and production rates are currently below the level of recent years. This is due to the limited availability of new projects, which can only be put into production slowly and will still consume some investment. In copper recycling, the industry is making progress, but the necessary rates of increase to supply new markets remain too low. Then there are the troubled supply chains, which make it difficult to move larger volumes of raw material at the moment. In the first four months of 2022, copper inventories on commodity futures exchanges were below 2021 levels, and LME inventories in London are likely to fall further because of the demand-pull. The physical copper shortage is not hysteria - it is now a reality on the exchange with spot prices above USD 10,000. Where are the opportunities for investors willing to take risks?
Read