Under the new energy trend, which U.S. stocks are worth our attention?

Over the past two decades, coal and natural gas have been vying for the top spot in U.S. electricity generation. In 2016, natural gas generation surpassed coal generation for the first time. Natural gas is now the new king, commanding a 35% market share. The battlefield is shifting: over the next decade, we expect natural gas and renewable energy—especially solar and wind—to compete head-to-head. Renewables have been growing at an astonishing pace, yet still hold only about 10% of the market share. We project that by 2030, renewables’ share of U.S. electricity generation will reach 22%, surpassing coal, nuclear power, and hydropower. Meanwhile, we do not foresee natural gas declining; rather, its market share is expected to rise to over 41% in the next decade, thanks to its flexibility and reliability—which help compensate for the intermittency of wind and solar power. The U.S. Energy Information Administration (EIA) and other institutions anticipate that renewable growth will plateau in the early part of the next decade as wind and solar tax credits gradually phase out. We disagree with this view and believe renewables will continue growing at a similarly rapid pace. Our optimistic outlook rests on utility investments made to meet state-level Renewable Portfolio Standards (RPS) and corporate demand, supported by a favorable regulatory framework. Integrated utilities operating under such supportive regulation stand to benefit significantly, as they retire coal-fired plants and replace them with natural gas, renewable assets, and transmission infrastructure.

Renewable energy stocks will become the dark horses of 2020.

Energy storage goes mainstream One of the main barriers to wider adoption of renewable energy is supply stability—sunlight isn’t always available, nor is wind. As a result, renewables cannot reliably provide baseload power. However, sharply falling costs for wind and solar components—and especially for large-scale batteries—have made adding battery storage to new renewable projects increasingly economical. Utility NextEra Energy (NYSE: NEE) is one of the leading companies deploying energy storage systems. Last year, it launched the nation’s first-of-its-kind facility in Oregon, co-locating wind and solar generation with battery storage. NextEra has also detailed plans to build the world’s largest solar-plus-storage system in Florida, linking existing solar projects with a new energy storage hub. As battery storage costs decline, NextEra expects solar generation to outpace wind in growth over the coming years, as solar has become the more cost-effective option. This forecast bodes well for solar panel and component manufacturers—as well as for companies supplying raw materials and manufacturing batteries. Utilities bet big on renewables Although NextEra has long been the renewable-energy leader among U.S. utilities, an increasing number of peers are now prioritizing clean power generation. For instance, Xcel Energy (NASDAQ: XEL) became the first utility in the industry to commit to zero carbon emissions by 2050—a pledge that has inspired many peers to take carbon reduction far more seriously. Duke Energy (NYSE: DUK), for example, announced plans to cut carbon emissions in half by 2030 and achieve net-zero emissions by 2050. NRG Energy (NYSE: NRG) publicly set the same ambitious target last year. Accelerating investment in renewables is key to achieving these goals. Given how successfully NextEra’s renewable-focused investment strategy has performed, these utilities may likewise generate outsized total returns. Since 2005, NextEra’s compound annual growth rate has been 8.5%, ranking first among the ten largest U.S. electric utilities.

Montauk Renewables (NASDAQ: MNTK) lifts Q2 revenue 19.7% on RIN sales

Aug 6, 2026

Montauk Renewables reported a 19.7% year-over-year revenue increase to $54.0 million in Q2 2026, driven by higher RIN sales. Net income turned positive at $0.2 million, while maintaining RNG production guidance despite project delays.

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Montauk Renewables Inc (MNTK) Q2 2026 Earnings Call Highlights: Revenue Surges 19.7%

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Major RNG projects and votes ahead for Montauk Renewables (NASDAQ: MNTK)

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Montauk Renewables (MNTK) Price Target Decreased by 10.28% to $2.83