renewableenergies
Commented by Armin Schulz on June 1st, 2023 | 08:30 CEST
Nel ASA, First Hydrogen, Plug Power - Paving the way for hydrogen technology
Germany has shut down its nuclear power plants, and now the expansion of renewable energies is to be accelerated. But what happens to the surplus electricity when the sun shines all day? In order not to overload the grids, the energy is given away to neighbouring countries. In the future, it will be turned into green hydrogen that can cover the energy needs of industry and the transport sector. On May 25, the Federal Cabinet passed an amendment to the Energy Industry Act that defines the legal framework for a future hydrogen core network in Germany. Hydrogen technology will not only prevail in Germany. We, therefore, take a look at three international hydrogen companies.
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Commented by Nico Popp on May 31st, 2023 | 09:00 CEST
Electrification wave! How investors can benefit: Siemens Energy, Vonovia, Defiance Silver
The electricity supply in Germany is a hot topic. Now even the German Trade Union Federation is calling for a guaranteed maximum price for industrial electricity. Critics fear that this would provide too little incentive for industrial companies to adapt to the new conditions - if electricity is cheap, there is no need to save, so the argument goes. We present three stocks related to the energy transition and shed light on their medium-term prospects.
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Commented by Stefan Feulner on May 31st, 2023 | 08:15 CEST
Bright prospects - GoviEx Uranium, Cameco, Uranium Energy
Germany is taking a unique path in the green energy mix and, after shutting down the last three reactors, is doing without nuclear energy altogether. In contrast, global nuclear power capacities are steadily increasing, with 60 reactors currently under construction. Politicians in North America are supporting the expansion with programs worth billions to support the domestic uranium sector and, at the same time, minimize dependence on Russia.
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Commented by Nico Popp on May 30th, 2023 | 08:30 CEST
Hydrogen drumbeat - where things can move quickly now: Plug Power, NEL, dynaCERT
Green hydrogen is becoming a key technology for the industry in the fight against climate change. Wirtschaftswoche reports that by 2030, a whopping 13 million tons of hydrogen will be produced annually in Europe. But the necessary investments are still lacking. In the US, USD 10 billion have already been invested in hydrogen projects, while in Europe, only 7. In order for Europe to reach its goals, it must move faster. But this much already seems certain: companies in the hydrogen sector are facing an exciting phase - we take a closer look at three stocks.
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Commented by Fabian Lorenz on May 25th, 2023 | 07:40 CEST
Caution with TUI and Varta! Smartbroker Holding with 85% price potential!
At around EUR 6, the TUI share is trading at an all-time low. Is now the time to buy into the tourism group? One analyst warns against it and believes the share price could fall by a third. Caution is also advised with Varta. The former German battery hopeful is fighting for survival. Analysts halve the price target and recommend selling the share. And the shareholders' association SdK is also sounding the alarm. A total loss cannot be ruled out. Instead of catching a falling knife, focusing on shares in an upward trend, such as Smartbroker Holding, is worthwhile. The share is one of the current year's high flyers, and analysts believe further price increases of over 80% are possible. Thanks to the new app, EBITDA could increase more than tenfold.
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Commented by Stefan Feulner on May 23rd, 2023 | 08:30 CEST
Analysts euphoric - Varta, First Phosphate, Freyr Battery
Battery technology has made significant progress in recent years. Companies are investing heavily in research and development to create batteries with a more extended range, faster charging time and longer life. However, with the growing interest in electric vehicles, the demand for raw materials such as lithium, cobalt, nickel and phosphate is increasing enormously. The existing supply is already reaching its limits due to the high demand. Profiteers are the producers of the scarce goods.
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Commented by Armin Schulz on May 22nd, 2023 | 09:30 CEST
Varta, Altech Advanced Materials, Volkswagen - The battle for the battery of the future
The energy transition will not succeed without batteries, and electromobility cannot be implemented without them either. South Korea plans to invest USD 15 billion in the development of solid-state batteries for electric vehicles by 2030 in order to secure a long-term competitive advantage in the global market for electric vehicles. China is already the pioneer in electric cars and batteries for these vehicles. Experts in the American automotive industry fear a dependence on China for batteries and their raw materials. Since the automotive industry has embraced electromobility and the energy transition is being pushed forward faster, the field of battery development has become tremendously important. Therefore, today we will look at three companies dealing with this issue.
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Commented by André Will-Laudien on May 18th, 2023 | 09:55 CEST
Attention in the battery sector: Varta in sellout, Mercedes, Power Nickel and IBU-tec with good prospects!
What a debacle for Varta! While many manufacturers worldwide are looking for clean battery solutions, things continue to go downhill for the company in Ellwangen. The linchpin of mobile electrification is the development of a super battery. The conventional battery market is dominated by the Chinese group CATL with a 38% share, followed by BYD. But there are also many smaller technology companies in Germany, such as Altech Advanced Materials and IBU-Tec, that are getting involved in the battery market. We go in search of sector highlights.
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Commented by Fabian Lorenz on May 18th, 2023 | 09:50 CEST
BYD, Plug Power, Altech Advanced Materials: Winners of the energy transition with news
The energy transition is currently shaking up the world and the stock market. The opportunities for new players and investors are enormous. BYD, for example, aims to take a significant share of the German automotive industry's market. A revolution is brewing in battery technology. Altech Advanced Materials is on its way to being one of the winners of this revolution. The Company's management left no doubts about this during an investor conference this week. The manager exuded confidence. After its consolidation phase, the Altech share could now take off again. Analysts see a price potential of over 300% for Plug Power. But the latest quarterly figures and the looming financing round continue to weigh on the stock.
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Commented by Nico Popp on May 17th, 2023 | 08:10 CEST
Heat pump madness and grid expansion: Vonovia, JinkoSolar, Grid Metals
A few weeks ago, Federal Economy Minister Habeck and Saxony-Anhalt Prime Minister Haseloff broke ground for the "SuedOstLink" converter. From 2027, wind energy will flow over the route to Bavaria for the first time. But the north-south connection is only part of the solution. Experts are sounding the alarm and consider massive investments in "the last mile" to be necessary. We take a look at what lies ahead and which companies could benefit.
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