A number of factors are fueling the need for new solar projects, including corporate buyers, state requirements, coal plant retirements, and lower costs for equipment and construction. The rise of sophisticated storage assets has also made solar more attractive, since solar-plus-storage projects can bank power to use when the sun is not shining. The U.S. Energy Information Administration expects 13.5 gigawatts (GW) of solar capacity to come online in 2020, surpassing the previous record of 8 GW in 2016.
Here's a solar module maker, a diversified utility, and an evolving oil major that may warrant a closer look.
Image source: Getty Images.