Tue, Apr 28

NEWS: The clean energy sector is bankrolling a record-breaking grid takeover.

  • The scoreboard: Clean power developers dumped $79B into US projects last year, spinning up over 50 GW of supply (that’s more than 90% of all new grid connections in 2025). And despite growing partisan pushback, 79% of the country’s installed clean capacity sits in GOP congressional districts—where officials may talk the talk, but clearly don’t always walk the walk.

  • As for this year? Developers are leaning hard into clean generation, per new EIA data, planning 43.4 GW of new utility-scale solar for 2026 (out of the unprecedented 86 GW of new capacity slated for this year). That’s a 60% solar jump from last year. Also in the 2026 queue: 24 GW of utility-scale storage to manage the growing intermittency. 

  • Texas is cornering this aggressive buildout, claiming over half of that new storage capacity and 40% of all new solar projects.

2