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In demand on the stock exchange:
Wind turbines have long been considered technology for a better future.
Now also armament technology is added
Photo: GEORGES GOBET/ AFP
Tanks, airplanes, wind turbines, solar systems: These things are coveted goods if Germany wants to realign its security and energy policy in the long term.
In a special session of the Bundestag on Sunday, Chancellor Olaf Scholz not only presented a "special budget for the Bundeswehr" amounting to 100 billion euros, but also emphasized that Germany would reduce its dependence on natural gas from Russia.
This should succeed in the short term through higher imports of liquefied gas, but in the medium and long term primarily through the accelerated expansion of renewable energy sources.
In the hope of an accelerated energy transition, investors are investing in green electricity values on Monday.
The shares of the wind turbine
manufacturer Vestas
headed for the largest daily gain in more than seven years on Monday in Copenhagen with an increase of almost 13 percent at times.
The title of the rival
Nordex
increased about 18 percent, as strong as last year and a half.
Siemens Gamesa advanced a good eleven percent in Madrid.
The papers of the green electricity providers
Orstedt and EDP Renovaveis
gained up to ten percent.
In the Dax, the
Siemens Energy
share rose by more than 6 percent.
The analysts at Citigroup predicted that the increase in natural gas prices as a result of the Russian invasion of Ukraine would accelerate the expansion of renewable energies across Europe and especially in Germany.
Many countries have so far lagged behind their own plans.
If Germany achieves its ambitious goals, this could
bring Vestas and Nordex
additional sales of up to around 15 percent by 2026.
With additional green electricity capacities, Germany would become less dependent on Russian natural gas supplies.
This means that the providers of renewable energies were among the few winners in a weak stock market environment on Monday, together with European armaments companies such as Rheinmetall and Hensoldt, which at times posted price gains of more than 40 percent.
la/dpa