Uranium
Commented by André Will-Laudien on December 17th, 2024 | 07:45 CET
Vote of confidence: What is the future of high-tech and crypto? SMCI, Myriad Uranium, MicroStrategy and Palantir in focus
Yesterday, Chancellor Scholz asked the Bundestag for a confidence vote. There were 394 no votes for a continuation of the federal government, thus paving the way for elections in February 2025. How will energy policy, in particular, change? CDU rival Merz wants to tackle the issue by including all available sources. Does that mean a return to nuclear energy? The situation in Germany is dramatic. After the shutdown of seven large power plants in 2024, a new term is making the rounds: 'dark doldrums'. The term describes periods when there is hardly any wind, and the sun does not provide any energy either. The remaining fossil fuel power plants are running at full capacity, fuelled by coal, oil and gas. Internationally, nuclear power has long been recognised as a central energy source, even under the 'NetZero' framework, and the development of new technologies is advancing. What should investors pay particular attention to now?
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Commented by Stefan Feulner on December 16th, 2024 | 07:15 CET
Ballard Power, F3 Uranium, Nordex – Alternative energies with a clean rebound
While the stock market is still shining, it is dark in Germany - not referring to the current government still in office but to the weather. In addition to the fact that the sun is hardly showing, the wind is also blowing even weaker than usual. As a result, significantly less energy is being generated during the dark doldrums. Gas and coal-fired power plants have to step in here, but their electricity production is considerably more expensive. A clean alternative embraced by the rest of the world is nuclear energy. While the traffic light coalition took the last reactors off the grid, the expansion of uranium production is being strongly pushed there.
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Commented by Juliane Zielonka on December 12th, 2024 | 07:00 CET
F3 Uranium, Palantir and Alphabet: How the AI boom is driving demand for nuclear energy and benefiting tech giants
The increasing energy demand for AI applications and data centers is driving the demand for reliable, low-carbon base load supply from nuclear power. This is putting explorers like F3 Uranium in the spotlight of investors. With its PLN project and uranium holdings of up to 30.9% U3O8, the Company is positioning itself as an important raw materials supplier for this development. As an AI specialist, Palantir is benefiting from the current growth in several ways: On the one hand, through new contracts in the defense sector, such as the recent collaboration with Anduril Industries and the contract extension with the US Special Operations Command. On the other hand, the growing demand for a stable energy supply for its computationally intensive applications. Alphabet is investing heavily in its AI infrastructure, with planned spending of USD 50 billion. These investments in data centers and cloud computing require a reliable power supply, which is increasingly to be provided by nuclear power.
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Commented by André Will-Laudien on December 5th, 2024 | 07:40 CET
Portfolio Rockets for 2025! Nel ASA, F3 Uranium, Renk, Rheinmetall and Hensoldt in focus
For many investors, this year's stock market felt like a warm rain. High-tech, AI, and defense stocks reached new all-time highs, thus gilding the returns of risk-conscious portfolios. However, even with the DAX 40 index constantly setting new all-time highs, there were only 34% winning stocks in Germany compared to 66% losing stocks. The market's rally has been highly selective, driven by just a few names. This makes it all the more important to identify dormant portfolio risks, regroup, and build a lineup poised to deliver strong returns in 2025. Here are some suggestions to consider.
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Commented by Armin Schulz on December 4th, 2024 | 07:00 CET
JinkoSolar, Myriad Uranium, Plug Power – How the energy crisis can be solved
During the recent dark doldrums in Germany at the beginning of November 2024, the challenge of driving forward the energy transition exclusively with renewable sources once again became clear. Days with minimal wind and solar power production forced the country to rely heavily on fossil fuel power plants and expensive electricity imports. At the same time, energy demand is growing rapidly due to factors like electric mobility, digitalization, and industrial transformation. Given these dynamics, the debate over CO2-neutral, baseload-capable nuclear power plants is coming back into focus. Unlike wind and solar energy, these nuclear power plants provide reliable electricity and could make a decisive contribution to ensuring energy supply while meeting climate targets. We look at three companies and analyze what it takes to make these technologies a success.
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Commented by Fabian Lorenz on December 2nd, 2024 | 07:30 CET
Almost 200% upside potential! Plug Power, Renk, and F3 Uranium!
Uranium stocks from North America are likely to have a strong year in 2025. Russia and the US have imposed mutual export and import bans. At the same time, the US wants to triple its nuclear energy capacity. As a result, analysts see almost 200% upside potential for the Canadian uranium explorer F3 Uranium. The majority of experts also expect Renk's share price to rise. However, its performance this year is well behind that of Rheinmetall and Hensoldt. Plug Power is also likely to be among the disappointments of the year. However, JPMorgan believes the hydrogen company is well positioned and includes it in its list of top sustainability picks for 2025. Rightly so?
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Commented by Armin Schulz on November 26th, 2024 | 07:10 CET
Super Micro Computers, F3 Uranium, MicroStrategy – Why technologies like AI are shaping our energy future
Data centers for artificial intelligence (AI) and cryptocurrencies are driving global energy consumption higher, even as the world faces the challenge of climate change. Technologies such as Bitcoin mining and AI applications are extremely energy-intensive, and demand for them is expected to increase significantly by 2030. In this context, nuclear energy is gaining importance as a virtually CO₂-free power source. However, the downside is that the demand for uranium to fuel reactors is growing rapidly, while supply remains limited. Experts are predicting a new bull cycle in the uranium market – a development that could have a lasting impact not only on investors but also on the energy transition.
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Commented by André Will-Laudien on November 26th, 2024 | 07:00 CET
Crypto & Bitcoin, the USD 100,000 madness – Will power shortages loom? Coinbase, Myriad Uranium, C3.ai and Palantir
The crypto madness continues! This week, Bitcoin enthusiasts are glued to their trading screens. Will the cryptocurrency break through the USD 100,000 barrier? Experts in the coin segment even consider price targets between USD 250,000 and 1 million conceivable. Anything is possible, as they say today. Meanwhile, market analysts are also noting the looming risks of power shortages. The extensive mining operations and the increasing use of artificial intelligence are consuming unprecedented amounts of electricity, demands not anticipated five years ago. Several countries have, therefore, decided to expand their nuclear power capacities, including France, Poland, Finland, the US and China. Conversely, Germany plans to stick to renewable energy sources - let's hope the sun starts shining at night soon. We explore these booming segments and seek opportunities for returns.
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Commented by Juliane Zielonka on November 22nd, 2024 | 07:00 CET
BASF, F3 Uranium, Amazon - From geothermal energy to uranium: Three companies shaping the future of energy
The global energy transition is taking concrete shape: chemical giant BASF and Australian geothermal specialist Vulcan Energy are forging a groundbreaking alliance for green heat and lithium production in Ludwigshafen. The momentum in the energy sector is further strengthened by the nuclear power renaissance. F3 Uranium is positioning itself with high-grade uranium discoveries in Canada's Athabasca Basin to capitalize on the upcoming demand boom. The expected doubling of uranium demand by 2030 and the planned strategic uranium reserve in the US from 2025 promise strong growth for the sector. Meanwhile, tech giant Amazon is securing its future power supply in the European market by investing billions in Greek wind farms. These developments highlight how large corporations are driving the transformation of energy supply systems.
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Commented by André Will-Laudien on November 19th, 2024 | 07:10 CET
Energy-guzzling artificial intelligence – Uranium in focus! Higher prices possible for Palantir, F3 Uranium, SAP and SMCI!
The energy demand is skyrocketing! Currently, high-tech companies from Silicon Valley are investing in power generators and uranium companies. This is because they will all need many times more electricity in the coming years than they do today in order to roll out their AI-driven business models. Artificial intelligence consumes, on average, 10 to 15 times more energy than conventional search engine queries. As a result, industry leaders are no longer willing to leave future energy supplies solely in the hands of governments, as the risk of supply disruptions appears too great. For several months, nuclear companies in the US have been developing so-called small modular reactors, while the EU wants to continue with renewable energies. Investors should weigh these options carefully, as these trends present significant opportunities for growth.
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