renewableenergies
Commented by André Will-Laudien on April 25th, 2023 | 07:20 CEST
100 gigawatts by 2030 - Hydrogen to the rescue! What happens to Plug Power, dynaCERT, Nel ASA and ThyssenKrupp?
According to various surveys, the installed capacity for hydrogen is currently just 1.75 gigawatts. Nuclear power is history, but still, Germany wants to become climate neutral by 2045 at the latest. How is this to be achieved? The EU has set some guidelines and wants to install 100 gigawatts of green hydrogen by 2030. That would require more than 60 times as many electrolyzers as today for Ursula von der Leyen's plan to work. The cost of research, development and production, including infrastructure, is about EUR 2.5 trillion, which EU citizens are expected to pay for a lower-emission future. What should investors pay particular attention to on the stock market now?
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Commented by Stefan Feulner on April 21st, 2023 | 08:20 CEST
Electromobility on the verge of a new era - Freyr Battery, First Phosphate, Nio
In recent years, electromobility has become increasingly important. This is due to the increased demand for environmentally friendly vehicles and the progress in battery technology, which enables a longer range and shorter charging times. The development of new battery technologies remains an essential factor for the future of the industry. Even more existential, however, is access to the raw materials needed, such as lithium, cobalt, nickel and phosphate.
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Commented by Stefan Feulner on April 21st, 2023 | 07:20 CEST
Outstanding long-term opportunities - Plug Power, Myriad Uranium, JinkoSolar
Hydrogen, photovoltaics and nuclear power are three promising options for achieving a CO2-free energy supply. Hydrogen can be used as a fuel and as energy storage. Photovoltaic enables the direct conversion of sunlight into electricity, and nuclear energy provides a reliable and emission-free energy source. Despite the outstanding long-term opportunities, companies in these sectors have been in a correction on the stock market for months. For many, however, the bottom has now been reached.
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Commented by André Will-Laudien on April 20th, 2023 | 08:05 CEST
Nuclear Power - No Thanks! E.ON, GoviEx Uranium, BASF - Questionable energy transition made in Berlin
Renewable energies are in focus! All well and good - Germany is repositioning itself. The focus is to be on hydropower, wind and solar energy. But these energy sources have little baseload capacity because hydroelectric power plants use "cheap" night electricity to pump water uphill, and reliable wind is probably only available offshore and not in the middle of Saxony. That brings us to the sun: On average, in our latitudes, it shines for about 146 hours a month, but in Alicante, it is 349 hours. Of course, large rooftop systems pay off for well-located households and one's e-mobile, but we cannot get a nationwide basic supply going with them. In the supply crisis, Berlin is relying on coal and gas power generation for now, but the much-touted climate neutrality is likely to be postponed to the next millennium. What should investors now keep an eye on?
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Commented by Armin Schulz on April 19th, 2023 | 08:20 CEST
Nel ASA, First Hydrogen, Volkswagen - Funding paves the way for green hydrogen
After the USD 750 billion US climate package, the European Union followed suit with the Green Deal Industrial Plan to remain competitive. At the end of March, the "EU Renewable Energy Directive" was rewritten with the goal of sourcing 45% of total power from renewables by 2030. This will add more speed to the expansion of renewable energies, which will ultimately also help hydrogen technology. The more green electricity is available, the cheaper green hydrogen becomes. At least EUR 100 billion are to be made available as subsidies by 2030. Today we look at 3 companies that could benefit from the subsidies.
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Commented by Fabian Lorenz on April 19th, 2023 | 08:10 CEST
Plug Power crashes, SMA Solar share plus 60%, and when will Almonty Industries start?
What is going on at Plug Power? Hydrogen shares are not among the investor favourites at the moment, but all dams are breaking at the US company. The share is now trading below USD 10 and EUR 9. Is an improvement in sight? The situation is different at SMA Solar. The share price of the German solar company is higher than it has been for 10 years. This year alone, it went up more than 60%. Time for a breather? The Almonty Industries share has taken such a breather in recent weeks. However, the tungsten producer is doing well operationally, and analysts see almost 200% upside potential as the Company faces a milestone.
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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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