decarbonization
Commented by Carsten Mainitz on June 18th, 2026 | 10:00 CEST
Architects of the New Energy Economy: How A.H.T. Syngas, Verbio, and E.ON Benefit from the Circular Economy and Decarbonization
For a long time, the energy transition was primarily associated with solar panels, wind turbines, and the phase-out of fossil fuels. However, the picture is now much more complex and nuanced. Industry, agriculture, municipalities, and energy providers face the challenge of using raw materials more efficiently, reducing waste, lowering CO₂ emissions, and remaining economically competitive. The circular economy, resource efficiency, and the economic utilization of (regional) waste materials are gaining in importance. A.H.T. is positioning itself at this intersection with compelling solutions.
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Commented by Carsten Mainitz on June 12th, 2026 | 07:05 CEST
Decarbonization - An Overlooked Multi-Billion-Dollar Market! Strategic Resources Aims to Take A Leading Role; What About ITM Power and Nel?
Decarbonization is increasingly becoming the dominant megatrend in global industry and is opening up entirely new value chains linking energy, raw materials, and technology. While companies like ITM Power and Nel provide the technological foundation for green hydrogen, "raw material developers" such as Strategic Resources are simultaneously coming into focus. The Canadians aim to supply the industry with green steel and plan to build a comprehensive value chain. In addition, an exciting partnership has been formed to develop vanadium-based battery materials. Who will win the race?
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Commented by Stefan Feulner on June 8th, 2026 | 07:40 CEST
RWE, American Atomics, Venture Global: The Winners of the New Energy Order
The Western world's energy supply is on the verge of a profound transformation. Several forward-looking industries stand to benefit from this. Liquefied natural gas remains in demand as a reliable energy source, nuclear energy is making a strong comeback as a carbon-free baseload source, and the multi-billion-dollar expansion of power grids is becoming key to the energy transition. For investors, attractive opportunities could arise from these megatrends, as the next energy rally is likely to gain momentum again following the current correction.
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Commented by Jens Castner on June 5th, 2026 | 08:05 CEST
WHILE THE WORLD WAITS FOR ELECTRIC VEHICLES, DYNACERT, INNOSPEC, AND OC OERLIKON ARE MAKING DIESEL CLEANER
Different technological approaches, one shared objective – improving the efficiency and emissions profile of existing diesel engines. Three companies are pursuing fundamentally different paths to reduce fuel consumption and emissions: Canadian cleantech pioneer dynaCERT relies on a hydrogen unit that operates directly on the engine; US specialty chemicals company Innospec Inc. develops fuel additives designed to optimize fuel efficiency; and Swiss industrial group OC Oerlikon coats engine components at the factory with a layer thinner than a human hair yet as hard as metal. The result is the same in all three cases: improved energy efficiency, lower emissions, and longer engine life.
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Commented by Jens Castner on June 1st, 2026 | 06:50 CEST
STRATEGIC RESOURCES: CANADIAN COMMODITIES HIDDEN GEM ON THE VERGE OF A BREAKTHROUGH
A major project ready for development, millions in government funding, and a strategic bridge to the US battery industry: Canadian explorer Strategic Resources is stepping into the spotlight of the mining sector with critical raw materials. While the stock remains largely undiscovered in Germany, the active management team in North America is already forging alliances with major industry players. What stands out: an estimated project value of nearly CAD 2 billion is contrasted by a tiny market capitalization of just CAD 16 million. The question now is how the management intends to leverage major industry events in New York and Québec City to trigger a potential re-rating.
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Commented by Nico Popp on May 27th, 2026 | 08:00 CEST
Energy Security in Southeast Asia: Import Dependency Weighs on Toyota and Intel — dynaCERT Benefits
The countries of Southeast Asia are under pressure: geopolitical instability in the Middle East, soaring fuel costs, and regulatory requirements for decarbonization are forcing established industrial giants to reevaluate their production sites and supply chains. Vietnam's economy, which recorded robust growth of around 8% last year, is revealing significant vulnerability in the current crisis. Since processed crude oil must be imported almost entirely from Kuwait, transportation disruptions have led to shortages, driving diesel prices up by 70% or more since February. This price shock directly impacts the export-oriented manufacturing industry and also drives up logistics costs. For example, rail transport has become more expensive. Since the power grid also faces significant capacity constraints, agile solution providers offering immediate relief are coming into focus.
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Commented by Nico Popp on May 22nd, 2026 | 07:00 CEST
Panic in the Steel Sector - Geopolitical Dependencies Threaten Production: Strategic Resources, ArcelorMittal, and thyssenkrupp in Focus
Enormous regulatory pressure to decarbonize, escalating punitive tariffs, and a looming supply shortage of critical alloy metals are driving profound changes in the steel industry. The conversion of traditional blast furnaces to electric arc furnaces powered by electricity poses a challenge for corporations. The recycling of simple steel scrap can cause disruptive copper impurities to accumulate in the melt. The industry urgently requires massive quantities of high-purity pig iron for dilution to continue producing high-quality steel. However, since the supply chains for vanadium, a critical metal for the energy transition and alloys, are almost entirely controlled by autocratic states, Western companies are under pressure to act. Fortunately, the Canadian commodities company Strategic Resources is positioning itself as a supplier from multiple secure jurisdictions.
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Commented by Armin Schulz on May 21st, 2026 | 07:05 CEST
Siemens Energy, RE Royalties, and E.ON – Your Ticket to the Lucrative Future of Energy Infrastructure
Green infrastructure is booming—and with it, lucrative opportunities for investors. Despite rising capital costs, global decarbonization continues to drive the expansion of wind and solar power plants unabated. The crucial question is no longer whether, but how to turn this transformation into profit. The answer lies in the interplay of technology, financing, and grid operations. Three pioneers show how it is done: Siemens Energy as the technological backbone, RE Royalties as a creative investor, and E.ON as the heart of power distribution.
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Commented by Armin Schulz on May 20th, 2026 | 08:15 CEST
Do Not Miss the Entry Point: BYD, dynaCERT, and Plug Power — Three Drivers of Zero-Emission Mobility Starting in 2026
The second, more mature wave of hydrogen is no longer merely speculative. In 2026, policymakers and industry are expected to usher in the era of zero-emission mobility through multi-billion-dollar subsidies for electric vehicles, declining electrolysis costs, and the growing commercialization of fuel-cell trucks. Following the sobering setbacks of the initial hype cycle, capital is now increasingly flowing into profitable value chains. The transportation sector is emerging as one of the largest future customers. Investors who position themselves early in the likely beneficiaries of this transformation could participate directly in a long-term structural growth trend. Three companies are pursuing very different strategies at the forefront of this shift: EV giant BYD, retrofit technology specialist dynaCERT, and integrated hydrogen solutions provider Plug Power.
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Commented by Fabian Lorenz on May 15th, 2026 | 09:30 CEST
From 1,000% Gains to Short-Seller Alerts! Siemens Energy, LPKF Laser, A.H.T. Syngas
With share price gains of over 1,000% in a short period of time, Bloom Energy and Siemens Energy are among the winners of the AI-driven energy boom. Analysts have recently raised their price targets for the DAX-listed company. Or is a 40% crash looming? Analysts see around 200% upside potential for A.H.T. Syngas. The energy rally has so far completely bypassed the small-cap company. Yet there are good reasons for a rising share price. In addition to energy stocks, investors are now also flocking to everything related to semiconductors. This is leading to sharp spikes in the charts for companies like LPKF Laser, Infineon, and SÜSS MicroTec, and is drawing short sellers into the fray.
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