renewableenergies
Commented by Juliane Zielonka on July 25th, 2024 | 07:45 CEST
Plug Power, Carbon Done Right, BASF: Raising capital, climate protection projects, and cost optimization for returns
The energy sector is undergoing radical change, with far-reaching consequences for companies across various sectors. The hydrogen specialist Plug Power is struggling with financial bottlenecks despite state subsidies and has to carry out a capital increase on unfavourable terms. The sustainability company Carbon Done Right reports initial successes with its reforestation project in Sierra Leone. The Canadians are thus further establishing themselves in the growing market for CO₂ certificates. The chemical and agricultural company BASF is responding to the changing conditions in Germany by closing plants. The energy transition requires not only technological innovations but also new business models and flexible adaptation strategies. Which of the three companies will win the race this time?
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Commented by André Will-Laudien on July 24th, 2024 | 07:00 CEST
Averting power outages, starting the battery revolution! BASF, Altech Advanced Materials, BYD, and VW
Varta is undergoing a complete restructuring and reorganization, likely leaving legacy shareholders empty-handed. The back and forth since 2023 has given the German SME sector an increasingly unsettling look. The environment is challenging, and only the strongest will survive the looming storm. Traces of Habeck's poor planning can also be seen in the energy transition. Instead of fully utilizing renewable energies, six new gas-fired power plants are now being planned, which will, of course, be powered by hydrogen. This draws investors' attention back to battery storage systems, as they are needed to successfully store surplus energy. Where do the opportunities lie for resourceful investors?
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Commented by Stefan Feulner on July 23rd, 2024 | 07:00 CEST
Bloom Energy, First Hydrogen, Nel ASA - Best conditions for a rebound
Germany is not the only country working to develop a sustainable hydrogen market. Economics Minister Robert Habeck recently announced funding for projects totalling EUR 4.6 billion to make the economy climate-neutral. Green hydrogen is set to be a key energy source in the future. The German government projects a hydrogen demand of 95 to 130 TWh annually by 2030 to support industrial decarbonization. This development is not currently reflected in listed companies, which may open up new investment opportunities in the long term.
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Commented by Armin Schulz on July 23rd, 2024 | 06:45 CEST
Plug Power, Saturn Oil + Gas, RWE - Which energy belongs in the portfolio?
The debate about the ideal energy source for the future focuses on hydrogen, oil, and renewable energies. Despite its controversial reputation, oil remains a significant energy source due to its high energy density and well-established infrastructure. Technological advances are also reducing the negative environmental impact. However, renewable energies and hydrogen also offer significant advantages, such as sustainability and low emissions. However, there is a lack of infrastructure to fully exploit the advantages of these technologies. We examine one candidate from each sector and where they stand today.
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Commented by André Will-Laudien on July 19th, 2024 | 07:15 CEST
Top energy transition shares: 100% returns through CO2 reduction! Nel ASA, Plug Power, Carbon Done Right, and dynaCERT
Heat records, floods, and energy shortages! This summer, all climate change issues are on the table. Since the nuclear power plants were shut down, Germany has lacked a reliable base load power supply. Pronounced grid weaknesses are increasing, with no improvement in sight. Economics Minister Habeck wants to build gas-fired power plants as quickly as possible, which can later be operated with hydrogen. Nice idea! Meanwhile, Berlin's economic experts are buying French nuclear power to fill existing gaps. Nobody can scientifically prove the difference in climate technology between here and there, but German consumers are happy to pay for this nonsense through their electricity bills. This is how EU energy policy works. Since expenses are continuously rising, we focus on increasing revenue streams. Here are some ideas for your energy portfolio.
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Commented by André Will-Laudien on July 17th, 2024 | 09:00 CEST
Elon Musk finances Donald Trump - Now a strategic move with Rheinmetall, Aixtron, Almonty Industries, and Varta
An assassination attempt with consequences. Tech billionaire Elon Musk has expressed his deepest solidarity with presidential candidate Trump following the assassination attempt. The Tesla CEO will henceforth financially support the Republican presidential candidate's campaign massively. Musk intends to provide around USD 45 million per month, as reported by the Wall Street Journal. The latest election polls now put the Republican clearly ahead of Biden. This could lead to a strongly US-oriented policy in the spirit of "America First". Above all, Trump aims to halt immigration, invest in the ailing infrastructure, massively arm the national security, and revitalize "Old America". Everything suggests that the blockbuster sectors of high-tech and armaments will continue thriving for now. The focus is clearly on strategic raw materials due to the efforts to reduce foreign dependencies. Where are the opportunities for shareholders?
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Commented by Armin Schulz on July 17th, 2024 | 07:45 CEST
Nel ASA, dynaCERT, Plug Power - Hydrogen: Multiplier or downfall?
Hydrogen technology could not only revolutionize the future of energy but also offer significant opportunities for investors. Hydrogen stocks are currently in the spotlight and promise potentially high returns. Companies specializing in the production, storage, and distribution of hydrogen could be among the big winners of the energy transition. Many of these companies are still in the early stages of development, which means high growth opportunities but also entails corresponding risks. The question is: Can you get multipliers in your portfolio with hydrogen companies, or is there a risk of total loss? We look at three companies aiming to make money with hydrogen.
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Commented by Fabian Lorenz on July 17th, 2024 | 07:30 CEST
Siemens Energy share down 50%? Now time to buy Rheinmetall, Bayer, and Saturn Oil + Gas?
Can the Siemens Energy share halve in value? At least, that is what the analysts at Bernstein think, who have set a price target of EUR 15. After a strong rally, the focus is now back on the Company's problem areas, such as India. Rheinmetall, on the other hand, is recommended as a "Buy". Can the armaments group thus end its sideways movement? In an initial study, analysts see around 50% upside potential for Saturn Oil & Gas. The oil company intends to significantly increase its free cash flow in the coming years but is considered undervalued compared to its peers. Some analysts see even more potential. Analysts are cautious about Bayer shares. In addition to the well-known legal disputes, operational issues are also a burden.
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Commented by Stefan Feulner on July 15th, 2024 | 07:40 CEST
BYD, Altech Advanced Materials, Volkswagen - Anti-cyclical share price gains
In recent weeks, vehicle manufacturers have been bombarded with negative news. In addition to the introduction of punitive tariffs by the European Union on the Chinese electric vehicle industry, the German flagship Volkswagen came around the corner with a sharp profit warning. However, those expecting severe share price losses were caught off guard. This is a strong sign of an end to the correction and a possible trend reversal.
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Commented by Juliane Zielonka on July 12th, 2024 | 06:30 CEST
First Hydrogen, Delivery Hero, Porsche - New markets, new challenges, and optimistic analysts
The markets are on the move. Delivery Hero is charging its B2B customers in South Korea to pay more to cushion a potential fine of three million euros. While food is delivered by bicycle in urban areas, there are numerous delivery services that deliver goods to their customers by van. Whether Amazon, Hermes, or DHL, innovations are urgently needed here, as purely electric vehicles can usually only handle short distances. First Hydrogen could be the answer. The Company is developing emission-free vehicles for logistics that can cover 630 km on a single fuel tank. First Hydrogen is thus positioning itself as an innovative player in the still-young hydrogen market. Porsche, on the other hand, is struggling with declining sales figures, particularly in China. However, analysts remain optimistic, thanks to a positive margin trend and another decisive factor.
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