energy
Commented by Stefan Feulner on October 6th, 2026 | 07:15 CEST
NextEra Energy, NU E Power, Primoris – Electricity in the Supercycle
Created and Published on Behalf of NU E Power Corp.
The AI boom is fundamentally reshaping the energy market. Data centres require enormous amounts of electricity around the clock, 24/7. Texas illustrates the scale of this transformation: A new energy campus is set to be built there at a cost of USD 22.3 billion to supply a neighbouring 5-GW data centre complex. Power generation, grid access, and available capacity are therefore becoming strategic resources. For energy companies, a race is emerging to develop new power plants, solar farms, storage facilities, and grid connections.
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Commented by Tarik Dede on October 6th, 2026 | 07:10 CEST
Stocks vs Bonds: A Look at Franco-Nevada, RE Royalties and Brookfield Renewable Partners
Bonds are gradually becoming increasingly attractive again for professional investors. Retail investors, too, are likely to be taking a closer look at yields and prices. US bonds, for example, are currently yielding more than 5%. This is weighing on the stock market to some extent. However, these bonds also come with their own set of risks. If the US dollar weakens again, as it did last year, currency losses loom. Donald Trump has also at least suggested that the United States could effectively "inflate away" its now more than USD 40 trillion debt burden. Naturally, this puts downward pressure on bond yields and does little to strengthen confidence in the US as a debtor. From this perspective, high-yield dividend payers appear more attractive to investors. But the quality and financial strength of the companies matter, too. That is why we are taking a look today at the stocks of Franco-Nevada, RE Royalties, and Brookfield Renewable Partners.
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Commented by Fabian Lorenz on October 5th, 2026 | 07:20 CEST
Nordex Facing Challenges? Power Metallic Mines and a Potential 50% Copper Rally! Verbio's Turnaround!
Could copper be heading for a 50% rally? Experts believe the metal could reach USD 22,000 per tonne as early as 2027, up from less than USD 15,000 today. Developments in China could help drive this move. A new copper rally could provide exactly the catalyst needed to break Power Metallic Mines out of its sideways trading range. The company's world-class project is taking shape, and analysts see significant upside potential. Verbio is also receiving "Buy" recommendations as the company prepares for a new phase of growth. Despite its growth prospects, however, the stock continues to struggle. And what about Nordex? The company has recently delivered its usual stream of positive news, most recently announcing new orders in Austria and Southern Europe. However, according to Deutsche Bank, investors speculating on an upward revision to the annual forecast could be disappointed.
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Commented by Tarik Dede on October 5th, 2026 | 07:10 CEST
Energy Shortages Caused by AI: Kinder Morgan, Standard Uranium and GE Vernova Could Benefit
The AI boom, and its impact on energy demand, has long since reached Germany. In Frankfurt, home to the DE-CIX hub, data centres now account for a significant share of the city's peak power demand. Elsewhere, however, the figures are even more extreme. Consequently, access to energy is currently the bottleneck in the expansion of AI data centres. In the United States, the epicentre of AI expansion, AI data centres already account for more than 4.5% of total US electricity consumption. This is putting the entire power grid to the test. And this share is expected to rise to over 8% by 2030. And who knows whether these estimates from the International Energy Agency (IEA) are not actually too low. After all, a single AI query consumes about ten times as much energy as a normal internet search. Consequently, energy prices, as well as energy providers and their supply chains, should benefit from this trend. That is why we are looking at the stocks of Kinder Morgan, Standard Uranium and GE Vernova today.
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Commented by André Will-Laudien on October 2nd, 2026 | 09:55 CEST
Heading South or Heading Higher? TUI and Lufthansa in a Fuel Crisis, RE Royalties and HelloFresh Under Scrutiny
Extremely high volatility — and almost every day. Iran threatens escalation, pushing oil prices higher, while Donald Trump publicly dreams of a quick peace deal, which could, in turn, push oil prices lower. Yesterday, however, Brent crude was trading at nearly USD 107 per barrel. Billions of dollars are being made in this back-and-forth by trading desks that operate largely outside the public eye, while questionable market activity is, of course, scrutinized mainly when it involves the average retail investor. The stock market has become a mirror reflecting just how much the world has changed. Autocratic rulers dictate the direction of attention and increasingly shape how societies interact. In the past, wars were waged over religious differences and territorial claims; today, economic interests clearly dominate, with everything else often serving as a pretext. After all, only countries close to the oil reserves have a direct interest in keeping oil prices high. Interestingly, over the past four years, the United States has risen to become the world's largest oil producer, ahead of Russia, Saudi Arabia, and Canada. Several stocks have significant exposure to these developments, particularly in the aviation and travel sectors. As always, the issue comes down to steadily rising costs. For speculative investors, some of the key players are worth a closer look.
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Commented by Nico Popp on October 1st, 2026 | 07:45 CEST
Decentralized Instead of Power Shortages: A Comparison of Siemens Energy, 2G Energy and A.H.T. Syngas
When the power grid reaches its limits and power shortages loom, even wind turbines and solar farms are of no help. What is needed then is controllable generation, and combined heat and power (CHP) is considered a key bridging technology. Growing energy demand from industry and AI infrastructure calls for systems that can balance fluctuating feed-in from renewable energy sources. Solutions range from gigawatt-scale power plants to decentralized compact systems. We introduce three companies and shed light on this trend.
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Commented by Matthias Schomber on September 30th, 2026 | 10:00 CEST
Billion-Dollar Poker, Margins & Cash Machine: Siemens Energy, Evonik and RE Royalties Could Be the Real Winners!
Evonik is at the centre of a billion-euro takeover bid that the target has rejected, leaving some investors wondering what comes next. Could a higher offer still emerge? Meanwhile, an industrial company that fought its way out of a deep crisis and saw its share price multiply is now facing renewed pressure. Can the tide turn once more? And then there is a relatively overlooked niche player offering high dividend yields. This is the mix of three companies featured in our latest article. We look at Siemens Energy's comeback after the dark years of the crisis and assess its outlook. We examine the background to BASF's rejected takeover approach for Evonik. Finally, we take a closer look at RE Royalties, which has paid out substantial dividends in the past and is approaching important technical chart levels. Read on as we examine the latest developments at all three companies and the opportunities and risks shaping their stories.
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Commented by Fabian Lorenz on September 28th, 2026 | 07:15 CEST
Vonovia: Between Expropriation and Defence Industry Fantasies - Verbio and RE Royalties Ride the Energy Boom
Data centres, electrification and rising industrial energy demand are driving up the need for renewable power across North America. RE Royalties is one of the beneficiaries. Its home market of Canada provides a promising starting point, while in the US it is expanding its partnership with solar developer Solaris Energy. In contrast, Vonovia is struggling with rising interest rates and the threat of a possible expropriation in Berlin. The uncertainty is weighing on investor sentiment. For now, even the prospect of entering the defence sector is failing to provide a boost. The company's CEO recently floated the idea. Verbio, meanwhile, is seeing strong business performance, and analysts are recommending the stock as a "Buy".
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Commented by Fabian Lorenz on September 25th, 2026 | 07:30 CEST
Sell Hensoldt? Copper at Record Highs! Power Metallic Mines Set to Benefit; Nordex Keeps the News Flow Coming!
Supply concerns are colliding with growing demand driven by power grids, electrification, and the expansion of AI infrastructure. This is pushing copper prices to record highs. One potential beneficiary with catch-up potential is Power Metallic Mines. The Canadian company is developing a world-class project with a high copper content. Analysts and the CEO believe the stock is undervalued. The latest resource estimate impressed, and the project's potential is likely even greater. Hensoldt, by contrast, offers no further upside, according to analysts. They question the company's long-term growth prospects and believe its valuation premium over Renk and Rheinmetall is not justified. Nordex is also considered ambitiously valued. However, the German wind-turbine maker continues to generate fresh share-price momentum through a steady stream of news.
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Commented by Lars Winter on September 25th, 2026 | 07:25 CEST
RE Royalties, TUI and Chevron in Focus: Three Promising Stocks, Three Bets on the Future
Whether financing solar power plants, selling vacations, or producing oil, RE Royalties, TUI and Chevron make their money in very different ways. The Canadian specialty financier boasts a large project pipeline, the travel group has reported new booking figures, and the US energy giant is seeing strong cash inflows. In this stock analysis, we take a closer look at these three companies, each presenting very different opportunities and risks.
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