Top 10 Mga Stock ng Renewable Energy Infrastructure (Hunyo 2026)

Enerhiya ay Buhay

Energy is the lifeblood of the economy and civilization. It was initially really scarce, only provided by animals (horses, oxen) or limited natural extraction (wood, peat, primitive windmills).

Ang enerhiya ay ang dugo ng ekonomiya at sibilisasyon. Noong una, ito ay talagang kakaunti, tanging ibinibigay ng mga hayop (kabayo, kalabaw) o limitadong natural na pagkuha (kahoy, peat, primitibong windmill).

Ang pagkakadiskubre ng mga fossil fuel ay nagdala sa industriyal na panahon, na nagsimula sa karbon at kalaunan ay langis at gas. Ngunit ito ay may kasamang iba’t ibang suliranin, tulad ng polusyon at pagbabago ng klima. At ito ay hindi nababagong mapagkukunan, kung saan ang mga fossil fuel ngayon ay kailangang kunin mula sa shale deposits o ultra-deep deposits.

Nasa bingit na tayo ng isang bagong rebolusyon sa enerhiya, kung saan lumilipat tayo sa mga renewable, lalo na solar, hangin, geothermal, at hydroelectric.

Kaya, dapat bigyang-pansin ng mga mamumuhunan ang trend na ito at hanapin ang mga kumpanyang may pinakamalaking posibilidad na makinabang mula rito.

Top 10 Mga Stock ng Renewable Energy Infrastructure

Ang artikulong ito ay nagbibigay ng malawak at diversified na pananaw sa sektor at gumagamit ng subjective na pagtatasa ng mga teknolohiya, kalidad ng asset, heograpiya, at mga financial metric.

Ang mga stock ay nakaayos ayon sa market capitalization sa oras ng pagsulat ng artikulong ito.

1. NextEra Energy, Inc.

(NEE )

This massive renewable utility company, focusing on Florida, has 45.5 GW of net generating capacity.

Ang napakalaking renewable utility company na ito, na nakatuon sa Florida, ay may 45.5 GW na net generating capacity.

The company plans to expand even more, with already 2 GW of new renewable and storage added in 2023. In the long run, it plans to add 27.6 GW to 35 GW of renewable capacity by 2026, relying on Florida’s sunny and tropical weather and growing population.

Plano ng kumpanya na lalo pang magpalawak, na may 2 GW na bagong renewable at storage na idinagdag noong 2023. Sa pangmatagalan, plano nitong magdagdag ng 27.6 GW hanggang 35 GW na renewable capacity pagsapit ng 2026, na umaasa sa maaraw at tropikal na klima ng Florida at lumalaking populasyon.

This should ensure a steady growth of 6%-8% for NextEra earnings per share until 2026.

Dapat nitong masiguro ang patuloy na paglago ng 6%-8% para sa earnings per share ng NextEra hanggang 2026.

Pinagmulan: NextEra

Thanks to its almost ideal geographical location, NextEra could be a clear winner in the push for switching to renewable energy and “decarbonizing America” and in making Florida a very “green” state. The company also provides an above 2% dividend yield in addition to the expected growth.

2. Iberdrola, S.A.

Iberdrola is one of the world leaders in green energy generation, with 40 GW of renewable capacity (out of 60.7 GW of total capacity) and aiming for 52 GW of renewable capacity by 2025.

Ang Iberdrola ay isa sa mga nangunguna sa mundo sa paglikha ng green energy, na may 40 GW na renewable capacity (mula sa kabuuang 60.7 GW) at naglalayong magkaroon ng 52 GW na renewable capacity pagsapit ng 2025.

The 2025 Strategic plan includes €17B in renewable power production and €27B in electric networks. Iberdrola also plans €3.4B in green energy projects like hydrogen and green methanol production, industrial heat, micro-hydroelectric, electric vehicle charging stations, etc…

Kasama sa 2025 Strategic plan ang €17B para sa renewable power production at €27B para sa electric networks. Plano rin ng Iberdrola ang €3.4B para sa mga green energy project tulad ng hydrogen at green methanol production, industrial heat, micro-hydroelectric, mga charging station para sa electric vehicle, atbp…

Iberdrola operates mostly in Spain, with operations in the rest of Europe, North America, and Brazil.

Ang Iberdrola ay karamihang nag-ooperate sa Spain, na may operasyon din sa natitirang bahagi ng Europa, North America, at Brazil.

Pinagmulan: Iberdrola

Iberdrola’s recent dividends are very small, but the new policy states that “shareholder remuneration shall be between 65 % and 75 % of the net profit attributed to the Company”.

3. China Yangtze Power Co., Ltd.

China Yangtze Power fully owns 110 hydropower generation assets in China, including the Three Gorges Dam and 5 of the 12 largest hydropower dams in the world.

Pinagmulan: China Yangtze Power

Isa itong pinakamalaking kompanya ng kuryente sa China at pinakamalaking kompanya ng hydroelectric sa mundo, na may 71.7 GW na kabuuang kapasidad na naka-install.

The company also has hydropower businesses in Brazil, Sudan, Pakistan, and Malaysia and wind power generation in Germany.

Salamat sa pag-asa nito sa hydroelectric, kayang mag-produce ng green energy ang China Yangtze Power na may mataas na reaktibidad sa grid at demand ng merkado, na tanging seasonal na pagbabago sa pag-ulan lamang ang makakapigil sa kakayahan nitong mag-generate ng kuryente on demand. Ginagawa nitong isang napaka-reliable na producer at hindi na kailangang gumawa ng malalaking pamumuhunan sa energy storage o electric transmission para harapin ang intermittent production tulad ng sa solar at hangin.

Sa gayon, ang mga mamumuhunan na naghahanap ng pinakamataas na antas ng seguridad at kaunting paglago ay maaaring maging pinaka-interesado sa China Yangtze Power.

The quality of the company’s assets is somewhat tempered by the geopolitical tensions between the West and China, which could affect the stock price without changing the business case.

4. Ørsted A/S

The Danish energy producer has undergone a massive transformation, from 2006, with 83% of the energy produced from fossil fuels, to 2022, with only 8% still from fossil fuels, and on track to reach 99% renewable production by 2025.

Pinagmulan: Ørsted

Ito ang unang kumpanya na lumikha ng offshore wind farm noong 1991 at kasalukuyang nagpapatakbo ng pinakamalaking wind farm sa mundo.

May installed renewable capacity ang Orsted na 15.4 GW, na may karagdagang 4.9 GW na nasa konstruksyon at kabuuang 30.6 GW na naka-install at nasa mga proyekto.

Half ng power generation na ito ay mula sa offshore wind farms, at ang onshore generation ay halos pantay na nahahati sa pagitan ng solar at onshore wind farms. Karamihan ng planadong paglago ay nasa offshore wind generation.

May wind farms ang Orsted sa Denmark, ang UK, Germany, US, Taiwan, at Vietnam. Nagtatayo rin ito ng 50,000 tpa e-methanol plant sa Sweden, na inaasahang magbubukas noong 2025, at nag-eexplore ng posibilidad ng green hydrogen production.

Thanks to its pioneering role in wind power and still leading the way, Orsted is a good way for investors to gain exposure to the wind power market, with a very high level of geographical diversification.

5. Companhia Paranaense de Energia – COPEL

(ELP )

Copel is one of the largest Brazilian power producers, operating 30 power plants with an installed capacity of 5.6 GW. Its flagship assets are the three hydropower dams in the Brazilian state of Parana, responsible for 95% of the company’s total production.

Ang Copel ay isa sa pinakamalaking power producer sa Brazil, na nagpapatakbo ng 30 power plant na may installed capacity na 5.6 GW. Ang mga pangunahing asset nito ay ang tatlong hydropower dam sa estado ng Parana, na responsable sa 95% ng kabuuang produksyon ng kumpanya.

The company plans to add 2 GW of renewable power generation by 2030 through hydropower and wind farms. It also handles large assets in power distribution and transmission.

Plano ng kumpanya na magdagdag ng 2 GW na renewable power generation pagsapit ng 2030 sa pamamagitan ng hydropower at wind farms. Naghahawakan din nito ang malalaking asset sa power distribution at transmission.

Pinagmulan: Copel

Copel has little competition to deal with as a quasi-monopoly in its region. The region’s only other major electricity producer is the Itapúa Dam, the second largest in the world after the 3 Gorges Dam in China.

May kaunting kompetisyon ang Copel dahil quasi-monopoly ito sa rehiyon. Ang tanging ibang malaking producer ng kuryente sa rehiyon ay ang Itapúa Dam, na pangalawang pinakamalaking dam sa mundo matapos ang 3 Gorges Dam sa China.

Copel is majority state-owned, which can be viewed as a good or bad thing, depending on your perspective.

Ang Copel ay karamihan ay pagmamay-ari ng estado, na maaaring tingnan bilang mabuti o masama, depende sa iyong pananaw.

On one hand, this makes the company likely to keep distributing a generous dividend that fuels the government budget. On the other hand, this makes it very exposed to Brazilian politics, which can be somewhat unstable, as recently illustrated by the election of socialist president Lula and riots of his opponent’s supporters at multiple government centers.

Sa isang banda, ito ay nagiging dahilan para patuloy na magbigay ng mapagbigay na dividend na sumusuporta sa budget ng gobyerno. Sa kabilang banda, ito ay nagiging lubos na exposed sa pulitika ng Brazil, na maaaring maging hindi matatag, tulad ng kamakailang halimbawang ang pagkapili kay presidente Lula at mga kaguluhan ng mga tagasuporta ng kanyang kalaban sa maraming government center.

Such instability has damaged Brazil’s reputation with investors and has especially hurt the state-owned companies’ stocks, like Copel and Petrobras.

Ang ganitong instability ay nakasira sa reputasyon ng Brazil sa mga mamumuhunan at partikular na nakapinsala sa mga stock ng mga state-owned na kumpanya, tulad ng Copel at Petrobras.

So Copel is more a dividend stock with rather high yields, attractive to investors willing to deal with some level of overseas political risks.

6. Brookfield Renewable Partners L.P.

(BEP )

Brookfield Renewable Partners, or BEP, is part of the massive asset management firm Brookfield, handling $625B in assets, which owns 48% of BEP.

Ang Brookfield Renewable Partners, o BEP, ay bahagi ng napakalaking asset management firm na Brookfield, na humahawak ng $625B na assets, kung saan 48% ng BEP ay pagmamay-ari nito.

The company manages 25 GW of power generation and has a staggering 110 GW in its construction pipeline. Most of this growth will be in North America, with 71.2GW planned, mostly in the USA.

Namamahala ang kumpanya ng 25 GW na power generation at may nakabibilib na 110 GW sa construction pipeline nito. Karamihan ng paglago ay magaganap sa North America, na may 71.2 GW na plano, karamihan ay sa USA.

The current assets are a mix of hydropower, wind, and solar, with the bulk of the future production growth planned to be in solar, followed by energy storage and wind. For the next 5 years, BEP plans to deploy $6-7B in new energy infrastructures.

Ang kasalukuyang mga asset ay halo ng hydropower, wind, at solar, kung saan ang malaking bahagi ng paglago ng produksyon sa hinaharap ay nakaplano sa solar, sinundan ng energy storage at wind. Sa susunod na 5 taon, plano ng BEP na mag-invest ng $6-7B sa mga bagong energy infrastructure.

Pinagmulan: BEP

Another important development for BEP in 2023 is the closing of the acquisition of Westinghouse, the leading nuclear plant builder in North America. Westinghouse is an OEM (Original Equipment Manufacturer) for half of the world’s nuclear reactor fleet and the immense majority of non-Russian, non-Chinese nuclear power plants.

Isa pang mahalagang pag-unlad para sa BEP noong 2023 ay ang pagsasara ng acquisition ng Westinghouse, ang nangungunang tagapagtayo ng nuclear plant sa North America. Ang Westinghouse ay isang OEM (Original Equipment Manufacturer) para sa kalahati ng nuclear reactor fleet ng mundo at halos lahat ng non-Russian, non-Chinese nuclear power plants.

Done together with the world’s second-largest uranium miner, Cameco, this 7.9B acquisition will increase the role of nuclear in BEP’s revenue stream, even if more in the form of construction contracts than power plants and electricity sold.

Gumawa ito kasama ang pangalawang pinakamalaking uranium miner sa mundo, ang Cameco, at ang 7.9B acquisition na ito ay magpapataas ng papel ng nuclear sa revenue stream ng BEP, kahit na mas marami sa anyo ng construction contracts kaysa sa mga power plant at nabentang kuryente.

While nuclear is not technically renewable, this shows the growing role of low-carbon nuclear in the energy transition and reflects positively on BEP’s management’s ability to follow business trends instead of strict adherence to dogmas on energy policies.

Bagaman ang nuclear ay hindi teknikal na renewable, ipinapakita nito ang lumalaking papel ng low‑carbon nuclear sa energy transition at positibong sumasalamin sa kakayahan ng pamunuan ng BEP na sumunod sa mga trend ng negosyo kaysa sa mahigpit na pagsunod sa mga doktrina sa patakaran sa enerhiya.

BEP has grown its distribution to shareholders by 6% per year since 1999. Together with the stock price rising, BEP  has generated annualized returns of 16% for its shareholders since 1999.

Ang BEP ay pinalago ang distribusyon nito sa mga shareholders ng 6% bawat taon mula 1999. Kasabay ng pagtaas ng presyo ng stock, nakalikha ang BEP ng annualized returns na 16% para sa mga shareholders nito mula 1999.

With its balanced mix of hydropower, wind, solar, and now even nuclear, BEP is a solid stock to bet on the de-carbonization of the energy grid. It also has an excellent track record and distributes a rather generous dividend.

7. Clearway Energy, Inc.

(CWEN )

Clearway Energy owns 8 GW of power generation assets, of which 5.5GW is renewable, 1/3^rd solar, and 2/3^rd wind (the rest is 2.5 GW of high-efficiency natural gas power plants). The company assets are mostly located in the USA, and it plans to focus on North America.

Ang Clearway Energy ay may-ari ng 8 GW na power generation assets, kung saan 5.5 GW ay renewable, 1/3^rd solar, at 2/3^rd wind (ang natitira ay 2.5 GW ng high‑efficiency natural gas power plants). Karamihan ng mga asset ng kumpanya ay nasa USA, at plano nitong mag‑focus sa North America.

The company is also working on the USA’s 4th largest energy storage facility, the 450 MW Daggett Solar Power Facility – Battery Energy Storage System, which should be commissioned in 2024.

Dahil sa medyo malaking pagmamay‑ari nito sa parehong gas power plants at renewable, maaaring tingnan ang Clearway Energy bilang isang taya sa energy transition na umaasa sa gas bilang isang “bridge fuel” bago maabot ang ganap na renewable o renewable + nuclear energy mix. Ang mababang presyo ng gas sa North America, salamat sa shale gas, ay maaaring sumuporta sa pananaw na ito.

Ang Clearway ay nagbibigay ng medyo mapagbigay na dividend at plano nitong panatilihing lumago ito taun‑taon ng 5%-8% hanggang 2026.

8. Algonquin Power & Utilities Corp.

(AQN )

Algonquin is a Canadian power company with water and power assets in North America. 80% of the business is in regulated utilities, of which 72% is electric generation, 13% water, and 15% gas. The other 20% of the business is renewable power production, standing at 4.1 GW.

Pinagmulan: Algonquin Power

https://s25.q4cdn.com/253745149/files/doc_presentations/2021/12/2021-Investor-Day-Dec-14-2021.pdf

The company is actively turning toward renewable, with $1B planned in capital expenditure in 2023. This comes on top of a $2.3B acquisition of Kentucky Power. This acquisition was preceded by the purchase in 2019 & 2020 of a water distribution utility in New York, a Chilean water and sewage company, and a Bermuda electric company.

Until 2025, Algonquin plans to spend $9.4B, including building and/or acquiring a 3.4 GW extra renewables capacity. Which is almost twice as much as its early 2023 market cap.

Thanks to its diverse utilities, including water and gas, Algonquin is a highly diversified utility stock, entering only now at a very large scale the renewable energy segment. So, this stock will appeal more to investors looking for exposure to the sector and the green transition but are also happy with a slightly lagging green strategy compared to more renewable-focused utilities.

9. Enefit Green AS

Enefit is an Estonian company that IPOed in 2021, aiming to become the largest renewable energy producer in the Baltic region and a large producer in Poland.

Pinagmulan: Enefit

The region has recently suffered from an acute energy crisis due to the interruption of Russian gas supplies. This created a favorable environment for alternative supplies and a lot of state support of the local governments for “fuel-free” energy production. Especially considering the potential for wind power in the Baltic countries has been mostly left untapped until recently.

The company plans to rapidly expand its production in 2023 from 1,053 MW to to1,542 MW, thanks to multiple wind farm projects being finished, with a target of 1,900 MW by 2026.

Enefit is a utility for investors looking for relatively high yield and growth in a region just beginning to grow its renewable production. The tensions with Russia and the invasion of Ukraine are accelerating the energy transition and overcharging local power prices, but this also means a significant geopolitical risk in case the conflict escalates.

10. Vulcan Energy Resources Limited

Vulcan is a German company targeting geothermal energy production in the Rhine Valley while also extracting lithium from the geothermal brine.

The project targets the production of renewable heat for 1 million people, enough lithium for 1 million EVs per year, and 1 million tons of CO2 emission avoided per year. The heat production matches well the local market, with Germany rich in district heating systems currently relying on coal or gas.

Pinagmulan: Vulcan Energy

The company has yet to produce lithium but has already secured off-take agreements with Stellantis, Volkswagen, LG, Umicore, and Renault. The lithium resource is expected to decline very slowly, with less than 50% dilution even by 2055. Production should start at the end of 2025.

Phase one of the project should result in 4.2 MW in power capacity, with a final goal of 33 MW of power and 30 MW of heat generation.

Vulcan is a more speculative project, with no significant cash flow expected before 2026. Still, the prospect of lithium production going hand-in-hand with geothermal power generation is intriguing.

This could also reduce the carbon footprint for EU-made EVs, as currently, most lithium is extracted using fossil-fuel-powered engines and facilities running at least partially on fossil fuels.