Canadian Solar (NASDAQ:CSIQ) closed +21% and Fluence Energy (NASDAQ:FLNC) +13.3% in Wednesday's trading, as Minotaur Capital co-founder Armina Rosenberg tabbed the two renewable energy companies as potential future take-private targets.

Canadian Solar (NASDAQ:CSIQ) and Fluence (NASDAQ:FLNC), whose shares have plunged 26% and 72% YTD even including Wednesday's gains, could "benefit from a take-private to allow for restructuring to realign operations and invest in domestic capacity," Rosenberg told Bloomberg.

There could also be opportunities in firms involved in energy management software, grid optimization or smart energy systems "that have solid underlying tech, but face market volatility," she added.

Private funds and lenders see some publicly-traded renewable energy and clean technology firms as prime targets for acquisition and de-listing, according to Bloomberg, as valuations have been under pressure from President Trump's focus on fossil fuels, and now the global trade war is expected to strain their international supply chains.

Alternative energy names shot higher Wednesday, along with most of the stock market, after President Trump announced a 90-day pause and lowering of tariffs, except for levies on China.

Examples include SolarEdge Technologies (SEDG) +15.8%, Shoals Technologies (SHLS) +15.4%, GE Vernova (GEV) +13.9%, Array Technologies (ARRY) +13.8%, Sunrun (RUN) +13.5%, Ballard Power Systems (BLDP) +12.7%, Enphase Energy (ENPH) +9.3%, JinkoSolar (JKS) +8.9%, Plug Power (PLUG) +8%, Sunnova Energy (NOVA) +7.9%, First Solar (FSLR) +7.7%.

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