energy
Commented by Fabian Lorenz on April 28th, 2026 | 11:25 CEST
A bombshell, an all-time high, and a buying opportunity! Siemens Energy, Nordex, and Zefiro Methane
A bombshell at Siemens Energy. The DAX-listed company has raised its full-year forecast. The company is raking in huge profits from the AI boom thanks to its grid technology and gas turbines. What do analysts say? Zefiro Methane, on the other hand, is a newcomer on German stock lists. The company seals off decommissioned oil and gas wells. The potential is huge, and so are the margins. The stock is just now being discovered. Nordex is also currently riding a wave of success. The latest figures are impressive. The stock initially shot up by over 10% yesterday. In the afternoon, however, it ran out of steam.
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Commented by André Will-Laudien on April 28th, 2026 | 07:05 CEST
Oil and Gas Shock Boosts dynaCERT, ITM, and Nel, but Sparks Panic at Jungheinrich!
The stock market has its ups and downs. While Canadian hydrogen fuel-saving company dynaCERT had been stagnating for months, it is now making a breakthrough in Asia. The Canadians' fuel-saving technology is being welcomed with open arms in Vietnam, raising hopes for a hot summer in other Asian countries as well. While Plug Power already celebrated a stellar first quarter, industry rivals ITM Power and Nel ASA are now quickly following suit. However, the current excitement surrounding hydrogen offers little support for Jungheinrich's stock. Here, the Q1 figures are more of a reason to sell. What happens next? Read for yourself.
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Commented by André Will-Laudien on April 27th, 2026 | 07:40 CEST
Rockets, Returns, Recycling: Investors Sense Geopolitical Tailwinds for Nel ASA, RE Royalties, and Tomra Systems
In an environment of political instability and growing uncertainty, one thing is clear: investments in sustainability are no longer merely an ESG issue, but a geopolitical and economic imperative. This is because dependence on fossil fuels is increasingly perceived as a strategic risk. Accordingly, pressure is mounting to prioritize alternative energy sources and sustainable infrastructure. This opens up a structural growth market for investors that extends far beyond short-term crisis responses. Companies across the value chain are in the spotlight, benefiting to varying degrees from this transformation. While RE Royalties, as a financier of sustainable projects, relies on stable cash flows from renewable energy plants, Tomra Systems addresses key resource issues of the future with recycling and circular economy solutions. Nel ASA, in turn, embodies the hope for a hydrogen economy, though it is still grappling with the typical challenges of a nascent industry. We do the math.
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Commented by Armin Schulz on April 24th, 2026 | 07:25 CEST
How Siemens Energy, A.H.T. Syngas, and Plug Power Are Capitalizing on the Iran Crisis—and How You Can Profit From It
When recent hostilities with Iran threatened maritime shipping routes, it became clear just how fragile global energy flows are. Oil and gas prices skyrocketed within hours. But while many think of the major oil companies, it is often lesser-known technology providers that are capitalizing on the crisis. The entire industry is benefiting from a shift toward greater independence. Three companies exemplify this transformation. Siemens Energy secures the supply with digital energy grids, A.H.T. Syngas converts waste into clean energy, and Plug Power is driving the hydrogen economy forward.
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Commented by Fabian Lorenz on April 24th, 2026 | 07:05 CEST
SHOCK AND OPPORTUNITY: Nel ASA, K+S, and Bayer Partner MustGrow - Which Stock Stands Out?
When will MustGrow Biologics finally break out? In reality, it may only be a matter of time. The Canadians replace conventional fertilizers with mustard-based solutions. In the United States, regulatory approvals have already been obtained. There alone, the revenue potential is estimated at USD 100 million. The company is currently valued at only around CAD 35 million. To unlock global potential, it has brought in partners including Bayer. As a result, the stock appears significantly undervalued. For K+S, valuation is becoming the issue. Despite surprisingly strong numbers, analysts see no further upside potential. Nel ASA has also released its results. However, the hydrogen specialist appears to have rather shocked its shareholders. The development is concerning, and the share price drop of over 10% may only be the beginning of further weakness.
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Commented by Tarik Dede on April 23rd, 2026 | 07:45 CEST
Boom After the War: BYD, RE Royalties, and SMA Solar in Focus!
Who would have thought that Donald Trump, of all people, would trigger a boom in renewable energy and alternative mobility concepts? As a result of the conflict he initiated in the Persian Gulf and the rising prices for fossil fuels, not only are electric vehicle and heat pump sales increasing, but a broader shift in mindset is also becoming evident in many countries. Interest in solar and wind energy is rising significantly. After all, who wants to remain permanently dependent? But which companies stand to benefit from this development? We take a look at the stocks of BYD, RE Royalties, and SMA Solar.
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Commented by André Will-Laudien on April 23rd, 2026 | 07:15 CEST
Middle East Escalates Shortages: Supply Chains at Risk - Nordex, Antimony Resources, and Siemens Energy
Prepared and published on behalf of Antimony Resources Corp.
The ongoing conflict in the Middle East once again highlights how vulnerable global supply chains for critical metals are when a strategic chokepoint like the Strait of Hormuz comes under pressure. What matters here is not so much the direct transport of metals through the strait, but rather its importance to global energy trade; a disruption there would rapidly drive up the costs of energy-intensive metals such as aluminum, copper, or nickel. Higher freight rates, more expensive insurance, and longer routes would further increase logistics costs and significantly slow down just-in-time structures in many industries. Raw materials that are indispensable for the energy transition, digitalization, and defense would be particularly affected. A recent study concludes that a prolonged blockade of the Strait of Hormuz could disrupt global trade flows worth up to USD 1.2 trillion annually. Which stocks are now in the spotlight?
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Commented by Nico Popp on April 22nd, 2026 | 07:30 CEST
At the Heart of Industrial Transformation: HPQ Silicon, Plug Power, and Evonik
Industry increasingly requires advanced materials for the energy and mobility transitions. Both megatrends depend on highly specialized inputs—whether for more powerful batteries, more efficient energy storage, or scalable hydrogen infrastructure. Established chemical companies like Evonik Industries contribute to this development through the production of materials such as pyrogenic silica, which supports thermal stability and performance in modern battery systems. At the same time, hydrogen pioneers like Plug Power are building comprehensive ecosystem solutions. The younger company HPQ Silicon fits into this picture with innovative processes for the low-emission production of nanomaterials and silicon anodes. Through its collaboration with Novacium, HPQ recently reported a milestone: prototype GEN4 battery cells with capacities exceeding 7,000 mAh, significantly outperforming conventional industrial cells. At the same time, the on-demand hydrogen production technology developed by HPQ offers a decentralized alternative to electrolysis infrastructure, such as that offered by Plug Power. Investors should take note: HPQ Silicon is positioning itself at the intersection of specialty chemicals and emerging hydrogen-related applications.
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Commented by Mario Hose on April 22nd, 2026 | 07:10 CEST
Price Multipliers Possible? Speculative Plays Plug Power, Nel ASA, and Desert Gold in Focus
Investors are increasingly seeking stocks that not only promise stability but also offer real breakout opportunities or even the potential for significant gains. While the major hydrogen pioneers Plug Power and Nel ASA are finally trending upward again after a long dry spell, a gold player is also poised to surge. Desert Gold Ventures is currently providing data that could indicate massive undervaluation. As alternative energies return to the spotlight due to global crises and the gold price simultaneously tests old record highs, an explosive mix is emerging in portfolios containing these three stocks. In this report, we examine why these stocks have the potential to multiply in value in the foreseeable future.
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Commented by Armin Schulz on April 21st, 2026 | 07:10 CEST
Nordex, RE Royalties, and JinkoSolar: Your Gateway to the Multi-Billion-Dollar Renewable Energy Boom
Geopolitical upheavals are driving oil and gas prices to record highs, while Europe is investing USD 583 billion in green energy. At the same time, electricity demand from AI-powered data centers is skyrocketing. This double squeeze makes renewable energy indispensable. Wind power is booming, solar prices are rising, and raw material shortages are intensifying the race for technological advantages. Those who target the right players now can profit from this historic shift. We take a look at three companies in the renewable energy sector, Nordex, RE Royalties, and JinkoSolar, and analyze their current situation.
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