Look, if you’re just chasing tickers after they spike, you’re always going to be late.
Real traders are already reacting to Nvidia’s latest move.
The U.S. just cleared them to resume AI chip sales to China.
That’s a big reversal—and the kind of setup I’ve trained my system to catch.
When my alerts flag something like this, I pay attention.
Now the opportunity is back.
[Tap here to see how we catch these moves early]
You don’t need hype. You need timing.
Let’s trade smarter.
Tim
As Trump Blocks Clean Energy, What's Next for Renewables?
Written by Jordan Chussler. Published 8/26/2025.
Key Points
- The Trump administration is aiming to prevent the issuance of any permits for renewable energy projects.
- To date, clean energy funds were outperforming fossil fuel funds by a large margin.
- Despite the administration’s efforts, long-term trends remain intact as global output from renewable sources surges.
President Trump's well-documented distaste for wind turbines near his Scotland golf course has now moved stateside. Last week, via Truth Social, he announced an effort to block approval of any new wind or solar projects in the United States.
While that stance may please Big Oil, it spells trouble for renewable energy. Until Trump's Aug. 20 declaration, clean energy was enjoying a strong year.
Alert: Prepare for Trump's Dollar Overhaul (Ad)
President Trump just signed a game-changing law…
That could soon upgrade the U.S. dollar in your checking and savings account…
With this better, more technologically advanced dollar.
President Trump himself called it a "big innovation"…
And said that this new form of currency represents "American brilliance at its best."
Through Aug. 19, the Invesco Solar ETF (TAN) had risen 18%, the iShares Global Clean Energy ETF (ICLN) was up 23%, and the First Trust Global Wind Energy ETF (WNDY) had gained 27%. By comparison, the S&P 500 climbed 9.25%, while the fossil fuel–focused Energy Select Sector SPDR Fund (XLE) posted a year-to-date loss of 1.82%.
Before any rush to sell, green energy investors should consider the underlying trends in U.S. power production and the global supply-demand outlook.
Electricity Costs Are Rising, but Not Because of Renewables
In his Aug. 20 Truth Social post, Trump blamed renewable energy for "RECORD BREAKING INCREASES IN ELECTRICITY AND ENERGY COSTS." Data tell a different story.
In June, financial services firm Lazard released its annual Levelized Cost of Energy (LCOE) report, which found that unsubsidized utility-scale solar projects cost 3–7 cents per kilowatt-hour (kWh) and onshore wind costs 3–8 cents/kWh. By contrast, new natural gas–fired plants run 13–26 cents/kWh before accounting for fuel price volatility.
Lazard also determined that 91% of global utility-scale renewable projects are more cost-effective than their fossil fuel counterparts: solar is 41% cheaper and onshore wind 53% cheaper than even the lowest-cost fossil alternatives.
Analysts attribute rising U.S. electricity prices to greater demand—especially from cloud computing and AI data centers—aging infrastructure and more extreme weather driven by climate change. CNBC reported that Trump's attack on renewables could further tighten supply and push prices even higher.
Short-Term U.S. Policy Won't Derail a Global Trend
Many investors equate U.S. policy with global market performance, but the two aren't synonymous. While domestic rules matter, the renewable energy industry is driven by worldwide dynamics.
According to Goldman Sachs, the solar electricity generation surge has been the fastest in history. In the 12 months through July 2025, solar provided 8% of global electricity output. Even as the U.S. and China trim sector support, solar is expected to meet a growing share of demand over the long term.
The report highlights that solar's marginal fuel cost is zero—there's no additional expense for each extra kilowatt-hour produced once panels are installed and maintained. It also notes that China's production capacity in 2024 exceeded global demand by roughly 200%, reducing the risk of supply bottlenecks.
Looking ahead, Grand View Research projects a 10.6% compound annual growth rate (CAGR) for the global solar market and a 4.9% CAGR for the global wind power market from 2025 to 2030.
Renewable Energy ETFs With Global Exposure
The key word is "global." ETFs like TAN, ICLN and WNDY hold foreign companies that aren't bound by U.S. policy shifts.
TAN includes firms in Hong Kong and Israel, ICLN holds positions in Portugal and Japan, and WNDY features companies based in Denmark and China. Their expense ratios—0.38%, 0.41% and 0.51%, respectively—are low enough that buy-and-hold investors won't be significantly impacted by any short-term fallout from the White House.
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