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First Solar leads big solar sector drop as high borrowing costs threaten project financing
[Installing solar panels, Renewable energy clean and good environment.] bombermoon/iStock via Getty Images Solar stocks fell sharply on Thursday, led by First Solar's (FSLR [https://seekingalpha.com/symbol/FSLR]) 10.3% plunge to a new 52-w…
EPA to roll back Biden-era limits on power plant emissions
[detail of white smoke polluted sky] kodda The U.S. Environmental Protection Agency said Monday it will repeal [https://www.epa.gov/newsreleases/epa-finalizes-repeal-2024-power-plant-regulations-delivering-300-billion-savings] some carbon…
Paris climate goal likely out of reach, United Nations report says
[detail of white smoke polluted sky] kodda The Paris climate agreement goal of limiting the rise in global temperatures to 1.5 degrees Celsius is no longer feasible and likely will be exceeded within the next few years, according to a repo…
Green reforms? Europe is facing its ultimate climate reckoning
[EU energy transition - European Union flag with rising growth graph over solar power plant] Scharfsinn86/iStock via Getty Images It's one of the world's most profound climate policies, but it's soon changing. The European Commission on Fr…
California threatens to sue Trump administration over canceled wind project
[Large white windmills in the sea with a sailboat] PARETO/E+ via Getty Images California's attorney general's office sent a notice of intent to the Trump administration on Tuesday that it plans to sue [https://oag.ca.gov/news/press-release…
CNRG and PBW Both Track Clean Energy but One Fell 61% in the Last Downturn While the Other Lost 23%
Quick Read SPDR S&P Kensho Clean Power ETF (CNRG) returned 22.13% year-to-date and 91.23% over twelve months by focusing on utilities and electricity generators, while Invesco WilderHill Clean Energy ETF (PBW) returned 34.64% year-to-date…
China-linked U.S. solar factories shunned in Trump crackdown - Reuters
[Installing solar panels, Renewable energy clean and good environment.] bombermoon/iStock via Getty Images Top solar companies, banks, and insurers have stopped doing business with at least a half dozen recently built U.S. solar panel fact…
Grid Infrastructure Is the Next Big Capex Cycle: Why GRID, VOLT, and CNRG Matter Now
Quick Read First Trust NASDAQ Clean Edge Smart Grid Infrastructure ETF (GRID) is up 27% year to date and 60% over the past year, offering direct exposure to transmission and electrical equipment makers, while Tema Electrification ETF (VOLT…
The One Fed Signal That Could Flip CNRG From Loser to Leader in 2026
Quick Read Kensho Clean Power ETF (CNRG) gained 68% over the past year but dropped 9% in February. CNRG holds 50% industrials and 14% utilities. The fund acts like a growth portfolio. NextEra Energy rose 17% year-to-date while Enphase Ener…
Trump's ERA rolls back rules on mercury emissions from power plants
[Wind Blowing Pollution] DWalker44/E+ via Getty Images The Environmental Protection Agency this week rescinded regulations limiting mercury and other hazardous toxins from power plants, citing the need to boost baseload energy at a time wh…
Trump's 'Destructive Policy' On Clean Energy Reflects 'Corrupting Influence' Of Big Money Seeking To Block Electrotech Transition, Says Paul Krugman
The Donald Trump administration's aggressive stance against clean energy initiatives is not just a rejection of climate science, but a clear symptom of “corrupting influence” from “big money” interests determined to halt the inevitable ele…
Trump reverses landmark 'endangerment finding' in major blow to climate regulations
mathieukor The Trump administration this week repealed [https://www.epa.gov/newsreleases/president-trump-and-administrator-zeldin-deliver-single-largest-deregulatory-action-us] the Obama-era scientific finding that serves as the legal basi…
Green ETFs to Watch as Global Energy Transition Investment Crosses $2T
A torrent of global capital is reshaping the world’s energy systems, pushing investment in the low-carbon transition to a record $2.3 trillion in 2025, as per data published by the latest Energy Transition Investment Trends report from Blo…
Trump administration revising or scrapping over $83B in clean energy loans
[Solar Panels Energy Cost Savings] Douglas Rissing/iStock via Getty Images The Trump administration is restructuring, revising or eliminating more than $83B in Biden-era loans and conditional commitments for clean energy projects. "This ac…
Trump to cut U.S. ties to 66 environmental groups, foundational U.N. climate treaty
[Pollution Factory Smoke in Air with Sky Bad for the Environment] The Trump administration has accelerated its withdrawal from climate change agreements on the global stage, severing ties [https://www.argusmedia.com/en/news-and-insights/la…
After The Crash, CNRG Starts 2026 With A 40% Rally
Piyaset / Shutterstock.com Quick Read CNRG rallied 50% in 2025 but still trades 14% below its 2020 peak after years of underperformance. The fund allocates 49% to industrials supplying fuel cells and battery storage for AI data centers. S&…
Developers have canceled nearly 2,000 power projects this year - report
[Electricity concepts. High voltage transformers with night city lights] s-cphoto/iStock via Getty Images Nearly 2,000 new power projects that were planned to be built and connected to the grid over the next five years were canceled by dev…
Judge strikes down Trump's halt of wind energy permits
[Wind turbine from aerial view, Drone view at windpark westermeerdijk a windmill farm in the lake IJsselmeer the biggest in the Netherlands,Sustainable development, renewable energy] fokkebok/iStock via Getty Images A U.S. District Court j…
How Is GE Vernova Stock Performance Compared to Other Renewable Energy Stocks?
GE Vernova Inc. (GEV) is a global energy company with its headquarters in Cambridge, Massachusetts. GE Vernova is innovating in power, renewable energy, digital, and energy services businesses. The company operates through three segments:…
COP30 climate summit wraps up - long on warnings, short on action
[Pollution Factory Smoke in Air with Sky Bad for the Environment] eric1513/iStock via Getty Images Delegates at the COP30 United Nations climate conference in Brazil reached a final agreement [https://abcnews.go.com/International/cop30-del…
IEA halves forecast for U.S. renewables growth due to Trump policies
[wind turbine and a solar panel at sunset.sustainable energy source for smart cities.] bombermoon/iStock via Getty Images The International Energy Agency has halved its forecast for renewable energy growth in the U.S. by 2030, on account o…
Drill, baby, drill? Clean energy stocks are faring well under Trump
[Solar and wind power] hrui The world's top polluter is out with new climate goals, pledging to reduce greenhouse gas emissions by 7% to 10% from peak levels over the next decade. To note, China currently produces more than 31% of the worl…
Trump administration to review previous approval of Massachusetts wind farm project
[Wind turbine from aerial view, Drone view at windpark westermeerdijk a windmill farm in the lake IJsselmeer the biggest in the Netherlands,Sustainable development, renewable energy] fokkebok The Trump administration plans to review [https…
Inside The Recent Run of Clean Energy & EV ETFs
On August 18, 2025, the U.S. Treasury Department released guidance clarifying which solar and wind projects qualify for clean energy tax credits under President Donald Trump’s “One Big Beautiful Bill.” The legislation phases out tax credit…
Trump stops Ørsted wind project offshore Rhode Island in latest blow to industry
[Wind turbine from aerial view, Drone view at windpark westermeerdijk a windmill farm in the lake IJsselmeer the biggest in the Netherlands,Sustainable development, renewable energy] fokkebok/iStock via Getty Images The Trump administratio…
Trump says he will not approve any more wind or solar power projects
[Solar pannels] mesut zengin/iStock via Getty Images President Trump said Wednesday that his administration will not issue any more approvals [https://www.washingtonexaminer.com/policy/energy-and-environment/3761731/trump-vows-block-wind-s…
Solar stocks have rallied on Aug. 18, 2025 after the U.S. Treasury Department released guidance on which projects qualify for clean energy tax credits. The rules proved to be less restrictive than investors had feared initially, leading to…
Solar stocks rise as Trump's tax credit guidance less stringent than feared
[Installing solar panels, Renewable energy clean and good environment.] bombermoon/iStock via Getty Images First Solar (NASDAQ:FSLR [https://seekingalpha.com/symbol/FSLR]) and Enphase Energy (NASDAQ:ENPH [https://seekingalpha.com/symbol/EN…
EPA moves to cancel $7B in grants for solar energy - NYT
[Installing solar panels, Renewable energy clean and good environment.] bombermoon/iStock via Getty Images The Trump administration is preparing to terminate $7B in federal grants intended to help low- and moderate-income families install…
EPA pushes back rollout of methane emission rule for oil and gas
[Oil pumps.] bashta The Environmental Protection Agency said this week it is delaying [https://www.epa.gov/controlling-air-pollution-oil-and-natural-gas-operations/2025-interim-final-rule-extend-compliance] the implementation of a Biden ad…
EPA set to strike down legal foundation that underpins all major climate regulations - reports
[Smoke stack] martin_33 The Environmental Protection Agency is just days away from proposing the U.S. reverse the scientific determination [https://www.washingtonpost.com/climate-environment/2025/07/22/endangerment-finding-epa-climate/] th…
Trump tightens restrictions on solar and wind projects in latest blow to renewable energy
[Installing solar panels, Renewable energy clean and good environment.] bombermoon/iStock via Getty Images The Trump administration said [https://www.doi.gov/pressreleases/interior-ends-preferential-treatment-unreliable-subsidy-dependent-w…
Trump grants two-year regulatory relief to coal, chemical, and high-pollution industries
[Coal power plant and environmental pollution] baranozdemir President Donald Trump on Thursday granted two years of regulatory relief from certain regulations for coal-fired power plants, chemical manufacturers, and other high-pollution in…
U.S. utilities seeking big hikes in electricity rates as data center demand booms
[Electricity concepts. High voltage transformers with night city lights] s-cphoto/iStock via Getty Images U.S. power companies have applied for permission to raise electricity prices by billions of dollars, driven by the costs of replacing…
Solar stocks ranked by Seeking Alpha Quant rating as sector faces Senate setback
[Increase or rising in electricity prices on the world market. Photovoltaic power station with double exposure of digital financial chart graphs and stock market.Green energy in full development.] Galeanu Mihai/iStock via Getty Images Sola…