The U.S. clean energy sector witnessed a varied landscape as the Senate introduced unexpected revisions to President Trump's energy bill, impacting various energy stocks. Companies like Sunrun, First Solar, and Plug Power saw significant surges following the revisions, which now require projects to be operational by 2027. Stocks related to hydrogen, battery storage, coal for steelmaking, and nuclear energy also experienced gains due to incentives, tax credit extensions, and a focus on domestic supply chains. While utility-scale solar firms faced pressure, residential solar and U.S.-based battery storage companies extended gains. Notably, hydrogen stocks surged as the Senate extended clean hydrogen production tax credits. The bill also favored coal, nuclear, and legacy energy stocks, leading to gains in metallurgical coal producers and uranium-related equities. Policy changes include tightening tax credit rules, penalizing projects using Chinese materials, and offering carveouts for clean hydrogen and domestic manufacturers. Overall, market participants are preparing for further volatility as the bill heads back to the House for reconciliation, with a focus on U.S.-centric supply chains and potential implications for utility-scale developers with international exposure.