On February 28, 2026, the energy world changed overnight when U.S. and Israeli forces launched coordinated strikes on Iran.
Strait Of Hormuz (Circled Red) – Google Maps
The conflict triggered an immediate crisis in the Strait of Hormuz — the narrow Persian Gulf chokepoint, where roughly 20% of the world’s daily crude oil flows. The result was a historic price spike, with oil getting as high as $120 per barrel at one point.
Oil stocks were among the first to benefit. ExxonMobil (XOM) is up roughly 28% YTD as of late March, while Chevron (CVX) is up approximately 24%. Occidental Petroleum (OXY) and pipeline operators also saw sharp rallies. If you’re just now eyeing oil stocks, there’s a good chance you might have missed the boat on this massive run.
However, something else also appears to be unfolding amid this conflict: Reigniting a powerful, long-term structural argument for renewable energy.
With energy security reaching a fever pitch, governments, utilities, and corporations around the world are looking to accelerate their efforts in transitioning towards alternate sources. As a result, notable clean energy stocks, indices, and ETFs are outperforming major market names, and making some head-turning moves.
With the market spiraling in recent weeks, and the ship having seemingly already sailed on oil, I believe these current conditions could create some compelling trade opportunities in clean energy stocks. I’ll highlight three clean energy stocks, and break down why I believe traders should consider following these names.
Brookfield Renewable Partners (BEP)
Past Performance Is Not Necessarily Indicative Of Future Results
Brookfield Renewable is one of the world’s largest pure-play renewable energy companies. They operate wind, solar, hydroelectric, and storage assets across five continents. It’s the kind of defensive clean energy name that institutional investors may rotate into when they want renewable exposure without excessive volatility.
Operationally, 2025 was a record year for BEP. Their full-year 2025 FFO came in at $2.01 per unit — up 10% year-over-year — with a record 8,000 MW of new capacity commissioned, and $4.5 billion in asset-recycling proceeds. In early 2026, Brookfield sold a two-thirds stake in a North American wind and solar portfolio for $860 million. The deal contains a framework for an additional $1.5 billion in future sales to the same buyer (classic capital recycling that funds growth without diluting unitholders).
BEP is up over 13% YTD, and has traded in a tight range since 2/28. Technically, the stock seems to be showing a slight upward drift, with a potential cup and handle forming on its one-year chart. With the handle looking like it could be tightening near $30-$31, some traders could interpret a move above $32 as a bullish signal.
I follow technical patterns when I look for Live Trade Signals to release in my Market Maker Moves Program. Every week, I’ll send you at least one trade signal with all the details to consider setting up each trade. If you’re interested in finding out more, I recorded this video with all the details on how my program works.
SolarEdge Technologies (SEDG)
Past Performance Is Not Necessarily Indicative Of Future Results
SolarEdge has been a favorite of mine. The stock is trading where it was in June 2024, and I believe it definitely has room to go higher. Not only is it one of the most explosive names on this list, but it seems to be the most technically extended. The Israeli solar inverter manufacturer has surged over 65% year-to-date — and more than 45% since February 28 alone — hitting a new 52-week high of $53.28.
Some analysts drew explicit comparisons to the European solar demand surge that followed Russia’s 2022 invasion of Ukraine, and believe the Iran conflict could serve as a near-identical catalyst.
The fundamentals appear to support at least part of the move. Full-year 2025 revenue came in at $1.18 billion (up 31% year-over-year), with gross margin recovering to 16.6% from a deeply negative 2024. In March 2026, SolarEdge launched its next-gen Nexis solar-plus-storage system in Germany, pairing a 20kW inverter with LFP batteries scalable to 78.4 kWh. This is essentially a direct play on European energy security demand.
Clearway Energy (CWEN)
Past Performance Is Not Necessarily Indicative Of Future Results
In my opinion, Clearway Energy is the defensive cornerstone of this list. With a Beta of approximately 0.09 — one of the lowest in the clean energy sector — CWEN looks built for the exact kind of volatile, risk-off environment the Iran conflict has created.
The company operates ~12.9 GW of gross capacity across 27 states, including 10.1 GW of wind, solar, and battery storage, all sold under long-term fixed-rate power purchase agreements. The stock is up over 15% YTD and has bounced off ~$37 support twice in March, forming a short-term double-bottom. Based on what the technicals are showing, I believe CWEN could have a huge potential breakout in store, where it retests its 52-week high.
Recent news adds to the constructive setup. Clearway secured $1 billion in growth investments entering commercial service over the next two years. Its board also approved a share-class simplification in March 2026 that could improve institutional liquidity, and reduce the stock’s longstanding complexity discount.
If the technicals look good, I look to leverage major news happenings (like what we’re seeing unfold in the Middle East) to find high-profit potential trade signals for my Market Maker Moves Program. I recorded this video that shares all the details you need to know about my weekly Live Trade Signal Program.
Final Takeaways
The Iran conflict, and resulting oil shock, have redrawn the energy investment landscape in a matter of weeks. While oil stocks had their moment, I believe it’s largely passed for many investors. However, like we just covered, clean energy is having a resurgence that’s grounded in something more durable than a short-term trade: Genuine energy security demand.
The stocks I highlighted cover a broad spectrum from defensive income (CWEN) and a technically extended (but fundamentally improving) solar name (SEDG), to a high-quality renewable infrastructure compounder (BEP). If the Iran conflict continues to keep oil elevated and energy security a growing priority for governments and corporations, the structural tailwind behind clean energy has rarely been stronger.
While no single name is right for every investor, I believe any names you consider should reflect your risk tolerance, time horizon, and position sizing discipline. As always, do your own research, size your positions appropriately, and consider consulting a licensed professional before making any trading decisions.
If you’re interested in learning how I turn some of my trading insights into actionable trades, then consider checking out my Market Maker Moves Program. I’ll send you at least one Live Trade Signal every week with all the details for potentially setting up each up each trade. If you’re interested in learning more, watch this video I recorded that shares more information about my trade signal program.
