Rising energy prices and geopolitical tensions are noticeably changing the global energy markets. New opportunities are emerging, particularly in the area of renewable energies.
• High oil and gas prices are increasing global demand for renewable energy
• Solar energy, storage and e-mobility are growing strongly globally, especially in Asia and Europe
• International suppliers could benefit in the long term
High global prices for oil and natural gas are noticeably driving demand for clean energy. While Western oil and gas producers are currently benefiting from high prices, companies in the renewable energy sector could be among the winners in the long term.
Demand for clean energy is increasing significantly
China’s exports of solar technology doubled in March compared to the previous month, reports Barron’s, citing information from the energy think tank Ember. Battery exports from China also increased by 44 percent in March, it said.
The change is also visible in the transport sector: In countries such as Japan, Korea and New Zealand, registrations of electric vehicles and plug-in hybrids have more than doubled compared to the same period last year, while in India, Australia and parts of Europe growth was over 50 percent, according to the portal, citing information from Leah Fahy, senior China economist at Capital Economics.
China plays a key role here, as around 80 percent of the important components for solar systems come from the country. Nevertheless, according to Leah Fahy, production capacities are far from exhausted: “China is excellently positioned to respond to an increase in global demand,” said the expert.
Be careful with Chinese stocks
Despite this strong market position, many Chinese renewable energy companies are considered risky for investors, Barron’s points out. Government decisions and recurring overproduction often lead to falling profits: one example is JinkoSolar, whose shares have recently fallen significantly despite increasing demand.
Global players have an advantage
Companies that invest in the expansion and operation of renewable energy systems worldwide appear more attractive: These include the Spanish utility Iberdrola, which, according to the company, is one of the leading international companies in the field of renewable energies and is particularly driving the expansion of wind energy worldwide.
The Italian energy company Enel is also driving forward the expansion of renewable energies worldwide through its subsidiary Enel Green Power and is pursuing the goal of setting new standards in energy supply and continuously advancing technological innovations, according to the company.
Another important player could be Brookfield Renewable: The company operates large renewable energy capacities worldwide and is also involved in the nuclear sector, reports Barron’s.
Energy transition varies from region to region
The energy transition is developing very unevenly around the world: In the USA there has so far been a lack of a widespread switch to e-mobility and solar energy, while the expansion of solar systems on roofs could even decline after the end of subsidies. At the same time, some countries continue to rely on fossil fuels to secure their own energy supplies and benefit from exports, for example in Canada with planned pipeline projects.
War as a catalyst for energy independence
Other countries are using the situation to accelerate transformation. “Although the fossil fuel economy will continue to play a leading role after the war, countries will advance their energy transition because the ability to produce their own energy creates independence and sovereignty,” Edwin Palma Egea, Colombia’s Minister of Mines and Energy, is quoted as saying by Barron’s.
This is how stocks move
The Iberdrola share is currently trading at 19.63 euros in domestic trading and has increased by 6.28 percent since the beginning of the year. The Enel share is also friendly and is currently at 9.65 euros, which corresponds to an increase of 8.71 percent in the same period. Brookfield Renewable shares are currently trading at $37.15 on the NYSE and have fallen by 3.10 percent over the same period (as of May 7, 2026). Brookfield’s reported earnings are often weighed down by high write-downs, while its adjusted funds from operations are rising steadily at around 10 percent and its dividend is at 3.9 percent, according to Barron’s.
Svenja Polonyi, editorial team at finanzen.net
This text is for informational purposes only and does not constitute an investment recommendation. finanzen.net GmbH excludes any claims for recourse.
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