First Solar

Nextracker Inc - Ordinary Shares - Class A

Enphase Energy

Sunrun

Hannon Armstrong Sustainable Infrastructure Capital

Clearway Energy

Enlight Renewable Energy Ltd

Array Technologies

Atlantica Sustainable Infrastructure

SolarEdge Technologies

Invesco Solar ETF

TAN tracks an index of global solar energy companies selected based on the revenue generated from solar related business.

After years of frustrating action, the solar industry is poised to move higher. Stock Strategist Andrew Rocco explains.

4 Factors Point to a Sunny Future in Solar

Costco

The following research was contributed to by Christine Short, VP of Research at Wall Street Horizon. After a cool spell late last week, springtime is in full bloom around our parts in the Northeast.

Solar Stocks, Berkshire, and the latest Costco Craze

iShares Global Clean Energy ETF

First Trust NASDAQ Clean Edge Green Energy Index Fund

The First Trust NASDAQ Clean Edge Green Energy ETF casts a wide net across different renewable energy themes. The iShares Global Clean Energy ETF is a bet on increased international investment in renewable power generation.

3 Renewable-Focused ETFs Just Hit 3-Year Lows. Are They Worth Buying Now?

Solar stocks have been lagged the broader stock market with Tesla (TSLA) headlining the under-performer list. Taken together, this all shows up in the price performance chart of the Solar Sector ETF (TAN).

Solar Sector ETF (TAN) Trading Into Infection Point

California Water Service Group

iShares MSCI USA ESG Optimized ETF

Procure Disaster Recovery ETF

KraneShares Global Carbon ETF

Microsoft

NEXTracker Inc

Invesco Water Resources ETF

Sterling Construction

Rising global warming and its adverse impact on Earth makes it important for investors to be socially responsive while creating their investment portfolio. While these stocks and ETFs should gain, rising natural disasters should also boost businesses of disaster recovery stocks.

Protect Our Earth With 5 ETF & Stock Investing Strategies (Revised)

Protect Our Earth With 5 ETF & Stock Investing Strategies

Invesco Solar ETF allows investors to benefit from the growth of the photovoltaic sector without high specific risks. TAN is expected to perform well due to increased demand for new photovoltaic installations and potential interest rate reductions. The ETF faces risks such as political factors, tariffs on Chinese and Taiwanese companies, volatility, and competition in the market.

TAN: Current Macroeconomic Difficulties Will Not Stop Long-Term Growth

Energy stocks have performed well, but renewable energy stocks like the Invesco Solar ETF have not seen the same success. TAN has sharply underperformed the S&P 500 over the past six months, and shares have reached a pivotal support point. Trading at less than 16x earnings, the rate-sensitive space is threatening to make lows going back to July 2020.

TAN: Solar Stocks Slump To Key Support As Rates Jump

Global X CleanTech ETF

Global X Solar ETF

First Solar Q4 earnings has put ETFs with the highest allocation to the largest U.S. solar module manufacturer in focus.

ETFs in Focus After First Solar Q4 Earnings

ALPS Clean Energy ETF

Amplify Lithium & Battery Technology ETF

SPDR S&P Kensho Clean Power ETF

Optica Rare Earth & Critical Materials ETF

Proshares S&P Kensho Cleantech ETF

Global X Funds-Global X Disruptive Materials Etf

Fidelity Clean Energy ETF

VanEck Green Metals ETF

Defiance Next Gen H2 ETF

Direxion Hydrogen ETF

Global X Hydrogen ETF

Global X Lithium & Battery Tech ETF

Invesco Global Clean Energy Portfolio

VanEck Rare Earth/Strategic Metals ETF

Global X Renewable Energy Producers ETF

Trueshares Eagle Global Renewable Energy Income ETF

VanEck Low Carbon Energy ETF

Volcon

WisdomTree Battery Value Chain and Innovation Fund

Global X Wind Energy ETF

Invesco MSCI Sustainable Future ETF

Investors who piled into clean energy themes the last few years are experiencing some performance pain this year, as we appear to be experiencing a detour on the road to the clean energy transition. Related themes have been hard hit this year due to a confluence of events.

A Detour on the Road to the Clean Energy Transition

SunPower

While the oils/energy sector had modest gains in 2023, solar energy stocks took a beating. The Invesco Solar ETF NYSEARCA: TAN is down 38.53% on a trailing 12-month basis and down 12% year-to-date (YTD).

2 solar stocks ready to shine bright in 2024

Here is what I posted on X on Tuesday: Here is a thought from my Outlook 2024– Environment – Solar stocks did not have a good 2023. For 2024, we are watching First Solar ($FSLR), and the ETF Invesco Solar Energy (TAN).

Has the Solar ETF (TAN) Bottomed?

NextEra Energy

Higher interest rates cause challenges to the solar industry due to increased financing costs. Solar stocks have plummeted as a result.

Solar Industry Update: One Solar Company Shines Above the Rest

Deflation is a headwind in the solar industry as oversupply could lead to lower prices in some sectors. Tariffs on Chinese solar imports and the Inflation Reduction Act have helped some American solar companies and protected them against deflation in some ways.

TAN: 2024 Could Be Volatile

ARK Innovation ETF

Invesco China Technology ETF

KraneShares CSI China Internet ETF

Invesco Golden Dragon China ETF

Amplify Junior Silver Miners ETF

Yieldmax Tsla Option Income Etf

While the megacap technology names once again drove the U.S. stock market to solid monthly gains to kick off 2024, some of the last year's stock laggards continued to struggle.

Record January stock-market rally left these ETFs behind. Few are set to bounce.

ARK Genomic Revolution Multi-Sector ETF

Xtrackers Harvest CSI 300 China A-Shares ETF

Amplify Transformational Data Sharing ETF

Calamos CEF Income & Arbitrage ETF

WisdomTree Japan Hedged Equity Fund

iShares China Large-Cap ETF

US Global Jets ETF

iShares MSCI China ETF

AdvisorShares Pure US Cannabis ETF

Global X Uranium ETF

Sprott Uranium Miners ETF

United States Oil Fund LP

F/m 10-Year Investment Grade Corporate Bond ETF

F/m 3-Year Investment Grade Corporate Bond ETF

F/m 2-Year Investment Grade Corporate Bond ETF

Hi! This week's ETF Wrap funds looks at China-focused funds that are struggling in 2024, with Clocktower's chief strategist Marko Papic providing his take on concerns tied to the country.

China-focused ETFs struggle amid fears of another regulatory ‘crackdown'

Interest rates have a major impact on capital-intensive investments like renewables. The Invesco Solar ETF and Global Clean Energy ETF are excellent ways to invest in renewable energy.

There's Only One Megatrend I Like More Than AI in 2024

LanzaTech Global Inc

ON Semiconductor

ON Semiconductor's management is refocusing the company on growth industries. LanzaTech is a pioneer in developing solutions for recycling carbon emissions.

3 Red Hot Megatrends to Invest in for 2024

2023 has been tough for the solar industry, but this has not stopped impressive growth despite the challenges. Stocks are down, but business actually looks bright. The Invesco Solar ETF is a US-focused view of the solar industry and this impacts the cautious view about solar in 2023, notwithstanding recent plans to dramatically expand renewable investment. With a successful COP28, and climate emergencies everywhere, the solar industry is likely to do well in the near future.

TAN: Madness But Signs Of Life

Invesco Solar ETF is a tactical trading vehicle rather than a long-term investment due to the volatile nature of the solar industry. The solar industry faces challenges and skepticism, with some believing that it can only survive with significant government subsidies. TAN has the potential for a 25% upside in the short term, but also a 40% downside if market conditions worsen. It is currently recommended as a Hold.

TAN: Take It From A Florida Man, This One Could Shine, Then Burn

Over the last several months, solar stocks lost their shine. In fact, many lost more than 50% of their value.

3 Solar Stocks You'll Regret Not Buying Soon: December Edition

COP28 in 2023 was a critical meeting for advancing and accelerating global climate action efforts. The meeting puts these ETFs in focus.

What Does COP 28 Mean for Renewable Energy ETFs?

Despite their promise, solar stocks have suffered a brutal multi-year sell-off. The industry could be a great value as the downturn ends and interest rates normalize.

This ETF Got Crushed in 2023. Here's Why It Could Rebound Next Year.

Chevron

Exxon Mobil

The energy sector is drastically underperforming the S&P 500 in 2023. But the sell-off in renewable energy stocks is even worse.

Can Renewable Energy and Oil and Gas Stocks Rebound in 2024?

Invesco WilderHill Clean Energy ETF

The conclusion of the 2023 United Nations Climate Change Conference or COP28 in Dubai this week for the first time included a historic agreement to move away from using fossil fuels, boosting renewable energy stocks.

News for Invesco Solar ETF ETF (TAN)