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.
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Wind ETF FAN hits 52-week high, rally may continue.
The First Trust Global Wind Energy ETF has rallied 50% in the past year despite sector headwinds. 2025 saw heavy cancellations for renewable power projects, including offshore wind. The Trump Administration is moving to rescind various loan commitments to renewable energy, further pressuring the industry.
It may not have been on your investment bingo card, but one of the surprising outperforming investment themes this year has been clean energy. One catalyst has been the growing electricity demands related to the rise of AI.
Wind energy stocks have rallied recently, but I view this as a temporary surge rather than a sustainable turnaround. Wind faces structural economic challenges, including high input costs, complex logistics, and increasing opposition. Recent U.S. legislation accelerates the phaseout of wind and solar tax credits, threatening the viability of hundreds of planned renewable energy projects.
Last week, I moderated two panels on real assets and infrastructure for completely different sets of panelists and audiences. Despite the differences, there were many similarities among the two panels.
FAN ETF tracks the ISE Clean Edge Global Wind Energy Index, offering investors exposure to companies in the wind energy industry worldwide. Oersted A/S is a major player in offshore wind farm development, while EDP Renováveis focuses on wind energy projects globally. Vestas Wind Systems A/S is a leading company in wind turbine development, with a focus on innovation and efficiency.
ORLANDO, FL / ACCESSWIRE / June 21, 2024 / Unusual Machines, Inc. , (NYSE American:UMAC) ("Unusual Machines" or the "Company"), a drone and drone components manufacturer, today announced it will provide the first drone and components in Red Cat's new FANG™ line of First-Person View (FPV) systems. This partnership underscores Unusual Machines' commitment to onshoring drone and component production, as well as its expertise in FPV technology.