https://www.euronews.com/2026/03/31/iran-war-sparks-renewables-boom-as-europeans-rush-to-buy-solar-heat-pumps-and-evs
“The UK, which has historically had one of Europe’s worst uptakes, has seen heat pump sales in the first three weeks of March increase by 51 per cent compared to the same period the month before – according to energy firm Octopus Energy.”
“Solar sales have also increased by 54 per cent, as homeowners “supersize” systems with 12 panels instead of the usual 10, while electric vehicle (EV) charger sales have climbed by 20 per cent.”
“German renewable energy firm Enpal BV tells Bloomberg that inquiries for solar panels and heat pumps have risen by around 30 per cent since the start of the US-Israel war on Iran, while solar firm 1KOMMA5° GmbH has also reported an almost doubling of interest in solar.”
“In the UK, energy firm E.ON has found interest in solar rose by 23 per cent between 23 February and 1 March, and surged a further 63 per cent between 2 and 8 March.”
Renewable energy seems to be the play since prices on oil and fossil fuels continue to be a bottleneck.
Positions:
20, $5 Calls on $TE, 6/18 expiration.
1000 shares at $4.40.