2 Renewable Energy Stocks to Buy in 2025 and Hold for Decades

Renewable Energy Industry Outlook - The global renewable energy capacity is expected to increase by over 5,500 gigawatts from 2024 to 2030, nearly triple the capacity added from 2017 to 2023 [2] - Investors could benefit from this expansion by investing in nuclear, wind, or solar stocks, with NuScale Power and CleanSpark highlighted as potential long-term holdings [3] NuScale Power - NuScale Power produces the only small modular reactors (SMRs) certified with a Standard Design Approval (SDA) by the U.S. Nuclear Regulatory Commission (NRC) [4] - The company's SMRs are compact, with dimensions of 9 feet wide and 65 feet tall, making them easier to deploy compared to larger nuclear reactors [4] - NuScale's modular designs are prefabricated, reducing costs and construction time, with current reactor clusters certified for up to 55 megawatts of electricity [5] - The company expects NRC certification for its first 77 megawatt reactors in 2024, which would make its SMRs more cost-effective than comparable coal-fired plants [5] - NuScale's stock surged nearly 650% over the past 12 months but remains more than 20% below its all-time high from November 2023 [6] - Revenue is projected to grow at a CAGR of 268% from 2024 to 2026, reaching $321 million, driven by reactor deployment and approvals [7] - The U.S. Department of Energy (DOE) allocated up to$900 million in cost-shared funds to develop more nuclear SMRs, with Amazon also supporting SMRs to meet energy needs [8] CleanSpark - CleanSpark develops modular microgrids for renewable energy sources, which can be deployed as stand-alone systems or integrated into existing grids [9] - The company transitioned into Bitcoin mining after acquiring ATL Data Centers in May 2021, using its technology to enhance mining efficiency with low-carbon energy [10] - In 2024, CleanSpark mined 7,024 Bitcoin, ending the year with 9,952 Bitcoins worth $947.9 million [11] - The company expanded its mining fleet by 127$379 million, with adjusted EBITDA growing nearly tenfold to $246 million [12] - Analysts expect revenue and adjusted EBITDA to grow at a CAGR of 36$3 billion, CleanSpark's stock is valued at eight times this year's adjusted EBITDA, making it an attractive long-term investment [13]