renewableenergy
Commented by Armin Schulz on February 23rd, 2026 | 07:40 CET
Beijing's silver bomb is ticking: Silver Viper Minerals, Infineon, and JinkoSolar in the big winners check
The stage is set for one of the most spectacular commodity conflicts of the decade. For the sixth consecutive year, demand is outstripping supply in silver, but this time the bottleneck has a geopolitical face. Beijing's export restrictions threaten to cut off up to half of the silver supply for Western industry. In this fractured market, three companies show how differently strategies can play out in the face of the crisis: Silver Viper Minerals is betting on new discoveries in Mexico, Infineon requires silver, but only to a small extent, and JinkoSolar is pushing forward the replacement of the precious metal in production.
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Commented by Fabian Lorenz on February 23rd, 2026 | 07:00 CET
WATCH OUT for Nel ASA! INSIDER PURCHASES at thyssenkrupp nucera! Secure a 10% DIVIDEND now with RE Royalties shares!
Investors can currently still secure a dividend yield of 10% with RE Royalties shares. The share price has finally taken off and still appears inexpensive. It offers an opportunity to profit from the AI energy boom in the US at a low cost. Hydrogen companies are still far from paying dividends. Most recently, thyssenkrupp nucera also slipped into the red. However, analysts see potential for the share price to rise and recommend buying. Insiders are also buying the stock. In contrast, Nel appears to have lost all share price momentum. The company has not published any news for what feels like an eternity, and no analyst recommends buying the stock. But next week is likely to be exciting.
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Commented by Nico Popp on February 20th, 2026 | 07:15 CET
Uranium scarcity meets AI boom: Why Cameco, Perpetua Resources, and American Atomics are the real winners of this decade
The energy industry is undergoing radical change, driven largely by the exponentially growing energy appetite of tech giants and artificial intelligence. Current market analyses by Goldman Sachs Research expect the electricity demand of data centers to increase by a staggering 165% by 2030. This surge in demand for carbon-free base load electricity has triggered a veritable nuclear renaissance. While industry giants such as Cameco are impressively demonstrating in this environment that control over the entire fuel cycle is the key to enormous company valuations in the uranium sector, the example of Perpetua Resources shows another significant trend. Securing critical raw materials on American soil is no longer purely an economic decision, but has become a fundamental issue of national security. It is precisely in this force field of market power and geopolitical resilience that American Atomics is positioning itself as an up-and-coming innovator.
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Commented by Stefan Feulner on February 20th, 2026 | 07:10 CET
Bloom Energy, CHAR Technologies, SolarEdge – The future is here
Margins are turning upward, and cash flow is returning. At the same time, new growth areas are emerging in industrial decarbonization and energy supply for AI data centers. From performance-optimized solar systems to climate-neutral coal substitutes and decentralized fuel cells, several future-oriented industries are benefiting from rising electricity demand, CO₂ pressure, and regulatory tailwinds. Order books are filling up, production capacities are being ramped up, and billion-dollar markets are emerging. However, high valuations and short ratios call for selectivity.
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Commented by Carsten Mainitz on February 20th, 2026 | 06:50 CET
Do not miss out! Small and micro cap upside in the cleantech sector with A.H.T. Syngas Technology, Nel, and SFC Energy!
The supply of electricity from renewable energy and climate protection are important issues not only on the political stage, but also on the capital market. National and international regulations represent decisive guidelines that lead to structural changes. When it comes to hydrogen and fuel cells, Nel and SFC Energy are the companies to watch. A.H.T. Syngas Technology, on the other hand, is a company that has been completely neglected until now. As a provider of syngas solutions, the company combines climate protection and security of supply. A.H.T. is currently undergoing a groundbreaking transformation process. Analysts attest that the stock has the potential to double in value. What can investors expect?
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Commented by Nico Popp on February 19th, 2026 | 07:55 CET
Energy transition 2.0: Why CHAR Technologies is thinking much further ahead than Enviva and why Plug Power is still dreaming
The global energy market has learned its lesson - electrons alone cannot save heavy industry. While wind turbines and solar parks are making power grids greener, steelmakers and gas suppliers face a physical dilemma: they need carbon molecules – just "green" ones. In this gigantic market for sectors that are difficult to decarbonize, former biomass giant Enviva has already proven that wood is a suitable energy source. But while Enviva has only burned pellets, CHAR Technologies is igniting the next stage of evolution. With their high-temperature pyrolysis (HTP) process, the Canadians are transforming simple biomass not only into heat, but into two high-value industrial products: biochar for the steel industry and renewable natural gas (RNG) for the grid. CHAR is thus delivering exactly the solution that visionaries like Plug Power are striving for with hydrogen, but can often only achieve with billions in investment in new infrastructure. CHAR Technologies uses the existing gas grid and earns money from day one.
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Commented by Nico Popp on February 19th, 2026 | 07:25 CET
The molecular revolution: Why A.H.T. Syngas wins where BASF invests billions and EQTEC paves the way
While policymakers preach electrification, practitioners in heavy industry know that process heat and chemical raw materials require molecules. This is where synthesis gas (syngas), an old acquaintance, is celebrating a spectacular renaissance. Syngas is the backbone of modern chemistry, a mixture of hydrogen and carbon monoxide without which neither fertilizers, plastics, nor synthetic fuels could exist. Market forecasts from research firms like MarketsandMarkets and Grand View Research paint a similar picture: the global syngas market is expected to grow at high single- to double-digit rates through 2030, expanding from several dozen billion US dollars today to a significantly larger market. Three parallel developments are currently taking place in this gigantic growth market. While chemical giant BASF validates the demand and EQTEC proves the large-scale feasibility, German technology specialist A.H.T. Syngas Technology (A.H.T.) is disrupting decentralized applications. We analyze the market and the key players.
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Commented by Armin Schulz on February 19th, 2026 | 07:20 CET
From raw material to reactor: How Cameco, Stallion Uranium, and Constellation Energy are capitalizing on the AI-driven energy crisis
Artificial intelligence and its thirsty data centers are driving electricity demand to new heights, while geopolitical tensions and years of underinvestment are strangling the supply of uranium. Analysts predict a multiplication of the price of uranium, as mines are currently producing only three-quarters of the material needed. At the same time, US policy is pushing for the construction of dozens of new reactors and classifying nuclear power as critical infrastructure. That is why it is worth taking a look at three companies today: primary producer Cameco, exploration specialist Stallion Uranium, and reactor operator Constellation Energy.
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Commented by Carsten Mainitz on February 19th, 2026 | 07:10 CET
Key investments – American Atomics, Siemens Energy, and Aixtron!
Nothing works without electricity - the demand for which from AI and electromobility is growing exponentially. Round-the-clock availability is required. Although renewable energy is politically desirable, they carry the risk of dark doldrums. On the other hand, nuclear power is on the rise. Numerous tech giants are relying on this energy source to reliably and low-carbon cover the enormous energy needs of their data centers and AI infrastructures. One stock that remains under the radar of many investors is American Atomics. The company plans to build a fully integrated North American value chain, taking advantage of political and structural tailwinds. Siemens Energy is a blue chip in the energy sector and continues to be rated a "Buy" by analysts. Aixtron is riding the AI wave. How should investors position themselves?
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Commented by Armin Schulz on February 18th, 2026 | 07:30 CET
Verbio, CHAR Technologies, and Waste Management - These 3 stocks together are turning waste into billions!
The global waste management industry is set to become a billion-dollar market by 2026. Over 2.3 billion tons of waste per year are driving radical innovations that are transforming pure cost centers into profitable growth markets. Artificial intelligence and waste-to-energy technologies are merging into an ecosystem that is breaking efficiency records. This dynamic is not only affecting industry giants, but also specialized pioneers who are shaping the future with biogas optimization, pyrolysis processes, and global logistics. Read on to find out exactly how Verbio, CHAR Technologies, and Waste Management are benefiting from these megatrends.
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