Clean energy ETFs surge in 2026 amid geopolitical tensions and rising AI data center energy demand.

Clean energy ETFs have posted strong returns in 2026, driven by global energy security concerns, geopolitical tensions, and increased energy demand from AI data centers. Investment in clean energy reached a record $2.3 trillion in 2025, fueling gains in ETFs like iShares Global Clean Energy (ICLN) and Invesco Solar (TAN). While valuations cooled in June as oil prices stabilized, clean energy ETFs continue to trade well above 2025 levels, offering investors diverse options across technologies and regions to capture the ongoing energy transition.