No matter how optimistic you are about clean energy, let me tell you this: You are not optimistic enough.
Recent political and economic developments are setting the stage for what could be the a significant opportunity in renewable energy—and some companies are uniquely positioned to lead the charge.
Let me explain why SolarBank might just be the best-kept secret in clean energy investing…
Why Trump’s Energy Pivot Is a Game-Changer
At first glance, Trump’s renewed focus on fossil fuels may seem like a blow to renewables. But if history is any guide, solar thrives in the most unexpected circumstances.
During his first term, solar stocks skyrocketed, with the Invesco Solar ETF (NYSE Arca: TAN) delivering nearly 300% gains from election day in 2016 to 2020. Now, Trump’s return to the White House—with an emphasis on AI-powered energy innovation—could spark an even bigger opportunity for the solar sector.
Trump’s recent executive order, declaring a national energy emergency, is a pivotal moment. While fossil fuels remain in focus, this order carves out a massive lane for solar by sidelining wind energy projects, which Trump openly opposes. In his own words…
PRESIDENT TRUMP: “I’m a big fan of solar.”
And here’s where another opportunity lies…
A $500 Billion Catalyst
The Stargate project—a $500 billion AI infrastructure initiative backed by OpenAI, Oracle, and Softbank—is a glimpse of the future. AI data centers consume unimaginable amounts of energy, with just one center requiring the equivalent power of an entire city like Miami.
Here’s the kicker: Bloomberg reports that part of this energy demand will be met by solar projects supported by Softbank.
This isn’t just a trend—it’s a seismic shift.
The AI industry is expected to grow to $632 billion by 2028, driving unprecedented demand for scalable, cost-effective energy solutions. Fossil fuels can’t keep up—not economically and certainly not environmentally.
Solar energy is emerging as a real solution for powering the AI revolution.
How To Position Yourself
Our favorite pick, SolarBank (NASDAQ: SUUN), isn’t just another solar provider.
It’s a vertically integrated powerhouse, offering end-to-end renewable energy solutions.
Here’s why it stands out to us:
- Proven Partnerships:
– SolarBank recently partnered with Qcells, a solar manufacturing giant, to build four community solar projects in New York, representing 25.6 MW of power. This $49.5 million deal includes engineering, procurement, and construction agreements.
– The company is also building $41 million worth of solar projects for Honeywell, a Fortune 500 company, solidifying its reputation as a trusted partner for global enterprises.
- Significant Revenue Growth:
– SolarBank’s revenue nearly doubled from C$19 million in 2022 to C$58 million in 2024
– A growth rate that outpaces the broader solar market by more than 2x.
- Strategic Expansion:
– SolarBank is pivoting toward data center colocation projects, a direct play on AI’s growing energy needs. This positions SolarBank to capitalize on the clean energy demands of the next decade.
- Experienced Leadership:
– Led by Dr. Richard Lu, a veteran of the global energy sector, and supported by financial and operational experts like CFO Sam Sun and COO Andrew van Doorn, SolarBank has over 100 years of combined expertise driving its vision.
But What About Timing?
The solar sector is at an inflection point. While some investors remain cautious due to recent market volatility, savvy investors know that
Downturns often present the greatest opportunities
Solar stock valuations have fallen sharply in recent years, creating a window to considering investing a reduced valuations.
With AI’s explosive power hungry growth on the horizon, there is an opportunity for renewable energy solutions to meet this power demand —and we believe this company is perfectly positioned to meet it.
If The Future Is Anything Like The Past…
Historically, solar thrived under Trump, and AI’s insatiable energy needs provide a major opportunity for growth.
As the world pivots toward sustainable solutions, companies like SolarBank are no longer just part of the future—they are the future.
DISCLAIMER:
You should read and understand this disclaimer in its entirety before joining the website or clicking any links from the publisher of this email (the “Publisher”). The information (collectively the “Advertisement”) disseminated by email, text or other method by the Publisher including this publication is a paid commercial advertisement and should not be relied upon for making an investment decision or any other purpose. The Publisher is engaged in the business of marketing and advertising the securities of publicly traded companies in exchange for compensation. The track record, gains, upside, and/or losses mentioned in the Advertisement, if any, should not be considered as true or accurate or be the basis for an investment. The Publisher does not verify the accuracy or completeness of any information included in the Advertisement.
The Advertisement is not a solicitation or recommendation to buy securities of the advertised company. An offer to buy or sell securities can be made only by a disclosure document that complies with applicable securities laws and only in the states or other jurisdictions in which the security is eligible for sale. The Advertisement is not a disclosure document. The Advertisement is only a favorable snapshot of unverified information about the advertised company. An investor considering purchasing the securities should always do so only with the assistance of his legal, tax and investment advisors. Investors should review with his or her investment advisor, tax advisor or attorney, if and to the extent available, any information concerning a potential investment at the web sites of the U.S. Securities and Exchange Commission (the “SEC”) at www.sec.gov; the Financial Industry Regulatory Authority (the “FINRA”) at www.FINRA.org, and relevant State Securities Administrator website and the OTC Markets website at www.otcmarkets.com. The Publisher cautions investors to read the SEC advisory to investors concerning Internet Stock Fraud at www.sec.gov/consumer/cyberfr.html , as well as related information published by the FINRA on how to invest carefully. Investors are responsible for verifying all information in the Advertisement. As an advertiser, we do not verify any information we publish. The Advertisement should not be considered true or complete.
The Publisher does not offer investment advice or analysis, and the Publisher further urges you to consult your own independent tax, business, financial and investment advisors concerning any investment you make in securities particularly those quoted on the OTC Markets. Investing in securities is highly speculative and carries an extremely high degree of risk. You could lose your entire investment if you invest in any company mentioned in the Advertisement. You acknowledge that we are not an investment advisory service, a broker-dealer or an investment adviser and we are not qualified to act as such. You acknowledge that you will consult with your own independent, tax, financial and/or legal advisers regarding any decisions as to any company mentioned here. We have not determined if the Advertisement is accurate, correct or truthful. The Advertisement is compiled from publicly available information, which includes, but is not limited to, no cost online research, magazines, newspapers, reports filed with the SEC or information furnished by way of press releases.
Owners and operators of the Publisher have been compensated up to $15,000 for the distribution of this advertisement. The Publisher and its owners and operators hold no stocks or bonds in companies discussed in the Advertisement.
By accepting the Advertisement, you agree and acknowledge that any hyperlinks to the website of (1) a client company, (2) the party issuing or preparing the information for the company, or (3) other information contained in the Advertisement is provided only for your reference and convenience. The advertiser is not responsible for the accuracy or reliability of these external sites, nor is it responsible for the content, opinions, products or other materials on external sites or information sources. If you use, act upon or make decisions in reliance on information contained in any disseminated report/release or any hyperlink, you do so at your own risk and agree to hold us, our officers, directors, shareholders, affiliates and agents harmless. You acknowledge that you are not relying on the Publisher, and we are not liable for any actions taken by you based on any information contained in any disseminated email or hyperlink.