In 2026, clean energy capital spending in the U.S. is set to reach $180 billion, marking a record high. In the first half of this year, clean energy investments already hit $74 billion, with an additional 8.3 GW of battery storage capacity added in the first half of 2026 alone.
Despite the rollback of federal incentives, investments continue to soar, driven by market forces. China controls roughly half of global capacity, while the European Union plans to triple its energy storage capacity by 2030.
The insatiable energy demand from data center hyperscalers and the artificial intelligence boom is fueling investment into clean energy projects.
