This presentation will provide a deep dive into findings from ACP’s Clean Power Annual Market Report | 2025, highlighting the factors that set 2025 apart from previous years and what they signal for the future of the industry.

A landmark study—conducted by S&P Global Commodity Insights and commissioned by ACP with the support of American Petroleum Institute, Alliance to Save Energy, Clean Energy Buyers Association, Nuclear Energy Institute, the U.S. Chamber of Commerce, and the National Electrical Manufacturers Association—reveals how America’s domestic energy resources must be mobilized to meet this challenge.

Discover the key takeaways from the report by downloading this one pager.

—

Energy demand is surging due to economic growth, technological advancements, and industrial expansion, creating new opportunities for U.S. businesses and industries to thrive.

• U.S. energy demand is projected to grow 35-50% by 2040.
• The next decade will demand more new electricity than any ten-year period in the nation’s history.
• Demand growth will be driven by a surge in data center construction, new manufacturing activity, and the electrification of transportation and heating.

For the next five years, there is a risk of demand growth surging past supply growth.

• Through 2030, markets across the country risk demand growth outpacing new supply.
• While datacenters and manufacturing facilities typically take two to three years to construct, new power generation can take five years or more to come online.
• This creates an urgent need for faster policy action on permitting and interconnection of resources to the grid.
• Failure to meet this increased demand could have dire consequences, such as:
  • Stifling economic growth
  • Hampering technological innovation
  • Raising energy costs for consumers

Surging demand across America must be met by increased capacity.

• Initial demand growth comes from industrial sector, primarily data centers and manufacturing activity. Growth through the early 2030s is dominated by these industries.
• Longer-term electrification of transportation and heating sustain demand growth well into next decade.
• Without new power resources, the grid will face reliability challenges.
• Will require targeted infrastructure investment and deployment of new capacity starting in eastern states and Texas and spreading across the country.

Solution: An all-of-the-above strategy that utilizes all affordable and reliable energy sources.

America has the technologies and solutions needed; now we must focus on unlocking rapid deployment. American energy dominance depends on diversifying our supply, unleashing innovation, and strengthening infrastructure.

Disclaimer: The Following Study from S&P Global Commodity Insights was commissioned by The ���鶹��Ƶ Association (ACP), with the support of its partners: the American Petroleum Institute, Alliance to Save Energy, Clean Energy Buyers Association, Nuclear Energy Institute, the U.S. Chamber of Commerce, and the National Electrical Manufacturers Association.

The report—commissioned by ACP and produced by —reveals the law’s sweeping impact over the next decade across energy, transportation, buildings, and manufacturing. The benefits extend across the energy sector, positively impacting renewable resources, oil, gas, hydrogen, nuclear energy, and battery storage systems. When considering the economic and emissions benefits, the tax credits and programs deliver a 4x return, creating 13.7 million jobs, adding $846 billion to household incomes, and growing the economy by $1.9 trillion.

ACP is joined by five organizations endorsing the findings of the report: the U.S. Chamber of Commerce, the Edison Electric Institute (EEI), the National Electrical Manufacturers Association (NEMA), the National Hydropower Association (NHA), and the Nuclear Energy Institute (NEI).

Discover More

• Read the Press Release
• Download the One-Pager
• Use our to amplify the findings
• Find state-by-state�����Ի� district-by-district breakdowns of the law’s impacts on jobs, economy, and more.

Specifically, it outlines the 45X program and its value; commercial standards plus monetization options for 45X-eligible manufacturers, including transferability; and the current status of the U.S. manufacturing industry. It is designed to add value to a range of audiences, including those newer to the transferable tax credit market.

Related: Read ACP’s statement on finalized 45X guidance.

Based on $30 billion of aggregate data, including $17 billion of market activity on Crux, the report demonstrates how Crux is leveraging its market-leading dataset to provide transparency and drive efficiency in this rapidly growing market.

To learn more about our partnership, click here to learn more and get in touch with their team.

Join ACP’s clean power market intelligence leadership for a member-exclusive deep dive into the report’s key takeaways on the current state of utility-scale solar, storage, onshore wind, and offshore wind in the U.S., and where clean power markets and manufacturing might go from here.����

Hear directly from ACP VP of Markets & Policy Analysis��John Hensley��and ACP Director of Market Intelligence��Kelsey Hallahan on��a thorough analysis of the clean energy landscape. ����

During this PowerCast, attendees will learn the latest on:��

• The clean power deployment landscape mid-year in 2024, and how year-to-date installations stack up against other years.��

• The state of the race between Texas and California for top solar state, which looks likely to take the lead in the future, and why.����

• The rapid pace of storage installations nationally, and what the pipeline for storage can tell us about the outlook.��

ACP’s Clean Power Quarterly Market Report | Q2 2024 finds that Q2 brought year-to-date installations up to 19 GW, more than double the five-year average for H1 installations. With the second half of the year typically much stronger than the first half for clean power additions, the stage is set for a second consecutive record-breaking year in 2024.

Read the Report

• Full Report: The 63-page report is available to ACP Members only at the link above.
• Public Report: The free public version of the report, which provides a summary of key takeaways and graphics from the full report, is available for download below.
• Join the PowerCast: Ask questions of the report authors in our members-only live PowerCast on September 10.
• Appendices: Interested in the data behind the report? Members can download the appendices using the button above.
• Press Release: Read our press release for more.

The (EPRA) of 2024 seeks to accelerate the permitting process for critical energy and mineral projects of all types in the U.S.

• Introduced by Senators Joe Manchin (I-WV) and John Barrasso (R-WY), Chairman and Ranking Member of the Senate Energy and Natural Resources Committee, EPRA would help the U.S. to meet the growing demand for electricity, deploy transmission lines to deliver clean, reliable power, and strengthen American energy security.

The Energy Permitting Reform Act will enable:

• 350 GW+ of clean power projects
• over $700 billion of investment
• an estimated 3 million jobs
• the foundation for the U.S. to reach its full clean energy potential

The Context

Demand for electricity is growing rapidly, but outdated energy infrastructure and our current energy capacity do not have the capability to meet it.

• Much of the U.S. electric grid was built in the 1960s and 70s, and transmission lines are rapidly approaching the end of their lifecycle.

Our permitting process for energy projects and transmission lines is inefficient, ineffective, and costly.

The newly-introduced Energy Permitting Reform Act aims to improve and streamline the energy permitting process, helping meet growing demand for electricity and strengthen American energy security.

Energy Permitting Reform Act Key Provisions

EPRA would help the U.S. to meet the growing demand for electricity, deploy transmission lines to deliver clean & reliable power, and strengthen American energy security.

• Transmission—Creates a workable interregional transmission planning and cost allocation process and breathes life into the existing federal permitting process for major lines—which could help set in place policies sufficient for getting a grid that can meet clean energy deployment goals.
• Renewable Targets—Sets onshore and offshore renewable permitting targets to ensure officials continue to permit these critical projects.
• Judicial Review—Provides for judicial review timelines to ensure greater certainty for clean energy projects and defend against late-term litigation challenges.
• Categorical Exclusions—Provides categorical exclusions for renewable energy, storage, and transmission on public lands to exclude certain low-impact activities altogether from NEPA review.
• Permitting Timelines—Creates permitting timelines for the beginning and end of the permitting process for projects on public lands—which, in combination with the permitting timeline reforms from the FRA, should help ensure the entire permitting process runs expeditiously.
• Offshore—Ensures offshore wind leasing for the next five years and improves transmission permitting through marine sanctuaries.

Where Things Stand Today

Permitting
It currently takes on average 4.5 years for an energy project and 7.5 years for a transmission project just to get the required permits needed to build.

Clean energy investments, development, and deployment are being obstructed due to this broken permitting system. Last year, over 60,000 MW of clean energy capacity experienced various permitting delays.

Transmission
The U.S. needs more transmission lines to carry the electricity that powers the nation. However, the current structure for permitting, planning, and paying for transmission lines, which cross state and/or regional boundaries, is unworkable and needs to be reformed. For example:

• TransWest Express transmission line—took 15 years to get permitting approval.
• SunZia transmission line—took 17 years to get permitting approval.
• Pine Ridge Reservation transmission line—took 20 years to get permitting approval.

Federal Lands & Waters
Federal lands and waters have vast potential for renewable energy development to help our nation meet its growing energy needs. It is estimated that there are 2,100 GW of potential energy generation from renewables on Bureau of Land Management lands, and there are more than 58 GW of offshore wind capacity under development on the Outer Continental Shelf.

Offshore wind is a crucial renewable energy resource for the United States. The sector is expected to invest $65 billion in offshore wind projects by 2030, supporting 56,000 new American jobs. Passing EPRA into law will help ensure those goals are reached, if not surpassed.

Federal lands continue to be significantly untapped relative to their potential due to the long, uncertain, and costly permitting delays. These delays negatively affect the economy—throwing off project timelines, domestic supply chains, and the jobs and economic activity that would have otherwise occurred.

Hosted by the ���鶹��Ƶ Association (ACP), this year’s annual celebration of U.S. clean power will highlight the good-paying jobs and community impact that the industry creates across all 50 states.

That’s why this year’s ACPW theme is “Clean Energy Powers Our Economy”.

Use this guide to participate in ���鶹��Ƶ Week action. You’ll find talking points, support for contacting lawmakers, social media, and event support, and much more.