royalties
Commented by Nico Popp on March 17th, 2026 | 06:50 CET
Energy for the AI Era: The Outlook for RE Royalties, Clearway Energy, and RWE
The financing of energy projects is becoming increasingly important due to crises and the rise of artificial intelligence (AI). According to the World Economic Forum (WEF), energy consumption by data centers could rise to 945 TWh by 2030, while McKinsey expects investments of nearly seven trillion USD in US infrastructure. This is also forcing industry to accelerate the expansion of electricity generation capacity. Three companies have positioned themselves in this dynamic landscape. While RWE is betting big on renewable energy through global investments in offshore wind farms, Clearway Energy focuses on operating wind and solar farms in the US. Clearway secures reliable cash flows through contracts with global corporations. The Canadian company RE Royalties, on the other hand, acts as a financing partner that benefits from the expansion of energy infrastructure while avoiding the operational risks of a direct plant operator. The fact that all of the companies mentioned are thriving in the current environment is underscored by the Inflation Reduction Act in the US and the latest market reforms in the EU. Reason enough to take a closer look at the market from an investor's perspective.
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Commented by Mario Hose on March 16th, 2026 | 08:00 CET
3 Renewable Energy Stocks on a Rally – Nordex, Vestas, and RE Royalties
How do you turn wind into money? Is that even possible? Looking at the current momentum in the markets, the answer appears to be a resounding yes. While the world debates climate goals, some companies are making moves that delight investors. Today, we are looking at a trio driving the global energy transition. From the explosive stock surge of a long-established Hamburg-based company to the strategic Far East plans of a Danish global market leader, all the way to an innovative financing model from overseas that is shaking up the sector from a completely different angle. It is about real substance, massive order books, and the question of where long-term returns truly "reside." In the world of renewables, a rather strong wind is currently blowing, revealing opportunities that will not come around again anytime soon.
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Commented by Carsten Mainitz on March 13th, 2026 | 08:30 CET
Dividend hunters take note! 10% with RE Royalties, dividend surprise at BMW, will Mutares now follow suit?
Dividends or growth? But why choose when you can have both? There are actually companies that deliver both. One example is RE Royalties, a Canadian specialist financier for renewable energy projects. Investors can expect a dividend yield of around 10%, combined with additional price potential for the moderately valued stock. Mutares could soon deliver a dividend surprise, which would also give the shares a new boost. Despite the challenging industry situation, auto manufacturer BMW is shining with a yield of over 5%.
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Commented by Mario Hose on March 12th, 2026 | 08:00 CET
Mining without excavators: Franco-Nevada, Triple Flag, and Globex Mining compared
After a long dry spell, mining stocks are back in vogue. However, operating mines comes with its own risks. Geological challenges, technical failures, rising energy costs, or labor strikes can quickly disrupt operations. There is, however, a clever alternative: so-called royalty and streaming companies. These firms benefit from mining activity without having to drill holes in the ground themselves. In this article, we compare three representatives of this business model across different size classes: Franco-Nevada, an established industry giant; Triple Flag Precious Metals, a mid-tier player; and Globex Mining Enterprises, a (still) small but particularly diversified challenger.
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Commented by Fabian Lorenz on March 12th, 2026 | 07:10 CET
OIL PRICE SHOCK drives these stocks - Nordex, Nel, and dividend gem RE Royalties
The importance of alternatives to oil and gas is once again becoming increasingly clear. RE Royalties is one of the companies benefiting from this trend. The company finances projects in the fields of solar, wind, hydropower, and energy storage. Thanks to its activities in the US, it also benefits directly from the growing energy demand of AI data centers. In addition, the stock attracts investors with a dividend yield of more than 9%. Nordex also plans to pay dividends in the future. The stock would normally be considered due for consolidation after its recent rally. However, a steady flow of new orders continues to support the share price. Nel shareholders are still far from receiving dividends. The latest results for Q4 2025 and the company's outlook have been disappointing. Are new catalysts in sight?
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Commented by Armin Schulz on March 9th, 2026 | 07:05 CET
Top Dividend Stocks: With Novo Nordisk, RE Royalties, and SAP, investors reap where others only see risk
Markets are currently oscillating between fears of war and hopes for interest rate cuts. While geopolitics and economic data continue to fuel uncertainty, many investors are turning back to a proven principle: reliable dividends. March 2026 highlights how fragile global growth can be when the Strait of Hormuz turns into a geopolitical powder keg and even the IMF warns of new economic shocks. In this tense environment between acute crisis and the search for stable returns, companies with dependable dividend policies are gaining importance. Against this backdrop, we take a closer look at Novo Nordisk, whose dividend stability must prove itself in an increasingly competitive pharmaceutical market, RE Royalties, which offers a remarkably high yield, and SAP, which recently surprised investors with a dividend increase.
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Commented by Nico Popp on March 6th, 2026 | 07:25 CET
"Security energies" – how to invest: RWE, Iberdrola, and RE Royalties as stable sources of returns
The energy debate has been conducted differently for some time now than it was in the 2010s. While decarbonization was long considered an ecological necessity, it has now become a question of national sovereignty under the banner of "security energies." This new perspective is being fueled by current geopolitical upheavals and the de facto blockade of the Strait of Hormuz, which once again reveals the fragility of our supply chains. With around 20% of global oil consumption passing through this bottleneck, prices for crude oil and liquefied gas have already risen significantly. In this context, German Federal Environment Minister Carsten Schneider coined the term "security energies" to emphasize the decentralized nature of renewable energy as a shield against exogenous shocks. Renewable energy projects are not subject to the logic of geopolitical conflicts and also generate added value in the region, as a wind farm, for example, can generate annual revenues of around EUR 200,000 for a municipality. Renewable energy can also become a safety anchor for investors thanks to stable cash flows.
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Commented by André Will-Laudien on March 5th, 2026 | 10:00 CET
War, destruction, and the next oil crisis? RE Royalties' financing model as a driver of green infrastructure inspires
The global restructuring of energy supply is no longer a vision, but an economic and social necessity. Rising demand for electricity due to digitalization, electromobility, and AI infrastructure is meeting ambitious climate targets. In particular, there is enormous pressure to reduce emissions sustainably. This is precisely where it will be decided whether sufficient capital will flow into clean technologies quickly, efficiently, and scalably. Sustainable financing programs are therefore not a "nice-to-have," but a key lever for security of supply, competitiveness, and climate protection. The company RE Royalties exemplifies how capital markets and climate protection can work hand in hand. What is more, investors can reap high returns while keeping their conscience clear!
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Commented by Mario Hose on March 4th, 2026 | 07:00 CET
Iran War: Why TUI and Lufthansa are trembling while RE Royalties plans for the energy of the future!
The world is watching the Middle East with bated breath. What is happening there is not only shaking up the political world map but also inflicting deep wounds on the portfolios of many investors. The giants of the travel and aviation industry, TUI and Lufthansa, are under particular pressure. The uncertainty is visible and palpable as flight schedules are canceled and booking numbers plummet. But while crisis mode prevails, a very different story is unfolding away from the turbulence. RE Royalties shows in 2026 that there are alternatives that are not only relatively crisis-proof, but also actively benefit from global transformation. While the classics of the travel industry are struggling to stay afloat, RE Royalties has already made a remarkable jump from CAD 0.25 to CAD 0.40 in 2026. This may just be the start of a significant upward trend.
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Commented by Nico Popp on February 27th, 2026 | 07:35 CET
Dividend powerhouses like Kimberly-Clark and General Mills: How RE Royalties could benefit from AI
When it comes to investing, substance is set to regain importance in 2026, as JPMorgan Asset Management writes in its "2026 Year-Ahead Investment Outlook." The market environment is characterized by geopolitical fragmentation, while at the same time the rise of artificial intelligence is creating new structural demand for decentralized energy solutions. In this context, innovative revenue models such as royalties can form the foundation of a robust dividend portfolio. We present the established consumer goods giants Kimberly-Clark and General Mills, and also discuss innovative financing models in the renewable energy sector, as successfully implemented for years by the still relatively unknown company RE Royalties.
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