renewableenergies
Commented by Armin Schulz on September 30th, 2025 | 07:20 CEST
Electric vehicles, batteries, wind power: How Volkswagen, Graphano Energy, and Nordex are winning at the energy transition poker game
The energy and mobility transformation is accelerating rapidly. Driven by regulatory requirements and technological leaps, a billion-dollar market is emerging that is breaking down traditional industry boundaries. The key lies in the symbiosis of clean energy, powerful storage, and electric transportation. In this ecosystem of the future, three specialized players are reshaping the value chain. Volkswagen is a giant in the automotive industry, Graphano Energy is an explorer of critical battery raw materials, and Nordex is a pioneer in wind power. Which companies will be the winners of this upheaval?
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Commented by Armin Schulz on September 26th, 2025 | 07:10 CEST
Is the turbo kicking in? A look at the strategies of Plug Power, Pure Hydrogen and Ballard Power
The race for the future of industrial energy is entering its decisive phase. While global energy demand continues to grow unabated, high CO₂ prices and strict climate regulations are driving explosive demand for clean solutions. Green hydrogen, in particular, promises to revolutionize energy-intensive sectors such as steel and logistics, opening up a market worth billions. Pioneers with concrete technologies and projects stand to benefit the most from this boom. This dynamic makes companies like Plug Power, Pure Hydrogen, and Ballard Power key players who are now in the spotlight.
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Commented by Fabian Lorenz on September 19th, 2025 | 07:00 CEST
Buy Nordex shares? RENK is betting on vehicle manufacturing! Is Graphano Energy too cheap?
No battery works without graphite. At the same time, the raw material is scarce and geopolitically sensitive. This benefits Graphano Energy. Is the stock undervalued? The Company is facing important months ahead. RENK shares are not cheap. But the supercycle in the defense industry is expected to generate strong profits over the coming decade. To handle the anticipated flood of orders, RENK is relying on production standards from the automotive industry. And what about Nordex? Investors are concerned about political headwinds. But analysts are offering reassurance and recommend buying the stock.
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Commented by Carsten Mainitz on September 18th, 2025 | 07:00 CEST
Almonty Industries, thyssenkrupp, Nordex – Perfect news!
Rare earths and critical raw materials play a vital role across many sectors of the economy. They are essential for electric motors, permanent magnets, and battery technologies and are of great importance in the defense industry. China controls the majority of global reserves and is restricting exports. Western countries have long been making great efforts to secure deposits outside China, with particular pressure coming from the US. A recently published report by Bloomberg has raised eyebrows.
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Commented by Fabian Lorenz on September 17th, 2025 | 07:25 CEST
CAUTION with Nordex and thyssenkrupp! ENTRY OPPORTUNITY with Power Metallic Mines!
Commodity stocks remain promising. They are the backbone of technological progress—especially in an AI-driven world. And precious metals are considered a safe haven. Power Metallic Mines benefits from both trends with its world-class multi-metal project. After months of consolidation, new drilling results could boost the share price, as was the case last year. Caution is advised with Nordex, however. Although this year's surprise stock is impressive with its strong operating business and high order backlog, headwinds from political risks are increasing. Trump in the US and Merz in Germany are weighing on sentiment in key markets. But analysts still recommend buying? At thyssenkrupp, the expected IPO of the naval division TKMS is drawing closer. Full order books support the story, but with Rheinmetall entering the shipbuilding business, competitive pressure is growing significantly.
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Commented by Nico Popp on September 10th, 2025 | 07:10 CEST
Hydrogen – New paths through the funding jungle: ITM Power, NEL, First Hydrogen
Europe has ambitious goals for the hydrogen economy, but its implementation is often hampered by complex regulations and bureaucratic funding processes. "We have ambitious goals in Europe, but implementation is stalling because we are getting lost in the details of the rules. Instead of triggering investment, we are creating complexity," criticizes Jorgo Chatzimarkakis from the Hydrogen Europe association in an interview with Telepolis. Many projects are still on hold due to unclear approvals or subsidy details. While large energy corporations can navigate the bureaucratic jungle, agile specialists are looking for niche opportunities. We shed light on the business models of NEL, ITM Power, and First Hydrogen.
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Commented by Armin Schulz on September 9th, 2025 | 07:25 CEST
From ore to energy: How BYD, Power Metallic Mines, and Siemens Energy are benefiting from the energy transition
The global energy transition is not only sparking hope but also a race for scarce raw materials. Nickel, cobalt, copper, lithium, and rare earths are becoming the backbone of batteries and wind turbines, while geopolitical tensions over supply chains are driving up prices. Those who position themselves in time could benefit from the redistribution of global power. This is particularly exciting for companies that either secure access to these resources, develop technologies for their use, or play a decisive role in the value chain, such as BYD, Power Metallic Mines, and Siemens Energy.
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Commented by Stefan Feulner on September 9th, 2025 | 07:05 CEST
Enphase, dynaCERT, Siemens Energy – Renewable energy on the verge of a turnaround
Despite some massive price losses, renewable energy remains a key topic for the future. The global expansion of wind, solar, and hydrogen infrastructure continues to gain momentum, being driven forward by geopolitical crises, climate targets, and billion-dollar subsidy programs. While many investors have exited the market in recent months, falling interest rates, rising energy prices, and political tailwinds could now pave the way for a rebound. Those who think countercyclically should take a closer look now.
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Commented by Armin Schulz on September 4th, 2025 | 07:20 CEST
BYD under fire: How First Hydrogen, SMR Technology, and Nel ASA aim to disrupt the Hydrogen Market
The mobility of the future will be shaped by more than just one technology. While electric batteries dominate in passenger vehicles, hydrogen offers enormous potential in heavy-duty transport, light commercial vehicles, and industrial applications. Its breakthrough depends on affordable, green production. Innovative small modular reactors (SMRs) could be the game changer here, radically reducing costs and guaranteeing long-term production. In this context, we take a closer look at BYD, the industry leader in electric mobility. First Hydrogen has already tested hydrogen-powered vehicles on the road and is now increasingly focusing on SMR development. Last but not least, we analyze hydrogen veteran Plug Power.
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Commented by Fabian Lorenz on September 1st, 2025 | 07:30 CEST
ALERT at Nel ASA! BUYING OPPORTUNITIES in BYD and Walmart partner MiMedia stock?
Is everything getting worse at Nel ASA? The silence from the usually communicative hydrogen specialist is indeed alarming. The partnership with Samsung has long since fizzled out, and after weak order intake in Q2, there is no improvement in sight. In contrast, Walmart partner MiMedia now offers an attractive entry opportunity following a decline in its share price. The latest operational reports from the cloud company are certainly promising. And BYD? The Chinese electric vehicle giant continues to grow dynamically despite fierce price competition – and is gaining momentum in Europe. However, the stock market did not seem convinced on Friday.
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