Post-IRA Energy Shift
A carefully selected group of energy companies positioned to benefit from potential U.S. policy changes affecting renewables. These stocks were handpicked by our analysts to give you exposure to nuclear, natural gas, and domestic manufacturers that could gain market share if Chinese-component taxes are implemented.
Top Picks from This Group
Here are a few of the assets in this group. Create an account to unlock the full list.
Constellation Energy Corp
CEG
Current price
$317.24
As the largest operator of nuclear power plants in the U.S., the company provides reliable, carbon-free baseload power that becomes more critical if w...
As the largest operator of nuclear power plants in the U.S., the company provides reliable, carbon-free baseload power that becomes more critical if wind and solar development slows.
First Solar, Inc.
FSLR
Current price
$210.96
This U.S.-based solar panel manufacturer with a non-Chinese supply chain would gain a significant competitive advantage from a tax on rivals using Chi...
This U.S.-based solar panel manufacturer with a non-Chinese supply chain would gain a significant competitive advantage from a tax on rivals using Chinese components.
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About This Group of Stocks
Our Expert Thinking
This collection focuses on companies that could benefit if proposed legislation taxes Chinese-made components in wind and solar projects. The policy shift could redirect investment toward nuclear power, natural gas, and U.S.-based equipment manufacturers as renewable development potentially slows.
What You Need to Know
These stocks span several energy sectors: nuclear operators and uranium suppliers, natural gas producers and infrastructure companies, and U.S.-based solar equipment manufacturers with domestic supply chains. They're positioned as potential beneficiaries of a changing energy landscape.
Why These Stocks
Our analysts selected these companies based on their strategic positioning to gain market share if U.S. energy policy shifts away from Chinese-dependent renewables. Each company offers exposure to alternative energy sources or domestic manufacturing capabilities that could see increased demand.
12 Month Growth Potential
Use the growth calculator to see how much investing in these assets could return over one year.
If you invested across these assets:
in 12 months it could be worth:
+7.14%
Group Performance Snapshot
Average 12 Month Profit
On average, analysts expect assets in this group to grow 7.14% over the next year.
Stocks Rated Buy by Analysts
15 of 16 assets in this group are rated Buy by professional analysts.
Why You'll Want to Watch These Stocks
Policy Pivot Potential
These stocks are positioned to benefit from a significant shift in U.S. energy policy that could reshape the renewable energy landscape, creating opportunities for alert investors.
Beyond Wind and Solar
While everyone focuses on traditional renewables, these companies represent alternative energy solutions that could surge if anti-Chinese component legislation passes.
Made in America Advantage
Several companies in this group feature domestic manufacturing and supply chains that would gain a competitive edge if Chinese components face new tariffs.
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