Iran war, AI demand have investors eyeing renewable energy through a different lens
Investors are increasingly focusing on renewable energy due to geopolitical tensions and rising demand from AI infrastructure. The S&P Global Clean Energy Transition Index has seen a significant increase, reflecting a shift in investor sentiment. As traditional energy sources struggle to meet demand, solar and battery storage projects are gaining renewed interest.
- ▪The S&P Global Clean Energy Transition Index is up almost 40 percent this year.
- ▪Geopolitical events, such as the Ukraine war and U.S.-Iran tensions, have revived interest in renewable energy.
- ▪Data centers are becoming one of the fastest-growing contributors to rising electricity demand.
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Open this photo in gallery:A service road near the site of potential AI data centre "Wonder Valley" in Alberta. Data centres are contributing to revived demand for renewable energy.Kelsey McMillanShareSave for laterPlease log in to bookmark this story.Log InCreate Free AccountGlobal clean energy stocks are having their time in the sun as geopolitical strains around oil and gas and AI-driven energy demand drive sentiment.The appetite for clean energy started to grow in early 2025 and the sector has continued to outperform. The S&P Global Clean Energy Transition Index is up almost 40 per cent this year.
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