renewableenergy
Commented by Fabian Lorenz on June 9th, 2026 | 08:35 CEST
Escalation in Iran! Defence and Energy Stocks in Focus: Hensoldt, Nordex, and A.H.T. Syngas
Tensions between Iran and Israel are escalating once again, and oil prices are rising accordingly. Against this backdrop, we are taking a closer look at selected defence and energy stocks. A.H.T. Syngas shares appear to be gaining momentum. The company specializes in energy production from waste materials. Revenue is expected to grow significantly in the coming years, and analysts see upside potential of around 150%. Analysts have recently been more cautious on Nordex. They point to several uncertainties surrounding the wind turbine manufacturer's business model and have issued "Sell" recommendations. The company, however, is countering these concerns with a steady stream of new orders. Hensoldt also has a "Sell" recommendation. While analysts expect significant growth, order intake is expected to weaken, and the valuation is a cause for concern.
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Commented by Nico Popp on June 9th, 2026 | 08:15 CEST
Hydrogen Ramp-Up: High Costs Are Slowing the Industry – Investors Turn to First Hydrogen, Plug Power, and Nel
According to the think tank Agora Energiewende, greenhouse gas reductions in Germany stagnated in 2025, with emissions falling by only 1.5% to 640 million metric tonnes of CO₂ equivalent. Although renewable energy already covers 55.3% of electricity demand, high investment costs are slowing the transformation of energy-intensive industries. While the production cost of grey hydrogen ranges between approximately EUR 1.50 and EUR 3.30 per kg depending on the price of natural gas, green hydrogen currently costs around EUR 7.00 per kg. New regulations for renewable fuels of non-biogenic origin are likely to drive these production costs even higher by 2030. Fraunhofer experts in energy infrastructure and geotechnologies have calculated that economic viability without government demand stimulation requires a CO₂ price of well over EUR 200 per tonne—clearly an unrealistic level. So how can the hydrogen ramp-up succeed nonetheless? We take a look at companies driving innovation in the hydrogen sector.
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Commented by Stefan Feulner on June 8th, 2026 | 07:40 CEST
RWE, American Atomics, Venture Global: The Winners of the New Energy Order
The Western world's energy supply is on the verge of a profound transformation. Several forward-looking industries stand to benefit from this. Liquefied natural gas remains in demand as a reliable energy source, nuclear energy is making a strong comeback as a carbon-free baseload source, and the multi-billion-dollar expansion of power grids is becoming key to the energy transition. For investors, attractive opportunities could arise from these megatrends, as the next energy rally is likely to gain momentum again following the current correction.
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Commented by Armin Schulz on June 8th, 2026 | 07:30 CEST
Plug Power, A.H.T. Syngas, and Constellation Energy: The Hidden Winners of the Power Hunger No One Is Talking About
For a long time, the energy transition was a matter of faith. Today, order books determine success. While artificial intelligence is driving data center electricity consumption to new heights, heavy industry is struggling to decarbonize processes that cannot be easily electrified. In 2026, the market will separate winners from losers. Companies with financed projects and secured offtake agreements will succeed, while those relying on vision alone will fall behind. Three very different players illustrate how investors can position themselves for this megatrend: Plug Power, A.H.T. Syngas, and Constellation Energy.
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Commented by Tarik Dede on June 8th, 2026 | 07:25 CEST
Cleantech Shows Strength: A Look at Nordex, Pure One, and Linde
Few sectors are bringing as many new and established companies back into the spotlight as cleantech. From solar and wind power to innovative technologies that can make the world a better and often more efficient place. For those who identify emerging trends early, the opportunities can be substantial. That is why we are taking a look today at Pure One, a company that appears poised for significant growth in the hydrogen sector. At the same time, established players also deserve attention. Industry heavyweight Linde, which has long since moved beyond supplying traditional industries, has built itself a formidable competitive moat. Investors may also want to revisit Nordex. Following its strong comeback year in 2025, the Hamburg-based company appears firmly back on a growth trajectory.
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Commented by André Will-Laudien on June 8th, 2026 | 07:10 CEST
7.5% NASDAQ Weekly Correction: Infineon, AMD, HPQ Silicon, and Siemens Energy in the Spotlight
After 14 months of the NASDAQ's steep rise of over 100%, investors celebrated the new era of AI data centers and the associated chip boom. Adding to the general euphoria was the closure of the Strait of Hormuz, which sent prices skyrocketing, particularly in the high-tech sector. As a result, CPU manufacturer AMD now expects to double its revenue by 2028, with EBIT projected to triple. Apparently, the bulls believe these new scarcity-driven prices will persist into the near future. However, since commodity and energy prices are currently trending downward, production costs are likely to fall again in the long run. This would make price competition more likely than a continuation of the unusual hype. Cautious investors are therefore hitting the brakes on well-performing stocks like Infineon, AMD, and Siemens Energy in favour of less highly valued sectors. Here are a few facts about the sector.
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Commented by André Will-Laudien on June 8th, 2026 | 07:00 CEST
Will NASDAQ Shockwave Burst AI Bubble? Major Movements at Nel ASA, Oklo, dynaCERT, SpaceX, and ITM Power
It has finally happened—a 7.5% drop on the tech exchanges in just three trading days. Yet, only last Tuesday, the NASDAQ 100 index had reached a new all-time high of 30,730 points. In a sudden realization, market participants understood that the central bank's next move will be a "rate hike." After all, the new Fed Chair, Kevin Warsh, makes no secret that inflation near 4% is a disaster for the US dollar and economic stability. Although Donald Trump has repeatedly hinted in the media at an interest rate cut, the central bank governors—including former Fed Chair Jerome Powell—are unanimously leaning toward hikes to curb high inflation. In addition to economically measurable inflation, voices are growing louder that excessive price increases on Wall Street paint a picture of the economy that does not align with reality. The daily gains of billions in stock market wealth, combined with the extreme increases in long positions, harbour the potential for disappointment in the near future. Whether the initial spark of a correction was set in motion last week must therefore be closely analyzed.
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Commented by Armin Schulz on June 4th, 2026 | 07:15 CEST
Energy Transition Meets AI Boom: Siemens Energy, RE Royalties, and NextEra Energy in Focus
The rapid expansion of renewable energy is colliding with the insatiable appetite for electricity driven by artificial intelligence. This collision is creating a demand gap in the electricity sector unlike anything seen before. While data centers are popping up worldwide, the expansion of wind and solar power plants can barely keep up. The result is a structural shortage of clean electricity. Investors can benefit from this perfect environment. Those who bet on the right companies now can benefit disproportionately from this convergence of megatrends. That is why we are looking today at Siemens Energy as a technology supplier, RE Royalties as an innovative financier, and NextEra Energy as the largest producer of green energy.
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Commented by Lars Winter on June 4th, 2026 | 07:00 CEST
Second-Tier Energy Winners: Why dynaCERT, 2G Energy, and SFC Energy Are Poised for Strong Growth
Artificial intelligence, the energy transition, decarbonization, and geopolitical tensions are currently transforming the global economy. Energy demand is rising, while at the same time, requirements for supply security and climate protection are growing. It is precisely at this intersection that exciting investment stories are currently emerging for investors. The shares of dynaCERT, 2G Energy, and SFC Energy appear particularly interesting. The three companies pursue different approaches but benefit from the same megatrend: making energy more efficient, secure, and independent.
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Commented by Carsten Mainitz on June 3rd, 2026 | 07:35 CEST
The Future of Mobility: Why There Will Not Be Just One Winner – dynaCERT, BYD and Nel in Focus
High oil prices are accelerating the adoption of electric vehicles. Nevertheless, market realities, infrastructure constraints, and economic considerations all point to a future in which multiple propulsion technologies coexist. The classic diesel engine is far from obsolete. In heavy-duty transportation, mining, agriculture, and power generation, it is likely to remain indispensable for the foreseeable future. At the same time, bridge technologies are gaining importance. Here, the cleantech company dynaCERT stands out. The Canadian company's innovative retrofit solution uses hydrogen-assisted technology to improve the efficiency of existing diesel fleets while reducing emissions. BYD has established itself as a dominant force in the electric vehicle industry but continues to face intense price competition in its home market, China. Next year, the company plans to launch a new generation of battery technology. Meanwhile, hydrogen pioneer Nel aims to set new cost benchmarks for the industry, potentially strengthening its competitive position in the rapidly evolving hydrogen market. Against the backdrop of multiple competing mobility solutions, which company is best positioned to come out ahead?
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