Clean Energy Stocks Face Policy Risks, But JP Morgan Sees Long-Term Upside In These Names

1. Power demand is strong, especially in utility-scale clean energy projects. 2. U.S. residential solar sector struggles due to high interest rates. 3. Potential changes to Inflation Reduction Act may act as a near-term catalyst. 4. Analyst favors companies with strong U.S. manufacturing and cash flow visibility. 5. GEV, FSLR, NXT, and HASI are key stocks to watch in clean energy sector.