decarbonization
Commented by Armin Schulz on May 8th, 2026 | 07:15 CEST
The Clock Is Ticking in Europe: How Group Eleven, Volkswagen, and thyssenkrupp Are Positioning for the Transition
The global economy is being shaken up by three major forces: the push for decarbonization, geopolitical tensions, and the race toward electromobility. For the steel industry in Europe, this means a tough transition—after all, it accounts for 7% of greenhouse gas emissions. At the same time, the EU mandates that by 2030, one-tenth of strategic raw materials must come from domestic sources. Vehicle manufacturers, in turn, are grappling with Scope 3 emissions from their supply chains. Energy prices are skyrocketing, supply chains are breaking down—but that is precisely where opportunities lie. We take a look at the current situation at Group Eleven Resources, Volkswagen, and thyssenkrupp.
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Commented by Nico Popp on May 8th, 2026 | 07:10 CEST
The Future of the Steel Industry: What Strategic Resources Can Do for ArcelorMittal, Salzgitter, and Others
The steel industry has been under significant pressure to transform for years, particularly in Europe. Following the full-scale invasion of Ukraine in 2022, the war in Iran is now causing yet another shock. As a result, the decarbonization of the industry is no longer just a green vision but an economic necessity. While the transition to hydrogen requires billions in investment, competition for the strategic raw materials needed for this is intensifying at the same time. Steel producers are struggling with retrofitting their existing facilities and volatile margins, while problem solvers like Strategic Resources are increasingly coming into focus. The company offers intermediate products for the steel industry that make the sector's transformation possible in the first place. The key figures are promising, yet this potential has not yet gained traction in the market. Reason enough to shed light on the situation and highlight opportunities.
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Commented by Nico Popp on May 5th, 2026 | 07:20 CEST
The Methane Economy – How a Greenhouse Gas Becomes an Investment Opportunity: Chevron, BP, and Problem-Solver Zefiro Methane
The US energy sector is transforming. For over a century, companies like Chevron have shaped the US industry and produced oil on a massive scale. But this unprecedented rise has left an ecological footprint. Countless abandoned or "orphan" wells in the US continue to emit methane - a greenhouse gas that, over a twenty-year period, has a warming effect about 80 times greater than that of CO₂. Politicians are now taking action and calling for an end to this methane crisis. While industry giants like Chevron face increasing pressure to curb methane emissions, Zefiro Methane tackles the problem at its root by plugging orphaned oil wells. Because the work is challenging and Zefiro brings years of experience to the table, the company is the first port of call for many industry partners. Just how necessary Zefiro's commitment is is demonstrated by the International Energy Agency's (IEA) latest report, "Global Methane Tracker 2026," which notes that sealing all methane leaks could make up to 200 billion cubic meters of natural gas available—gas that has previously been escaping into the atmosphere.
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Commented by Tarik Dede on May 4th, 2026 | 07:30 CEST
Alcoa, Strategic Resources, and Glencore: War and the Energy Transition Are Driving Business!
The energy transition and energy prices are arguably the most significant factors currently driving the stock market. The AI revolution and the trend toward sustainable energy production are forcing a reevaluation of the current approach. Added to this is the disruption of key production resources due to the war in the Persian Gulf. Whether it is oil, gas, aluminum, or fertilizers, the repercussions are likely to keep global trade occupied for quite some time. That is why it is worth taking a look at potential winners on the stock market. Alcoa, Strategic Resources, and Glencore could be among them.
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Commented by Stefan Feulner on April 27th, 2026 | 08:10 CEST
ITM Power, dynaCERT, Nel ASA – Maximum Rebound Potential
Following the massive slump of recent years, the hydrogen sector could be on the verge of a comeback. Two factors are now providing fresh momentum. First, the exploding energy demand from AI data centers; second, the growing tensions in the Middle East, which are tightening oil supplies and driving up prices. The pressure to become less dependent on fossil fuels is growing rapidly. Following the correction, low valuations now meet structurally rising demand. For investors, this creates a classic rebound scenario with significant potential.
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Commented by Nico Popp on April 16th, 2026 | 07:10 CEST
The Crisis as a Wake-up Call: dynaCERT, Hapag-Lloyd, and Brookfield at the Forefront of Decarbonization
The state of the global economy, caught between wars and an energy price shock, is forcing industry and the logistics sector to take immediate action. As energy prices rise, stricter climate protection regulations are also demanding a shift away from fossil fuels. In this market environment, major shipping companies like Hapag-Lloyd are seeking solutions that take effect immediately to reduce their fleets' fuel consumption without lengthy retrofits. In the aviation sector, too, discussions are already underway about canceling flights or using only modern aircraft with lower fuel consumption. While the economy struggles with these conditions, well-capitalized financial market players like Brookfield Asset Management are investing heavily in the industry's transformation. As a developer of a bridging technology, dynaCERT offers an immediately available retrofit solution for diesel engines with its innovative HydraGEN approach, which directly reduces fuel consumption and improves the emissions balance. Since this business model is perfectly suited to the current times, it is worth taking a detailed look at the industry and the company.
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Commented by Nico Popp on March 24th, 2026 | 07:15 CET
Energy Crisis Escalates: A.H.T. Syngas Comes to the Rescue of Small and Medium-Sized Businesses – Haffner and Vow Position Themselves
The escalation of the war in the Middle East and the de facto blockade of the Strait of Hormuz are putting energy supply chains and the raw materials they depend on to the test. Since approximately 20% of global LNG trade flows through the strait, European natural gas prices have skyrocketed to record levels. The Dutch TTF benchmark reached a level of over EUR 90 per MWh in early March - a threefold increase within a few days that threatens the upturn in the manufacturing sector. In this market environment, the spotlight is turning to companies that offer immediately available, decentralized solutions for energy self-sufficiency. While many corporations are still stuck in long-term planning for a comprehensive hydrogen infrastructure, players like Haffner Energy and Vow are driving niche solutions for heavy industry and logistics. For medium-sized industrial companies, however, A.H.T. Syngas Technology offers a promising solution. Investors should recognize the dependence on global supply chains and bet on companies that are smartly tackling high energy costs.
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Commented by Stefan Feulner on March 23rd, 2026 | 07:25 CET
JinkoSolar, Stallion Uranium, Yara – New Opportunities in the Wake of the Energy Crisis
The global economy is on the brink of a tectonic shift. Skyrocketing energy prices, geopolitical tensions, and the rapid rise in global electricity demand are forcing governments and industries to rethink their strategies. While renewable energy is being expanded on a massive scale, nuclear energy is also making a comeback as a stable baseload source. At the same time, commodity and agricultural markets are coming under increasing pressure due to disrupted supply chains. This complex situation is creating a new reality in the markets. Those who supply the key technologies or control critical resources could be among the big winners in the coming years.
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Commented by Nico Popp on March 20th, 2026 | 08:25 CET
Decarbonization of Heavy Industry: Challenges for thyssenkrupp and BASF – CHAR Technologies as a Solution Provider
Heavy industry faces technological hurdles in the race to meet climate targets. The full implementation of the EU Carbon Border Adjustment Mechanism (CBAM) in January of this year is exacerbating the economic conditions. Decarbonizing the steel and chemical industries is proving complex, as these sectors require carbon not only as an energy source but also as an essential reducing agent and raw material. While European corporations like thyssenkrupp are focusing on hydrogen-based direct reduction plants, dependence on coke in existing blast furnaces persists. BASF is simultaneously advancing chemical recycling through pyrolysis oils, but faces scaling hurdles. This bottleneck brings the beginning of the recycling chain into focus: without the massive use of biochar as a substitute for metallurgical coal, the goals can hardly be achieved. CHAR Technologies is closing this supply gap with its high-temperature pyrolysis technology, has secured ArcelorMittal as an investor, and is positioning itself as a supplier to industry.
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Commented by Fabian Lorenz on March 19th, 2026 | 07:40 CET
Over 100% Upside Potential with Nordex, Plug Power, and A.H.T. Syngas: The Oil and Gas Alternatives?
Anyone relying on oil and gas these days is likely feeling the pressure and looking for alternatives. Renewable energy is regaining momentum and offers opportunities for investors. However, careful selection remains essential. Nordex is riding a wave of success and has already gained more than 50% in 2026. The company also reported a new order this week. In contrast, analysts are lowering their price targets for Plug Power, as the company has not managed to turn a profit for years. A completely different picture is emerging at A.H.T. Syngas. The newcomer is replacing natural gas with a clean alternative, and business is gaining traction. Analysts expect significant earnings growth in the coming years and see upside potential of over 100%.
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