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This new Market Pulse report brings together 911±¬ÁÏÍø data from across our work and examines how utility-scale solar is delivering energy to Americans in all 50 states, strengthening our nation’s grid, and supporting over half a million American jobs.

TOP TAKEWAYS

Solar is delivering power now:

• Operational capacity is now 161 GW.
• Utility-scale solar generates enough energy to power nearly 34 million homes.
• 9 states have over 5 GW of operational capacity.
• Solar generated 8.9% of total U.S. electricity in the past year.
• 14 states generate over 10% of their electricity from solar.

Solar is set to keep delivering power in the future:

• 300 GW by 2030, to produce 12% of total U.S. electricity generation.
• More than 40% of new energy adds through 2030 will be solar.
• The utility-scale solar pipeline is up to 104 GW.
• Every state has at least one utility-scale solar project in the pipeline.

MARKET PULSE REPORTS

911±¬ÁÏÍø’s Market Pulse series are member-only, technology-specific reports intended to serve as a resource hub for the latest 911±¬ÁÏÍø data, analysis, and forecasting. The reports utilize data from the 911±¬ÁÏÍø Research Team’s latest Quarterly Market Reports, in-house outlooks, and subject matter expert insights to offer deep-dives and new perspectives on a single renewable energy technology.

Market Pulse reports are a living toolbox for 911±¬ÁÏÍø members to utilize for policy, advocacy, education, and more. The reports include technology-specific infographics, maps, data visualizations, and trending topic spotlights to be shared and referenced.

The full Market Pulse: Utility-Scale Solar Summer 2026 report is available for 911±¬ÁÏÍø members.

Individuals who are not members of 911±¬ÁÏÍø can explore the infographic and other 911±¬ÁÏÍø resources in our resource library.

Interested in 911±¬ÁÏÍø Membership? Join the 911±¬ÁÏÍø Association today.

Last updated: August 12, 2026

The post Market Pulse: Utility-Scale Solar Summer 2026 appeared first on 911±¬ÁÏÍø.

Across the areas most affected by the heatwave, wind and solar generation increased during the highest-demand hours compared to the days before and after the event, providing electricity when it was needed most. Markets with higher levels of clean energy experienced substantially lower wholesale electricity prices, while regions with relatively little clean generation experienced the highest prices despite having tens of gigawatts of clean energy waiting to connect to the grid.

To quantify the value of additional clean energy, 911±¬ÁÏÍø modeled a scenario in which advanced utility-scale solar, wind, offshore wind, and battery storage projects — totaling 74 GW — currently awaiting interconnection in MISO, PJM, NYISO, and ISO New England had already been operating.

The results were clear:

• More than $170 million in wholesale electricity cost savings during the July heatwave, thanks to clean power.
• Lower reliance on expensive gas, coal, and oil peaking generation.
• Improved system reliability, including avoiding modeled reliability shortfalls during the highest-demand hours.
• Lower wholesale electricity prices across every modeled region.

Extreme weather events are becoming more frequent, and electricity demand continues to rise. This analysis demonstrates that expanding clean power is not simply an emissions strategy — it is a reliability and affordability strategy. Bringing shovel-ready clean energy projects online faster would reduce consumer costs, strengthen grid reliability, and lessen dependence on the most expensive generating resources when Americans need electricity the most.

Resource updated 7/22/2026

The post July 2026: Clean Power Delivers During Heatwaves appeared first on 911±¬ÁÏÍø.

Delivered quarterly, theÌýWind EnergyÌýMonitorÌýfrom the 911±¬ÁÏÍø Association (911±¬ÁÏÍø) and Wood Mackenzie Power & Renewables provides the clean power industry with exclusive insights through comprehensive research.ÌýThis Q2 2026 release includes Q1 2026 in review.

ÌýReport HighlightsÌý

• The US wind industry isÌýon track to connect more than 50 gigawatts (GW) of capacity through 2030, as a surge in construction activity prompts Wood Mackenzie to raise its five-year outlook by 4% quarter-on-quarter.
• Corporate power purchase agreements (PPAs) surgedÌýyear-on-year in Q1 2026, signalling a steady
  demand.
• Safe harbour activity remains a key driver of market momentum, with post -FID projects accounting for 58% of greenfield capacity additions through 2028, reinforcing confidence in the near -term pipeline.
• Offshore wind additions are forecast to peak in 2027 as the remaining 5.2 GW under construction approaches completion. The near-term outlook, however, masks deeper turbulence in the broader offshore pipeline.

Safe harbour activity remains a key driver of market momentum, with post -FID projects accounting for 58% of greenfield capacity additions through 2028, reinforcing confidence in the near-term pipeline. In parallel, firm turbine order intake reached 1.1 GW in Q1 2026—five times the volume recorded a year earlier—demonstrating continued capital deployment toward safe harbour-qualified projects. Newbuild additions are expected to peak in 2028, as permitting delays and interconnection constraints push a growing share of early-stage developments toward the latter part of the decade.

The report also includesÌýkey quarterly trends and analysis on impactful market regulation, policy, system prices, and supply chain across all segments. The report provides industry professionals with actionable and intelligent insights to better inform business decisions.

Read the Report

• Full Report: from Wood Mackenzie (911±¬ÁÏÍø Members receive discount)
• Executive Summary: Download the complimentary executive summary above.

Who Should Buy This Report

The U.S. Wind Energy Monitor is an indispensable resource for industry players who refuse to be caught off-guard by rapid changes. With our expert analysis at your fingertips, you can confidently chart your course, refine your strategy, and stay ahead of the curve.

• Developers & IPPs: Pinpoint emerging project locations, secure best-in-class components, and optimize project schedules.
• Investors & Financiers: Validate market assumptions, quantify policy risk, and identify prime opportunities for returns.
• OEMs & Supply Chain Leaders: Align manufacturing capacity with market demand, reduce bottlenecks, and meet domestic content criteria.
• Utilities & Offtakers: Evaluate future procurement strategies and gain confidence in long-term supply availability.
• Policy & Regulatory Stakeholders: Anticipate industry needs and shape supportive policy frameworks that drive sustainable growth.

Purchase the Report

911±¬ÁÏÍø Members get discounted access to the US Wind Energy Monitor using a coupon code. For access to the 911±¬ÁÏÍø member coupon code, please email membership@cleanpower.org.

About Wood Mackenzie Power & Renewables

Wood Mackenzie, a Verisk Analytics business, is a trusted source of commercial intelligence for the world’s natural resources sector. We empower clients to make better strategic decisions, providing objective analysis and advice on assets, companies and markets. For more information, visit:  or follow on Twitter .Ìý

The post US Wind Energy Monitor | Q2 2026 appeared first on 911±¬ÁÏÍø.

Resource added 7/15/26.

The post How the Department of Defense Block on Wind Projects Impacts the Grid | 2026 Analysis appeared first on 911±¬ÁÏÍø.

The post Markets & Transmission Monthly Policy Report | July 2026 appeared first on 911±¬ÁÏÍø.

This tightens available supply, requires higher-cost generation to meet demand, and heightens risks to grid reliability. The heatwave clearly demonstrated which systems perform best under pressure—those with a diverse mix of power plants.

Key Takeaways:Ìý

• Overall, clean energy saved the grid more than $114 million during the 3-day heatwave. Wholesale electricity markets with significant wind, solar, and energy storage representation saw lower electricity prices than those without.
• Regions with high clean power penetration kept electricity prices low during the heatwave. When the heatwave hit, more expensive thermal units and imported electricity were required.
• If clean powerÌýhadn’tÌýbeen online,Ìýall ofÌýERCOT’s thermal capability would have been needed and may not have been enough to meet electricity demand.

Resource updated 7/1/2026

The post Clean Power Delivers During Heatwaves: July 2025 appeared first on 911±¬ÁÏÍø.

Delivered quarterly, the US Energy Storage Monitor from the 911±¬ÁÏÍø Association (911±¬ÁÏÍø) and Wood Mackenzie Power & Renewables provides the clean power industry with exclusive insights through comprehensive research on energy storage markets, deployments, policies, regulations and financing in the United States.

The U.S. energy storage market installed a record 3.3 gigawatts (GW)/8.4 gigawatt-hours (GWh) of battery energy storage systems in Q1 2026, surpassing the previous Q1 record by 54% with utility, commercial, and residential installations all hitting new highs, according to the latest U.S. Energy Storage Monitor report.

Utility-scale activity dominated, with more than 2.3 GW/6.8 GWh installed in Q1 2026. Q1 growth was largely driven by 2025 project delays as developers focused on meeting tax incentive eligibility deadlines for pipeline projects in the second half of 2025. Texas, California and Arizona continued to top the charts, but new markets with vertically integrated utilities also gained traction, particularly in Michigan and Georgia.

Battery energy storage system installations are projected to reach 200 GW/655 GWh of cumulative installed energy storage capacity by 2031, driven mainly by the utility sector, which will make up 85% of installations between 2026 and 2031.

Report Highlights:

• The U.S. installed 3.3 GW/8.4 GWh of battery energy storage systems across all sectors in Q1 2026, surpassing the previous Q1 record by 54%
• 2.3 GW/6.8 GWh of utility-scale capacity was installed in Q1
• Residential segment installed a record 1.3 GWh in Q1 2026
• The U.S. energy storage market is poised to grow by 275% in cumulative installed capacity over the next six years

The report also includesÌýkey quarterly trends and analysis on impactful market regulation, policy, system prices, and supply chain across all segments. The report provides industry professionals with actionable and intelligent insights to better inform business decisions.

The newÌýUS Energy Storage Monitor | Q2 2026Ìýwas released June 23.

Pricing List

Get the data needed to support your business by purchasing the report.

911±¬ÁÏÍø Members get discounted access to the full report using a code found in an email on June 25 or March 19 from membership@cleanpower.org. For access to the 911±¬ÁÏÍø member coupon code, please email this address.

Not an 911±¬ÁÏÍø member? Join now.Ìý

To redeem the yearly subscription, please contact Wood Mackenzie.Ìý

About the U.S. Energy Storage MonitorÌý

The US Energy Storage Monitor is offered quarterly in two versions – the executive summary and the full report.

• The is complimentary to member companies and provides a bird’s eye view of the U.S. energy storage market and the trends shaping it.
• In contrast, the features state-by-state breakdowns and analysis on storage deployments, growth forecasts, policies helping or hindering growth, financing trends, and market strategies. It is available individually each quarter or as part of an annual subscription.Ìý

About Wood Mackenzie Power & RenewablesÌý

Wood Mackenzie, a Verisk Analytics business, is a trusted source of commercial intelligence for the world’s natural resources sector. We empower clients to make better strategic decisions, providing objective analysis and advice on assets, companies and markets. For more information, visit:  or follow on Twitter .Ìý

This page was last updated June 23, 2026

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