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

FAN: Significant Headwinds Will Challenge This Fund's Rebound

First Trust Global Wind Energy ETF (FAN) receives a hold rating due to persistent industry headwinds despite improving fundamentals in top holdings. FAN faces challenges from elevated interest rates, inflation, global competition—especially from China—and volatile steel prices impacting wind turbine costs. FAN's high expense ratio (0.60%), low dividend yield (0.99%), and high turnover (34%) further erode its long-term return potential.

Seeking Alpha • Aug 3, 2026

AI, Not ESG, Is Driving the Revival in Sustainable ETFs

After more than three years of relentless investor withdrawals, U.S. sustainable ETFs finally staged a comeback in the second quarter of 2026.

Benzinga • Aug 3, 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

China raises EV ambitions with 30% fleet target by 2030

China has unveiled a new carbon-peaking action plan that targets new energy vehicles (NEVs) accounting for 30% of the country's total vehicle fleet by 2030, marking a significant step in the electrification of the world's largest automobile market. The State Council on Thursday released the "15th Five-Year Plan" Carbon Peaking Action Plan, outlining the country's roadmap to peak carbon emissions before 2030.

Invezz • Jul 9, 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

'Huge Momentum' For U.S. Solar, Wind Power As Key Subsidies Lapse

Most major wind and solar developers prepared well in advance of the July 4 deadline, with many locking in legacy Section 48E investment tax credits and Section 45Y production tax credits last year. Between 2026 and 2030, solar developers plan to add roughly 288 GW of utility-scale capacity, while wind developers intend to build over 80 GW, according to S&P Global Market Intelligence data.

Seeking Alpha • Jul 1, 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

First Atlantic Nickel & Cobalt Highlights G7 Leaders' Declaration on Critical Minerals: G7 Names Nickel One of Only Two Pilot Minerals for a New Allied Traceability Framework, Moves to Mobilize Equity Investment and Offtake, and Establishes a Critical Minerals Resilience and Production Alliance

Grand Falls-Windsor, Newfoundland and Labrador--(Newsfile Corp. - June 19, 2026) - First Atlantic Nickel & Cobalt Corp. (TSXV: FAN) (OTCQB: FANCF) (FSE: P21) (the "Company" or "First Atlantic") today commented on the G7 Leaders' Declaration on Securing Supply Chains for Critical Minerals , issued at the 2026 G7 Summit in Évian, France, on June 17, 2026.1 The declaration names lithium and nickel as the first two "pilot" critical minerals for a new G7-wide traceability framework; commits G7 governments to mobilize equity investment, guarantees and offtake to close the investment gap before 2030; and establishes a new G7 Critical Minerals Resilience and Production Alliance to coordinate financing, diversification and transparency across allied jurisdictions. Nickel and cobalt are two of Canada's six priority critical minerals, singled out from a list of 312.

Newsfile Corp • Jun 19, 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