renewableenergies
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.
Read
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.
Read
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.
Read
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?
Read
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.
Read
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.
Read
Commented by Juliane Zielonka on September 1st, 2023 | 08:10 CEST
GoviEx, Siemens Energy, Delivery Hero - Which stocks have the greatest growth potential
Seamless energy supply has become a competitive advantage. France, for example, gets 70% of its electricity from uranium. With an outstanding uranium recovery rate of 88% in Zambia, GoviEx supplies the world with this valuable energy source. The Company focuses on the exploration and development of uranium deposits in Africa. Renewables, however, are not quite taking off for them. Siemens Energy is facing significant cost problems in its onshore wind turbine business. Damages to rotor blades and bearings could cost the Company up to EUR 4.5 billion. People always need to eat. Those who prefer ordering food in light of high electricity costs should look at Delivery Hero. Citigroup seems to have better information on the delivery service than current investor sentiment suggests.
Read
Commented by Nico Popp on August 31st, 2023 | 08:10 CEST
Warning against the Green Illusion! SMA Solar, Saturn Oil + Gas, JinkoSolar
About one-fifth of Germany's gross final energy consumption comes from renewable energies - and the trend is rising. Renewables are also on the rise in the US and China. From an investor's point of view, this naturally suggests itself as an investment. Renewable energy is climate-neutral, cost-effective, and politically supported. Despite these apparent advantages, some pitfalls still surround this presumed self-propelling sector. We shed light on why sustainably-minded investors do not need to shy away from fossil energy sources and why certain challenges exist within the Green Illusion.
Read
Commented by Armin Schulz on August 30th, 2023 | 08:10 CEST
Plug Power, Almonty Industries, JinkoSolar - Will the doubler come after the Crisis?
Currently, there are several hotspots of crisis around the world. There is the war between Russia and Ukraine, the efforts of the BRICS countries to free themselves from the supremacy of the US dollar, and the smoldering dispute between the US and China. Relations between the latter have deteriorated in recent years, partly because the US fears growing Chinese influence. However, the BRICS nations are blessed with raw materials that the West desperately needs. The list of critical metals is long. This is also true for Europe, which has had an energy problem above all since the Ukraine conflict. Efforts are being made to solve this. We have picked out one company from each of the various focal points.
Read
Commented by Armin Schulz on August 29th, 2023 | 06:40 CEST
Volkswagen, Altech Advanced Materials, Varta - The future is electric - who will benefit?
The future of mobility is rapidly moving towards electrification, with more and more vehicles on the road being powered by electric motors. The trend towards electrification is expected to intensify in the coming years, bringing numerous benefits such as improved energy efficiency and reduced environmental impact. Talk of an "electric future" is gaining momentum in this context. The combination of technological progress and growing environmental awareness makes it clear that the "electric future" is not just a vision, but rather an unstoppable development that will fundamentally change our understanding of mobility and sustainability. Which companies will profit from this transformation?
Read