renewableenergies
Commented by Nico Popp on January 19th, 2023 | 11:16 CET
The market for electricity storage to pick up speed by 2030: RWE, Nordex, Altech Advanced Materials
Being in on the action from the start is the dream of many investors. Imagine: Having bought shares of Amazon or Alphabet decades ago - you could also get rich with BYD over the decades. But there are new opportunities. By 2030, stationary energy storage will be the next big thing. Electricity grids must be stable, and energy from renewable sources must be stored for this purpose. Recently, RWE brought new giant batteries online and is planning much more. For some companies, enormous opportunities are emerging.
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Commented by Nico Popp on January 17th, 2023 | 16:30 CET
Blackout warning in the south - here's what's behind it: BASF, Manuka Resources, NEL
Last Sunday, operators of power grids in Baden-Württemberg advised people to refrain from unnecessary power consumption from 5 pm onwards because otherwise, energy would have to be imported from abroad. Plans around the mandatory installation of smart electricity meters had previously been made public. This shows that the energy transition is coming - whatever the cost. We look at three shares with a green future at exciting chart points.
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Commented by Armin Schulz on December 28th, 2022 | 08:14 CET
Auxico Resources, BYD, Nordex - Energy transition in danger: shortage of critical raw materials
The energy transition, i.e. the transition to a sustainable, low-carbon and renewable energy supply, is an important step in combating the climate crisis. However, some critical raw materials are needed for the expansion of renewable energies and whose scarcity can pose a threat to the energy transition. These include, for example, rare earths, cobalt and lithium, which are used in the manufacture of solar panels, wind turbines and electric cars. In this context, one should not underestimate the current dependence on China, which has a monopoly position, especially in rare earths. We therefore take a look at three companies around the energy transition.
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Commented by Armin Schulz on December 7th, 2022 | 09:50 CET
TotalEnergies, Saturn Oil + Gas, Shell - Energy shares as a booster for the portfolio
Now it is here, the oil embargo against Russia. The oil price was volatile before, and now with the new sanctions, it could get even more chaotic. The International Energy Agency fears that Russia could significantly reduce its oil production. That would cause the supply on the market to drop sharply and the oil price to rise. If there is a global recession, this will reduce demand, but due to the steadily increasing population, the need for oil continues to grow. As of November, there are 8 billion people living on our planet. The supply of oil will remain important in the coming years. We, therefore, take a look at three companies in the sector.
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Commented by André Will-Laudien on December 5th, 2022 | 11:03 CET
Debacle for e-mobility? BYD, Varta, Almonty Industries, Nordex - Farewell from the Qatar desert!
The German national soccer team has experienced its next World Cup debacle and attracted even fewer interested people to their TV sets than during the first World Cup elimination 4 years ago. Even during the third-round preliminary match, TV figures remained comparatively low. The DFB women thus retain the viewer record in 2023, which is nice. E-mobility could also suffer a significant setback in 2023 because if electricity prices continue to rise and availability falls, charging stations could have to be taken off the grid. According to the ADAC, Switzerland is planning a speed limit of 100 and driving bans on non-essential private trips with e-mobiles to prevent the risk of blackouts. The decision will be made in the National Council on December 12. But the stock market is still betting on Tesla & Co - who are the profiteers?
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Commented by Nico Popp on December 5th, 2022 | 10:14 CET
Investment stories that inspire: Freyr Battery, Manuka Resources, BASF
In order to be successful with stocks in the current market situation, a thorough analysis of companies and their business models is required. Blanket instructions for action do not lead to success. Investment strategies such as the value approach and the focus on unconditional growth are not guaranteed to lead to success. What matters now are convincing investment stories! We take a look at three stocks that are currently in focus and check their future.
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Commented by André Will-Laudien on December 1st, 2022 | 13:18 CET
Who builds the best battery? Varta, Altech Advanced Materials, SFC Energy, IBU-tec - The entry is tempting!
Three years ago, the Chinese battery market leader CATL presented its cell-to-pack technology to the world for the first time. A new battery with this design is now said to give e-vehicles a range of 1,000 km and super-fast charging in just 10 minutes. According to CATL, the "Qilin" battery is more powerful than Tesla's 4680 cells. CATL plans to begin mass-producing the new battery in 2023. Whether the promised distance will be achieved, however, depends on the size of the installed battery and the vehicle's aerodynamics. In Europe and North America, research and development is also being carried out at full speed because the market for e-mobility still promises growth of over 30% per annum. What is the current status in Germany?
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Commented by Nico Popp on November 29th, 2022 | 12:20 CET
China as a risk factor? Here is how it looks: Uniper, TubeSolar, BASF
China has repeatedly been a source of risk in recent years: We think of the real estate bubble or the trade war with the US. Now, one of China's supposed plus points could become a risk factor: the authoritarian central regime in Beijing. In just four minutes, we explain what the nationwide protests against Chinese lockdowns mean and how investors can use foresight to gain information advantages.
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Commented by Nico Popp on November 28th, 2022 | 12:25 CET
Is this patent causing a rare earths quake? Nordex, Defense Metals, BYD
Wind power is a crucial component of the energy transition. Rare earths are used to increase the efficiency of wind turbines and electric motors. Dysprosium and terbium, in particular, are in demand. But although rare earths are anything but rare, they are only found in a few regions worldwide. Scientists at Darmstadt Technical University have now developed processes to use rare earths more efficiently. We explain the technology and shed light on three stocks related to rare earths.
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Commented by Armin Schulz on November 28th, 2022 | 11:44 CET
Almonty Industries, ThyssenKrupp, Varta - Earning from growing tungsten demand
In 2021, 79,000 metric tons of tungsten were mined worldwide from existing mines. In 2015, production was still 89,400 tons. One might think that demand has declined and production has been cut back, but the opposite is true. According to the British Geological Survey report, demand will increase between 3% and 7% per year and will soon exceed available supply. But now, demand could increase significantly in the short term because US Department of Energy DOE researchers have found a way to charge electric cars in 15 minutes. This involves using a molybdenum tungsten niobate alloy as the cathode material instead of graphite. So we take a look at three companies around tungsten.
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