With ESG funds attracting $4.2B in fresh inflows last month, the green investing sector stands poised for growth. Market watchers note increased retail and institutional positions in electric vehicle supply chains, signaling bullish sentiment. That meant the freeze affected more than $2.7 billion in unobligated funds, in addition to $885 million set to be allocated in 2026, the program’s final fiscal year. While some states continued work on projects during the pause, others suspended their programs and froze work on stations already under construction. Morgan Stanley makes every effort to use reliable, comprehensive information, but we make no guarantee that it is accurate or complete. We have no obligation to tell you when opinions or information in this report change. Offshore wind developers rallied 3.7% yesterday, boosted by regulatory green lights for new coastal projects. Asset managers are revising upward their green investing portfolios to capture these pipeline opportunities.