photovoltaics
Commented by Nico Popp on March 23rd, 2026 | 07:35 CET
Silver Shortage Drives the Market: Why Silver Viper Is Significantly More Dynamic Than Fresnillo and Pan American Silver
The silver market is currently reaching its capacity limits. A supply deficit that has persisted for six years, totaling 820 million ounces by the start of this year, is being met with record demand. Key drivers include photovoltaics, electric mobility, and the rapid expansion of data infrastructure. Solar energy alone consumed around 448 million ounces in the first half of 2025, as new cell types require more silver. This drove the price above USD 100 per troy ounce. Against this backdrop, market leaders such as Fresnillo and Pan American Silver must replace their dwindling reserves in established mining regions like Mexico with high-quality resources. This hunger for resources directly impacts companies at the beginning of the value chain. Agile explorers controlling projects in close proximity to existing infrastructure are coming into focus. One such example is Silver Viper Minerals, which is strategically positioned within the Mexican silver sector through its acquisition of the Coneto project and the involvement of Fresnillo as a key shareholder. We highlight the opportunities for investors.
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Commented by Nico Popp on February 18th, 2026 | 06:55 CET
The hunt for forgotten ounces: Why Silver Viper Minerals has the potential to repeat the success story of Blackrock Silver and Dolly Varden
The global silver market is in an exceptional situation. Industry analyses confirm that the market is heading for its sixth consecutive year of structural supply deficit in 2026. Driven by the insatiable demand from the photovoltaic industry and the booming AI infrastructure, which requires silver for high-performance chips, investors are looking for quality in the ground. In this environment, two models for success have emerged: premium development in secure top jurisdictions, as exemplified by Dolly Varden Silver, and the revitalization of historic silver territories through modern technology, as demonstrated by Blackrock Silver. But while these stocks have already performed well, one company that combines these two approaches in the world's most productive silver country is still largely flying under the radar: Silver Viper Minerals. In Mexico, the heartland of global silver production, the company combines the geological knowledge of old mines with state-of-the-art drilling technology – offering investors the chance to be part of a classic discovery story with enormous leverage.
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Commented by Fabian Lorenz on June 1st, 2023 | 08:45 CEST
JinkoSolar, BioNTech and First Phosphate with important updates: This is what moves the shares
The energy transition is moving forward. In Germany, the traffic light government seems to have agreed on a new heating law. In the US, the agreement between Democrats and Republicans on the debt ceiling is a good sign for the industry because the promotion of environmentally friendly technologies depends on it. JinkoSolar and First Phosphate, among others, should benefit from this. Both companies have published important updates. There is also important news at BioNTech. However, these are not so positive. When will there be new impulses for the share?
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Commented by Nico Popp on May 24th, 2023 | 12:00 CEST
Electricity for minus 0.8 cents - a licence to print money? Encavis, JinkoSolar, Blackrock Silver
Early summer is making itself felt - at least in southern Germany. Many photovoltaic systems are already running at full speed and using their capacity. Recently, there have even been instances of negative electricity prices throughout the day. These occur when supply exceeds demand. But what does that actually mean for investors? We present three shares!
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Commented by Nico Popp on May 2nd, 2023 | 09:10 CEST
Electricity for 2 cents? Here's how! Vonovia, JinkoSolar, Manuka Resources
The heat transition is in full swing. But where is this development leading? The uncertainty of many potential property buyers can currently be seen in the collapsing financing volume. Whether real estate has had its day as an asset class, what alternatives there are and where investors should watch out - here is a review of the real estate market and the energy transition.
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Commented by Fabian Lorenz on April 19th, 2023 | 08:10 CEST
Plug Power crashes, SMA Solar share plus 60%, and when will Almonty Industries start?
What is going on at Plug Power? Hydrogen shares are not among the investor favourites at the moment, but all dams are breaking at the US company. The share is now trading below USD 10 and EUR 9. Is an improvement in sight? The situation is different at SMA Solar. The share price of the German solar company is higher than it has been for 10 years. This year alone, it went up more than 60%. Time for a breather? The Almonty Industries share has taken such a breather in recent weeks. However, the tungsten producer is doing well operationally, and analysts see almost 200% upside potential as the Company faces a milestone.
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Commented by Nico Popp on April 19th, 2023 | 07:45 CEST
Surprise! Extra returns beckon here: Commerzbank, JinkoSolar, Blackrock Silver
When undervalued real estate or other investments are hidden deep in balance sheets, it is a positive surprise for shareholders. However, when companies develop a new business field out of nowhere, the positive effects are even greater and more sustainable. We shed light on three companies with more potential than meets the eye.
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Commented by Fabian Lorenz on December 7th, 2022 | 10:46 CET
Bayer, BYD, TubeSolar: Stocks for the year-end rally and beyond?
Investors are currently positioning themselves for the year-end rally. To that end, today, we look at three exciting and very different stocks. BYD has become Tesla's biggest competitor. But the "honeymoon" for electric vehicles in China is coming to an end, analysts say. What is the story? Bayer has increasingly emerged from the shadow of the glyphosate issue this year. Analysts continue to see upside potential for the DAX company. Just like the new German solar hopeful TubeSolar. If the energy turnaround is to succeed, companies like this are needed. After all, the Augsburg-based company is convincing with its innovative technology and could achieve rapid sales growth in the coming years - does this also apply to the share price?
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Commented by Nico Popp on November 29th, 2022 | 12:20 CET
China as a risk factor? Here is how it looks: Uniper, TubeSolar, BASF
China has repeatedly been a source of risk in recent years: We think of the real estate bubble or the trade war with the US. Now, one of China's supposed plus points could become a risk factor: the authoritarian central regime in Beijing. In just four minutes, we explain what the nationwide protests against Chinese lockdowns mean and how investors can use foresight to gain information advantages.
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Commented by Juliane Zielonka on November 25th, 2022 | 10:29 CET
TubeSolar, Nordex, Siemens Energy - Energy drivers for the portfolio
German Engineering is a seal of quality, also abroad. What sometimes takes a little longer in development pays off in the long run. Solar system manufacturer TubeSolar from Augsburg can be pleased about a TÜV certification for its patented products. In Germany, the share of photovoltaics in the power grid rose by 11.2%, and worldwide the CAGR of PV installations increased by 32%. JinkoSolar, a leading Chinese manufacturer of solar modules, has also played a significant role in this growth. However, China shares entail risks. Siemens Energy is not without risk at the moment either. The management heads are changing in the internal takeover game of the Spanish wind energy company Gamesa.
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