If the U.S. clean energy industry had to lose the federal incentives, it could not have happened at a better time, says columnist K Kaufmann.

Two new data sets show the industry has started to cut back on record high interconnection queue levels from last year as reforms have started to take hold.

Growing power demand from data centers dominated conversations at the NARUC Summer Policy Summit, where industry members and Trump administration officials advocated for the rapid addition of fossil fuel resources and infrastructure to meet load growth.

Storage set a new record of installations in 2024, but the forecasts for the rest of the decade are cloudy because of uncertainty around the future of tax credits and additional tariffs from President Trump.

The U.S. has enough solar panel manufacturing capacity to produce more than 51 GW of panels per year, with another 17.5 GW under construction and 23.5 GW of additional capacity announced.

President-elect Trump said he would halt offshore wind power development, but how big of an impact he will have on the industry remains to be seen.

Wood Mackenzie’s analysts expect the U.S. to solidify its position as the world’s leading producer of blue hydrogen in 2025.