Renewable Energy: 2025, the Year of Recovery

According to the October 2025 report from the International Energy Agency (IEA), cited in the document, the global renewable energy production capacity is expected to double by 2030. This projection is particularly noteworthy given that the sector has already experienced a decade of exceptional growth. The anticipated increase will be driven nearly 80% by solar, supported by continued cost reductions, accelerated administrative processes, and now widespread social acceptance.

The document explains that solar energy has reached such a level of technical and economic maturity that its deployment is expanding well beyond areas with high sunlight exposure. The wind sector, on the other hand, has had to absorb increased costs resulting from input inflation—such as steel, logistics, and financing—but has nonetheless maintained substantial growth. Prospects have improved since the beginning of the year due to the gradual reduction in interest rates, which lowers the cost of capital for infrastructure projects.

WisdomTree emphasizes this point: the weak stock market performance of renewables between 2022 and 2024 did not reflect a deterioration in fundamentals but rather an unfavorable financial environment. In 2025, the situation is changing. The first signs of monetary easing are providing relief to an industry highly sensitive to financing costs, allowing projects that had been previously stalled to resume progress.

An Extended Ecosystem: Hydrogen, Batteries, Nuclear, and Data Centers

One of the most intriguing insights from the provided document highlights the transformation of the energy ecosystem. Renewable energy has moved beyond the simple solar-wind duo; it is now part of a larger framework that includes storage, local production, and the massive energy needs of the digital economy.

The text features a striking figure: in the first half of 2025, global investments in renewables increased by 10%, reaching $386 billion, according to Bloomberg New Energy Finance. This growth occurred despite the sluggish pace of American investments, which was offset by the rise of China and Europe. This confirms that the energy transition is no longer a cyclical theme but a deeply entrenched movement.

The report also emphasizes the rise of new technologies. The most structurally significant concerns data centers, whose energy demands are exploding with the rise of AI. Major tech companies now seek to secure energy that is not only decarbonized but available 24/7, contributing to the growth of local and modular solutions.

The example of Bloom Energy, mentioned in the text, illustrates this shift: in February 2025, the company signed an agreement with Equinix to deploy over 100 MW of fuel cells across 19 sites. These installations offer near-zero emissions and continuous power, a decisive advantage over traditional diesel generators. The market’s positive reaction to this announcement shows that investors now see these technologies as indispensable complements to solar and wind.

The document also highlights three key advancements in batteries:
– solid-state batteries, exemplified by QuantumScape, offering higher energy density;
– LFP batteries, safer and more stable, boosted by Chinese innovation;
– industrial lithium-ion systems, capable of ensuring grid regulation and backup power for critical infrastructure.

This energy network—storage, local production, hydrogen, nuclear, data centers—gives renewables an unprecedented depth.

Finally, WisdomTree reminds us that China remains an essential player in the sector. The general rebound of Chinese stocks in 2025, combined with the government’s proactive stance on energy infrastructure and storage, significantly supports the global value chain. The report reproduced in your document shows that Chinese energy demand remains a major driver of market dynamics.