energy
Commented by Fabian Lorenz on October 19th, 2026 | 05:35 CEST
Up 38% in One Week: OHB Takes Off - Could Nel ASA and First Hydrogen Be Next?
What a week for OHB shares. The stock surged by around 38%. This could mark the end of the sharp correction. Analysts see further upside for the German space company, citing its strong order backlog, which could expand further soon. Beyond space, robotics is another market of the future. Leading investment banks predict golden times for the sector. First Hydrogen aims to secure a share of the billions in expected revenue. If it succeeds, the stock is a strong candidate for a revaluation. Meanwhile, Nel shareholders were hoping for further gains at the start of last week. However, the Norwegian company's quarterly results quickly brought the rally to an end.
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Commented by Fabian Lorenz on October 19th, 2026 | 05:32 CEST
Out of Siemens Energy? Into CTS Eventim and Power Metallic Mines?
Created and published on behalf of Power Metallic Mines
Copper held up remarkably well during last week's stock market turmoil. Structural conditions continue to support a high copper price, and Power Metallic Mines stands to benefit. The company is developing a multi-metal project in Canada with world-class potential. Following a compelling resource estimate, analysts recently reiterated their Buy recommendation. They see more than 200% upside and room to raise the target price. Is Siemens Energy's share price still too high despite a roughly 30% correction? Analysts take this view. They expect strong quarterly results but believe the market has already priced them in. At the same time, concerns are growing that the extraordinary AI-driven demand boom will not last indefinitely. They therefore rate the DAX stock a Sell. And what is happening at CTS Eventim? Signs suggest a bottoming formation is nearing completion. However, analysts remain divided on whether a sustained recovery is now within reach.
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Commented by Armin Schulz on October 19th, 2026 | 05:23 CEST
E.ON, Standard Uranium, Energy Fuels: Uranium Stocks Caught Between Rising Electricity Demand and Fuel Shortages
The long-term uranium price stood at USD 96.50 per pound at the end of September, according to producer Cameco. Power plant operators secure their fuel supply years in advance, and that is precisely where the pressure comes from. Data centres are driving up electricity demand, distribution grids must deliver it to customers, and the fuel has to come from somewhere. New mines do not start producing overnight. Anyone who discovers deposits or extracts uranium from the ground today is playing right into the hands of energy suppliers. Today we take a closer look at E.ON with its distribution networks, Standard Uranium and Energy Fuels.
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Commented by Fabian Lorenz on October 13th, 2026 | 05:36 CEST
Plug Power Losing Hope? Renk Stuck in a Downtrend? RE Royalties Riding the AI Boom!
A look at Renk's share chart brings no joy. Whether over four weeks, six months or 12 months, the share's performance is deep in the red. Analysts recommend buying, but momentum is lacking across the entire defence sector. The latest order does nothing to change that, even if it shows future potential. For AI to realise its full potential, it needs vast amounts of energy. Accordingly, hundreds of billions of US dollars are being invested in energy infrastructure, particularly in North America. This is precisely the market in which RE Royalties operates with an interesting business model. In its latest interview, the company looks to the future with optimism. By contrast, even Plug Power's most optimistic supporters are probably despairing by now.
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Commented by Stefan Feulner on October 9th, 2026 | 07:20 CEST
BWX Technologies, Zefiro Methane, TeraWulf: These 3 Megatrends Are Changing Everything
Created and Published on Behalf of Zefiro Methane Corp.
Artificial intelligence, a new generation of nuclear reactors, and the transformation of our energy supply are among the biggest investment themes of the coming decades. Billions are flowing into data centres and new power plants, while the legacy of the old energy world must also be addressed. After all, a clean future is not created by new technologies alone. Orphaned oil and gas wells, methane emissions, and contaminated sites must also be factored in. At these intersections, new markets and companies are emerging that provide solutions for tomorrow's infrastructure.
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Commented by Stefan Bode on October 8th, 2026 | 07:30 CEST
Numbers, Growth and Confidence: flatexDEGIRO, RE Royalties, SGL Carbon
On the stock market, good news alone does not determine share price movements. Investors must judge higher earnings targets, long-term growth opportunities, or record profits by their quality, sustainability, and market expectations. While an industrial stock is realigning its profitability, an energy financier is focusing on recurring revenues, and an online broker is under pressure despite strong numbers. Today's report assesses the opportunities, risks, and key metrics for each.
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Commented by Fabian Lorenz on October 8th, 2026 | 07:25 CEST
Nel ASA Out of Hope? RWE Partner ITM Power Down 50%! dynaCERT Flying Under the Radar?
Is there any hope left for Nel ASA? The Norwegian company's stock is currently at a yearly low. Its latest US order failed to excite investors. What will it take for this former investor darling to get back on track? At ITM Power, a partnership with Rheinmetall in the spring sent the stock soaring. Since then, however, the share price has more than halved again. The company also collaborates with RWE and Linde. Meanwhile, flying under the radar, dynaCERT is working on a comeback story. The company stands to benefit from elevated diesel prices, while its German management team is fully focused on sales. Following successes in Vietnam, there is now positive news to report from France. Analysts see significant potential for further growth.
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Commented by Fabian Lorenz on October 8th, 2026 | 07:15 CEST
Nvidia Hits an All-Time High! Nebius, LPKF and NU E Power Ride the AI Boom
Created and Published on Behalf of NU E Power Corp.
Nvidia recently reached a new all-time high, highlighting the continued momentum behind the AI boom. Beyond the industry leader, other companies are seeking to capitalize on the rapid expansion of artificial intelligence. NU E Power aims to help ensure that data centres have access to the electricity they need. Morgan Stanley, among others, has warned of potential power shortages, while the International Energy Agency sees insufficient grid capacity as a critical bottleneck. Following a spectacular rally, Nebius is adding further momentum through an acquisition and a partnership with Palantir. At LPKF, meanwhile, AI optimism is being weighed against a lower forecast. Analysts continue to maintain their positive stance on the company. The question is how these developments could shape the outlook for the three companies.
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Commented by Carsten Mainitz on October 7th, 2026 | 08:55 CEST
Pellets, Steel & Wind Power: How Strategic Resources, Salzgitter & Nordex Could Profit from the Billion-Dollar Steel Transformation
Green steel represents a new generation of steel production in which hydrogen and renewable energy replace coal, drastically reducing CO₂ emissions. Behind this green vision lies a market worth billions—though it comes with challenges. Rising CO₂ costs, stricter climate regulations, and the pursuit of resilient supply chains could further accelerate demand for low-carbon steel. However, energy costs, huge investments, and access to high-quality raw materials will ultimately determine who actually benefits from the transformation. Strategic Resources is focusing on high-quality iron ore for modern direct reduction plants. Salzgitter is consistently pursuing the path of transformation. Nordex is benefiting from the expansion of renewable energy and has a record order backlog. Who has the lead?
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Commented by Nico Popp on October 7th, 2026 | 07:00 CEST
RE Royalties, NextEra Energy and First Solar: Royalties as a Financing Alternative in the US Solar Market
Regulation is reshaping the US solar market. With tax reform significantly reducing government incentives or tying them to strict deadlines, numerous projects are being put on hold. At the same time, tariffs that can exceed 200% depending on the manufacturer are making Chinese modules less attractive and putting further pressure on the US solar market as a whole. Major industry players are cushioning these cost increases through long-term supply agreements. However, developers of decentralized systems are coming under pressure due to tight liquidity. This is creating opportunities for alternative capital providers such as RE Royalties. We take a closer look at these developments and examine the opportunities and risks.
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