Google's next big bet?
On Monday, June 30, Google announced a partnership that could change the world forever.
It just inked a massive contract with a tiny, private firm set to generate virtually LIMITLESS energy.
Its technology could trigger a energy market shock... supercharge the AI revolution... and save homeowners tens of thousands of dollars.
One former Google insider says this technology "could be even more important than the industrial revolution."
No wonder Google is investing in the company with the best chances of turning it into a reality.
Now – thanks to a little-known "backdoor" into this red-hot startup – it's your turn.
Click here to get its name and ticker symbol FREE.
But hurry, this backdoor won't be open for much longer.
Regards,
Whitney Tilson
Editor, Stansberry Research
P.S. Google invested in streaming video, self-driving cars, AI, and the Internet of Things long before they became huge – this could be next. Click here to get the details before it's too late.
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 golf course in Scotland is now playing out on U.S. soil. Last week, he announced on Truth Social plans to block approval of any new wind or solar projects in the United States.
That declaration may have been welcome news for Big Oil, but it rattled the renewable energy industry—one that, despite policy headwinds, had been enjoying a strong year before Trump's Aug. 20 post.
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Click here for the names of our three top stocks to own this year (no purchase necessary).Through Aug. 19, the Invesco Solar ETF (NYSEARCA: TAN) was up 18%, the iShares Global Clean Energy ETF (NASDAQ: ICLN) had gained 23%, and the First Trust Global Wind Energy ETF (NASDAQ: WNDY) had surged 27%. In comparison, the S&P 500 rose 9.25%, and the fossil fuel sector's flagship fund—the Energy Select Sector SPDR Fund (NYSEARCA: XLE)—posted a year-to-date loss of 1.82%.
Before any knee-jerk reactions, investors in green energy should consider the deeper forces at work in U.S. power production and the global supply-demand dynamics.
Electricity Prices Are Rising—But Renewables Aren't to Blame
In his Aug. 20 Truth Social post, President Trump claimed wind and solar were driving "RECORD BREAKING INCREASES IN ELECTRICITY AND ENERGY COSTS." Data tell a different story.
In June, Lazard's annual Levelized Cost of Energy (LCOE) report found that unsubsidized utility-scale solar ranges from 3 to 7 cents per kilowatt-hour (kWh), and onshore wind ranges from 3 to 8 cents per kWh. By contrast, newly built natural gas plants cost 13 to 26 cents per kWh before accounting for fuel-price volatility.
Lazard also noted that 91% of global utility-scale renewable projects are more cost-effective than their fossil-fuel counterparts—solar is 41% cheaper and onshore wind is 53% cheaper than even the lowest-cost fossil options.
Energy analysts attribute rising U.S. power prices to surging demand (particularly from energy-intensive cloud computing and AI data centers), aging grid infrastructure, and increasingly severe weather driven by climate change. CNBC reported that Trump's attack on renewables could worsen supply constraints and push prices even higher.
Short-Term U.S. Policy Won't Deter a Global Trend
While U.S. policy can sway markets, it doesn't dictate global energy trends. According to Goldman Sachs, renewables are thriving worldwide despite domestic pushback. Their latest research highlights that the "solar electricity generation surge [has been] the fastest in the history of electricity."
Over the 12 months ending July 2025, solar accounted for 8% of global electricity output. Even with reduced support in the U.S. and China, solar is poised to meet an ever-growing share of global energy demand, especially given its zero marginal fuel costs—no extra expense for each additional unit produced after installation and maintenance.
Global supply chain constraints appear unlikely: China's 2024 production capacity exceeded global demand by roughly 200%. From 2025 to 2030, Grand View Research forecasts compound annual growth rates of 10.6% for solar and 4.9% for wind power markets worldwide.
Renewable Energy ETFs With a Global Footprint
The key word is "global." ETFs like TAN, ICLN and WNDY include foreign companies operating in markets such as Hong Kong, Israel, Portugal, Japan, Denmark and China. Their expense ratios—0.38%, 0.41% and 0.51%, respectively—are modest, so long-term investors won't see returns eroded by fees even if U.S. policy causes short-term volatility.
In the end, renewable energy's momentum is global. Investors focusing on long-term fundamentals and worldwide trends may find that today's political noise has little bearing on tomorrow's clean-energy revolution.
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