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RENIXX Under Pressure in Third Quarter – Year-to-Date Gain Shrinks – Energy Storage Gains Importance

Münster – The global renewable energy stock index RENIXX World ended the first nine months of 2026 in positive territory, but most of the gains from the first half were erased in the third quarter. Samsung SDI joined the index on October 1 as another battery manufacturer after CATL.

After a first half in which the Iran conflict, volatile oil prices and rising power demand from AI data centres shaped market movements, attention in the third quarter returned to the conflict over the Strait of Hormuz, along with oil price swings and US interest rate developments. The RENIXX fell sharply in this environment.

RENIXX World Closes at 1,165.85 Points: Year-to-Date Gain Shrinks to 3.1 Percent

The RENIXX World closed at 1,165.85 points on September 30, 2026. Compared with the turn of the year, the index is up just 3.1 percent (December 30, 2025: 1,130.37 points). At the end of the first half (June 30, 2026: 1,367.92 points), the gain had stood at 21.0 percent.

The index reached its annual high on June 2 (closing price: 1,533.57 points) during a period when the reopening of the Strait of Hormuz and an increase in OPEC+ production pushed oil prices lower. From mid-July, oil prices rose significantly amid a renewed escalation between the US and Iran. The RENIXX fell noticeably in July in this environment. A recovery lasting until mid-August was followed by rising US interest rates, which pushed the index below the 1,200-point mark in September. Measured from the annual high, the index lost 24.0 percent by the end of the quarter on September 30 and stands only a few points above its annual low on a closing-price basis (1,158.60 points on January 2, 2026).

Storage and Data Centres: Samsung SDI, SMA Solar and Solaria in the RENIXX from October 1

The composition of the RENIXX was adjusted effective October 1, 2026, as part of the regular major index adjustment on September 30. As energy markets transform, companies in energy storage, the EV sector and AI data centres are gaining weight, which is also reflected in the index.

CATL became the first battery manufacturer to join the index on July 1. Samsung SDI now follows as another energy storage company. The South Korean company, based in Yongin, produces lithium-ion batteries for electric vehicles, stationary energy storage systems and backup power systems for data centres. SMA Solar, based in Niestetal near Kassel, is also joining the index. The company supplies inverters, battery inverters and storage solutions. Spain's Solaria Energía of Madrid, which is likewise new to the RENIXX, builds solar parks**, wind projects and battery storage projects, and develops sites with secured grid connection for data centres.** Array Technologies, Canadian Solar and JinkoSolar have left the RENIXX.

About the Global RENIXX World Stock Index and the Planned RENIXX ETF

The RENIXX® World (Renewable Energy Industrial Index, ISIN: DE000RENX014) is the world's first stock index for renewable energy and the oldest global market barometer for this industrial sector of the future. It covers wind energy, solar energy, bioenergy, geothermal energy, hydropower, vehicle electrification, hydrogen and fuel cells.

The index comprises the 30 international companies with the highest free-float market capitalisation and reflects both the performance and the global market development of the renewable energy industry. The RENIXX started on May 1, 2006, with a base value of 1,000 points. A back-calculation to 2002 has been carried out. The index is available via leading financial media and data providers such as Bloomberg, Reuters, Financial Times, BlackRock (Aladdin) or Wallstreet Online. The companies in the RENIXX currently have a combined free-float market capitalisation of around EUR 230 billion.

To mark the 20th anniversary, IWR plans to launch an exchange-traded fund (ETF) that would make the RENIXX transparent, regulated and investable.



Source: IWR Online, 02 Oct 2026

 


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