U.S. power grid

Investors and analysts are watching the U.S. midterm elections for their potential to lift solar, energy storage system (ESS), and power equipment stocks. The expectation is that election outcomes could shape energy policy in ways favorable to renewable energy companies. South Korean media flagged the story, suggesting interest from Korean investors with exposure to U.S.-listed green energy shares.

A new fuel cell technology is being reported as a possible way to relieve growing strain on the United States power grid. Rising electricity demand from data centres and electrification has put grid reliability in the spotlight, and fuel cells are being discussed as a cleaner, distributed source of backup and supplemental power.