renewableenergies
Commented by Fabian Lorenz on June 30th, 2025 | 07:15 CEST
Buy cleantech stock dynaCERT, or go with Steyr Motors, Deutz - or perhaps Rheinmetall and Nel?
Rheinmetall is the clear leader in the defense sector. However, its stock has already performed very well. It is worth taking a look at second-tier candidates such as Steyr Motors and Deutz. The former has just strengthened its sales in the US. Analysts believe Deutz shares could break through the EUR 10 mark. And in the hydrogen sector? Old favorites Nel ASA and Plug Power are fighting for survival. Analysts see potential for growth at dynaCERT. The hydrogen-based retrofit kit for heavy-duty diesel engines saves customers money and allows them to sell emission certificates. With new German management, sales efforts in Europe are currently being ramped up. Revenues could nearly double within a year. And the stock?
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Commented by Stefan Feulner on June 30th, 2025 | 07:00 CEST
Enphase, Pure Hydrogen, Palantir – Alternative opportunities
After oil prices surged last week due to the US entering the Middle East conflict, briefly breaking their downward trend that had been in place since March 2022, a massive sell-off followed once tensions eased. As a result, our preferred scenario of new lows for the year remains intact. In contrast, companies in the renewable energy sector showed signs of life after months of correction. Once again, US policy played a key role in this development.
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Commented by Nico Popp on June 25th, 2025 | 07:05 CEST
The economy is becoming sustainable – and the stock market is delighted: dynaCERT, Siemens, Shell
ESG criteria have become established across all industries. The prevailing principle in today's business world is that even producers of fossil energy must take action to become more sustainable. This principle is known as "Best-in-Class" and ensures that every industry makes the most of its opportunities to move toward greater sustainability. We present three exciting sustainable business models - Shell, Siemens, and dynaCERT - and explain where opportunities may lie for investors.
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Commented by Armin Schulz on June 24th, 2025 | 07:05 CEST
Western countries seek rare earth escape route: BYD, European Lithium, and Siemens Energy decoded
Our green future depends on tiny elements: neodymium, dysprosium, and others, which are irreplaceable for e-mobility and wind power. However, since China's export restrictions on rare earths in April 2025, prices have skyrocketed by up to 500%, and looming supply bottlenecks are shaking entire industries. Chinese automaker BYD should have no problems with supplies. European Lithium is a possible alternative for Western countries with its lithium and rare earth projects. At Siemens Energy, the wind power subsidiary Gamesa is particularly dependent on rare earths. We take a closer look at the three companies.
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Commented by Armin Schulz on June 20th, 2025 | 07:00 CEST
Critical metals, crisis-proof profits: BYD, Power Metallic Mines, and Nordex are your key
The global race for clean mobility and energy is fueling an unprecedented hunger for raw materials. Copper, nickel, lithium, and rare earths are the hidden building blocks of the climate transition and are becoming new, strategically vital cornerstones of the economy. Those who secure these critical metals and use them innovatively will dominate the future. But supply risks and price shocks loom. So how can this race be won? It will take companies that revolutionize the entire value chain, from mining to green technology. This is where the strategies of BYD, Power Metallic Mines, and Nordex come into play.
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Commented by André Will-Laudien on June 16th, 2025 | 07:05 CEST
Iran, nuclear energy, oil – a revival for hydrogen! Nel ASA, Pure Hydrogen, Plug Power, and Oklo
The current attacks on Iran's nuclear facilities by Israel mark a new level of escalation in the Middle East. Of course, a radical regime like Iran cannot be allowed to conduct nuclear research. This region has already experienced too much terror. For the rest of the world, Israel's announcement, backed by the US, means another rise in oil prices, which will quickly shift the focus to alternative energies. Some companies have been promoting a future-oriented hydrogen infrastructure for years and are growing well. Australia's Pure Hydrogen is well advanced, while Nel ASA and Plug Power are still in the turnaround phase. There is currently a lot of movement on the capital markets. Risk-aware investors can benefit from the current trends with the right touch and timing. Where are the opportunities and risks?
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Commented by Fabian Lorenz on June 10th, 2025 | 07:00 CEST
Up more than 1,000%! Siemens Energy and D-Wave! Insider tip First Hydrogen shares jump after announcement!
Siemens Energy stock is a tenbagger! Anyone brave enough in fall 2023 to buy the shares despite speculation about insolvency can now look forward to a price gain of over 1,000%. The reason is the growing appetite for energy demand from artificial intelligence and quantum computing. The latest news from the Company shows where the journey is headed. In the US, in particular, tech companies are focusing on small modular reactors (SMRs). First Hydrogen is another insider tip in this area. The partnership announced yesterday sounds promising and sent the stock soaring. Its valuation still appears attractive. Anything but favorable is D-Wave Quantum after its 2,000% rally - yet this does not appear to be deterring investors. The latest news is driving the stock further.
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Commented by André Will-Laudien on June 6th, 2025 | 07:10 CEST
Greentech is now exploding – a 300% comeback for hydrogen? nucera, dynaCERT, Plug Power, and Nel ASA
Although the US administration under Donald Trump does not think much of climate change, the outlook for the hydrogen sector is improving all the time. This is because it is no longer the US setting the tone but Europe and Asia. Global efforts to make local transport cleaner and more sustainable are now also reaching the transport, logistics, and mining industries. There is still enormous potential for improvement here in terms of reducing climate-damaging emissions. Innovative technologies such as those developed by dynaCERT are now well-known in the market. Therefore, decision-makers in public office will no longer be able to avoid discussing these issues if they want to remain in their positions in the coming years. The public pressure to combat negative climate change globally is increasing. Forward-looking investors should start positioning themselves now.
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Commented by Nico Popp on June 6th, 2025 | 07:05 CEST
Hydrogen enters critical phase – New momentum ahead? thyssenkrupp, Plug Power, First Hydrogen
Developments at Thyssenkrupp, which is soon to be restructured as a holding company, show what lies ahead for German industry – the sale of previously important divisions has long been decided. There are several reasons for the radical restructuring in German industry – the energy transition, competition from China and other countries, and new technologies. Hydrogen, in particular, is considered the key to decarbonizing energy-intensive sectors. Experts at Straits Research estimate that the market for green hydrogen could grow from USD 1 billion in 2021 to a whopping USD 72 billion by 2030. That is 55% growth every year. Given these figures, one thing is clear: the cards in the hydrogen economy are being reshuffled – we explain which stocks stand to benefit.
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Commented by Nico Popp on May 29th, 2025 | 07:30 CEST
"Best-in-Class" – How sustainability generates returns: Rio Tinto, Barrick Gold, and Power Metallic Mines
Large commodity companies such as Rio Tinto and Barrick Gold regularly had to listen to criticism at their annual general meetings: Activist shareholders and investors with a long-term focus called for greater sustainability. And not without reason: In 2020, mining was responsible for 4 to 7% of greenhouse gas emissions. A lot has happened since then. Regulatory requirements and investment principles, such as the "Best-in-Class" approach, reward innovators in the field of sustainability. We explain how ESG can boost returns in mining.
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