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An opinion piece by André Will-Laudien (Apaton Finance GmbH). Investors are increasingly questioning whether public subsidy programs in their current form can remain financially sustainable in the long term. Capital-intensive projects with long payback periods—such as offshore wind farms, hydrogen infrastructure, or massive grid expansions—are particularly affected. The result is a paradigm shift within the green finance world. A shift away from purely politically driven visi

An opinion piece by Fabian Lorenz (Apaton Finance GmbH). While shares of companies like Plug Power, Bloom Energy, and even Nel ASA are skyrocketing, a revaluation for RE Royalties could be on the horizon in the coming weeks. The Canadians are also benefiting from the explosive rise in electricity demand driven by AI. Companies in the energy production and infrastructure sectors are increasingly emerging as the real winners of the AI boom. This is precisely where RE Royalties

An opinion piece by Matthias Schomber (Apaton Finance GmbH). When shifting the focus from the volatility of hydrogen stocks to RE Royalties, one enters a world of structured returns. While others are still building their production halls and factories, RE Royalties is already reaping the rewards. The company has a compelling model in the renewable energy sector. As a licensor, RE Royalties provides the capital for projects and receives a share of revenue in return. A look at

An opinion piece by Armin Schulz (Apaton Finance GmbH). The Canadians are going on the offensive. After 10 years in the business of royalty financing for renewable energy projects, the management team led by CEO Bernard Tan has initiated a strategic review. Everything that could increase shareholder value is being examined, from co-investments to capital structure optimization to a potential sale of the company; all options are on the table. This is not a sign of weakness, bu