Record U.S. clean power deployment continues as federal support shrinks
Built WorldQ2 additions up 45% as state policies and corporate deals outrun White House opposition
3 days ago: Report circulates; debate over durability beginsNew here? Follow stories to track developments over time. Create a free account to get updates when stories you care about change.
Overview
Updated 1 hour agoWashington and the American power grid are moving in opposite directions on clean energy. On September 3, the American Clean Power Association reported the U.S. added 17.1 gigawatts of new utility-scale solar, wind, and battery storage in the second quarter of 2026, up 45% from a year earlier.
The first half of 2026 is the strongest six-month stretch for clean power on record. Total capacity sits near 388 gigawatts, enough for 83 million homes. That growth continues while the White House cuts clean energy incentives, cancels wind leases, and restricts imports of inverters and transformers.
Why it matters
Clean power now grows without federal support, meaning the U.S. grid's direction no longer hinges on the White House.
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People Involved
Organizations Involved
Trade group for U.S. utility-scale solar, wind, and battery storage companies.
Private renewable developer that built the 3.65 gigawatt SunZia Wind project in New Mexico.
Timeline
August 2022 September 2026
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Report circulates; debate over durability begins
Latest AnalysisAnalysts weigh whether momentum survives import bans and permitting delays.
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Record first half reported
Market reportACP says 17.1 GW added in Q2, up 45%; development pipeline hits record 205 GW.
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ACP forecasts record deployment year
ForecastTrade group predicts about 60 gigawatts of new solar, wind, and storage in 2026, up 20%.
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Renewables hit record electricity share
Data releaseFederal data shows renewables supplied about 26% of U.S. electricity in 2025, a 10% generation rise.
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Trump begins second term
PoliticalNew administration starts cutting clean energy incentives and canceling federal leases.
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Inflation Reduction Act signed into law
LegislationEnacted clean energy tax credits that would later survive White House opposition.
Historical Context
2 moments from history that rhyme with this story — and how they unfolded.
Wind Production Tax Credit cliff (2012-2013)
Congress let the renewable electricity production tax credit expire at the end of 2012. Developers rushed projects through before the deadline, then new wind installations collapsed by about 92% in 2013, from roughly 13 gigawatts to about 1 gigawatt.
The industry shed thousands of jobs; several turbine component factories closed or paused production.
Congress later retroactively extended the credit, but each lapse produced boom-bust cycles, exposing wind's deep dependence on Washington.
In 2026 the pattern has reversed: wind and solar hit records while the federal government actively opposes them, showing how far the market has moved beyond policy support.
Solar investment tax credit step-down (2020-2022)
The 30% federal solar investment tax credit stepped down to 26% in 2020 and 22% in 2021 and 2022. Analysts expected slower deployment; instead solar installations grew every year, driven by falling panel costs and corporate demand.
By 2022 solar had become the largest new source of U.S. electricity capacity.
It showed cost declines, not tax incentives, had become the primary driver of solar growth.
The 2026 record extends that pattern across the entire clean power sector and tests whether it survives active federal opposition.
