renewableenergies
Commented by André Will-Laudien on January 29th, 2025 | 07:00 CET
Watch out! VW and BMW are turning, Benton Resources is stepping on the gas, while Nordex and Siemens Energy are on the sidelines
For the German economy, a 180-degree shift in economic policy is needed to stop the ongoing migration of industries abroad. However, this requires signs of a consistent refocusing on burning issues, which neither the parties with a claim to the government nor the opposition can really present. International investors have refocused on European markets at the beginning of the year, as reforms are expected. The premature praise for Donald Trump has generated new highs in the US, but now the NASDAQ seems to be running out of steam. Germany, as the laggard in terms of economic growth, offers very low valuations that have rarely been seen for longer periods. We highlight some opportunities.
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Commented by André Will-Laudien on January 28th, 2025 | 07:20 CET
DeepSeek hits right in the eye! Selective correction on the way! Watch out for Nel, Siemens Energy, First Hydrogen, and SMCI
The Chinese language model DeepSeek is stirring up the AI market. The entire tech sector is reacting nervously and showing significant price losses. Artificial intelligence (AI) is proving indispensable in many areas. Large language models like ChatGPT are already helping to solve complex tasks, and their further development promises enormous advances for the economy and society. The new Chinese language model is seen as a serious challenge to US dominance in AI and threatens the dominance of the hyped US companies. The AI assistant introduced on January 10th recently overtook rival ChatGPT as the top-rated free software application in Apple's App Store in the US. A shot across the bow for Nvidia and associated companies. Some green energy stocks are also coming into focus. Is it time to jump on board now?
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Commented by Armin Schulz on January 28th, 2025 | 07:10 CET
Plug Power, dynaCERT, Daimler Truck – Now is the hour of blue hydrogen
"Drill Baby Drill," said Donald Trump in his inauguration speech. The US wants to produce more oil and natural gas domestically, but while oil is still in demand, the US already has enough natural gas today to export. What should be done with the gas when the storage facilities are full? One option is to use the surplus gas to produce blue hydrogen. The national energy emergency declaration will reduce regulatory hurdles, paving the way for projects like blue hydrogen production. As a result, the price of blue hydrogen will decrease. This is reason enough to look at three companies banking on hydrogen within their business model.
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Commented by Armin Schulz on January 27th, 2025 | 07:30 CET
RWE, F3 Uranium, Nel ASA – New energy policy under Trump! Who benefits?
While former President Biden worked towards climate policy goals, Donald Trump is taking a different approach. His primary goal is to boost the economy, and the best way to do that is to make energy affordable. He wants to increase drilling for fossil fuels in order to lower energy prices. This puts pressure on renewable energies, especially wind power. Solar energy remains part of the energy mix. Nuclear power is gaining in importance. By 2050, nuclear power capacity is to be tripled, partly through the use of small modular reactors. This should improve the CO2 balance. In the hydrogen sector, the focus could be on blue hydrogen due to increased natural gas production.
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Commented by Fabian Lorenz on January 27th, 2025 | 07:00 CET
Better than Nvidia! Vistra, Siemens Energy, Nordex, XXIX Metal
With a gain of 264%, Vistra Energy outshone Nvidia in 2024. Who would have thought that a "boring" stock could increase tenfold in less than four years. But the stock is benefiting massively from the AI hype. The same goes for the German company Siemens Energy. Both are still unstoppable in the new year. At the beginning of the energy value chain, commodity stocks have catch-up potential. One promising stock is XXIX Metal. The Company focuses on copper in Canada and has takeover potential. The stock has also been listed in Frankfurt since this month and recently published positive results. Nordex could become a Trump loser. US business accounts for a noticeable share of the bulging order book. What happens next?
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Commented by André Will-Laudien on January 24th, 2025 | 08:15 CET
Top performers wanted! Nel ASA, First Nordic Metals, thyssenkrupp and Agnico-Eagle
With rising inflation since 2021, the price of gold has also risen significantly. Over the last 20 years, resourceful investors have always been able to compensate for the loss of purchasing power with an average return of a good 8.5% per year. The crux of the matter is that one could not trade the ups and downs in precious metals because only long-term holders can look back on gold prices around USD 500 in 2005. Today, 20 years later, new highs of USD 2,788 have already been reached. Agnico-Eagle is one of the most successful mines in the world, with its shares almost doubling in the last 12 months. Things have been going equally well for Agnico's partner, the explorer First Nordic Metals. A closer analysis reveals even more ideas for boosting your portfolio.
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Commented by Juliane Zielonka on January 23rd, 2025 | 07:00 CET
F3 Uranium, Plug Power, RWE - Opportunities and challenges from Trump's energy emergency
The election of Donald J. Trump as the 47th President of the United States is already having an impact on global energy policy and its players. Shortly after taking office, Trump declared a "National Energy Emergency" to secure the country's energy supply and reduce reliance on foreign energy companies. This presents a new opportunity for the Canadian explorer company F3 Uranium to accelerate its uranium exploration in Canada, as relaxed environmental regulations can speed up approval procedures. With 95 nuclear power plants, the US is an ideal consumer of the valuable raw material. Hydrogen expert Plug Power, on the other hand, has already seen its share price fall on the stock market. Just two days before Trump's inauguration, the Company secured a multi-billion-dollar loan guarantee under former President Biden for the expansion of its hydrogen facilities. The German energy company RWE appears largely unfazed by the change of government. Analysts at Deutsche Bank remain optimistic about the stock's growth potential, noting that existing wind farm projects seem unaffected by the energy emergency. We look at what the current developments mean for investors.
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Commented by Fabian Lorenz on January 22nd, 2025 | 07:15 CET
Caution advised with Nordex and Plug Power! Momentum stock Globex Mining continues to rise!
The stock of Globex Mining is currently very momentum-driven. With its gold projects, the mining incubator is one of the winners of the Trump presidency. Additionally, there is more positive news from its risk-diversified resource portfolio. The chart also looks positive. The stock is marching towards its all-time high and remains attractively priced. In contrast, there has been a shock at Nordex! In his inaugural speech, the new US president has already put pressure on the wind energy sector, which he despises. If it were up to him, all wind projects in the US would be stopped! Furthermore, news from the industry adds to the strain. Plug Power is also among the Trump losers. At least the outgoing US president left a farewell gift worth billions. What is next for these shares?
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Commented by André Will-Laudien on January 21st, 2025 | 07:00 CET
The stock market boom continues – Power Nickel, BYD, Bitcoin, and MicroStrategy are soaring, and thyssenkrupp is turning a corner!
The stock market started the new year at full speed. Chart analysts see the DAX reaching 21,500 points as early as January! Yesterday, the stock markets in the US were closed for Martin Luther King Day, but Donald Trump was sworn in again as the 47th President. Storm clouds are currently a rarity, and corrections have been limited to just a few hours. Investors have to keep pace with this speed to achieve returns. Stagnation or even setbacks are seen only in Germany's GDP, which has declined for the second consecutive year. However, this is no obstacle for higher stock market valuations. Here is a selection of stocks that continue to cause a stir!
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Commented by Stefan Feulner on January 20th, 2025 | 07:30 CET
Daimler Truck, First Hydrogen, Siemens Energy – Hydrogen with rebound potential
From a stock market perspective, 2024 was a year to forget for companies in the hydrogen fuel cell segment. Companies like Plug Power and Nel ASA faced significant setbacks, continuing to shed the inflated valuations that had ballooned since the pandemic lows. There is no question that hydrogen technology remains fundamental to the climate turnaround. However, smaller, innovative competitors are now pushing their way to the fore and could benefit disproportionately from the next upward wave.
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