This Week In Energy Transition - Renewable Energy Certificates Market Poised For Significant Growth

Simply Wall St.
17 Apr

The renewable energy certificate (REC) market is expected to reach USD 45.45 billion by 2030, up from USD 27.99 billion in 2025, with a compound annual growth rate of 10.2%. This growth is primarily driven by favorable government policies, corporate sustainability initiatives, and increased climate change awareness. Solar energy leads as the largest market segment, while installations above 5,000 KWh dominate in capacity. The voluntary market segment is gaining ground among corporations aiming to meet sustainability goals, and North America is the second-fastest-growing region, backed by regulatory mandates and sustainability objectives. Major industry players include 3Degrees and Shell Energy, reinforcing the dynamic landscape of the REC market.

  • Shell last closed at £24.34 up 2.7%.

In other market news, Industrias Peñoles. de was a standout up 7.8% and ending the day at MX$425.44, not far from its 52-week high. In the meantime, Barito Renewables Energy softened, down 5.1% to finish the session at IDR5,600.00.

Shell's $3 billion in cost savings positions it for free cash flow growth. Discover more about Shell's strategy and potential opportunities by clicking here.

Don't miss our Market Insights article titled "Automakers Caught In The Tariff Crossfire," offering timely insights into the automaker industry's challenges amid tariffs, EV market shifts, and investment opportunities. Read it now before the landscape changes again!

Best Energy Transition Stocks

  • Vistra closed at $115.87 up 0.1%.
  • First Solar ended the day at $124.38 down 1.9%.
  • Tesla settled at $241.55 down 4.9%.

Taking Advantage

  • Click through to start exploring the rest of the 137 Energy Transition Stocks including Fuji Electric, Hotai MotorLtd and GD Power DevelopmentLtd now.
  • Searching for a Fresh Perspective? Explore 22 top quantum computing companies leading the revolution in next-gen technology and shaping the future with breakthroughs in quantum algorithms, superconducting qubits, and cutting-edge research.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Sources:

  • Simply Wall St
  • "Renewable Energy Certificate (REC) Industry Report 2025-2030: Solar Power, Wind Power, Hydropower, Biomass Capacity (Up to 1000 KWH, 1001-5000 KWH, Above 5000 KWH), & End Use (Compliance, Voluntary)" from Research and Markets on GlobeNewswire (published 17 April 2025)

Companies discussed in this article include BMV:PE&OLES * LSE:SHEL NYSE:VST NasdaqGS:FSLR NasdaqGS:TSLA and IDX:BREN.

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