renewableenergies
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 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 Armin Schulz on December 21st, 2023 | 07:20 CET
Nel ASA, dynaCERT, BYD - Greener driving, the new era of transportation technology
Reducing emissions from driving is crucial in the fight against climate change and air pollution. Large diesel engines in trucks, buses and industrial applications contribute significantly to the emission of nitrogen oxides (NOx) and particulate matter. Hydrogen and electric drives are seen as promising solutions for a low-emission future, although each technology has specific advantages and disadvantages. A coexisting application of both systems could enable the optimal reduction of emissions. However, there is still a long way to go. It will take years to build up the necessary infrastructure. There are already technologies available to reduce emissions today. We look at one company from each sector.
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Commented by Fabian Lorenz on December 21st, 2023 | 07:10 CET
New share price horror at Bayer, price explosion at CropEnergies and GoviEx Uranium
CropEnergies shareholders were treated to a real treat yesterday, December 20. The share price rose by almost 70% to EUR 11.50. The parent company, Südzucker, wants to completely take over the biofuel producer. What do analysts say about the deal? Experts remain negative on Bayer. The Leverkusen-based company is one of the weakest DAX shares in 2023 and, according to analysts, could fall further to EUR 25. Are additional fines looming in the US? In contrast, the price of uranium is robust. The Climate Conference in Dubai once again confirmed that many countries worldwide are relying heavily on nuclear energy. The GoviEx Uranium share should benefit from this trend in the coming year. The capital requirement has been covered, and the share has a 30% upside potential in the initial phase.
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Commented by André Will-Laudien on December 20th, 2023 | 07:00 CET
COP28 a toothless tiger? Nel ASA, Klimat X, Nvidia, and Plug Power in the climate change check!
Another earth-shattering climate conference is behind us. The outcome was as sobering as it was predictable. Around 200 countries were able to agree on measures to reduce fossil fuels, but the Gulf states insisted on their right to continue the business model of oil and gas production that has been successful for decades. This makes it clear that the availability of fossil fuels will continue on a large scale because the BRICS states, such as Russia, China, India and Brazil, will continue to exploit their fossil resources unabated. Incidentally, international conflicts only work with fuels and not with battery-powered drives. So, if you consider the wars in Ukraine and the Middle East with their accompanying environmental destruction, there is no need to invent bans on European diesel vehicles. However, there are a few glimmers of hope for a greener future...
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Commented by Stefan Feulner on December 19th, 2023 | 07:30 CET
Boom market for renewable energies - thyssenkrupp nucera, Globex Mining, Energiekontor
One week before Christmas, presents are still being handed out on the stock market. Several companies from the renewable energies sector, which has suffered in this stock market year, reported strong quarterly figures and positive outlooks. Due to the significantly lower prices, hydrogen, wind, and solar power offer attractive entry opportunities for the coming year. One thing is sure: in Germany in particular, politicians will do everything they can to ensure that alternative energy sources become a long-term success.
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Commented by André Will-Laudien on December 19th, 2023 | 07:20 CET
GreenTech in turnaround in 2024? Siemens Energy, Altech Advanced Materials, Nordex and Varta in focus
The investment year 2023 was not a highlight for owners of GreenTech shares. All stocks that were supposed to benefit from the government's fabulous climate change targets were crushed. Hydrogen stocks lost 75% on average, and the wind and solar sectors fell by at least 50%. A look ahead to 2024 now raises questions, as the Berlin traffic light coalition abruptly halted support for heating and e-mobility due to the Karlsruhe ruling. This will now be a litmus test for GreenTech producers, as they must assert themselves on the market without subsidies. It is a bold experiment if the state no longer offers incentives. We take a closer look.
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Commented by Fabian Lorenz on December 19th, 2023 | 07:10 CET
Star investor Buffett bets on oil: BYD, Plug Power, Shell, Prospera Energy
While the world was watching the Dubai Climate Conference, Warren Buffett invested in oil. The star investor increased his stake in Occidental Petroleum to 27% via Berkshire Hathaway. There is also the possibility of increasing the stake in the US oil company to 33%. The move came after Occidental shares had lost 20% in just a few weeks. This anti-cyclical move is typical of Buffett and shows that oil stocks like Shell are exciting. A similar turnaround story to Occidental is Prospera Energy. Things are expected to get interesting for the Canadian oil producer next year. This is likely also the case for BYD and Plug Power. Chinese companies want to attack the Japanese market, among other things. Like so many hydrogen companies, Plug Power has to address the question of the profitability of its business model.
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Commented by André Will-Laudien on December 18th, 2023 | 07:15 CET
COP28 - Acting on climate change in 2024! Nel ASA, Manuka Resources, BYD and VW - more than 200% is possible
Despite all reservations, the science is unanimous! Failing to limit global warming will pose significant risks to humanity in the next two decades. At the end of the World Climate Conference in Dubai, the revised resolution text was adopted without objection by almost 200 countries. COP28 President Sultan Ahmed Al Jaber described the outcome as "historic" and a "foundation for transformative change". The agreement calls for a global transition away from fossil fuels. It is thus the first resolution of a UN climate conference that concerns the future of all energies - including oil, natural gas, and coal. Criticism and rejection came from the Gulf States, as they intend to continue their "Affordable Oil & Gas from the desert sand" business model. How do typical GreenTech shares react to the latest climate policy?
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