renewableenergies
Commented by André Will-Laudien on April 18th, 2023 | 08:50 CEST
With the shutdown of nuclear power plants comes the end of nuclear power! Siemens Energy, Defense Metals, Rheinmetall, E.ON - Greentech stocks on the rise
Now it is done. The German government is implementing the decision from 2011 with a slight delay due to the crisis and is taking the last three remaining nuclear power plants off the grid. Those who expected a blackout were proven wrong, at least over the weekend. Federal Economics Minister Habeck predicts a complete CO2 renewal for Germany and believes that Germany as an industrial location does not need nuclear power to be profitable. He also believes that electricity prices will fall again in the long run. The primary utility E.ON, however, did not hesitate to combine the nuclear phase-out with a hefty increase in electricity prices by about 45%. After all, what is currently easier to sell to end consumers than an imposed price squeeze that they no longer want to carry on their own books? Politically highly questionable, but a good opportunity for Greentech shares.
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Commented by Stefan Feulner on April 14th, 2023 | 10:42 CEST
Significant upside potential - Varta, Manuka Resources, BASF
Undeterred by the geopolitical and economic uncertainties, the world's stock markets have so far only known the way up. The German DAX index even reached a new high for the year of 15,832 points. The precious metal gold and Bitcoin also reached new highs for the year. Despite the ongoing rally in the financial markets, there are still attractive entry opportunities in lagging stocks.
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Commented by Stefan Feulner on April 14th, 2023 | 10:15 CEST
Battle for scarce raw materials - Nordex, Orestone Mining, Glencore
The battle for raw materials has become increasingly intense in recent years due to the energy transition. The increasing demand for renewable energies to reduce global dependence on fossil fuels and combat climate change has led to increased scarcity. Metals such as copper, lithium, cobalt and rare earths are crucial for the production of batteries, solar cells and other renewable energy technologies. Competition for access to these raw materials has political, economic and social implications worldwide.
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Commented by Juliane Zielonka on April 13th, 2023 | 10:57 CEST
Almonty Industries, Rheinmetall, Mercedes-Benz Group - Why the metal tungsten is pushing the energy transition
South Korea is supporting its economy by building new nuclear power plants. In this context, the country has entered into a cooperation with Great Britain to jointly use and further develop renewable energies and their technologies. For Almonty Industries, this means two more potential customers for its mineral, tungsten. Due to its extreme resistance, tungsten is also used in the construction of nuclear reactors. Meanwhile, Rheinmetall has won a new major order from China. And the Mercedes-Benz Group share also bodes well for global sales thanks to Q1/23 results.
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Commented by André Will-Laudien on April 11th, 2023 | 09:41 CEST
DAX in the Easter rally! Plug Power, First Hydrogen, Nel, Thyssenkrupp - Buy hydrogen selectively
The 3 Cs are currently doing the rounds: conflict, crisis and climate change. We cannot influence the war, but there seem to be many vested interests that can exploit the geopolitical uncertainty for their own benefit. With Credit Suisse, the potential crisis took shape again for the first time since 2008, but it has been averted for the time being. Then there is climate change, which we do feel from time to time. It is not only through the actions of the Last Generation that many measures have been taken, and more are being taken every day. In the discussion on sustainable energy production, there is a lot of confidence in hydrogen that the industrial breakthrough is imminent. What values should investors keep their eyes on?
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Commented by André Will-Laudien on April 6th, 2023 | 09:50 CEST
Blackout in Germany! Siemens Energy, Myriad Uranium, Rheinmetall - We are shutting down the reactors!
Only three more weeks until the final shutdown of the last 3 nuclear reactors in the Federal Republic of Germany. How nice that we can rely on supplies from France, Belgium and the Czech Republic to meet our electricity needs in the future. The traffic light coalition in Berlin obviously believes that this is a service to the German citizens. Wrongly thought: both on the cost side of energy purchasing and on the safety side, the elected politicians are once again doing us a disservice. The bottom line is that electricity prices will continue to rise, the implementation of e-mobility will become increasingly questionable, and the security situation at the borders of our republic will become more and more precarious because we should not be fooled into thinking that a Czech reactor poses fewer risks than the Isar 2 nuclear power plant in Ohu. How can the equity investor still profit?
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Commented by Nico Popp on April 6th, 2023 | 09:44 CEST
Energy turnaround for your portfolio: RWE, GoviEx Uranium, Nordex
Clean energy is a dream for humanity. Property owners can fulfil the dream of clean energy by installing photovoltaic systems. But what about when large industrial companies, such as BASF, need electricity? While renewable energy has to be stored temporarily, nuclear power plants deliver reliably. The technology, which is frowned upon in Germany, is currently experiencing a revival worldwide. We explain which forms of energy also have a future for investors.
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Commented by Armin Schulz on April 3rd, 2023 | 16:03 CEST
BASF, Almonty Industries, Plug Power - The world is in upheaval
The Western world wants to break away from fossil fuels. These efforts have intensified since the Ukraine conflict. Europe, in particular, has realised how dependent it was on gas supplies from Russia. Globally, however, there is also a dependence on China for certain raw materials. This could be one of the reasons for the tensions between the USA and China, in addition to the conflict over Taiwan. The BRICS countries Brazil, Russia, India, China and South Africa have moved closer together in the last year and want to establish their own currency. With Iran, Argentina, Egypt, Turkey, Saudi Arabia and Algeria, six more countries are interested in joining. The world is in a state of upheaval. Therefore, we look at three companies that are part of it.
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Commented by Stefan Feulner on April 3rd, 2023 | 16:01 CEST
Positive signs - Nordex, Meta Materials, SMA Solar
The first quarter of the 2023 stock market year is already history again. Despite the uncertainties related to global geopolitical tensions and continuing high inflation, the most important indices were stable in the first three months. While the DAX was able to shine with a plus of around 14% since the beginning of the year, there is still a lot of catching up to do among the growth stocks.
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Commented by Fabian Lorenz on March 29th, 2023 | 07:50 CEST
Nel ASA and Varta continue to decline: dynaCERT convinces analysts during an on-site visit
Being active in a market of the future is no guarantee for success. Shareholders of Varta had to painfully realize this in recent months. The German battery group has indeed reached an agreement with banks on restructuring. However, there can be no talk of a liberating blow. According to analysts, the share could continue to slide. Experts are also somewhat cautious about Nel ASA. The hydrogen specialist's chart does not look rosy either. In contrast, dynaCERT could be due for a revaluation in the current year. Experts believe the Greentech company has set the course for a commercial breakthrough in 2023.
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