recycling
Commented by Jens Castner on June 29th, 2026 | 06:35 CEST
The Cleanup Artists: Zefiro Methane, 374Water, Befesa, and the Multi-Billion-Dollar Market for Contaminated Sites
Burning faucets, contaminated groundwater, toxic dust from steel furnaces - industry leaves behind contaminated sites that conventional disposal solutions are powerless to address. Three companies have identified a market niche precisely in this area. Zefiro Methane plugs millions of abandoned wells in the US, 374Water eliminates "forever chemicals," and Befesa turns the toxic filter dust from the steel industry into usable zinc. The logic behind all three business models is the same: the more severe the environmental damage, the larger the market and strict regulation becomes a revenue driver here, rather than a risk factor as in other industries.
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Commented by Jens Castner on June 8th, 2026 | 07:20 CEST
ANTIMONY RESOURCES, LYNAS RARE EARTHS, AND UMICORE: THREE PILLARS OF WESTERN RAW MATERIAL SOVEREIGNTY
Created and published on behalf of Antimony Resources Corp.
No fibre-optic cables without germanium, no specialized ammunition without antimony, no electric motors without neodymium: The West has maneuvered itself into a dead end. Fatal dependencies on strategic metals threaten to slow down defence capabilities, the energy transition, and technological progress. But the need for a turnaround has been recognized, and governments are pumping billions into building completely self-sufficient supply chains. For investors, this marks the beginning of a new, government-subsidized supercycle in the commodities markets. Companies such as the Canadian explorer Antimony Resources, the Australian rare-earth giant Lynas, and the Belgian recycling specialist Umicore stand to benefit from this.
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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 Jens Castner on April 23rd, 2026 | 07:50 CEST
THE PENNY STOCK, THE BAKER, AND THE FLOUR SUPPLIER: HPQ SILICON, IBU-TEC, AND AMG CRITICAL MATERIALS ARE SHAKING UP THE BATTERY MARKET
China's dominance in batteries for electric vehicles is a cause for concern among Western politicians. In their speeches, they regularly promise to reduce dependence on Beijing. Little has happened so far. But the tide is slowly turning—though those in power are playing more of a supporting role. The key players work for publicly traded companies like HPQ Silicon, IBU-tec, and AMG Critical Materials. We take a look at how this trio plans to make Europe's battery industry competitive.
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Commented by André Will-Laudien on November 8th, 2023 | 08:00 CET
Ukraine, Middle East, BRICS - Is climate policy over? Nel ASA, Klimat X, SFC Energy and Plug Power with 100% chances!
The turnaround was sudden and very sharp. A few days ago, the DAX, NASDAQ and hydrogen stocks were in free fall, but the tide turned at the beginning of November. The DAX 40 jumped 600 points because the central banks on both sides of the Atlantic finally ceased tightening, and the first interest rate cuts are now expected in 2024. The hydrogen protagonists suffered losses of up to 70% in just 6 months - but Nel & Co have already made up a third of those losses. What is next for Greentech stocks?
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Commented by Juliane Zielonka on October 10th, 2023 | 08:05 CEST
Klimat X, Siemens Energy, Rheinmetall: Environmental protection and defense - Who is ahead with the best returns?
McKinsey estimates that demand for carbon credits could increase fifteenfold by 2030 and even a hundredfold by 2050. The market could be worth more than USD 50 billion by 2030. The Company Klimat X trades in these credits and generates them through active environmental protection. It provides sustainable investment opportunities, and interested investors can learn more about how it works in this article. Meanwhile, current world events are dominated by the terrorist attack in Israel, benefiting defense companies like Rheinmetall. On the other hand, the wind energy sector is down. Siemens Energy has devised a drastic plan to regain profitability.
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Commented by Stefan Feulner on September 25th, 2023 | 07:10 CEST
ThyssenKrupp Nucera, Klimat X, Ballard Power - Gigantic potential
There is no question that hydrogen is a key element in climate neutrality. Politicians are, therefore, backing the invisible, odorless gas with billions in subsidies. However, after a stock market boom at the beginning of the decade, the prices of hydrogen shares have been falling sharply for months. There is no question that the long-term potential is enormous. The forecasts for trading in CO2 certificates are similarly high. Experts expect the market to multiply by a factor of 10 by 2030.
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Commented by Fabian Lorenz on September 20th, 2023 | 07:45 CEST
Stocks for climate change: Nel ASA, Nordex, Klimat X Developments
While climate activists face criticism for their actions at the Brandenburg Gate, the fight against climate change is gaining momentum with stock market investors. For the courageous, there are always exciting opportunities to enter the market. But there are also problem children. Nel ASA has caused little joy among shareholders in recent months. Can the hydrogen pureplay now herald a turnaround? Nordex is also currently working on a turnaround. With success? Those who entered and exited both stocks early enough could reap significant profits. Such an opportunity could still be ahead for newcomer Klimat X Developments. The specialist in CO2 certificates expects the market to increase tenfold within a few years. So, is it time to invest now?
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Commented by Nico Popp on August 17th, 2023 | 07:20 CEST
Return on investment thanks to recycling: NEL, RegenX Tech, BASF
Many people view recycling with skepticism and are reminded of regulations for waste separation, even though a significant portion of carefully sorted recyclables ultimately end up in incineration plants. On a large scale, however, recycling is a beacon of hope. For Germany, in particular, a functioning circular economy could bring many advantages - after all, energy requirements and dependence on foreign countries are high. Recycling is also about the future of the industry.
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Commented by André Will-Laudien on August 9th, 2023 | 09:10 CEST
Clean energy clearly in buy mode! Plug Power, Siemens Energy, Regenx Tech, Nordex - Clean returns instead of summer blues!
The energy turnaround will be challenging, as is now well-known in Berlin. Those who wish to completely abandon fossil energy supply must make significant investments in the future. Alternative technologies for energy generation are already on the horizon, but the implementation up to the grid connection is complicated and requires resources. Unfortunately, the anticipated reduction in CO2 savings will only materialize after more than 15 years of operation, so the expected positive environmental scenario is also a long way off. It is also evident that high-quality and rare raw materials must be transferred to a circular economy, as their availability is limited. Where are the opportunities for investors in the long process of energy rebalancing?
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