nuclear
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 A prime example: In Germany, the "Heating Act" is being loudly repealed, but its effects remain.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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Commented by Juliane Zielonka on May 3rd, 2024 | 07:00 CEST
Kraken Energy, Barrick, Nel ASA - High-yield investments with growth potential
The hunt for raw material resources has always been a race for the best possible energy supply. When sources are in one's own country or economically friendly neighboring countries, the risk of supply disruption is low. Nuclear energy is still one of the most efficient solutions. The US is a leader in the use of uranium. This benefits the Company Kraken Energy, which has dedicated itself entirely to the exploration of uranium deposits in North America. Due to the geopolitical conflicts, the price of gold has already risen by 14% in the last 6 months alone. Barrick has now published its quarterly results, and investors can rejoice. The Norwegian hydrogen company Nel ASA also has reason to celebrate. Here, too, a pact with its big brother is extremely promising...
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Commented by Armin Schulz on April 23rd, 2024 | 07:15 CEST
RWE, Kraken Energy, Nel ASA - Germany's industry under pressure
Germany is pursuing its own path in energy policy and will rely entirely on renewable energies in future. Robert Habeck emphasized that Germany is now independent of Russian gas. However, there is no talk of independence, as Germany has become a net importer of electricity, indirectly importing gas from Russia and even nuclear power. This is because the energy storage facilities in Germany for renewable energies are not even sufficient for one hour. In addition, Germany has some of the highest electricity prices, which is already prompting industry to relocate some of its production abroad. Nuclear power is an emission-free alternative, and many power plants are being built worldwide. Uranium could become scarce here. Whether hydrogen can solve the energy storage problem is currently questionable.
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Commented by Fabian Lorenz on April 11th, 2024 | 07:30 CEST
Panic at AIXTRON and NEL! Is Kraken Energy an AI beneficiary?
AIXTRON shares lost more than 5% yesterday. In addition to the price slide on the NASDAQ, a negative analyst comment added to the negative sentiment. Both the rating and target price of the AIXTRON share were significantly reduced. The same applies to Nel. The hydrogen specialist's recovery attempt was mercilessly stifled, and the share lost over 15%. The lack of incoming orders, in particular, is making analysts nervous. In contrast, Kraken Energy could soon be seen as an AI beneficiary. After all, Elon Musk is not the only one warning of an energy crisis and calling for the expansion of nuclear energy. Voices are getting louder that the computing power required for artificial intelligence will cause energy consumption to explode. In order to prevent a blackout, many countries are turning to nuclear power.
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Commented by André Will-Laudien on March 28th, 2024 | 09:00 CET
Attention: Uranium despite the energy transition! Does this fit together? Plug Power, Nel ASA, Kraken Energy and Renk Group in focus
It feels like a paradox. The EU aims to be largely climate-neutral by 2050. The main focus is on mobility, heat and energy generation. As a core country of the EU, Germany is taking the political lead in the necessary measures. While France, Poland, Finland and the Czech Republic are actively expanding nuclear energy, this form of energy is virtually taboo in many other countries. Germany has been able to increase its renewable energy sources to over 50% with billions in subsidies at the expense of the taxpayer and the price of energy. Yet, Berlin still has to buy cheap electricity from abroad and also use coal and gas to stabilize the grid. It all sounds kind of crazy, but it gets really interesting when the wind isn't blowing and the sun is only to be found behind the clouds. Which shares should be considered in this mixed situation?
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