WASHINGTON, D.C., September 22, 2026 — The U.S. energy storage market installed a record 18.9 GWh of battery energy storage systems in Q2 2026, driven by a shift toward longer-duration storage systems and stronger residential energy capacity. Energy market growth went up 17% year-over-year (y-o-y), despite a 7% overall decline in installed power capacity y-o-y, according to the latest released today by the 91AVԭ�� Association (91AVԭ��) and Wood Mackenzie.

The national average duration of installed battery energy storage systems increased from 2.8 hours to 3.5 hours, driven by resource adequacy needs.

Utility-scale deployments totaled 4.7 GW/17.6 GWh in Q2, down 8% y-o-y in MW terms as key markets become increasingly saturated. However, in the first half of 2026, installations were up 5% y-o-y, signaling that 2026 installations will remain on par with last year. Average project duration continued to climb in Q2 2026, driven in part by a long-duration project in California designed to meet state targets and utility-contracted storage assets deployed in Texas.

The Community, Commercial and Industrial (CCI) sector installed 48 MW, returning to historical deployment levels after California’s record Q1 driven by the state’s Net Energy Metering 2.0 grandfathering deadline. Overall, the market saw a slight decline of 2% year-over-year, but above average growth in Hawaii, New Mexico and Texas helped offset some of this contraction.

The residential sector recorded its fourth largest quarter on record in Q2 2026, installing 676 MW, a 15% quarter-over-quarter (q-o-q) decline, and 3% y-o-y increase. Overall, the national residential storage market is expected to contract by 4% in 2026 amid tax credit elimination, consumer hesitancy, and a challenging third-party-ownership transition.

The top five U.S. markets, California, Texas, Puerto Rico, Arizona and Illinois, accounted for 88% of residential storage capacity installed in Q2, though all five declined q-o-q. Puerto Rico contracted the most in absolute terms, falling from 129 MW in Q1 to 73 MW in Q2.

Battery storage is one of the most important tools we have to meet growing electricity demand,” said John Hensley, Senior Vice President of Markets and Policy Analysis at 91AVԭ��. “Storage can be deployed quickly, strengthens reliability, and helps the grid make better use of both existing and new generation. With a strong pipeline and continued technology improvements, the outlook for storage remains exceptionally strong.”

Annual U.S. Energy Storage Installations to Grow Over 50% in MW Terms Over the Next Five Years

As data center demand increases, utility-scale storage will see 8% average annual growth over the next five years. The CCI sector is projected to grow 27% between 2026 and 2031 as deployment expands beyond California into emerging markets such as Maryland and Texas. The residential market is expected to rebound between 2027 and 2031, growing at an average annual rate of 9%. In total, the market will reach 207 GW and 715 GWh installed cumulatively by 2031.

“Data center buildout strengthens the U.S. storage outlook across all sectors. Storage can provide needed capacity faster, cheaper and more reliably than gas alone,” said Allison Feeney, research analyst at Wood Mackenzie. “As hyperscalers increasingly face grid-connection bottlenecks, utility-scale storage will enable speed to power for data centers.”

Distributed storage’s value proposition is also broadening beyond customer-centric benefits. The industry is increasingly positioning virtual power plants (VPPs) as a key enabler of load growth, unlocking new participation pathways for the CCI and residential segments alike.

Supply chain dynamics, including potential trade restrictions, could cause near-term bottlenecks. The utility-scale segment may see some stagnation in 2026 and 2027 as the industry adapts. However, growth is forecast to resume in 2028, scaling at 11% on average annually through 2031 as domestic cell manufacturing ramps up.

“The slowdown in EV demand has become an unexpected tailwind for storage. Manufacturers are repurposing idle EV cell capacity, accelerating the domestic supply base just as trade policy makes it most valuable,” said Allison Weis, Global Head of Energy Storage at Wood Mackenzie.

Notable Market Developments:

• The national residential solar-plus-storage attachment rate reached 46% in Q2 2026, up from 41% in Q2 2025, reflecting continued consumer demand for paired solar and storage installations despite broader residential market headwinds.
• The share of hybrid utility-scale installations shrank to 33% in Q2 2026, down from 45% in Q2 2025, due to a contraction in the California market.
• Utility-scale battery system prices fell 2% year-over-year to $916/kW in Q2 2026, continuing a downward cost trend that is helping storage compete across more regions and use cases.

For further information, contact:

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Wood Mackenzie’s media relations team:

Mark Thomton
+1 630 881 6885
Mark.thomton@woodmac.com

Hla Myat Mon
+65 8533 8860
hla.myatmon@woodmac.com

Chris Boba
+44 7408 841129
Chris.Boba@woodmac.com

91AVԭ��’s media relations team:
press@cleanpower.org

About Wood Mackenzie

Wood Mackenzie is the��global leader in analytics, insights and proprietary data across the entire energy and natural resources landscape. For over 50 years our work has guided the decisions of the world’s most influential energy producers, utilities companies, financial institutions and governments. Now, with the world’s energy system more complex and interconnected than ever before, sector-specific views are no longer enough. That’s why we’ve redefined what’s possible with Intelligence Connected: the��fusion of our unparalleled proprietary data with the sharpest analytical minds, all supercharged by Synoptic AI, to deliver a clear, interconnected view of the entire value chain. Our trusted team of 2,700 experts across 30 countries breaks siloes and connects industries, markets and regions across the globe to empower our customers to identify risk sooner, spot opportunity faster and make every decision with complete confidence.

For more information, visit woodmac.com.

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Developers energized a record-breaking 17.1 GW of new clean power capacity during the second quarter, pushing H1 installations to 23.9 GW (enough to power over 4 million homes!). Even as the industry faces policy uncertainty, the pipeline of development-stage projects has risen to 205 GW, a new high.������

A historic project led the way this quarter: Pattern Energy’s 3.65 GW SunZia Wind project, which was announced operational at 91AVԭ��’s CLEANPOWER Conference in June. Over 18 years in the making, SunZia is the largest land-based wind project in U.S. history, and 4x the size of the second largest wind project. A 550-mile high-voltage transmission line connects 916 wind turbines in New Mexico to the CAISO grid, delivering low-cost wind energy to communities in Arizona and California.��

Not only is SunZia boosting clean power generation in the West, it is also expected to generate $20.5 billion in economic benefits over the lifetime of the project. The 2,000 construction jobs and 100 permanent jobs, along with $1.3 billion in annual payments to local governments and landowners, will serve as a massive economic driver in the region. The deployment of wind turbines manufactured in the U.S. by GE Vernova and Vestas supports the domestic supply chain and manufacturing jobs.��

New Mexico isn’t the only state worth celebrating this quarter. Over 33 states have more than 1 GW of clean power projects in development. States like Kentucky and Tennessee, late-adopters of clean energy, have more than enough projects in development to double their operational capacity over the next few years. Utilities and C&I buyers across the nation are investing aggressively to bring clean power projects online as soon as possible.��

Clean Power Projects in the Pipeline

During Q2, Cypress Creek Energy and Google announced one of the largest power purchase agreements in history, 1.6 GWdc of solar and 1.9 GWh of battery storage from the Steel River Energy Center in Arkansas. Since acquiring Intersect earlier in the year, Google also broke ground on the more than one gigawatt Meitner Energy Center in Texas. In Michigan, DTE Energy and Oracle inked an agreement to deploy 1.5 GW of battery storage systems manufactured by LG Energy Solution Vertech over the next few years.��

Offtake Announcements Over Time

As the industry builds across the U.S., companies are creating jobs, reviving U.S. manufacturing, funding local governments, and supporting farmers with drought-proof lease payments, all while delivering reliable, low-cost electricity to communities.

Explore the latest Quarterly Clean Power Market Report, and dive into the updated State Fact Sheets!����

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Developers brought 164 utility-scale solar, storage, and wind projects online in the second quarter, adding 17.1 GW of new capacity and pushing total clean power capacity to nearly 388 GW, enough to power 83 million American households. The quarter marked the strongest second quarter and first half of a year on record for clean energy deployments, demonstrating that companies and utilities continue to recognize the value of clean energy as a fast, affordable power source, even in an unstable policy environment. These record-setting results could have been even stronger absent federal actions that have delayed, stalled, or otherwise impeded the development of new clean energy projects.

Utility-scale solar led with 7.4 GW deployed, along with nearly 5 GW of land-based wind and 4.7 GW of battery storage. Land-based wind recorded its strongest second quarter on record, driven by Pattern Energy’s 3.65 GW SunZia Wind project in New Mexico, the largest land-based wind project ever built in the United States. The project produces more energy than the Hoover Dam and will supply power for up to one million households across the Western United States.

The clean energy project pipeline also reached a record high of 205 GW, including 111 GW of utility-scale solar and 56 GW of battery storage. Clean power procurement totaled 14.5 GW, up 23% year over year, with power purchase agreement announcements reaching an all-time first-half record. Clean energy projects are the fastest to deploy in a time of rising demand, and companies see the strong business case for clean energy.

Despite the sector’s strong performance, federal permitting and review delays continue to threaten future development. In particular, the land-based wind project pipeline fell 4% quarter-over-quarter.

“Clean energy continues to prove itself in the marketplace — it’s the fastest to build, the fastest to scale, and is delivering the energy our country needs,” said 91AVԭ�� Chief Policy Officer JC Sandberg. “When clean energy is allowed to compete fairly with other technologies, we know that it can deliver reliable, affordable energy to power American homes and businesses.”

Highlights from the report include:

• New Mexico led the nation in new clean power capacity additions, adding 3.6 GW to the grid from Pattern Energy’s SunZia project and ending Texas’ two-and-a-half-year streak as the top state.
• Battery storage surpassed 50 GW of installed capacity nationwide and now stands at nearly 53 GW.
• The clean power pipeline reached a record 205 GW, up 20 GW (11%) year-over-year.

While clean power projects are booming and remain the fastest sources of energy to deploy and scale, the industry continues to face barriers that limit its growth. In Q2, deployment was expected to be even stronger before federal permitting delays and other policy barriers slowed or stalled projects.

Policy certainty is essential to sustaining this momentum and clean power’s ability to deliver the energy Americans need and businesses demand.

Explore the full report for more data and analysis.

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To fully capture the economic benefits of industrial growth without compromising energy affordability for all customers, we need to meet this demand with new generation that can quickly come to market. Clean power provides this opportunity, with technologies that have faster speed to market and a robust pipeline of new projects waiting to deliver energy to the grid.��

91AVԭ�� maintains a detailed database of clean power projects and their status, allowing us to track the time it takes for new projects to move through the development process.�� Across the hundreds of wind, solar, and energy storage projects with available data, each technology took less than two years on average to come online after entering the advanced development phase. Once under construction, no technology averaged more than a year before completion. These values represent capacity-weighted estimates for all projects that have come online since 2016, allowing us to compare development timelines for projects that vary in size. With new large loads able to interconnect within one to two years, clean power can quickly come online and provide energy contributions necessary to keep markets stable and prices low.����

Natural gas plants provide the most relevant sample of data to compare against clean power. Using data from the U.S. Energy Information Administration’s (EIA) Monthly Generator Inventory, we compiled month-by-month updates for natural gas plants to track how long each project took to move through the development process.1����

Among natural gas plants that have come online since 2016, our sample finds longer construction times. Combined-cycle gas turbines (CCs), the most efficient type of natural gas unit, averaged a total of 3.1 years between advanced development and coming online, spending nearly two of those years (22 months) under construction. Natural gas combustion turbines (CTs) were faster at an average of 2.2 years, but they are still slower to reach the market than wind, solar, and energy storage projects, while taking longer to construct.����

Clean Power Queues��

In addition to faster construction timelines, clean power has a large bench of projects in development. A recent from the Lawrence Berkeley National Laboratory found that out of over 2,000 GW of capacity in active interconnection queues nationwide, 84% is comprised of wind, solar, and storage projects. This represents a robust pipeline of new generation seeking interconnection that, after clearing regulatory hurdles, can quickly move through construction to put more electrons on the grid.��

To quickly and affordably meet future energy needs, we need to leverage the speed and low cost of clean energy projects.����

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Explore the new 91AVԭ�� resource, Speed to Market.��

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91AVԭ��’s newly released��Market Pulse: Utility-Scale Solar Summer 2026��report��dives into the current state of solar: how��it’s��powering the present, increasing energy capacity for the future,��and��strengthening��the American workforce.����

��Powering the��Present��

Utility-scale solar has grown at a record-breaking pace in recent years. Since 2020, annual installations have surpassed 10 GW/year, with more than 20 GW��added��annually since 2023. Cumulative operational capacity for utility-scale solar��has��more than tripled from 48 GW in 2020 to 161 GW at the end of Q1 2026.����

This growth in capacity��translates to��real increases in��electricity��delivered to the U.S. grid. Just 10 years ago, solar accounted for less than 1% of total U.S. electricity. As of Q1 2026, utility-scale solar generated 6.8% of total electricity in the U.S. over the past year. When behind-the-meter solar resources are included, solar generated 8.9%.��

The rapid growth of��solar��is��a��nationwide trend. Forty-one of the��50��U.S. states have at least doubled their operational solar portfolios��between��2020��and��Q1 2026;��and��within those��states,��20��have grown��their��solar capacity by more than��five times.��

No matter how you slice it, solar��is��instrumental��to��the power sector’s ability to keep pace with rising��energy��demand, and solar will continue to be a key part of the story as demand��grows.��

Powering the��Future��

91AVԭ��’s in-house energy outlook forecasts 300 GW of operational solar capacity in the U.S. by 2030, nearly doubling the current operational portfolio in only five years.����

Solar has already��outpaced��other energy technologies��in��capacity additions. In 2025, utility-scale solar additions made up��nearly 50%��of all energy installs,��surpassing��natural gas, wind, storage, nuclear, coal, and other technologies. Through 2030, 91AVԭ��’s forecast shows solar accounting for more than 40% of new energy additions, even as gas-fired generation additions accelerate.��

In the near-term, 91AVԭ��’s��research��team is tracking 103 GW of capacity in the solar pipeline, which includes projects that are under construction or in advanced development. The solar pipeline��exceeded��100 GW for the first time at the end of 2025 and accounts for 53% of the total clean energy pipeline. Although battery storage projects are hitting their own deployment boom, solar will��likely continue��to be the leading clean energy technology��in the near-term.����

Powering the��American��Workforce��

The continued strong buildout of solar power capacity not only helps keep the lights on amid growing electricity demand but also bolsters job creation, investment in rural communities, and economic growth.��

The solar industry supports 703,000 jobs across direct, indirect, and induced positions. For every one job directly employed in solar, an��additional��two jobs are supported downstream.����

In addition to job creation, solar workers earn a higher average wage than the mean wage of all private industries and government workers, and the solar industry employs U.S. veterans at a higher rate��(8%)��than the national average��(5%).��American workers are��integral to developing, building, and��maintaining��solar��projects��across��the nation.����

Beyond direct employment in the solar workforce, operational utility-scale solar capacity has��also��stimulated��nearly��$350 billion��in investment. At��the��community level, solar projects have contributed over��$1.8 billion��in state and local taxes and land-lease payments over the past year alone.����

Looking ahead, the solar projects in development��today��are slated to bring even more value and local benefits to communities in every state��tomorrow.����

To learn more about how solar is��delivering��power to Americans, check out��the��first edition of��91AVԭ��’s Market Pulse: Utility-Scale Solar.

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Heat waves and winter storms are more frequent, more intense, and last longer. The western U.S. broke the record for the hottest March temperature in history at 108 degrees earlier this year. The eastern U.S. is expected to shatter records this July 4th weekend with temperatures reaching 115 degrees. And in January, Winter Storm Fern��brought freezing rain, sleet, snow, and bitter cold across two-thirds of the country. Each of these events puts enormous strain on the power grid, and the way we generate electricity��determines��whether that strain becomes a crisis or a manageable challenge.��

When temperatures surge past 100°F��in Virginia��or plunge below zero��in Texas, electricity demand spikes dramatically. During a heat wave,��nearly every��home and business runs air conditioning and keeps it running around the clock.��Whereas in��winter storms electric heating demand surges at the exact same time that natural gas, which fuels most of our power plants, is being diverted to heat homes and buildings. Power plants end up competing for the same fuel that millions of families need to stay warm. To make up the difference, grid operators turn to older, less efficient plants burning expensive��fossil fuels, driving wholesale electricity prices from as low as $30/MWh��on a normal day to thousands of dollars during a grid emergency. When local generation still falls short,��grid��operators��will��import power from neighboring��grids, but those neighbors��can be��struggling with the same��event, limiting how much help they can��actually provide.��

The evidence from recent extreme weather events is clear: grids��that��include��meaningful amounts of��clean energy resources perform better, cost less, and protect consumers more effectively.��During a��three-day heat wave in late July 2025��that tied and broke records across the Central and Eastern U.S., clean energy saved the grid more than��$114 million. In Texas, a 34% share of renewables saved consumers $47 million. In the Great Plains,��wind’s��28% share��of generation��saved over $26 million. During��Winter Storm Fern��in January 2026, clean energy saved the grid over��$2 billion��in operating costs and generated enough power for 43 million homes. Wind and solar in the Midwest alone, at just a 16% share, saved over��$1 billion.��

Why does clean power make such��an economic��difference? Because wind and solar have no fuel cost and no fuel supply chain to disrupt.��When a gas pipeline freezes or fuel prices spike, solar panels and wind turbines keep generating��as planned.��A well-sited solar fleet naturally produces the most power during the hottest hours of a heat wave, directly offsetting the surge in air conditioning demand. Wind resources spread across multiple regions provide steady output day and night. Their role is to consistently meet energy needs such that electricity prices can stay stable and affordable.��

Reliability and backup capacity is where battery storage comes in. Storage systems��charge��up��during times of cheap surplus��power and��discharge precisely when demand peaks, replacing the costly fossil fuel peaker plants that drive up prices during emergencies. Together, wind, solar, and storage reduce dependence on gas-fired generation at the moments when gas is most constrained,��lessen��the price spikes that hit consumers hardest, and give grid operators the tools to keep the lights on without resorting to rolling blackouts.��

As extreme weather grows more frequent and more severe, the stakes for getting our energy mix right keep rising. Clean power��is��a proven��part of a lower-cost,��resilient grid solution, and the data proves it.��

91AVԭ��’s research team provides quantitative analysis to help better understand how the grid works and how clean power projects deliver the affordable, reliable energy America needs. A new 91AVԭ�� analysis uses July 2025 as a case study for how clean energy saves money during a heatwaves.

Download the Analysis Now

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The U.S. energy storage market installed a record 3.3 gigawatts (GW)/8.4 gigawatt-hours (GWh) of battery energy storage systems in Q1 2026, surpassing the previous Q1 record by 54% with utility, commercial, and residential installations all hitting new highs, according to the latest����released today by the 91AVԭ�� Association (91AVԭ��) and Wood Mackenzie.

Utility-scale activity dominated, with more than 2.3 GW/6.8 GWh installed in Q1 2026. Q1 growth was largely driven by 2025 project delays as developers focused on meeting tax incentive eligibility deadlines for pipeline projects in the second half of 2025. Texas, California and Arizona continued to top the charts, but new markets with vertically integrated utilities also gained traction, particularly in Michigan and Georgia.

The Community, Commercial and Industrial (CCI) sector installed 97.7 MW in Q1 2026 (up 27% quarter-over-quarter), driven by California’s 75 MW. Continued growth is expected in the Illinois, Maryland, Massachusetts and New York community storage markets, with over 215 MW in the collective project pipeline.

The residential segment installed a record 1.3 GWh in Q1 2026, up 86% y-o-y and 5% q-o-q, with volumes buoyed by an overflow of installations initiated at the end of 2025 to capture the expiring Section 25D tax credit. California, Texas, Hawaii and Arizona had the largest q-o-q increases in storage capacity deployed in the first quarter.

“The industry is delivering on what the market needs—fast, flexible power that supports load growth, resource adequacy, and a modern grid,” said John Hensley, SVP of Market and Policy Analysis at 91AVԭ��. “These record-breaking battery storage installations underscore the critical role storage plays in maintaining grid reliability and the strong value that utilities, corporate purchasers, and grid operators see in the technology.”

U.S. storage market to nearly quadruple over next six years

Battery energy storage system installations are projected to reach 200 GW/655 GWh of cumulative installed energy storage capacity by 2031, driven mainly by the utility sector, which will make up 85% of installations between 2026 and 2031.

“Co-location and contracting with large loads will be a key market driver for the foreseeable future,” said Allison Feeney, research analyst at Wood Mackenzie. “Utility-scale is poised for the most explosive expansion, but the CCI market will grow a steady 26% by 2031 as well. Despite a strong start to the year, we do see residential contraction 5% in 2026, due to constraints in tax equity availability, and updated permitting rules.”

Trade restrictions could cause bottlenecks

With foreign entity of concern (FEOC) restrictions now in force, the challenge of securing FEOC-compliant equipment and safe harbored capacity will be a critical developmental bottleneck over the next 2-4 years.

Allison Weis, Global Head of Storage at Wood Mackenzie, said: “Developers with mature pipelines and available capital rushed to safe harbor their pipelines in late 2025 and will now work to secure long-term supply agreements with domestic manufacturers for the rest of their pipeline. Lower tier developers either face acquisition or turn to low-cost Chinese OEMs. Battery energy storage cell manufacturers will work to secure limited FEOC-compliant cell components to qualify for the 45X tax credit, a key factor in maintaining cost competitiveness with China.”

Sensible trade policies that support rather than undermine supply chains can enable domestic supply chain development. 91AVԭ��’s annual��State of Clean Energy Manufacturing report��found that most of the critical battery storage supply chain could be domestically supplied by the end of the decade, based on facilities currently under construction and announced investments.

Notable Market Developments:

• The CCI sector grew 193% year-over-year in Q1 2026, the strongest Q1 on record for the sector. California alone accounted for 75 MW of the 97.7 MW installed.
• The national residential solar-plus-storage attachment rate reached��45% in Q1 2026, up from 38% in Q1 2025, reflecting growing consumer demand for paired solar and storage installations.
• The U.S. is projected to install��146 GW/499 GWh��of new storage capacity between 2026 and 2031, underscoring the scale of the build-out ahead as the grid modernizes to meet rising load.

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Join us in Aurora, CO, for RECHARGE, 91AVԭ��’s premiere energy storage event.��RECHARGE brings together professionals across the energy storage and clean energy industries�� to explore cutting-edge sessions, see the latest technologies and services on display, and connect with industry leaders and experts.

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Even the most attentive supply chain expert may��struggle to keep up with the many tariff announcements and complex sourcing dynamics affecting the American clean power industry over the past year.��They continue to��obstruct��the power industry’s��ability to meet growing energy demand and affordably serve customers. Yet a bright spot��remains: the onshoring of the clean energy supply chain, a trend building since 2022.��

Last year’s��inaugural��State of Clean Energy Manufacturing in America��report��found that��federal energy incentives drove an immediate response to build in America.��This year’s��report��finds��that��this��momentum has continued, particularly in the downstream solar and storage supply chain, with 70 new manufacturing facilities coming online��in the��past year alone.��

American Jobs Energizing Communities��

The U.S. now has over 825 facilities supporting the clean energy supply chain, directly employing 50,000+ Americans. But that’s just the start of the economic picture.

These facilities don’t operate in a vacuum, they pull in a vast network of suppliers providing everything from the steel and concrete in the ground to the bolts, screws, wires, and glass that go into each component. That demand drives additional work for trucking and shipping companies, accounting and law firms, and construction companies among others in the broader supply chain ecosystem.

And when workers at a wind tower facility in Colorado, a solar tracking line in Pennsylvania, or a lithium mine in Nevada bring home a paycheck, that money doesn’t stay in their pockets.����It flows into their communities, supporting the grocery store cashier, the restaurant server, the gym owner, and the car dealer.

Add it all up, and the clean energy manufacturing sector supports over 215,000 jobs, $31B in GDP, and $61B in spending injected into the U.S. economy.��

Building American Energy Dominance��

2025��marked a new milestone: the U.S. now has the production capability to manufacture and assemble all��types of��downstream components domestically across technologies. This includes��modules for both solar and storage��(effectively the wiring and assembly of energy cells),��wind nacelles,��and��wind turbine��towers.����

This full downstream capability��is essential��for upstream supply chain development. It��creates the economic conditions to incentivize upstream production��so that��U.S. manufacturers can��start to produce��more:��crystalline silicon cells, ingots, wafers, and polysilicon for solar��and more��cells, anode and cathode active materials, graphite, and lithium for battery storage.����

91AVԭ��’s data shows that most of the critical battery storage supply chain could be domestically supplied by��the��end of��the��decade, based on facilities currently under construction and announced investments.��America is on track to exceed 950+ facilities across technologies by 2030, bringing new projects and new opportunities to communities while��establishing��a stable, long-term workforce.

Trade Policies to��Protect American Industry��

But that trajectory depends on��sensible trade policies that��support and do not undermine��supply chains. Clean energy manufacturing��is booming��thanks to��two reinforcing drivers��–��first,��broad deployment of solar, wind, and storage across the country, and��second,��federal incentives that reward onshoring. Undermining clean power through��inefficient��federal action, including unclear tariff and trade policies,��curbs��demand��and thus stands in the way of��one of the clearest success stories in the American manufacturing renaissance.��

Broad tariff action across an entire supply chain can carry unintended consequences. Onshoring works by starting downstream and building upstream. Tariffing the upstream components while the downstream facilities that rely on them are still maturing undermines the very factories American has invested in – and benefitted from.��

The result is a lose-lose: either we can’t build sufficient generation capacity to meet rising electricity demand and forfeit the economic gains of an electrifying economy, or we can meet load – but at unnecessarily higher costs to customers.��

Onshoring the clean energy supply chain is central to U.S. competitiveness and energy security.��The data is clear: it can be done, but it requires smart, consistent support and investment that protects both American industry and electricity customers.��

91AVԭ��’s second annual State of Clean Energy Manufacturing Report provides deep insights on how domestic clean energy manufacturing is powering America’s economic prosperity, generating revenue, supporting jobs, and strengthening energy independence.

Download the Report Now

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But��even more��is��on the way.��91AVԭ��’s��Power��Capacity��Outlook expects��over 80% of��new��power��installations��through 2030 to be clean energy��– new electrons��that��meet��rising��demand��and��increase��reliability��are��overwhelmingly clean electrons.����

The strongest��trends? Clean power delivering��for Americans:����

1. Strong annual deployments continue.��At the end of 2025, the U.S.��reached��a record high of 188 GW of clean power in��the pipeline.��Consultant forecasts anticipate between 46-62 GW��more on the way��by the end of��this year,��keeping��2026 on par with��record-breaking 2024 and 2025.��The strength of deployments is heavily��determined��by a market and policy environment from earlier in the decade, as development decisions are��finalized��years��ahead of��projects��coming online.
   
   

2. Natural gas prices spike, clean energy users save.��Wholesale electricity rates rose��41% on average��in 2025, primarily��due to��higher natural gas prices and demand spikes during extreme weather events. The Northeast, a region highly dependent on natural gas,��had an��average year-over-year wholesale electricity price increase of 60%, while��regions with less natural gas dependency and higher clean energy penetration saw an average��increase��of only 13%.��With��natural gas prices��still on the rise and��an��increasing likelihood��of��extreme��weather��events,��the role of clean��energy��in��derisking wholesale prices��has never been more��critical.��

3. Battery storage capacity is on track to break 50 GW.��Battery energy storage systems (BESS) closed out 2025 with 45 GW/126 GWh of capacity in operation. Across the nation, battery storage deployments have grown exponentially, rising an average of 86% each year since 2020. At that pace, BESS is expected to surpass the 50 GW milestone by the end of this year.����
4. Utility-scale solar will overtake land-based wind in total operational capacity. Land-based wind has historically dominated U.S. clean power capacity. But the winds are shifting – operational land-based wind ended 2025 at nearly 161 GW while utility-scale solar reached 157 GW. Annual installations for utility-scale solar have been at least three times greater than the annual installations for land-based wind over the past three years. If this trend continues, utility-scale solar will take over as the leader in operational clean power capacity by the end of 2026.�� ��
5. Offshore wind is set to overcome barriers and support the grid. Despite regulatory and developmental hurdles, five commercial-scale offshore wind projects representing 6 GW are nearing completion. Three of the projects have already begun delivering power to the grid, two of which hit first power within the first quarter of 2026. With current operational offshore wind capacity at just 174 MW, this new capacity will provide a major boost to the northeastern grid.�� ��
6. Ten states are doubling operational capacity.��Ten U.S.��states have enough clean power in the pipeline to more than double their current operational capacity in the coming years: Alabama, Arizona, Delaware, Kentucky, Massachusetts, Maryland, New Jersey, New York, Tennessee, and Virginia.��Three of those��ten (Arizona, New York, and Virginia)��currently��have more than 5 GW in the pipeline.
   
   

7. Total share of natural gas generation fell.��Despite adding��4 GW��of��net��operational capacity��in 2025 (culminating in��a total��of��578 GW), natural gas’ share of total electricity generation in the U.S. fell from 43% to 40%.����This is��thanks in part to��an��influx of��clean energy��to the grid displacing��natural��gas generation during high demand��hours��–��power from solar and batteries��during the day and early��evening��reduced��the��need for natural gas��generation.��

Dive��deeper��into��these insights��in 91AVԭ��’s��Annual Clean Power Market Report.����

Want to learn more about��the latest clean power��trends?��Join��91AVԭ����in��Houston on June 1-4 for��CLEANPOWER, the industry’s premier event for��cutting-edge��discussions about bringing new electrons onto the grid.��Be a part of charting America’s energy future with top companies, experts, policymakers, and leaders across all types of energy.����

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