New York Metropolis, NY – A brand new report from ACORE reveals that clear vitality traders and builders largely plan to extend their investments in 2026 however cite coverage, regulatory, and interconnection uncertainty as the largest dangers to their funding technique after this yr.
In its Navigating Uncertainty: Clear Vitality Funding Developments (2026-2029) report, ACORE shares market sentiment evaluation gathered from surveys of 36 leaders at U.S. and multinational firms that invested billions within the U.S. clear vitality market in 2025.
Topline takeaways from the report embody:
- Respondents recognized federal regulatory and coverage dangers and interconnection uncertainty and prices as the highest dangers going through clear vitality investments.
- Capital suppliers proceed to view utility-scale photo voltaic and vitality storage as the 2 most tasty clear vitality applied sciences for funding.
- Regardless of declining attractiveness of the U.S. as a venue for clear vitality funding in comparison with earlier years, respondents mentioned they plan to develop and finance extra American clear vitality initiatives in 2026 than they did in 2025.
- Coverage and funding uncertainty clouds the trajectory post-2026, with the potential for extra roadblocks to financing and creating clear vitality infrastructure.
This report enhances the Clear Vitality Funding Developments report launched final month that S&P International ready for ACORE.
“ACORE’s current experiences spotlight a standard thread: the U.S. clear vitality sector stays capitalized and prepared to assist ship electrical energy reliability and affordability for American shoppers,” mentioned ACORE President and CEO Ray Lengthy. “Our sector is prospering and poised to satisfy this second of great electrical energy demand development, however traders and builders want coverage certainty to ship on this crucial infrastructure for American vitality safety.”
ACORE launched the report at its annual Finance Discussion board in New York Metropolis immediately and mentioned the takeaways throughout the opening panel with ACORE Senior Vice President for Coverage Lesley Hunter, Avangrid CEO Jose Antonio Miranda, and S&P International CERA Consulting Director Christopher Wilfong.
Please e mail [email protected] if you’d prefer to view the recording of the primary panel or arrange an interview with ACORE concerning the report. Register right here to tune in to the opposite panels.
ACORE will host a member-only webinar to debate each experiences on Could 21, 2026. Be taught extra about turning into an ACORE member right here.
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About ACORE:
ACORE is a nonpartisan nonprofit group that operates on the intersection of affordability, reliability, and clear vitality deployment. Our work is concentrated on stabilizing vitality costs, strengthening the electrical grid, and driving funding in cost-effective applied sciences to make sure that clear vitality delivers for folks, companies, and the U.S. financial system.
ACORE’s membership consists of clear vitality traders, builders, vitality consumers, energy turbines, producers, and vitality suppliers. In 2024, almost 80% of the booming utility-scale home clear vitality development was financed, developed, owned, geared up, or contracted by ACORE members.
Media Contacts:
Chris Higginbotham
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Sophie Stover
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