renewableenergies
Commented by André Will-Laudien on February 27th, 2023 | 14:56 CET
A 100% rocket launched - Who builds the best battery? Tesla, First Phosphate, BASF and Varta
The Tesla investor day is getting closer. On March 01, the eccentric visionary Elon Musk will again address his disciples, this time from the new Gigafactory in Austin/Texas. Analysts went into the presentation of the annual figures with cautious expectations because many negative rumors were surrounding Elon Musk's electronics company: Fewer sales? Cars on stockpile? It came as no one had expected. Elon Musk delivered and, at the same time, taunted all the shorties who wanted to push his stock below USD 100 before the end of the year. It was a big mistake because the Texans even exceeded the analysts' estimates, and then there was no stopping them. Up 100% in only 6 weeks, and Cathie Wood can celebrate success with her ARK funds again. But Tesla is not alone among the 100% movers.
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Commented by Nico Popp on February 27th, 2023 | 14:50 CET
Mercedes-Benz, Almonty Industries, Rheinmetall - New battery trend from Korea
Major companies like Mercedes-Benz are fully committed to electric mobility. This can be seen in the numerous initiatives to open factories worldwide. Whether in Hungary, Thailand or Germany, Mercedes is planning a dense network of battery factories. But where are the raw materials coming from? And which batteries will prevail in the future? We provide an overview and highlight a new battery trend from South Korea.
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Commented by Fabian Lorenz on February 23rd, 2023 | 15:17 CET
Nordex, American Lithium, Globex Mining, Nel - New stock favourites?
The energy transition is fuelling the raw materials boom. Solar and wind energy, hydrogen and electromobility - raw materials such as nickel, rare earths, lithium and cobalt are needed for all future technologies. Companies like Nordex and Nel ASA need the raw materials. The Nordex share has had a challenging year. But analysts see the light at the end of the tunnel. The wind turbine manufacturer is introducing a new product. At Nel, experts advise selling, and the annual figures are due soon from the Scandinavians. In contrast, Globex Mining continues to be traded as an outperformer even after the 50% rally since November 2022. The quality of the resource projects is high, and the share is being revalued. American Lithium has also performed strongly since Q4 2022. The uranium subsidiary is expected to provide the next share price jump. However, bad news is coming from China for the lithium sector. This time, Tesla is not instigating the price war.
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Commented by Juliane Zielonka on February 16th, 2023 | 22:03 CET
Alerio Gold, Plug Power, JinkoSolar - Commodity boom for RE turnaround
The commodity market surged in 2022, driven by energy procurement shifts due to conflicts with Russia and China. Also, central banks continue to fight galloping inflation. One beneficiary of the crisis is precious metals, and companies like Alerio Gold specialize in mining them. The experienced team is working on three promising projects in Guyana. Companies like JinkoSolar are shaping the energy transition. Analysts predict a growth boom, especially for the Asia-Pacific region, as this is where most solar companies are conquering markets worldwide with innovative products. To expand its market power, Plug Power has chosen a renowned partner to further advance green hydrogen as an energy source.
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Commented by Stefan Feulner on February 15th, 2023 | 11:07 CET
Shell, Saturn Oil + Gas, BP - Records upon records
According to the will of German politics, the future's energy mix should consist of 100% renewable energy sources. Coal, oil and natural gas are to be abandoned due to the high CO2 emissions. In addition, the shutdown of the remaining 3 nuclear reactors has already been decided. The fact that this wishful thinking can hardly be put into practice in the coming decades is shown by the strategic shift of the oil multinationals, which, due to the high demand for oil and gas, significantly lowered the originally planned reduction in oil production.
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Commented by Armin Schulz on February 13th, 2023 | 20:04 CET
Nel ASA, dynaCERT, Plug Power - Hydrogen as the problem solver in the energy transition
Hydrogen is essential to the energy transition because it can solve many of today's problems. One of these problems is that wind and solar energy are difficult to plan. Since they produce irregularly, the surplus on sunny days or windy days must be stored. This is how green hydrogen is produced, which can solve the problem of fossil fuels in the field of mobility solutions. Current electric solutions are not yet convincing, especially for freight transport, but this is where most CO2 is produced. With hydrogen, vehicles have more range and, most importantly, shorter charging times. We look at three companies that have built their business using hydrogen.
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Commented by Armin Schulz on February 10th, 2023 | 12:40 CET
Defense Metals, Rheinmetall, Encavis - New technologies cannot do without this critical raw material
What do metal alloys, magnets, phosphors, ceramics, glass, catalysts and chemical processes need to function well? Rare earths - a critical raw material that is primarily processed in China. Without this raw material, there are no smartphones, computers, wind turbines or electric vehicles. There have been tensions between China and the United States for some time. If these tensions escalate and China stops its rare earth supplies, the Western world will have a problem. As demand for rare earths continues to rise, it is important to ensure sufficient supplies to meet the growing demands of the technology industry.
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Commented by Fabian Lorenz on February 3rd, 2023 | 09:58 CET
Hydrogen shares: New favourites First Hydrogen and PNE instead of Plug Power and ITM Power?
Hydrogen stocks have electrified investors' imaginations for years. But 2022 pure plays like Plug Power, Nel and ITM Power have disappointed. Not just in terms of share price performance but operationally as well. In contrast, newcomer First Hydrogen was one of the high flyers. The share price shot up by more than 100%, and the hydrogen commercial vehicles passed the tests. The Canadians want to continue to step on the gas in the current year. The share should benefit from this again; at CAD 200 million, it does not appear expensive. Now the German PNE is also entering the billion-dollar market. Following the end of takeover speculation, new impetus from green hydrogen is welcome. ITM Power sends a sign of life with an order from Linde.
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Commented by Juliane Zielonka on February 2nd, 2023 | 08:00 CET
Copper on the rise: Kodiak Copper, BASF and JinkoSolar benefit
Global copper demand is estimated to double by 2035, requiring new mines, mine expansions and technological improvements at existing mines to boost production. One beneficiary of this boom is Kodiak Copper. Assay results from the recently completed drilling in late 2022 have increased the known mineralized envelope at both the Gate & Prime Zone discoveries at its British Columbia project. At the 6th International Investment Forum on February 15, CEO Claudia Tornquist will share more about this with interested investors. BASF is also taking steps to bridge the looming copper shortages due to high demand. A new cooperation is expected to accelerate copper mining. JinkoSolar, on the other hand, as a user of the highly sought-after metal, has struck another new deal. Hedge fund managers are excited.
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Commented by Fabian Lorenz on January 26th, 2023 | 20:11 CET
Big surprise for Tesla hunter BYD and JinkoSolar: when will dynaCERT share takeoff?
Now, this would be a real surprise: Will Tesla hunter BYD soon not only sell its e-cars in Germany but also produce them? According to media reports, the Chinese carmaker is talking to Ford about buying the plant in Saarlouis. Another Chinese group is also continuing to go full throttle: JinkoSolar. The solar group reports strong figures, the start of construction of a reference project and analysts increase the price target for the share. Investors are also waiting for a big bang from dynaCERT. The cleantech company wants to enter into trading with emission certificates. In addition, sales figures are increasing in the core business.
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