Key takeaways from the report “The State of Clean Power in Q1 2026” published by Environmental Defense Fund (EDF) and Atlas Public Policy are:
- Fossil fuel projects accounted for 27 per cent of planned US power development at the end of first quarter 2026, compared to just 9 per cent at the end of 2022, a threefold increase.
- Planned natural gas projects grew by 20.7 GW in the first quarter 2026, more than four times the combined growth of planned solar, battery storage and onshore wind projects during this period.
- Developers canceled more than 8 GW of planned clean power projects in the first quarter 2026 alone, including 4.7 GW of solar projects, bringing total cancellations since the start of 2025 to more than 21 GW nationwide.
- Developers announced 693 GW of clean power projects nationwide, including projects that are operating, planned and under construction. Planned investment in clean power projects is estimated to reach $377 billion through 2031.
- An additional 222 GW of clean power projects remain planned or under construction nationwide, with solar and battery storage accounting for 85 per cent of that pipeline.
- Texas continues to lead the nation in clean power development, with nearly twice as many announced clean power projects as California.
Access the report here