Clearway Energy Inc Class C

Clearway Energy, a high-yielding clean-power producer, is quietly capitalizing on the AI power boom through significant power purchase agreements with Alphabet's Google and other hyperscalers. In January, Clearway Energy Group signed three long-term PPAs with Google for nearly 1.2 gigawatts of renewable projects, representing over $2.4 billion in investment, with the first projects expected online in 2027 and 2028. Additionally, Clearway signed over 600 megawatts of PPAs to extend the life of existing wind farms to 2041, with fixed pricing more than double prior contracted or merchant rates. The company expects to grow its cash available for distribution per share at the top end of its 5%-8% target range through 2030, and it has identified 3.5 gigawatts of investment opportunities through 2028, representing about $1.3 billion. Clearway Energy's parent is also developing over 17 gigawatts of co-located digital infrastructure power projects, with a potential $1 billion capital deployment around 2030. Despite recent weather-related headwinds, Clearway's stable long-term PPAs and over 5.5% dividend yield position it for steady growth, making it a compelling but overlooked AI power play.

T1 Energy is advancing its U.S. solar supply chain strategy with its G2_Austin solar cell facility expected to begin first-cell production in the first quarter of 2027. The company produced 935 megawatts at G1_Dallas during the second quarter and expects full-year 2026 production toward the higher end of its previously disclosed 3.1 to 4.2 gigawatt range. T1 Energy also signed a 641 megawatt solar-module offtake agreement with Clearway Energy Group, using domestic cells from G2_Austin once operational. In July, the company acquired foundational TOPCon solar patents and related intellectual property from Evervolt for $135 million, and completed the acquisition of KORE Power, creating the T1 NRI brand to address battery energy-storage systems and data-center infrastructure.

Chronometer Partners Chief Investment Officer Matthew Smith argues that surging power demand from artificial intelligence will turn natural gas into the most important fuel in the United States, creating a looming supply crunch and investment opportunity. Smith projects U.S. natural gas exports will climb from 15 billion cubic feet per day to 35 billion cubic feet per day by the end of 2030, while a daily deficit of 5 billion cubic feet could emerge before AI demand fully hits. He recommends natural gas producers Expand Energy and Range Resources for their ability to quickly ramp production, as well as nuclear stock Cameco and solar names XPLR Infrastructure and Clearway Energy as beneficiaries of the broader energy squeeze. Natural gas currently accounts for over 40% of U.S. power generation, and Smith sees structural tightness materializing by 2027 to 2028.

Clearway Energy is leveraging its large portfolio of renewable energy and battery storage assets to generate stable cash flows under long-term contracts. The company owns approximately 13.6 gigawatts of gross generating capacity across 27 U.S. states, including about 10.8 gigawatts of wind, solar and battery energy storage capacity. On May 1, 2026, it completed the 320-megawatt Honeycomb battery energy storage portfolio in Utah, and recently finished the Cardinal acquisition to further strengthen its renewable energy portfolio. Clearway Energy aims to invest about $3 billion between 2026 and 2029 to support infrastructure development and modernization. The company has signed 1.17 gigawatts of power purchase agreements with Google, expanding their partnership to 1.24 gigawatts, and is developing integrated power campuses for hyperscale customers to support long-term revenue growth.

The Motley Fool highlights three high-yield dividend stocks in the energy sector for investors with $1,000 to deploy. Brookfield Infrastructure yields 4.5% and has raised its dividend for 17 straight years, supported by over $9.1 billion in capital projects. Clearway Energy also yields more than 4.5% and plans to invest over $3 billion in new clean energy projects, targeting 7% to 8%+ annual cash flow per share growth through 2030. Enterprise Products Partners offers a distribution yield above 6%, covered 1.8 times by cash flow, and has increased its payout for 27 consecutive years. All three companies generate stable cash flows from long-term contracts or regulated assets, positioning them for continued dividend growth.