Renewables to Account for 99% of New US Grid Installations in 2025
Renewable energy technologies are projected to make up 99% of all new electricity grid installations in the United States this year, driven by cost competitiveness and rapid returns on investment compared to fossil fuel projects[1]. Texas leads state-level solar expansion, expected to add almost 10 GW of new solar capacity in 2025[1].
US Utilities Plan 116 GW of Large-Load Capacity Growth
A new study by Wood Mackenzie finds that US utilities are preparing for an unprecedented 116 GW of large-load capacity growth, equivalent to 15.5% of current national peak demand, largely to power data centers, manufacturing, and electrification[7]. This surge highlights the urgent need for grid modernization and expanded renewable generation[7].
EU Energy Storage Capacity Surges as Key to Grid Transition
A European Commission report shows the EU accounted for 8% of global lithium-ion battery manufacturing capacity in 2023, with battery storage rapidly expanding to support renewable integration and grid flexibility[9]. These developments are positioned as critical to achieving the region’s clean energy and decarbonization goals[9].
US Faces Subsidy Uncertainty and Tariff Swings for Renewables Post-2026
The US is rapidly curtailing subsidies for renewable energy and introducing new obstacles for wind and solar projects, creating uncertainty for projects seeking financing beyond 2026[4]. Variable tariff policies are also fueling turbulence, though projects already in the pipeline for 2025 remain largely unaffected[4].
Global Clean Power Surpasses 40% of Electricity Generation
Ember’s Global Electricity Review 2025 reports that, led by solar, renewables pushed clean power to over 40% of global electricity generation in 2024, despite heatwave-driven demand spikes[8]. This marks a new milestone in the global transition from fossil fuels to clean energy sources[8].