3 Alternative Energy Stocks to Watch Amid Rising Power Demand

What happened: A Zacks industry note profiles the alternative energy sector, naming GE Vernova Inc. $GEV, Constellation Energy Corporation $CEG and Montauk Renewables $MNTK as forerunners in the U.S. industry. Key numbers: U.S. wind market 161.20 GW in 2025, 167.92 GW in 2026, 205.93 GW by 2031 at 4.17% CAGR. Why it matters: Higher interest rates raise borrowing costs for capital-intensive renewable projects, pressuring margins and potentially delaying investments. Analysts have lost confidence in the group's earnings growth potential, per the note. Market: -5.7% today ($255.21), -30.1% YTD — as of 13:33 UTC

A Zacks industry note profiles the alternative energy sector, naming GE Vernova Inc. $GEV, Constellation Energy Corporation $CEG and Montauk Renewables $MNTK as forerunners in the U.S. industry.

Higher interest rates raise borrowing costs for capital-intensive renewable projects, pressuring margins and potentially delaying investments. Analysts have lost confidence in the group's earnings growth potential, per the note. Market: -5.7% today ($255.21), -30.1% YTD — as of 13:33 UTC