Aluminium price spike from Mideast war fans costs for US solar industry

Commercial U.S. solar customers are seeing installation costs spike as the war ​in Iran chokes supply of aluminium and makes racking systems more expensive, compounding financial pressures on an industry ‌already grappling with elevated silver prices.

Reuters • May 27, 2026

Wind & Solar Overtake Gas Globally: ETFs Poised to Benefit

Wind and solar have just surpassed natural gas in global electricity generation, boosting the long-term outlook for renewable energy ETFs.

Zacks Investment Research • May 21, 2026

China's solar exports jump 60% on the year in April

China's solar shipments abroad jumped 60% year-on-year in April, customs data ​showed on Monday, remaining robust even ‌after the government removed an export tax refund.

Reuters • May 18, 2026

The Zacks Analyst Blog ICLN, QCLN, ACES and TAN

ICLN, QCLN, ACES and TAN gain attention as low-emission power growth outpaces global electricity supply growth.

Zacks Investment Research • May 14, 2026

Green ETFs to Watch as Low-Emission Power Beats Global Electric Supply

Green ETFs like ICLN surge as renewables matched coal generation in 2025, with solar and nuclear driving global low-emission power growth.

Zacks Investment Research • May 13, 2026

Solar On The Farm: The Benefits Of Agrivoltaics

Welcome back to Current Climate. Solar continues to have a moment as a fast, cheap way to boost the power supply, particularly as electricity demand surges and the war in Iran triggers price spikes for oil and natural gas. It's also been finding its way onto farms as beneficial new income source for farmers.

Forbes • May 11, 2026

Insight: Trump's crackdown on China-linked solar firms stalls U.S. factory boom

Top solar companies, banks and insurers have stopped doing business with at least a half dozen recently built U.S. panel factories because of uncertainty over whether their ties to China could disqualify them from clean-energy subsidies, according to industry executives and documents reviewed by Reuters.

Reuters • May 8, 2026

Wind Energy ETFs to Rally on Profit Beats and Iran War Energy Shift

Wind energy ETFs are back in focus as geopolitical tensions and AI-driven power demand are strengthening the bull case for wind energy.

Zacks Investment Research • May 8, 2026

3 Market Themes Driving Stocks Right Now: AI, Alt Energy and Commodities

AI, Alternative Energy and Commodity stocks are all leading this market as a confluence of economic developments drive growth and constrain supply.

Zacks Investment Research • May 8, 2026

ICLN, QCLN, and TAN: Which Clean Energy ETF Fits Your Portfolio Right Now

Clean energy funds spent two years absorbing damage from rising rates, expiring incentives, and policy whiplash.

24/7 Wall Street • May 6, 2026