renewableenergies
Commented by Stefan Feulner on July 12th, 2022 | 14:12 CEST
Erin Ventures with multiplication potential, BYD on top, Nordex looking for the bottom
The capital markets are going crazy at the moment. Volatilities are rising on the one hand due to uncertainties regarding fears of recession, and on the other hand, due to worries about too large interest rate jumps. The safe-haven gold is losing more and more value every day, and the euro is heading towards parity. Shares in future technologies, the construction of which is expected to be significantly accelerated by Russia's invasion, also continue to be in correction mode. However, opportunities lurk here, especially in the long term, which can significantly outperform the market.
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Commented by Carsten Mainitz on July 6th, 2022 | 12:23 CEST
Aspermont, SAP, E.ON - Market leaders for challenging times on the stock markets
Digitization and the energy transition are two major megatrends that also carry great weight on the capital markets. Market position and scalability of the solutions offered often determine whether a company can stand out or float along with the broad masses. The companies discussed today are among the leading players in their industries and have set the course for growth.
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Commented by Juliane Zielonka on June 30th, 2022 | 11:39 CEST
Almonty Industries, Plug Power, BASF - Energy becomes the most valuable asset
Europe is at a crossroads: The energy supply crisis is hitting Germany particularly hard due to its dependence on Russian gas. Alternatives must be found as quickly as possible. In Belgium, a hydrogen plant is being built to make one of the largest industrial ports more CO2-neutral - Plug Power is the development sponsor. BASF is already feeling the gas loss and is changing its strategy. Investors are fleeing the stock despite an 8% dividend. And electric top dog South Korea is also building on economic independence. A metal for nuclear energy is of particular value here - and so is Almonty Industries.
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Commented by André Will-Laudien on June 27th, 2022 | 11:08 CEST
The solution is here: BASF, Nordex, Barsele Minerals - Energy disaster across Europe
Europe's energy supply cannot be managed from its own resources; many components of the energy mix have been imported for years. However, Germany is one of the leaders in the field of alternative energies. In the first four months of 2022, 174 TWh of electricity was generated here in Germany. The share of renewable energies in electricity generation was a high 52%. With 90 TWh produced, solar, wind & co. are the most important sources. The picture is rather gloomy in the case of fossil primary energy sources, which are important for industry. After the end of hard coal mining in 2019, Germany as an industrial location is 95% dependent on imports of crude oil and natural gas from abroad, 40% of which have so far come from Russia. A disaster from the current perspective. Which shares are worth watching out for now?
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Commented by Stefan Feulner on June 14th, 2022 | 13:35 CEST
The stock markets are on fire! What is next for Nio, First Hydrogen and Nel ASA?
It has been brewing for weeks. The mixture of sharply rising inflation rates, market participants' concerns about further interest rate hikes, and uncertainties surrounding the Ukraine war broke the camel's back and sent global stock markets plummeting through the ranks. The losses cut across all sectors. Along with equities and precious metals, cryptocurrencies are losing disproportionately. Due to the emerging economic concerns, the oil price is also losing ground. The partly exaggerated corrections are already calling bargain hunters on the scene again.
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Commented by Armin Schulz on May 27th, 2022 | 11:35 CEST
Nordex, Saturn Oil + Gas, JinkoSolar - Energy shares with potential
The hunger for energy is increasing worldwide. The Ukraine crisis has further fueled this situation. Germany in particular is under pressure in this respect after the nuclear phase-out. Renewable energies are supposed to solve the problems, but they are not yet ready. A gas embargo would have dire economic consequences for Germany and is currently not possible. Here, too, we can see that the end of fossil fuels is still some way in the future. China and India are reportedly buying cheap oil from Russia at the moment. That is currently not depressing the oil price, as demand is too great. Today we look at a company from each sector: wind power, oil, and solar energy.
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Commented by Stefan Feulner on April 28th, 2022 | 10:58 CEST
Plug Power, Altech Advanced Materials, Nel ASA - Ambitious valuations
There is everything to be said for the transformation from fossil fuels to renewable energy. Now that the Western world has broken away from the Russian aggressor, the expansion of "freedom energies" is to proceed even faster. Baerbock, Habeck and Co. have already announced the withdrawal from dependence on the Eastern European neighbor. It should now be exciting to see how implementation works in the near future. The listed companies in the respective sectors, such as fuel cells, hydrogen and photovoltaics, have already built up horrendous valuations despite a correction that has been ongoing for months. Thus, caution is advised for some shares against a further slide.
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Commented by Stefan Feulner on April 19th, 2022 | 11:43 CEST
Volkswagen, Phoenix Copper, Nordex - Act quickly
The German cabinet wants to minimize dependency on Russian oil and gas and, at the beginning of April, passed the so-called Easter Package at the suggestion of Vice-Chancellor and Federal Economics and Climate Protection Minister Robert Habeck. It has been the largest amendment to energy policy legislation in decades. The Easter package comprehensively amends various energy laws in order to accelerate and consistently drive forward the expansion of renewable energies. To put this amendment into practice, the demand for raw materials, which are already in short supply, will drastically increase, positively affecting producers.
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Commented by Stefan Feulner on April 12th, 2022 | 18:37 CEST
Plug Power, Phoenix Copper, JinkoSolar - Shares for freedom
The conflict between Russia and Ukraine, which has been simmering for weeks, dominates world events. Above all, the implementation of the energy turnaround is at the top of the agenda. Due to the declared sanctions, politics and the economy are facing a stress test on becoming more independent from Russian gas and coal in the future. Longer coal and nuclear lifetimes are on the cards. The traffic light politicians agree that the real path to energy independence is to phase out fossil fuels in the long term. However, scarce raw materials such as copper make this an expensive undertaking.
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Commented by Armin Schulz on March 11th, 2022 | 11:19 CET
Rheinmetall, Triumph Gold, Siemens Energy - Safe havens despite the crisis?
The Ukraine crisis finally broke the camel's back. Previously, neither the announcement of interest rate hikes nor galloping inflation could move the stock markets to a proper correction. With the beginning of the Russia attack on Ukraine, the indices have lost significant value. Mutual economic embargoes weaken each other, and in the end, the consumer will pay the bill. But as in every crisis, there are winners. Weapons manufacturers are suddenly booming, the price of gold has soared, and renewable energies are being given extra support to ensure independence from Russian energy imports. Today, we look at one company from each of the three sectors.
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