

Six months into the U.S.-Israeli war with Iran, governments across Europe and Asia are scrambling to accelerate a renewables build-out in a bid to cut dependence on fossil fuel imports, providing a fresh impetus to the global energy transition.

First Trust NASDAQ Clean Edge Green Energy Idx Fd ETF performance is closely tied to U.S. political outcomes and federal clean energy policy. QCLN outperformed the S&P 500 and iShares Russell 3000 ETF over the past year, rebounding as the 2026 midterm elections approach. Historical spikes in the CELS Index, which QCLN tracks, followed Democratic policy momentum and major climate-related legislation.

Looking beyond oil to a diversified mix of energy themes could offer more durable opportunities. Here are the ETFs to consider.

Electricity demand in the U.S. has been flat for a decade. Not any more.

While volatile oil prices have taken much of the spotlight in the energy sector this year, increasing global energy security concerns amid geopolitical tensions, soaring data center energy demand, and substantial international investment have propelled clean energy ETF gains in 2026.

Trump administration policies that have stalled permits for renewable energy projects are putting more than $121 billion of investment at risk and slowing development of wind, solar and storage capacity needed to meet rising power demand, according to a report published on Monday.

Solar bulls love to point at the 12-month chart for Invesco Solar ETF (NYSEARCA:TAN) and call it a comeback story.

France's energy ministry said it would open on Friday a long-awaited call for tenders to develop 10 gigawatts of offshore wind projects, mostly located on the country's west coast.