nuclear
Commented by Fabian Lorenz on December 22nd, 2025 | 07:45 CET
Uranium, Quantum, or Hydrogen? Should you buy D-Wave, Plug Power, or American Atomics now?
Is the price of uranium about to jump above the USD 100 mark? Analysts believe this could happen as early as next year. After a mixed 2025, a significant upward trend is anticipated. In the US in particular, nuclear energy is increasingly seen as a key solution to the growing energy demand driven by the boom in data centers. One company set to benefit is American Atomics. In an interview, the head of this hidden gem describes the prospects. The hype surrounding Plug Power has faded again. Investors' hopes for a sustained upward trend have once again been dashed. Is an improvement on the horizon? And what are the prospects for high-flyer D-Wave Quantum? A recent study is giving the sector a boost.
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Commented by André Will-Laudien on September 22nd, 2025 | 07:20 CEST
SMR nuclear power on the rise! 100% with Oklo, First Hydrogen, E.ON, and Plug Power
Since Fukushima, nuclear power seemed to be on the decline, but with the energy transition, it is now experiencing a spectacular comeback, with small modular reactors (SMRs) taking center stage. Although this topic is only sporadically addressed in Europe, the US, under Donald Trump, recently approved a program to quadruple domestic nuclear power by 2050. While Brussels is still hesitating, the technology is advancing in Poland, France, Finland, and Czechia. These innovative countries are planning concrete SMR projects, while France even classifies the reactors as a pillar of future energy supply. Of course, large amounts of electricity are also supplied to Germany at high prices. Canada has already started approval processes for its first plants, and British energy giant Rolls-Royce is working on the series production of its own SMR technology. Even the International Atomic Energy Agency (IAEA) is now talking about a turning point. Which companies are currently at the forefront of this nuclear revolution?
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Commented by André Will-Laudien on August 18th, 2025 | 07:05 CEST
Hydrogen versus nuclear power – 300% with Plug Power and dynaCERT, caution advised with Oklo and NuScale
Fuel cells have long been seen as a beacon of hope in propulsion technology, though they have only gained limited traction in the automotive sector. While batteries dominate the mass market, fuel cells score points primarily in heavy-duty and long-distance transport due to their range and short refueling times, as well as in stationary systems. Plug Power is working on infrastructure projects, while dynaCERT is making existing drives more efficient with hydrogen systems, thus serving as a bridge to the next era. At the same time, small modular reactors (SMRs) from suppliers like Oklo and NuScale are gaining in importance as they promise a stable, low-carbon energy supply for industry and hydrogen production. This opens up opportunities for investors in two future markets: sustainable mobility and scalable energy solutions – both enjoying political tailwinds and high growth potential. How should investors proceed with their portfolios?
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Commented by André Will-Laudien on June 16th, 2025 | 07:05 CEST
Iran, nuclear energy, oil – a revival for hydrogen! Nel ASA, Pure Hydrogen, Plug Power, and Oklo
The current attacks on Iran's nuclear facilities by Israel mark a new level of escalation in the Middle East. Of course, a radical regime like Iran cannot be allowed to conduct nuclear research. This region has already experienced too much terror. For the rest of the world, Israel's announcement, backed by the US, means another rise in oil prices, which will quickly shift the focus to alternative energies. Some companies have been promoting a future-oriented hydrogen infrastructure for years and are growing well. Australia's Pure Hydrogen is well advanced, while Nel ASA and Plug Power are still in the turnaround phase. There is currently a lot of movement on the capital markets. Risk-aware investors can benefit from the current trends with the right touch and timing. Where are the opportunities and risks?
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Commented by Nico Popp on April 28th, 2025 | 07:05 CEST
Hope for German industry: Amazon, Cameco, and First Hydrogen
Political stock markets are short-lived, and the world keeps turning. Even if the current US administration is shaking this principle to its core, there are many indications that the trend toward green transformation will continue. A prime example: In Germany, the "Heating Act" is being loudly repealed, but its effects remain. Oil and gas are becoming increasingly expensive, and renewable solutions continue to be the preferred choice. The transformation is also progressing in industry – in the case of hydrogen specialist First Hydrogen, even more ambitiously than before.
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Commented by André Will-Laudien on February 13th, 2025 | 07:05 CET
DAX 22,000 – New highs for Oklo, Nova Pacific Metals, D-Wave, and SMCI under the microscope!
After a rapid upward movement, the DAX 40 index has reached the magical 22,100-point mark after just 6 weeks of trading. This means that the index has already gained more than 10% since the beginning of the year. Investments in the high-tech and defense sectors continue to drive this. Investors are following the trends that started in 2024. However, this is bringing critical metals to the fore because they are currently subject to sanctions by China under Donald Trump's tariff plans. We are therefore focusing our analysis on companies that are particularly noteworthy under the current circumstances. It is not always a good time to buy, but as the saying goes, you will never go broke taking profits.
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Commented by André Will-Laudien on December 16th, 2024 | 07:00 CET
Bull's eye in 2025: Nuclear energy and hydrogen! Watch out for Nel, Plug Power, First Hydrogen, Mercedes and BMW
The production of hydrogen using nuclear energy is seen as a promising way to create a flexible energy carrier in a climate-neutral manner. Especially in areas where renewable energy sources are insufficient or a continuous power supply is required, hydrogen demonstrates its strengths. The carbon footprint of hydrogen from nuclear energy is comparable to that of renewable sources such as wind and solar since nuclear power plants operate almost emission-free. Unlike wind or solar energy, nuclear power can generate electricity around the clock because it is not dependent on weather conditions. This helps to avoid so-called dark doldrums, such as the one recently experienced in Germany on Friday. In countries such as France and Japan, nuclear energy is already considered an option for hydrogen production to advance the decarbonisation of industries. Which stocks are coming to the fore as a result?
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Commented by Juliane Zielonka on December 12th, 2024 | 07:00 CET
F3 Uranium, Palantir and Alphabet: How the AI boom is driving demand for nuclear energy and benefiting tech giants
The increasing energy demand for AI applications and data centers is driving the demand for reliable, low-carbon base load supply from nuclear power. This is putting explorers like F3 Uranium in the spotlight of investors. With its PLN project and uranium holdings of up to 30.9% U3O8, the Company is positioning itself as an important raw materials supplier for this development. As an AI specialist, Palantir is benefiting from the current growth in several ways: On the one hand, through new contracts in the defense sector, such as the recent collaboration with Anduril Industries and the contract extension with the US Special Operations Command. On the other hand, the growing demand for a stable energy supply for its computationally intensive applications. Alphabet is investing heavily in its AI infrastructure, with planned spending of USD 50 billion. These investments in data centers and cloud computing require a reliable power supply, which is increasingly to be provided by nuclear power.
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Commented by Armin Schulz on October 30th, 2024 | 07:15 CET
Nel ASA, Myriad Uranium, RWE – The world needs CO2-free energy
The global need for CO2-free energy is more urgent than ever to combat climate change. With its low greenhouse gas emissions and high efficiency, nuclear power offers a stable energy source despite existing safety concerns. Alongside nuclear power, renewable energies such as wind and solar energy are gaining importance as they provide unlimited and environmentally friendly alternatives. Green hydrogen, produced by renewable energy sources, promises to revolutionize industries as a clean fuel source. The combined use of these technologies is crucial to reduce fossil fuel dependency and create a sustainable energy future.
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Commented by Fabian Lorenz on May 30th, 2024 | 07:30 CEST
Takeover fever? Nel, Super Micro Computer, Kraken Energy
In the slipstream of Nvidia, the Super Micro Computer share is heading back towards an all-time high. The temporary dip following the strong quarterly figures - which fell short of even higher expectations - has ended, and the share is targeting the USD 1,000 mark. Energy producers are increasingly under the spotlight as the AI boom is set to surge energy demand. The billion-dollar takeover of Atlantica Sustainable Infrastructure by the private equity company Energy Capital Partners is currently underway. It is evident that some of the energy demand will have to be met by nuclear energy, benefiting companies like Kraken Energy, which is developing new uranium deposits in the US. Additionally, takeover speculation has recently driven up Nel ASA's share price, but is the rally already over?
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