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$35B in US EV, clean energy projects vanished in 2025 – here’s what broke

US clean energy

Businesses walked away from $5.1 billion in large-scale factories and clean energy projects in December alone – a stark finish to a year in which cancellations finally overtook new investment in the US clean energy sector. By the end of 2025, nearly $35 billion in clean energy investments had been canceled or downsized nationwide, taking more than 38,000 current and future jobs with them, according to new tracking from E2.

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FERC: Renewables made up 88% of new US power generating capacity to Nov 2025

Vineyard Wind

New solar and wind capacity additions in November were the second highest in 2025 and accounted for 93% of that month’s total. Solar continues to dominate new capacity additions and has held the lead among all energy sources for 27 consecutive months, according to data released by the Federal Energy Regulatory Commission (FERC) and reviewed by the SUN DAY Campaign.

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What really broke on the grid during Storm Fern – it wasn’t wind or solar

Storm Fern grid wind solar

Winter Storm Fern knocked out power for millions of people across the US and reignited a familiar political and media fight over what really causes large-scale outages during extreme weather. To separate the rhetoric from the operational reality, Electrek spoke with Leah Qusba, CEO of GoodPower, a research, strategic communications, and campaigning organization focused on advancing the global renewable energy transition.

In this Q&A, Qusba walks through what tends to fail first during major winter storms, what outage data shows about the role of wind, solar, and fossil generation during Fern, why fuel supply and winterization still matter more than the generation mix, and how coordinated disinformation campaigns exploit moments of uncertainty after grid emergencies and what works to counter them.

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Wind and solar overtook fossil fuels across Europe in 2025

Germany largest offshore wind farm

Europe’s power mix hit a tipping point in 2025. Wind and solar generated more electricity across the European Union than fossil fuels for the first time last year, according to Ember’s newly released European Electricity Review. Wind and solar supplied a record 30% of EU power, edging past fossil fuels at 29%.

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FERC: US utility-scale solar capacity overtook wind in 2025 – a first

FERC solar 2025

Solar continues to dominate new capacity additions and has held the lead among all energy sources for 26 consecutive months. As a result, installed utility-scale solar capacity now exceeds wind capacity for the first time, according to data released by the Federal Energy Regulatory Commission (FERC) and reviewed by the SUN DAY Campaign.

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EIA: All net new generating capacity in 2026 may be renewables

EIA 2026 solar storage

During the first 10 months of 2025, solar and battery storage have dominated growth among competing energy sources. Further, all net new generating capacity in 2026 is forecast to be provided by renewable energy and batteries, according to data recently released by the US Energy Information Administration (EIA) reviewed by the SUN DAY Campaign.

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FERC: Renewables made up 88% of new US power generating capacity to Sept 2025

EIA 2026 solar storage

Newly published data from the Federal Energy Regulatory Commission (FERC), reviewed by the SUN DAY Campaign, reveal that solar accounted for over 75% of US electrical generating capacity added in the first nine months of 2025. In September alone, solar provided 98% of new capacity, marking 25 consecutive months in which solar has led among all energy sources.

Year-to-date (YTD), solar and wind have each added more new capacity than natural gas has. The mix of all renewables remains on track to exceed 40% of installed capacity within three years; solar alone may be 20%.

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EIA: Solar + storage soar as fossil fuels stall through September 2025

EIA solar storage

US Energy Information Administration (EIA) data released on November 25 and reviewed by the SUN DAY Campaign reveal that, during the first nine months of 2025 and for the past year, solar and battery storage have dominated growth among competing energy sources, while fossil fuels and nuclear power have stagnated.

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Solar and wind are covering all new power demand in 2025

wind solar 2025

Solar and wind are growing fast enough to meet all new electricity demand worldwide for the first three quarters of 2025, according to new data from energy think tank Ember. The group now expects fossil power to stay flat for the full year, marking the first time since the pandemic that fossil generation won’t increase.

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