Invesco WilderHill Clean Energy ETF

PBW

Market cap $459M

You're only going to get hurt if you try to predict whiplashing oil prices and fragile ceasefires.

For weeks, the Iran war was an inflation story. Oil above $110 meant $4 gasoline, higher transport costs, higher everything — a sustained supply-side shock that forced the Federal Reserve to stay on hold, and markets to price out every cut that had been penciled in before the start of Operation Fury.

Middle East tensions are pushing oil prices higher, fueling a surge in clean energy ETFs as investors eye long-term growth opportunities.

Energy security fears may fast-track the clean energy transition. Clean energy ETFs could be the real winner.

Green ETFs like ICLN are in focus after U.S. clean power installations hit a record 50.3 GW in 2025, as solar, wind and battery storage drive grid expansion.

Green ETFs like ICLN come into focus as global energy transition investments hit a record $2.3 trillion in 2025, led by transport and renewables.

I upgrade Invesco WilderHill Clean Energy ETF to 'Buy,' citing strong momentum and compelling valuation. PBW has returned 95% over 16 months, outperforming the S&P 500 by 70 percentage points. The ETF trades just under 20x earnings with a long-term EPS growth rate of 23%, yielding a PEG below 1.

2026 could favor SPY, SLV, KBWB, TAN & global ETFs as AI, metals, banks and clean energy shape the next leg of market gains.

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A new U.S.-China rare earth deal lifts hopes for clean energy ETFs, like ICLN and PBW, as supply chains stabilize and investor optimism returns.