First Trust NASDAQ Clean Edge Green Energy Index Fund

QCLN

Market cap $674M

While volatile oil prices have taken much of the spotlight in the energy sector this year, increasing global energy security concerns amid geopolitical tensions, soaring data center energy demand, and substantial international investment have propelled clean energy ETF gains in 2026.

Trump administration policies that have stalled permits for renewable energy projects are putting more than $121 billion of investment at risk and slowing development of ​wind, solar and storage capacity needed to meet rising power demand, according ‌to a report published on Monday.

Solar bulls love to point at the 12-month chart for Invesco Solar ETF (NYSEARCA:TAN) and call it a comeback story.

The European Union's ban on public funding for Chinese-made solar inverters could affect more than a fifth of new solar capacity, exposing a growing tension between energy security fears and the bloc's race to meet climate targets.

The U.S. has added some of the world's largest solar ​and battery manufacturers to a list ‌of companies it believes are aiding China's military.

India's push to tighten power grid discipline is colliding with its clean energy ambitions as tougher rules for solar and wind projects alarm investors, who warn the requirements could slash returns and impede investment ​needed for the energy transition.

Commercial U.S. solar customers are seeing installation costs spike as the war ​in Iran chokes supply of aluminium and makes racking systems more expensive, compounding financial pressures on an industry ‌already grappling with elevated silver prices.

China's solar shipments abroad jumped 60% year-on-year in April, customs data ​showed on Monday, remaining robust even ‌after the government removed an export tax refund.

ICLN, QCLN, ACES and TAN gain attention as low-emission power growth outpaces global electricity supply growth.

Green ETFs like ICLN surge as renewables matched coal generation in 2025, with solar and nuclear driving global low-emission power growth.