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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.
The European Union's ban on public funding for Chinese-made solar inverters could affect more than a fifth of new solar capacity, exposing a growing tension between energy security fears and the bloc's race to meet climate targets.
The U.S. has added some of the world's largest solar and battery manufacturers to a list of companies it believes are aiding China's military.
India's push to tighten power grid discipline is colliding with its clean energy ambitions as tougher rules for solar and wind projects alarm investors, who warn the requirements could slash returns and impede investment needed for the energy transition.