renewableenergies
Commented by Nico Popp on September 8th, 2022 | 13:22 CEST
1.5 trillion Dollar crisis or special boom? K+S, Globex Mining, JinkoSolar
Jochen Stanzl of trading house CMC Markets warned at the beginning of the week of a "Lehman Moment" in the energy sector. In Wednesday's Handelsblatt, this scenario was explained in detail. According to the Norwegian energy company Equinor, the total volume of all margins on the European electricity and gas market amounts to USD 1.5 trillion. Margins are security deposits in futures transactions. In this article, we outline the explosive power this offers, which supposedly safe sectors could suffer and where the blissful islands are.
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Commented by Carsten Mainitz on September 7th, 2022 | 11:45 CEST
FuelCell Energy, dynaCERT, Linde - Tenbagger opportunities in the hydrogen sector
The goal of gaining independence from Russian oil and gas is pushing politicians to find forward-looking alternative solutions. An agreement between Canada and Germany was reached at the end of August, representing a quantum leap for the hydrogen sector. Hydrogen is seen as a key element in the transport sector for achieving climate targets. At the moment, many companies are still in correction mode. As a result, there are attractive opportunities for disproportionate share price gains in the long term.
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Commented by André Will-Laudien on August 15th, 2022 | 13:32 CEST
GreenTech shares: BYD, Alpha Copper, Nordex, JinkoSolar - Top stocks for the climate fight!
According to a study by the International Copper Study Group (ICSG) from 2020, Chile, Peru, China and the US were the largest copper producers in the world. Other significant deposits can be found in Australia, Indonesia, Russia, Canada, Zambia, Poland, Kazakhstan and Mexico. In Europe, the largest copper deposits are concentrated in Russia and Poland. When it comes to calculating the copper market in the next few years, expert opinions differ widely. According to a study by Wood Mackenzie, primary copper demand will increase by over 30% to around 25 million tons by 2030. And ore is already in more than short supply today. Where are the opportunities for investors?
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Commented by Fabian Lorenz on August 11th, 2022 | 11:26 CEST
Alarm at Plug Power, problems for Nordex is good for Alpha Copper
It is the summer of renewable energy stocks. Russia's attack on Ukraine, high oil and gas prices, and climate change are just a few arguments why investors are so electrified by the sector. However, there is also a lot of advance praise being handed out. That is the case with Plug Power. When a company makes more losses than sales, alarm bells start ringing. But the Plug Power share is taking this surprisingly well. According to analysts, Nordex continues to suffer from high purchase prices, and an impending copper shortage will not reduce the problems. Alpha Copper should benefit from scarce copper. Drilling programs are giving the share a tailwind.
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Commented by Nico Popp on August 3rd, 2022 | 13:10 CEST
Green wave for your portfolio! Meyer Burger, Erin Ventures, Shell
Renewable energy has now become largely without alternatives. The demands of energy security and climate protection mean we can hardly avoid the sun and the wind. But what opportunities are there for investing? In addition to large corporations, smaller companies are also getting involved in the market. We present three shares that are likely to benefit from the boom in "renewables".
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Commented by Fabian Lorenz on July 27th, 2022 | 11:45 CEST
Opportunity for BYD, Plug Power and dynaCERT? Russia turns on the gas tap
Since yesterday, significantly less gas is flowing through the Nord Stream 1 pipeline to Germany. Russia is thus currently supplying only 20% of the possible capacity, showing again how unreliable Russia is and how dependent Western Europe - especially Germany is. On the other hand, it shows how important it is to promote alternative energies and energy efficiency, which means opportunities for companies like BYD, Plug Power and dynaCERT. Chinese carmaker BYD wants to expand its battery production and analysts see over 100% share price potential. dynaCERT could be due for a revaluation due to certification. Plug Power shareholders are currently watching the discussion about the government subsidy for hydrogen in the USA with bated breath.
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Commented by André Will-Laudien on July 14th, 2022 | 12:43 CEST
Attention: BASF, Viva Gold, ThyssenKrupp - Stocks with good turnaround opportunities!
In view of continuing high inflation data, investors worldwide are looking for stability, which is currently difficult to find due to increasing geopolitical tensions. Strongly fluctuating stock and crypto prices are the daily companions. Even the real estate markets are affected by the sharp rise in interest rates in recent months, especially in the commercial sector. The bond market has already had its first sell-off, and bond prices have even trended upward again recently. The energy policy with Russia, an important supplier, appears to be decisive for the continuation of the economy. Should the gas tap be turned off, Central Europe will have a serious problem. We highlight a few anomalies from the equity sector.
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Commented by Stefan Feulner on July 14th, 2022 | 12:27 CEST
New opportunities for copper - Rheinmetall, Alpha Copper, Nordex
Last year, the expansion of renewable energies, for which copper is elementary due to its conductivity, proclaimed a new supercycle. The result was a new 10-year high for the red metal and prices above the USD 10,000 mark per ton. Currently, the specter of recession hovers over the markets, and the correction of the base price passed the 25% mark this week. However, copper will remain a scarce commodity in the coming years and the already tight supply will not be able to keep up with the substantial increase in demand. Thus, there is a second chance for investors in the long run.
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Commented by Stefan Feulner on July 12th, 2022 | 14:12 CEST
Erin Ventures with multiplication potential, BYD on top, Nordex looking for the bottom
The capital markets are going crazy at the moment. Volatilities are rising on the one hand due to uncertainties regarding fears of recession, and on the other hand, due to worries about too large interest rate jumps. The safe-haven gold is losing more and more value every day, and the euro is heading towards parity. Shares in future technologies, the construction of which is expected to be significantly accelerated by Russia's invasion, also continue to be in correction mode. However, opportunities lurk here, especially in the long term, which can significantly outperform the market.
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Commented by Carsten Mainitz on July 6th, 2022 | 12:23 CEST
Aspermont, SAP, E.ON - Market leaders for challenging times on the stock markets
Digitization and the energy transition are two major megatrends that also carry great weight on the capital markets. Market position and scalability of the solutions offered often determine whether a company can stand out or float along with the broad masses. The companies discussed today are among the leading players in their industries and have set the course for growth.
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