The renewable energy industry faced numerous challenges in 2025, including a rollback of clean energy tax credits, the imposition of new restrictions, and other hurdles. Investments in wind and solar fell 18% year-over-year (YOY) for the first half of 2025. Nonetheless, energy capacity growth in the United States remains highly focused in the renewables corner, representing more than 30 gigawatts year-to-date (YTD) as of September.
Some experts predict renewables deployment could continue to grow into 2026, in spite of supply chain pressures, uncertainty surrounding tariffs, and a shifting policy landscape. Some sections of the alternative energy market—specifically, nuclear energy and clean hydrogen—may be particularly attractive to investors, thanks to surging demand from data centers and a more supportive position from both sides of the political aisle. With that in mind, the three exchange-traded funds (ETFs) below are worth keeping an eye on heading into the new year.
