renewableenergies
Commented by Nico Popp on September 13th, 2022 | 10:15 CEST
Back to basics: JinkoSolar, Alpha Copper, Varta
Without energy, everything is nothing. Every craft business, for example, in metal processing, depends on energy. The need in industry is much greater. But how can investors profit from the energy turnaround? Are the obvious stocks really the best choice? Or is it more promising to think very fundamentally? Here is an analysis between groundbreaking opportunities and solid basic investments.
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Commented by Nico Popp on September 12th, 2022 | 14:46 CEST
Forget lithium! Now comes vanadium! Nordex, Manuka Resources, ThyssenKrupp
Since February 24 at the latest, a new era has also begun in Germany. While before that, it was still possible to avoid the energy turnaround somewhat, the war has changed everything. Fossil fuels are no longer just considered dirty, but also expensive. The energy turnaround that has been triggered is also shaking up the stock market. We present companies that could surprise positively and clarify how investors should best invest.
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Commented by Carsten Mainitz on September 8th, 2022 | 14:10 CEST
Barrick Gold, Barsele Minerals, Nordex - This will now be important
The strong US dollar, rising US yields and increasing fears of further major interest rate hikes are weighing on the precious metals markets. In this context, the precious yellow metal is facing an important test. Thus, the USD 1,680.59 per troy ounce gold mark is a prominent support level. If the low for the year is broken, there is a threat of a further drop to the region around USD 1,620 per ounce. In the long term, this level should serve as an entry level because containment of inflation through further interest rate steps can hardly be assumed in the current situation. This results in timely anticyclical entry opportunities in selected producers and exploration companies.
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Commented by Nico Popp on September 8th, 2022 | 13:22 CEST
1.5 trillion Dollar crisis or special boom? K+S, Globex Mining, JinkoSolar
Jochen Stanzl of trading house CMC Markets warned at the beginning of the week of a "Lehman Moment" in the energy sector. In Wednesday's Handelsblatt, this scenario was explained in detail. According to the Norwegian energy company Equinor, the total volume of all margins on the European electricity and gas market amounts to USD 1.5 trillion. Margins are security deposits in futures transactions. In this article, we outline the explosive power this offers, which supposedly safe sectors could suffer and where the blissful islands are.
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Commented by Juliane Zielonka on September 8th, 2022 | 12:16 CEST
First Hydrogen, Plug Power, Siemens Energy - Hydrogen wins ahead of wind power
The energy market continues to run hot these days. While gas prices have risen by 436% for new customers, suppliers of renewable energies, in particular, have made good profits on the European power exchanges. Now the EU Commission wants to put a stop to this and redistribute windfall profits. Reason enough for investors to look for new investments outside the EU. One candidate in the race for emission-free drive technology is First Hydrogen. The Company is putting environmentally friendly vans on the roads of Canada, North America and the EU. Also betting on hydrogen is major logistics company Amazon through a collaboration with Plug Power. And Siemens Energy is raising capital to revive its struggling wind energy subsidiary Gamesa.
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Commented by Carsten Mainitz on September 7th, 2022 | 11:45 CEST
FuelCell Energy, dynaCERT, Linde - Tenbagger opportunities in the hydrogen sector
The goal of gaining independence from Russian oil and gas is pushing politicians to find forward-looking alternative solutions. An agreement between Canada and Germany was reached at the end of August, representing a quantum leap for the hydrogen sector. Hydrogen is seen as a key element in the transport sector for achieving climate targets. At the moment, many companies are still in correction mode. As a result, there are attractive opportunities for disproportionate share price gains in the long term.
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Commented by André Will-Laudien on August 15th, 2022 | 13:32 CEST
GreenTech shares: BYD, Alpha Copper, Nordex, JinkoSolar - Top stocks for the climate fight!
According to a study by the International Copper Study Group (ICSG) from 2020, Chile, Peru, China and the US were the largest copper producers in the world. Other significant deposits can be found in Australia, Indonesia, Russia, Canada, Zambia, Poland, Kazakhstan and Mexico. In Europe, the largest copper deposits are concentrated in Russia and Poland. When it comes to calculating the copper market in the next few years, expert opinions differ widely. According to a study by Wood Mackenzie, primary copper demand will increase by over 30% to around 25 million tons by 2030. And ore is already in more than short supply today. Where are the opportunities for investors?
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Commented by Juliane Zielonka on August 12th, 2022 | 10:10 CEST
Almonty Industries, K+S, E.ON - These companies benefit from the energy transition
The situation on the energy markets remains tense. The German Minister of Economics received a rejection from Qatar. Alternatives are urgently needed, such as solar and wind power. Almonty Industries is well positioned to source materials for these energies. The world's leading supplier of tungsten can become a decisive player in the market for the hunt for raw materials. Rising prices are benefiting the Company in this regard. The changed prices, in turn, play into the hands of fertilizer producer K+S. Higher average prices in both customer segments compensated for increased costs. In Western Europe, prices fell due to demand, which led to increased sales in Eastern and Northern Europe. Energy network operator E.ON warned of "valuation risks for investments" when publishing last year's results in March and surprised with the current results.
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Commented by Fabian Lorenz on August 11th, 2022 | 11:26 CEST
Alarm at Plug Power, problems for Nordex is good for Alpha Copper
It is the summer of renewable energy stocks. Russia's attack on Ukraine, high oil and gas prices, and climate change are just a few arguments why investors are so electrified by the sector. However, there is also a lot of advance praise being handed out. That is the case with Plug Power. When a company makes more losses than sales, alarm bells start ringing. But the Plug Power share is taking this surprisingly well. According to analysts, Nordex continues to suffer from high purchase prices, and an impending copper shortage will not reduce the problems. Alpha Copper should benefit from scarce copper. Drilling programs are giving the share a tailwind.
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Commented by Nico Popp on August 3rd, 2022 | 13:10 CEST
Green wave for your portfolio! Meyer Burger, Erin Ventures, Shell
Renewable energy has now become largely without alternatives. The demands of energy security and climate protection mean we can hardly avoid the sun and the wind. But what opportunities are there for investing? In addition to large corporations, smaller companies are also getting involved in the market. We present three shares that are likely to benefit from the boom in "renewables".
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