3 Stocks to Sell After Trump's Climate Rollback

Benzinga_recent_news03-04

The clean energy sector has generally outperformed the broader stock index, with the benchmark S&P Global Clean Energy Transition Index returning 63% over the past year. That easily outpaced the S&P ...

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That easily outpaced the S&P ...</p>\n\n<a href=\"https://www.benzinga.com/opinion/26/03/51014083/3-stocks-to-sell-after-trumps-climate-rollback\">Source Link</a>\n\n</div>\n","source":"benzinga_recent_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Stocks to Sell After Trump's Climate Rollback</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Stocks to Sell After Trump's Climate Rollback\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-04 03:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/opinion/26/03/51014083/3-stocks-to-sell-after-trumps-climate-rollback><strong>Benzinga_recent_news</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The clean energy sector has generally outperformed the broader stock index, with the benchmark S&P Global Clean Energy Transition Index returning 63% over the past year. That easily outpaced the S&P ...</p>\n\n<a href=\"https://www.benzinga.com/opinion/26/03/51014083/3-stocks-to-sell-after-trumps-climate-rollback\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE00B2PGVK34.USD","symbol_name":"GUINNESS SUSTAINABLE ENERGY \"C\" (USD) ACC","start_time":0,"source_url":"https://www.benzinga.com/opinion/26/03/51014083/3-stocks-to-sell-after-trumps-climate-rollback","article_id":"2616752053","we_media_id":null,"thumbnails":["https://cdn.benzinga.com/files/images/story/2026/03/03/Solar-Panels-And-Wind-Power-Generation-E.jpeg?optimize=medium&dpr=2&auto=webp&width=240"],"rights":{"source":"benzinga_recent_news","url":"https://www.benzinga.com/opinion/26/03/51014083/3-stocks-to-sell-after-trumps-climate-rollback","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2616752053","pubTimestamp":1772565360,"columns":[],"sourceInfo":{"source_id":"benzinga_recent_news","name":"Benzinga"},"weMediaInfo":null,"summary":"The clean energy sector has generally outperformed the broader stock index, with the benchmark S&P Global Clean Energy Transition Index returning 63% over the past year. That easily outpaced the S&P 500, which is up 15.5% over the same timeframe.Yet clean and green stocks face some serious headway for the rest of 2026, and the wear and tear is already starting to show. The S&P Clean Energy Index has been treading water over the past month, and select sector stocks have landed in the ‘tepid’ category, as well.The problem is multi-tiered, with companies increasingly pulling away from green energy initiatives and the federal government, under President Donald Trump, taking steps to uncouple from clean climate funding.“The new tax law, commonly referred to as the One Big Beautiful Bill Act, rolled back many clean energy tax credits and imposed new restrictions, pressuring early-stage wind and solar pipelines,” the report noted. “Wind and solar investments in the first half of 2025 fell 18%","collect":0,"end_time":0,"defaultTopTitle":"benzinga.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"IE00B2PGVK34.USD":"GUINNESS SUSTAINABLE ENERGY \"C\" (USD) ACC","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","PLUL":"Leverage Shares 2X Long PLUG Daily ETF","LU1992135399.USD":"Allianz Global Intelligent Cities AT Acc USD","PLUG":"普拉格能源","LU0154245673.USD":"BNP PARIBAS US MID CAP \"C\" (USD) INC","BK4588":"碎股","LU0323239441.USD":"HSBC GIF GLOBAL EQUITY CLIMATE CHANGE \"AC\" ACC","IE00BGHQF417.EUR":"GUINNESS SUSTAINABLE ENERGY \"C\" (EUR) ACC","BK4541":"氢能源","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","RUN":"Sunrun Inc.","LU1978683503.SGD":"Blackrock Sustainable Energy A2 SGD-H","BK4551":"寇图资本持仓","LU1548497426.USD":"安联环球人工智能AT Acc","BK4519":"光伏太阳能","LU2272731865.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AM\" (HKD) INC","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","LU2211814178.USD":"ALLIANZ CLEAN PLANET \"AT\" (USD) ACC","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","LU1992135472.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES \"AT\" (HKD) ACC","BK4096":"电气部件与设备","LU2048586759.USD":"ALLIANZ SMART ENERGY \"AT\" (USD) ACC","LU2473716301.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMF\" (USD) INC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0154245756.USD":"BNP PARIBAS US MID CAP \"C\" (USD) ACC","BK4585":"ETF&股票定投概念","BK4141":"半导体产品","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU2272731782.SGD":"Allianz Global Intelligent Cities AM Dis H2-SGD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","FSLR":"第一太阳能","LU1983299162.USD":"SCHRODER ISF GLOBAL ENERGY TRANSITION \"A\" (USD) ACC","LU1917777945.USD":"安联专题基金Cl AT Acc","LU2272731600.USD":"Allianz Global Intelligent Cities AM Dis USD","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU2357125470.USD":"BNP PARIBAS ENERGY TRANSITION \"CLASSIC RH\" (USDHDG) ACC","LU2322448791.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMG\" (USD) INC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU2506951792.HKD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (HKDHDG)       ACC","LU0124384867.USD":"贝莱德新能源基金A2","LU2322448957.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMG\" (HKD) INC","LU0323240290.USD":"HSBC GIF GLOBAL EQUITY CLIMATE CHANGE \"AD\" INC","LU2298322129.HKD":"BGF SUSTAINABLE ENERGY \"A2\" (HKDHDG) ACC","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","LU2294711713.HKD":"BNP PARIBAS ENERGY TRANSITION \"C\" (HKD) ACC","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","BK4596":"哈里斯概念","LU0724618433.USD":"BGF NEW ENERGY \"A4\" (USD) INC","LU0823414478.USD":"法巴经典能源转换基金","IE00B3CCJ633.GBP":"GUINNESS SUSTAINABLE ENERGY \"C\" (GBP) ACC","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU0823414551.USD":"BNP PARIBAS ENERGY TRANSITION \"C\" (USD) INC","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC"},"translate_title":"特朗普气候逆转后值得出售的3只股票","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"FSLR":1.9,"PLUL":0.6,"RUN":1.91,"PLUG":1.93},"content_text":"The clean energy sector has generally outperformed the broader stock index, with the benchmark S&P Global Clean Energy Transition Index returning 63% over the past year. That easily outpaced the S&P 500, which is up 15.5% over the same timeframe.\nYet clean and green stocks face some serious headway for the rest of 2026, and the wear and tear is already starting to show. The S&P Clean Energy Index has been treading water over the past month, and select sector stocks have landed in the ‘tepid’ category, as well.\nThe problem is multi-tiered, with companies increasingly pulling away from green energy initiatives and the federal government, under President Donald Trump, taking steps to uncouple from clean climate funding.\nPerhaps the biggest factor is Team Trump’s One Big Beautiful Bill, enacted last year and loaded with green disincentives on key issues like wind and solar investments, and favoring traditional energy sources like oil, gas, and even coal.\nDeloitte sums up the clean energy sector’s challenge in a recent research paper.\n“The new tax law, commonly referred to as the One Big Beautiful Bill Act, rolled back many clean energy tax credits and imposed new restrictions, pressuring early-stage wind and solar pipelines,” the report noted. “Wind and solar investments in the first half of 2025 fell 18%, to nearly US$35 billion (prior to the enactment of this act), compared to the same period in 2024.”\nWith more encouragement in the short-term and big questions for the long haul, it’s a good time to shake out the dust from the climate side of your investment portfolio. That doesn’t mean a clean-out of your green energy plays is totally off, but it does mean pruning waste during an industry slide with no agreed-upon recovery time.\nThese three clean energy stocks should top that “got to go” sell list.\nFirst Solar (NASDAQ:FSLR)\nSuch “near-term negatives”, as Raymond James sector analyst Bobby Zolper noted, aren’t inspiring investment confidence. Morgan Stanley and Barclays have both followed suit, with target price reductions of $275 to $230 and $279 to $228, respectively.\nTrading Q1 Volatility While Positioning for Q2 Swings\nSunrun Inc. (NASDAQ:RUN)\nLike First Solar, Sunrun is in the firm grip of a share price in free fall, down 34% year to date after an up-and-down earning report where the company’s earnings of 38 cents-per-share beat expectations, yet cash generation slid significantly, from $250 million to $450 million in 2026, from $377 million in 2025.\nSunrun’s struggles underscore a larger challenge for the entire rooftop solar sector. Given the Trump administration’s pivot away from green energy policy incentives and the fact that financing costs rise as consumer demand cools, RUN has a narrow needle to thread. That’s especially the case, as retail solar companies like Sunrun often rely on tax credits, rebates, and clean energy mandates that are quickly thinning out.  \nPlug Power (NASDAQ:PLUG)\nThis 19-year-old provider of hydrogen and fuel cell systems for the power industry is floundering in early 2026, with a stock price of $1.80, down 8.6% year-to-date and 13.4% over the past month.\nThe company certainly isn’t standing still, as it’s in the midst of a $275 million infrastructure plan buoyed by a late February sale of its Project Gateway New York site to Stream Data Services for between $132-to-$142 million, which should buy PLUG some time to reboot. Not helping matters is a February 2026 lawsuit alleging misleading statements regarding PLUG’s $1.66 billion Department of Energy loan program\nAnalysts don’t see any upside for Plug Power going forward, with consensus target prices for the stock hovering around $1.50 per share. Some sector analysts take an even more pessimistic outlook, with RBC Capital’s Chris Dendrinos calling for a -16% downside for PLUG shares while BMO Capital’s Ameet Thakkar calling for a 27.2% share slide in recent research notes.\nBenzinga analysts see PLUG landing at about $4 per share and still recommend a Buy call on the stock, but buyer beware.\n“High levels of short interest hint at skepticism among investors regarding Plug Power’s ability to provide a consistent and cost-effective hydrogen supply, reflecting broader concerns about the scalability of its technologies amidst an aging U.S. grid infrastructure,” an updated Benzinga analysis noted.\nThe green energy market may trigger so much uncertainty that it may not be only individual stocks at risk right now.\nAnalysts also note that clean energy ETFs and sector baskets, which own a range of solar, wind, and clean-tech firms, have seen formidable multi-stock selloffs amid policy from the White House. They also face downside economic risks, including tariff pressures and reduced consumer and commercial demand for solar and wind products, in particular.  \nImage via Shutterstock\nTo add Benzinga News as your preferred source on Google, click here.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2616752053","isCrawlerRequest":true}