Energy Transition: Is It Finally Happening?

The global energy transition is advancing, but fossil fuels still outperform renewables on return rates, slowing structural change. Renewables have achieved cost competitiveness and scale, yet overcoming the price barrier requires robust public policy and carbon pricing.

Seeking Alpha • Aug 27, 2026

Clean Energy ETF QCLN Depends On Political Outcomes

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.

Seeking Alpha • Aug 24, 2026

Beyond Oil: Energy ETFs Worth Investing in for Long-Term Growth

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

Zacks Investment Research • Aug 4, 2026

China to boost wind and solar generation by more than 50% in five years

China plans to increase wind and solar power generation by 53% over the next five years, under a renewable energy plan ​released on Thursday that for the first time makes its green power ‌target binding.

Reuters • Jul 23, 2026

Riding the Green Wave: Clean Energy ETFs Benefiting

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.

ETF Trends • Jul 7, 2026

Stalled US permits threaten $121 bln in wind and solar investment-report

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.

Reuters • Jun 29, 2026

TAN's 82% Rally Masks a Quiet $3,350 Tax on $50,000 Over a Decade

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

24/7 Wall Street • Jun 23, 2026

US adds Chinese solar, battery firms to list of military-linked companies

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.

Reuters • Jun 9, 2026

Aluminium price spike from Mideast war fans costs for US solar industry

Commercial U.S. solar customers are seeing installation costs spike as the war ​in Iran chokes supply of aluminium and makes racking systems more expensive, compounding financial pressures on an industry ‌already grappling with elevated silver prices.

Reuters • May 27, 2026

China's solar exports jump 60% on the year in April

China's solar shipments abroad jumped 60% year-on-year in April, customs data ​showed on Monday, remaining robust even ‌after the government removed an export tax refund.

Reuters • May 18, 2026