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Renewable energy stocks in focus as IEA projects global capacity more than 60% above 2020 levels by 2026

8/2/2026

The International Energy Agency projects global renewable energy capacity will rise more than 60% from 2020 levels by 2026, with a separate IEA outlook calling for 95% of world energy generation to turn renewable on the same timeline.

Those numbers put a cluster of names in focus: Brookfield Renewable, Sunrun, Clearway Energy, Enphase Energy, SolarEdge Technologies, and Atlantica Online on the pure-play side, plus First Solar (NASDAQ: FSLR) and Tesla (NASDAQ: TSLA) on the technology end.

The next confirmable milestone is whether that capacity buildout converts to earnings-per-share expansion at the company level.

The sector map Renewable energy stocks span eight production segments: solar, wind, biofuel, hydroelectricity, biomass, geothermal, tidal, and cogeneration.

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