Exclusive: Clean energy deals on track for "biggest year ever"
Summary
Companies are expected to buy more clean energy in 2026 than ever before, helped by increased interest from the AI industry and soon-ending tax credits for wind and solar energy. In the first three months of 2026, businesses signed deals for more clean energy than they did in all of 2021.Key Facts
- Companies contracted 13.4 gigawatts of clean energy capacity in Q1 2026.
- This amount is bigger than all the clean energy contracts made in 2021.
- The growth is partly due to the rush to benefit from expiring tax credits under President Trump's One Big Beautiful Bill Act.
- To get tax credits, clean energy projects must start building by July 4, 2026, or be ready by the end of 2027.
- Demand for "clean, firm" power sources like advanced nuclear, geothermal, and natural gas with carbon capture is increasing.
- Contracts for "clean, firm" power in early 2026 are almost as much as all of 2025.
- The Clean Energy Buyers Association shared these findings in their annual report presented in Seattle.
- The trend shows strong corporate support for clean energy despite federal policy changes.
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