renewableenergies
Commented by Stefan Feulner on September 25th, 2023 | 07:10 CEST
ThyssenKrupp Nucera, Klimat X, Ballard Power - Gigantic potential
There is no question that hydrogen is a key element in climate neutrality. Politicians are, therefore, backing the invisible, odorless gas with billions in subsidies. However, after a stock market boom at the beginning of the decade, the prices of hydrogen shares have been falling sharply for months. There is no question that the long-term potential is enormous. The forecasts for trading in CO2 certificates are similarly high. Experts expect the market to multiply by a factor of 10 by 2030.
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Commented by Nico Popp on September 20th, 2023 | 08:10 CEST
Investing in Value Chains - The End for an Institution: AMS Osram, Volkswagen, Almonty
For years, the Transparent Factory in Dresden was a symbol of confidence at the end of the 1990s: Volkswagen wanted to catch up with the premium class in the modern car factory and had the Phaeton luxury sedan rolling off the production line there until 2016. After several years, during which the ID.3 electric car was manufactured there, the site is on the brink of closure - at least as a production facility. The property in the Elbe metropolis is too chic for VW not to find another use for it. The automotive industry is also undergoing change elsewhere. We outline three current cases and highlight possible investment opportunities.
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Commented by Fabian Lorenz on September 20th, 2023 | 07:45 CEST
Stocks for climate change: Nel ASA, Nordex, Klimat X Developments
While climate activists face criticism for their actions at the Brandenburg Gate, the fight against climate change is gaining momentum with stock market investors. For the courageous, there are always exciting opportunities to enter the market. But there are also problem children. Nel ASA has caused little joy among shareholders in recent months. Can the hydrogen pureplay now herald a turnaround? Nordex is also currently working on a turnaround. With success? Those who entered and exited both stocks early enough could reap significant profits. Such an opportunity could still be ahead for newcomer Klimat X Developments. The specialist in CO2 certificates expects the market to increase tenfold within a few years. So, is it time to invest now?
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Commented by André Will-Laudien on September 19th, 2023 | 08:05 CEST
Hydrogen on sale! Here is the alternative: BYD, Altech Advanced Materials, BASF, Volkswagen
While the IAA Mobility ended with satisfied faces, it did not bring good vibes to local automotive stocks. More than 500,000 visitors attended to be convinced of innovations for a climate-friendly future. Half of the 750 exhibitors came from abroad, and 109 nations were represented. However, those who went with the expectation of finding major breakthroughs were disappointed. The familiar lithium-ion battery still dominates with over 95% usage. Industrially viable alternatives, however, are already in the development stage. Those who think ahead are opting for modern battery concepts.
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Commented by Armin Schulz on September 13th, 2023 | 09:20 CEST
Mercedes-Benz, Manuka Resources, Nordex - How vanadium is advancing the energy transition
Vanadium, a chemical element, plays a vital role in numerous industries, with particularly high demand in the wind energy and electric vehicle sectors. Its exceptional properties make it an ideal choice for these industries. As a metal alloy, vanadium significantly increases the strength and durability of steel, making it the perfect material for manufacturing wind turbines and electric vehicles. In addition, vanadium is used in batteries to provide higher energy density and longer life. Vanadium is, therefore, increasingly recognized as a crucial raw material for shaping the future of energy and mobility supply.
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Commented by Fabian Lorenz on September 13th, 2023 | 09:05 CEST
Nel share on the verge of recovery? Tui and GoviEx Uranium with a turnaround
Whether in NOK or EUR, the Nel share chart is severely battered. Does this also apply to the Norwegian company itself? Currently, the answer is somewhat mixed. Nel once again proves that the strategic prospects for hydrogen are huge, but the Norwegian's losses are high, and shareholders must expect dilution. In contrast, GoviEx Uranium is looking good at the moment. The Canadians are the only uranium developer with two African projects ready for development and near-term production. Chart-wise, the stock is turning around, and the market capitalization does not seem too high. Tui is doing well operationally, and the summer season should make the tourism group's cash register ring. Analysts remain divided, however.
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Commented by André Will-Laudien on September 12th, 2023 | 09:05 CEST
Now it is getting dangerous! Hydrogen crash: Nel and Plug Power down, dynaCERT steps on the gas!
While the stock markets recently reached new highs and are now consolidating somewhat, there is widespread gloom in the hydrogen sector. Since the last hype at the beginning of 2021, the stocks have been trending downward. The Joe Biden Administration's Inflation Reduction Act and the EU hydrogen offensive had only been able to give the sector a short-term boost, and most recently, the protagonists marked new, multi-year lows. Nevertheless, there are also positive signs. We examine the risk-reward ratio.
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Commented by Fabian Lorenz on September 6th, 2023 | 10:00 CEST
Hydrogen losing, oil stocks gaining: Plug Power, Shell and Cashflow Monster Saturn Oil + Gas
Hydrogen is considered the future, but is it too early for pure-play stocks to enter? Companies like Plug Power and Nel are expected to continue posting substantial losses for the foreseeable future. Both are valued in the billions, and both will likely have to carry out a capital increase before they reach break-even. By contrast, oil companies are earning brilliantly. Shell prioritizes margin over revenue, which is winning over analysts. Similarly, Cashflow Monster Saturn Oil & Gas is receiving praise from analysts. Their performance in the second quarter was slightly above analysts' expectations. Will the Canadians soon pay a monster dividend?
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Commented by Nico Popp on September 5th, 2023 | 07:40 CEST
Climate revolution hanging by a thread: Siemens Energy, BASF, Manuka Resources
Most people agree that the economy must become climate-neutral. However, despite promising technologies, the path to climate neutrality is not without obstacles. Handelsblatt newspaper now quotes a joint study by three institutes, according to which seven raw materials are needed to master the transformation of the economy. These include graphite, rare earths, nickel, cobalt, iridium, lithium and manganese. The scientific community also recommends that policymakers promote the entire value chains of key technologies. We look at what this means and where investors can look for opportunities.
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Commented by Armin Schulz on September 4th, 2023 | 07:40 CEST
Nel ASA, First Hydrogen, ThyssenKrupp Nucera - EUR 800 million for hydrogen in Europe
The EU is determined to advance green hydrogen in Germany, and to support this goal, the EU Hydrogen Bank was allocated EUR 800 million in March. The auction process is set to commence in November, led by the European Executive Agency for Climate, Infrastructure and Environment. Subsidy payments may go up to EUR 4.50 per kg of green hydrogen. Any entity within the European Union capable of producing a specific quantity of green hydrogen at the lowest cost is eligible to participate. By 2030, the EU wants to produce 10 million tons of green hydrogen and import about the same amount. Germany also offers substantial incentives; Sunfire GmbH from Dresden, for example, received a whopping EUR 162 million in subsidies. We therefore analyze three hydrogen companies.
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