JPMorgan Analysts See ‘Weak’ Sentiment for Clean-Energy Stocks

Analysts at JPMorgan Chase & Co. are warning that demand for alternative-energy stocks is likely to remain “weak” in 2025.

Investors will need to navigate a range of factors, including an oversupply of products such as solar modules, combined with an undersupply of some subcomponents that may delay clean-energy projects, Mark Strouse and a team of analysts at JPMorgan wrote in a note.

Interconnection and permitting challenges, as well as policy uncertainty and geopolitics will all weigh on investment returns in the sector, they said.

The warning comes as investors in green energy brace for a second Donald Trump presidency. ...