Traditional Energy Powers Sector Gains as Uranium and Clean Technology Retreat
Oil majors and exploration firms drove energy equities higher while uranium producers and renewable technology names faced broad selling pressure.
Solar, wind, storage, hydrogen, and the policy landscape driving the global energy transition. Coverage of the projects, the capital, and the politics reshaping power generation.
Edited by the Stake & Paper Editorial Team — 165 stories in the archive, updated daily.
Subscribe to RenewablesSolar and wind capacity continue to expand globally, driven by falling costs, federal and state policy incentives, and growing corporate procurement. Our renewables coverage tracks utility-scale project development, battery storage deployment, hydrogen pilot programs, and the grid modernization investments required to integrate variable generation at scale. This section covers the capital, the technology, and the regulatory landscape shaping clean energy.
Comprehensive ranking of solar capacity based on verified data from IRENA and IEA. China dominates with over 1,200 GW, while global capacity reached 2,392 GW by end-2025.
Oil majors and exploration firms drove energy equities higher while uranium producers and renewable technology names faced broad selling pressure.
Poland's first offshore wind farm started feeding electricity into the grid this week. Meanwhile, California fights Trump over $1.2 billion in cut funding, and China adds renewables faster than anyone—while burning more coal.
Poland just fed its first offshore wind power into the grid. Germany rolled back its renewable heating mandate. And 2,000 GW of U.S. clean energy projects sit stuck in permitting limbo—enough capacity to power the entire country twice over.
This week in energy: Oil prices surged nearly 5% as renewed US-Iran hostilities threatened Strait of Hormuz supply, ADNOC ordered $900 million in LNG carriers, and Baker Hughes secured major contracts for Cheniere's Sabine Pass expansion. Key developments across oil, gas, renewables, and mining sectors.
Every unpatented mining claim across all twelve BLM states. Leadfile audits, due diligence, site selection, regional prospecting, entity investigations, and AOI monitoring — delivered as complete report packages.
India curtailed 300 GWh of renewable electricity in Q1 2026 as transmission infrastructure lags a record solar buildout. Meanwhile, U.S. battery storage is set to surge 60% this year.
Conventional energy equities posted strong gains while clean energy and mining sectors faced broad pressure in a session marked by pronounced sector rotation.
ArcGIS Pro is a desktop geographic information system that enables renewable energy developers to analyze spatial data and identify optimal locations for solar, wind, and other renewable energy projects through multi-criteria suitability modeling.

Microsoft will enable cloud backup by default in Windows 11 26H2 everywhere except the EU, forcing organizations with privacy concerns to opt out rather than opt in.

Traditional energy names showed resilience while clean energy and uranium sectors faced pressure in the first trading day following the Independence Day holiday.

Saudi Arabia slashed crude prices to their lowest in four years while OPEC+ raised output targets—a paradox that reveals how the Iran war reshaped global oil markets even as the fighting winds down.

Geospatial AI combines artificial intelligence with location-based data to help energy companies monitor infrastructure, optimize operations, and make faster decisions across oil, gas, and renewable energy sectors.

Federal judges have cleared five offshore wind farms to resume construction despite Trump's opposition, while Asia's biofuel boom and AI's power hunger reshape clean energy economics worldwide.

China mandates renewable consumption targets as Shell exits wind. The clean energy sector is splitting along geopolitical lines—and the consequences will reshape power markets for decades.

Traditional energy names showed resilience in Friday trade while clean energy and uranium sectors faced broad-based selling pressure.

This week in energy: Canada announces major West Coast oil pipeline project, crude prices fall to pre-conflict levels as Strait of Hormuz traffic recovers, and China implements mandatory solar manufacturing standards. Key developments across oil, gas, renewables, and critical minerals sectors.

Battery storage is surging as data centers face a power crisis. National Grid just bet $1.75 billion that AI's energy problem has become its biggest business opportunity.

Traditional energy stocks showed contrasting performance while clean energy and battery technology names advanced amid sector rotation themes.

Private equity is racing to lock up renewable capacity as data centers strain the grid. Meanwhile, Washington eyes a ban on Chinese inverters that could reshape the solar supply chain.

Solar and wind developers have days left to lock in federal tax credits before Trump's deadline hits. The scramble reveals how quickly policy can reshape an entire industry.