👉 Clean energy stocks have surged 118% since April, beating out tech and gold miners.
👉 Several companies in the renewable and battery storage space have seen significant gains, including Amprius Technologies, Bloom Energy Corp, and MP Materials Corp.
👉 Analysts flag the opportunity and risk in the sector, with some noting that valuations are stretched.
👉 Structural drivers supporting the clean energy story include soaring electricity demand, shifting global trade flows, and China's dominance in renewable manufacturing.