REPORT: Clean Power Adds Record 50 GW in 2025 As Surging Electricity Demand Accelerates
Mar 5 2026
- U.S. clean power delivers 90% of all new capacity added to the grid in 2025 as developers plug in a record 50,344 MW.Ìý
- Energy storage installations jumped 41% year over year, exceeding 2024 levels byÌýnearly 4ÌýGW and marking another record-breaking year for batteries.Ìý
- Amid rising regulatory challenges,Ìýpower purchase agreements (PPA)Ìýactivity fellÌý27% while pipeline growth slowedÌýto 1%.Ìý
WASHINGTON, D.C. March 5, 2026 – The 911±¬ÁÏÍø Association (911±¬ÁÏÍø) today released itsÌýQ4Ìý2025ÌýClean Power Quarterly Market Report, showing the U.S. clean energy industry deliveredÌýitsÌýstrongest yearÌýon record.Ìý
Developers brought 18.6 gigawatts (GW) of new utility-scale solar, wind, and energy storageÌýonlineÌýin Q4 alone — pushing the 2025 annual total to more than 50 GW.ÌýThat’sÌýenough electricity to power more thanÌý6.9Ìýmillion homes.ÌýÌý
These three technologies accounted for 90.5% of all new power capacity in 2025Ìýand over 80% of capacity additions over the previous five years,Ìýaccording to 911±¬ÁÏÍø and theÌýU.S. Energy Information Administration.ÌýBattery storageÌýledÌýthe charge, exceeding 2024 deployment byÌýnearly 4ÌýGW — a 41% year-over-yearÌýincrease.Ìý
“This record year showsÌýthat our industry is resilient andÌýdeliversÌýtheÌýreliable, affordable energy that AmericansÌýneed,â€�ÌýsaidÌý911±¬ÁÏÍøÌýChief Policy Officer, JC Sandberg.Ìý“TheseÌýnumbersÌýaren’tÌýsurprising given the consistent market and policy environment the industry enjoyed heading into 2025.â€�Ìý
While clean powerÌýremainsÌýone of theÌýmost affordableÌýwaysÌýto build the power generation America needs, the medium-term outlookÌýremainsÌýuncertain. The near-term pipelineÌýrose toÌýoverÌý187.5ÌýGWÌý—ÌýbutÌýgrowth is slowing with onlyÌýtwoÌýGW added during the fourth quarter.Ìý
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Decline in Power Purchase Agreements Raises ConcernÌý
AlthoughÌýinstallations hit record highs in Q4ÌýofÌý2025, power purchase agreements (PPAs) — a key indicator of future growth — declined 27% year over year, which signals lower clean power deployment in 2028-2030.ÌýDespite rapidly growing electricity demand, many buyers delayed decisions in the second half of theÌýyear,ÌýawaitingÌýclarity on federal policy and tax credit eligibility rules.Ìý
“Current policy instability is beginning to impact investor confidence and negatively affect project timelines at a time when demand is surging,â€� continued Sandberg. “With energy costs continuing to rise, limiting affordable clean energy generation deprives American families and businesses of needed relief. ÌýButÌýit’sÌýnot too late.ÌýStable policyÌýthat supports multi-techÌýenergy developmentÌýcanÌýhelp usÌýmaintainÌýtheÌýincredibleÌýmomentumÌýthat has brought us to this record year.â€�ÌýÌýÌý
Q4 2025ÌýMarket Report FindingsÌý
- StrongestÌýClean PowerÌýYear on Record:ÌýTotal clean power capacity installed in 2025 reached 50,344 MW — a 3% increase over 2024 and theÌýfirst-timeÌýannual deployment has surpassed 50 GW.Ìý
- Storage Surges:ÌýEnergy storage installations were 41% higher than 2024 —ÌýtheÌýpreviousÌýrecord year. The storage development pipeline continues to expand, growing 2% year-over-year, signaling sustained long-term demand.Ìý
- Medium-termÌýPipelineÌýOutlookÌýIncreasinglyÌýUncertain:ÌýThe near-term pipelineÌýrose toÌý187,514 MW. However, growth is slowing with onlyÌýtwoÌýGW added during the fourth quarter.ÌýAÌý27% year-over-year drop in PPA announcements is an early warning sign for lower clean power deployments in 2028-2030.ÌýÌý
- Offshore Wind Under Pressure:ÌýNo new offshore wind capacity came online in Q4, and the pipeline contracted following project cancellations. Continued federal and regulatory interference is creating additional headwinds for the sector.
- ValueÌýPropositionÌýfor States:ÌýClean power is delivering low-cost power, jobs, and a boost to local economies across the U.S. —Ìýwith projects operational in all 50 states.ÌýNineteenÌýstates grew their clean power capacity by more than 20% in 2025, with Kentucky increasing its capacity by 188% to reach the Top 10 for 2025 solar installations.ÌýIncreasedÌýadoption is set to continue: 35 states have more than 1 GW of clean power in the pipeline.ÌýÌýÌý
The full report and underlying datasets are available exclusively to 911±¬ÁÏÍø members. Ìý
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