Analysis:’Every electron counts’: Why renewables stocks are back in play
MILAN :A return of fund inflows into renewable energy stocks is helping to breath new life into these companies’ shares, powering their strongest quarterly rise since the sustainability boom early this decade.
After two years of bearish sentiment and relentless redemptions that made the sector a short-sellers’ hotspot, a fundamental shift in the U.S. power demand outlook and greater policy certainty are luring investors back.
U.S. President Donald Trump’s “One Big Beautiful Bill” and the subsequent move to direct the U.S. Treasury to restrict tax credit rules have hit the renewables industry. But money managers say the outcome was not as bad as many feared, and offers enough certainty for investors to engage and companies to resume…
