The clean power revolution has reached a critical tipping point. According to a new analysis by energy think tank Ember, global solar and wind generation has outpaced electricity demand growth this year, marking a monumental shift (as cited in a report from Associated Press). For the first time on record, renewable energies combined generated more power than coal, driven by a record 31% growth in global solar generation and a 7.7% rise in wind. This surge of over 400 terawatt hours — more than the total glo ...

We are all set to step into the final quarter of 2025 tomorrow, and the clean energy industry remains in the spotlight, rallying impressively throughout the year. This momentum is backed by record global investment, which hit a record $386 billion (up 10% year over year as reported by BloombergNEF) in the first half of 2025 alone, amid relentless demand from new electricity loads like data centers and cleantech manufacturing.The S&P Global Clean Energy Select Index reflects this strength, having posted a so ...

U.S. President Donald Trump is once again in the headlines following his latest comment, labeling green energy as "stupid", during yesterday’s speech at the United Nations. His remarks, which included calling renewable initiatives a 'scam' and vowing to halt new solar and wind projects, naturally caused an upheaval strong enough to rattle clean energy investors. Consequently, they responded skeptically, which caused the clean energy ETFs to tumble. Invesco Solar ETF ((TAN) lost about 3.5% on Sept. 23, 2025, ...

Economic Context - The U.S. economy is experiencing volatility due to aggressive tariffs, a weakening job market, persistent inflation, and rising fiscal deficits [1] - Investors are anticipating a Federal Reserve interest rate cut of 0.25% as indicated by Fed Chair Jerome Powell [1] Impact on Clean Energy Sector - The expected rate cut is viewed as a necessary measure to stimulate economic activity and alleviate consumer purchasing power pressure, which should benefit capital-intensive industries like clean energy [2] - Clean energy companies are highly sensitive to interest rates due to the significant upfront investments required for infrastructure such as solar farms and wind turbines [3] Benefits of Rate Cut for Clean Energy - A reduction in interest rates typically lowers financing costs for debt-funded clean energy projects, enhancing the economic viability of solar and wind initiatives [4] - This can lead to increased valuations for clean energy companies and the ETFs that hold them [4] Clean Energy ETFs Performance - Several U.S.-focused clean energy ETFs have shown positive performance since Powell's speech, indicating strong market interest [5] - iShares Global Clean Energy ETF (ICLN) has approximately $1.60 billion in assets, with a 1.5% increase since August 22, and a significant U.S. holding of 28.95% [6][7] - First Trust Nasdaq Clean Edge Green Energy ETF (QCLN) has a total net asset of approximately $470.2 million and has gained 4.3% since August 22 [8] - ALPS Clean Energy ETF (ACES) has a total net asset of approximately $98.4 million, with a 1.7% increase since August 22 [9][10] - Invesco WilderHill Clean Energy ETF (PBW) has a total net asset of approximately $401.7 million and has rallied 3.8% since August 22 [11][12] - SPDR S&P Kensho Clean Power ETF (CNRG) has approximately $159.8 million in assets and has risen 6.6% since August 22 [13] Conclusion - The anticipated Federal Reserve rate cut could create a more favorable financing environment for clean energy companies, potentially enhancing the performance of the highlighted ETFs [14]