renewableenergies
Commented by André Will-Laudien on January 5th, 2024 | 08:30 CET
Berlin abolishes the eco-bonus, so what now for e-mobility? Plug Power, Prospera Energy, VW and Porsche in focus
Investors who bet on green energy in 2023 took a big hit. Contrary to many forecasts for the future, the wind and hydrogen sector has yet to show any sustained positive development. Government budgets are simply insufficient to promote these still unprofitable forms of energy. Private investors want to see returns on their investments. State-of-the-art combustion technologies will likely remain available for years because they are efficient and work in all weather conditions. Those who experienced their electric vehicle running out of power on December 1, 2023, at minus 10 degrees with 1 meter of fresh snow can attest to the challenges. We look at titles that carry the essence of fossil energy approaches in their soul.
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Commented by Juliane Zielonka on January 4th, 2024 | 08:00 CET
Focus on individual stocks: Why Saturn Oil + Gas, Siemens Energy, and JinkoSolar are scoring points in the energy poker game
Global demand for oil and gas is rising steadily, especially in high-growth economies. Saturn Oil & Gas is a Canadian company that is positioning itself as a promising investment in the energy sector. The Company is currently successfully producing light oil in Saskatchewan and has also completed horizontal drilling in Alberta. It also pursues a conservative accounting policy. Siemens Energy is in the focus of investors after a more than 50% drop in shares between June and November 2023. The damaged wind turbines from the Siemens Gamesa deal require a clear strategy from CEO Christian Bruch. Analysts are divided. While Morgan Stanley is optimistic about the development, Barclays lowers the price target. In an uncertain market environment for renewable energies, a differentiated view of individual values is crucial for investors. China is positioning itself not only as one of the leading industrialized oil and gas countries but also as a pioneer in the renewable energy sector. JinkoSolar, a Chinese company, is benefiting from its financial stability and the rising global demand for solar energy. Find out here which stock scores best.
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Commented by Armin Schulz on January 4th, 2024 | 07:45 CET
Almonty Industries, Volkswagen, Rheinmetall: Which share will take off in 2024?
The new year has barely begun, and investors are looking for the winning stocks for the coming year. Investors should keep an eye on the critical raw material tungsten, which Almonty Industries produces. There is significant dependence on China and Russia in this sector. The areas of application are diverse and range from electric cars, which Volkswagen builds, to medical products, metal alloys, industrial applications, electronic devices and the defense industry, where Rheinmetall operates. In times of increasing conflicts and escalating trade disputes between the US and China, essential resources such as tungsten are increasingly coming to the fore. We look at which of the three shares could take off in 2024.
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Commented by Fabian Lorenz on January 4th, 2024 | 07:30 CET
Price rockets 2024? Bayer, Siemens Energy and dynaCERT
Analysts expect Siemens Energy shares to gain 50% in the new year. But have the problems from 2023 really been dealt with? There are doubters, and their price targets are significantly lower. Bayer has also had a challenging year. The share was one of the weakest DAX stocks in 2023. Will 2024 bring new momentum? At least 2023 ended with an important stage victory. But analysts remain skeptical. There are reasons for a pleasing share price performance in 2024 at dynaCERT. The hydrogen company has three hot irons in the fire and landed numerous orders in 2023. Sales should now pick up, and the share should break out of its sideways trend.
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Commented by Juliane Zielonka on December 29th, 2023 | 07:40 CET
Manuka Resources, Plug Power, Amazon: Precious Metals, Energy, E-Commerce - Which global future trends investors are betting on now
Renewable energy and digital transformation bring companies like Manuka Resources, Plug Power, and Amazon Web Services into focus. While Manuka Resources serves the rising demand for precious metals in the energy transition through mining activities for gold and silver, Plug Power, a pioneer in hydrogen technologies, faces challenges and seeks ways to overcome them. This time, the US government appears to be more of an opponent than an ally for Plug. In North America, Amazon Web Services, as a leader in cloud technology, is advancing Canadian infrastructure with an investment of over USD 17.9 billion. Meanwhile, the AI startup Anthropic, supported by giants like Google and Amazon, is betting on the future of artificial intelligence with ambitious revenue goals by 2024, from which AWS could also benefit. For more detailed insights into these connections, read here.
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Commented by Stefan Feulner on December 29th, 2023 | 07:00 CET
Siemens Energy, Klimat X Developments, Nio - Heavy traffic at the end of the year
The last stock market trading week of 2024 has it all. After briefly catching its breath, Germany's leading index, the DAX, is preparing to break through the 17,000 mark again. Meanwhile, new record highs have already been reported from the US. Both the Dow Jones and the Nasdaq-100 are at their highest levels ever. With the anticipation of interest rate cuts, there is a good chance that the upcoming trading year will bring further increases in stock prices.
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Commented by Juliane Zielonka on December 28th, 2023 | 07:40 CET
From record production to billion-dollar deals: Prospera Energy, Occidental Petroleum and Tesla in the spotlight
The world is undergoing an energy transition, and pioneering projects in Saudi Arabia demonstrate the significant role of renewable energy. Energy companies like Prospera Energy are experiencing record production with over 1,500 BOE/D. Value appreciation and a focus on reserves make Prospera Energy an attractive investment candidate, especially given the rising global demand for oil and gas. Warren Buffett is backing precisely these types of companies, such as Occidental Petroleum (OXY). The planned acquisition of CrownRock for USD 12 billion promises a significant increase in sales for the oil and gas company. Berkshire Hathaway is, therefore, increasing its stake in OXY by 5.2 million shares. While Tesla faces challenges with its electric vehicle (EV) doors, BYD is outperforming in the global BEV market. The Chinese car manufacturer has already overtaken Tesla in terms of market share, recording a 68% increase compared to the previous year. The future of electric mobility could lie in Chinese quality and reliability and, above all, in oil and gas companies. Where is the next profit leap?
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Commented by André Will-Laudien on December 28th, 2023 | 07:00 CET
Fireworks for the 2024 energy transition: Siemens Energy, Almonty Industries, Siemens and Nordex in your New Year's Eve portfolio?
Supporters of GreenTech shares came away empty-handed in terms of performance in 2023. Despite repetitive messaging from Berlin, Brussels, and Washington, alternative energy projects have yet to really take off. There is a lack of private investors willing to finance the less profitable billion-dollar projects. However, after the conclusion of the Climate Conference in Dubai, a new force of anti-fossil fuel world improvers might emerge, initiating the new year with fresh debt-funded projects. Yield hunters should, therefore, briefly bet on the losers from 2023 at the start of the year in order to ride the euphoric New Year wave. Here are a few suggestions.
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Commented by Fabian Lorenz on December 27th, 2023 | 07:30 CET
Christmas Surprises: Nel, CureVac, SMA Solar, Altech Advanced Materials
Far from a peaceful Christmas season, these stocks had some exciting news just before Christmas Eve: While SMA Solar had to fend off a short attack, CureVac lost the first round in the patent dispute with BioNTech over the COVID-19 vaccine. CureVac claims a share of the billions in profits for itself. Will CureVac now walk away empty-handed? In contrast, Altech Advanced Materials can pop the corks before New Year's Eve. The Company has reached another milestone on the road to revolutionizing battery technology. The feasibility study promises millions in profits. Nel can look forward to special earnings as a fine is significantly lower than expected.
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Commented by Juliane Zielonka on December 22nd, 2023 | 07:00 CET
Forward into the Future of Energy: Investing strategically with BASF, Blackrock Silver and JinkoSolar
At BASF, CEO Martin Brudermüller will hand over the chairmanship of the Board of Executive Directors to Markus Kamieth after the Annual General Meeting in April 2024. The Company is facing challenges in the global energy market due to its long dependence on Russian gas. Kamieth has extensive experience in Asian business and navigates diplomacy between the Far East and the West. Those who prefer to invest directly in commodities will find what they are looking for at Blackrock Silver. It is a promising explorer focusing on gold, silver and lithium, making it an attractive option for investors. With successful drilling and an impressive track record in the US state of Nevada, the Company has already achieved success. Pioneers in RE technology can be found in the Chinese market in particular. The abundance of raw materials in the country plays a decisive role here. JinkoSolar, for instance, focuses on intelligent energy storage solutions in China. The recently implemented 42 MWh storage system in Yunnan, China, demonstrates technological innovation, especially in grid expansion and network security. Given China's focus on renewable energies, BASF's focus on Asia and the increasing demand for sought-after raw materials, investors should keep a close eye on these developments - further details in this article.
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