Renewable energy growth highlights battery and utility stocks

The IEA projects about 4,600 GW of additional renewable capacity worldwide from 2025–2030, led by solar and wind; the article profiles Sunrun, Vestas and PPL for their roles in solar, wind and battery storage.

Renewable energy deployment is expanding rapidly around the world. The article attributes this to falling solar and wind costs, growing electrification of transport, and higher electricity demand tied to AI and other technologies. It cites an IEA projection for large capacity additions through 2030. The piece frames energy storage and distributed generation as key to integrating more variable renewable sources. Key facts: - The International Energy Agency is reported to project nearly 4,600 gigawatts of new renewable power capacity between 2025 and 2030, with solar PV and wind expected to account for about 96% of those additions. - The article emphasizes energy storage as essential for managing intermittency and providing baseload-like support as generation and consumption are decoupled. - Distributed generation, including rooftop solar, microgrids and community storage, is described as expanding consumer roles into "prosumers" and reducing transmission losses while improving local resilience. - The article mentions Sunrun and reports a networked solar energy capacity of 8,188 MW as of September 2025 and nearly 18 GWh of battery dispatch to grids in 2025, with a target of 10 GWh dispatchable capacity by the end of 2028. - The article mentions Vestas and reports about 201 GW of installed capacity by the end of 2025 and a 27 GW development pipeline, and it mentions PPL and its stated net-zero-by-2050 goal alongside proposed investments including two 645-MW gas combined-cycle units and 400 MW of battery storage in Kentucky. Summary: The article presents the global renewables expansion and rising storage deployment as central to modernizing power systems and supporting growing electricity demand. It notes specific company-scale activities reported for Sunrun, Vestas and PPL as examples of how different parts of the sector are scaling. The broader buildout through 2030 is presented as a continuing trend. Undetermined at this time.