After a sizzling run amid the global energy transition, the renewable energy sector came unstuck in 2021 thanks to massive supply chain disruptions and steep valuations. The iShares Global Clean Energy ETF (ICLN), a catch-all bet on clean energy, finished deeply in the red for two years straight at a time when its much bigger fossil fuel cousin, the Energy Select Sector SPDR Fund (NYSEARCA:XLE), emerged as the best-performing of all 11 U.S. market sectors. But the tide has turned, with the green sector managing to attract the smart money once again.…
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