Part 1 of 3 in our “What’s happening with…” series, revisiting the investment themes that once dominated the spotlight just a few years ago.
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What’s happening with Renewables & EVs?
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This week’s insights include: |
- How green energy has performed since the hype: A boom in 2020-2021 was followed by a sharp pullback. And despite a 2025 rebound, many renewable and EV stocks are still trading far below their peak.
- The winners and losers: Early hype names such as Rivian and Nio have lost their sparkle, while others have now pulled ahead. We go through the common traits shared by these winners.
- Is the opportunity still there?: The transition is still accelerating... but the biggest winners may look very different from the ones investors originally expected.
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This week's Market Insights article is a 5 minute read! |
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Five years ago, any stock with EV, solar or wind in its name, seemed to go one way: up. Since then things have become far more company and country specific. Policy and trade barriers have played a role, but business models and innovation have also separated the winners from the losers.
In Part 1 of our "What's happening to..." series, where we revisit sectors that once made constant headlines, we look at an industry that may be set for a resurgence: Renewables. |
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| "Change creates opportunities to grow, but it also creates opportunities to slip." |
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Here’s a quick summary of what’s been going on: |
- Nvidia adds to its vast web of industry investments with Marvell stake.
- OpenAI’s US$110B raise boosts AI infrastructure demand visibility.
- Geopolitical cooling sends oil lower and equities higher.
- Nike’s turnaround doubts deepen as China weakness and guidance rattle markets.
- SpaceX’s potential record IPO could reset tech valuation benchmarks.
- Gas turbine prices surge 195% as manufacturers struggle to meet demand.
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Do Green Energy and EV companies still deserve a spot on your watchlist? |
Anyone investing in renewable energy and electric vehicle stocks over the last five years will know it’s been something of a roller coaster. Most investments made in solar, wind or EV stocks in late 2020 and early 2021 remain under water. And that’s after the recovery in 2025, driven primarily by anticipated AI data center demand. |
Judging by the chart above, it may seem like the transition to renewable and cleaner forms of energy has ground to a halt. But that doesn’t mean nothing's happening. In fact, a lot is happening. In today's Market Insights, we go through these in more details: |
- Not all recoveries are equal: While the sector bounced in 2025, most solar, wind and EV stocks are still well below their 2021 highs.
- The shift is still happening: EV adoption and clean energy investment continue to climb globally, even if markets haven’t rewarded it (yet).
- Where things broke: Higher interest rates and policy changes have exposed weaker business models, especially in residential solar and financing-heavy players.
- Where things are working and where to look next: Scaled manufacturers and infrastructure providers are emerging as the real winners behind the transition.
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Join the discussion by leaving a comment! |
Do you still own or plan to invest in the Green Energy sector? |
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Wednesday U.S. FOMC Minutes Why it matters: The minutes will be scrutinised to see how close the committee was to a hawkish surprise, and whether the Iran conflict and oil shock changed internal rate-cut timelines. |
Friday U.S. CPI YoY Forecast: 3.1%, Previous: 2.4% Why it matters: Any re-acceleration toward 3% would validate the Fed's upgraded inflation forecasts and further delay easing. Canada Unemployment Rate Forecast: 6.9%, Previous: 6.7%
Why it matters: Economists expect to see a rebound in unemployment after six months of improvement. |
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