The Q1 2026 Clean Power Market ReportÌýshowcasesÌýsteady development in the solar and storage sectors, while the pipeline for wind projects has slowed, due to ongoing federalÌýpushbackÌýand delays.ÌýÌý

The pipeline for clean power projects rose by 6% compared to Q1 2025, driven primarily by a 13% growth in the solar pipeline and 8% growth in the battery storage pipeline. In contrast, the pipeline for land-based wind has stagnated, and offshore wind has plummeted by 35%. Early-and-mid-stage land-based wind projects have struggled to secure approvals from federal regulators, and offshore wind continues to weatherÌýpermittingÌýroadblocks and uncertainty.Ìý

Report HighlightsÌý

• Capacity Continues to Climb:ÌýCumulative clean power capacity hit 370 GW in Q1 2026, enough to powerÌýnearly 80Ìýmillion homes.ÌýÌýÌý
• Pipeline in Flux:ÌýThe pipeline for clean power projects rose by 6% compared to Q1 2025, driven primarily by a 13% growth in the solar pipeline and 8% growth in the battery storage pipeline.ÌýDue to ongoing federal delays, the pipeline for land-based wind has stagnated, and offshore wind has plummeted by 35%.
• Solar Shines:ÌýMore than 3.6 GW of utility-scale solar capacity began operations in the first quarter, pushing cumulative operating capacity to 161.1 GW, enough to power 590,000 homes.
• A Slow Quarter for Capacity Installations:ÌýYear-over-year, overall clean energy quarterly capacity installations were down by 17%, compared to the 7,695 MW of capacity energized in Q1 2025. Q1 installations also fell by 66% compared to Q4 2025, which canÌýgenerally beÌýexpected as first quarters are typically much slower than fourth quarters.
• Delays Add Up:ÌýOver 6.4 GW of clean power capacity initially expected to become operational during Q1 were delayed, adding to the 53 GW backlog of delayed projects. Project developers often attribute project delays to lengthy permitting schemes, backlogged interconnection queues, and fluctuating prices for key project equipment.Ìý
• Texas Continues to Dominate:ÌýWith over 96.4 GW of clean power projects in operations, Texas is on the verge of becoming the first state to cross the 100 GW threshold. Texas is home to 26% of online capacity in the U.S. and has more operational capacity than the next four states combined.Ìý

Read the Report:

Download the complete Q1 2026 Clean Power Quarterly Report for detailed state-by-state analysis, technology deep-dives, and comprehensive market data.

• ACP members:ÌýDownload the report and appendices at the buttons above.
• Summary version available to all: Download a free summary

Resource added 6/2/2026

The Q1 2026 Clean Power Market Report showcases steady development in the solar and storage sectors, while the pipeline for wind projects has slowed, due to ongoing federal pushback and delays.

The pipeline for clean power projects rose by 6% compared to Q1 2025, driven primarily by a 13% growth in the solar pipeline and 8% growth in the battery storage pipeline. In contrast, the pipeline for land-based wind has stagnated, and offshore wind has plummeted by 35%. Early-and-mid-stage land-based wind projects have struggled to secure approvals from federal regulators, and offshore wind continues to weather permitting roadblocks and uncertainty.

Report Highlights

• Capacity Continues to Climb: Cumulative clean power capacity hit 370 GW in Q1 2026, enough to power nearly 80 million homes.ÌýÌýÌý
• Pipeline in Flux: The pipeline for clean power projects rose by 6% compared to Q1 2025, driven primarily by a 13% growth in the solar pipeline and 8% growth in the battery storage pipeline. Due to ongoing federal delays, the pipeline for land-based wind has stagnated, and offshore wind has plummeted by 35%.
• Solar Shines: More than 3.6 GW of utility-scale solar capacity began operations in the first quarter, pushing cumulative operating capacity to 161.1 GW, enough to power 590,000 homes.
• A Slow Quarter for Capacity Installations: Year-over-year, overall clean energy quarterly capacity installations were down by 17%, compared to the 7,695 MW of capacity energized in Q1 2025. Q1 installations also fell by 66% compared to Q4 2025, which can generally be expected as first quarters are typically much slower than fourth quarters.
• Delays Add Up: Over 6.4 GW of clean power capacity initially expected to become operational during Q1 were delayed, adding to the 53 GW backlog of delayed projects. Project developers often attribute project delays to lengthy permitting schemes, backlogged interconnection queues, and fluctuating prices for key project equipment.
• Texas Continues to Dominate: With over 96.4 GW of clean power projects in operations, Texas is on the verge of becoming the first state to cross the 100 GW threshold. Texas is home to 26% of online capacity in the U.S. and has more operational capacity than the next four states combined.

The full Q1 2026 reportÌýis also available to ACP Members.

Resource added 6/2/2026

Clean power manufacturing contributes $31 billion to U.S. GDP annually and supports 216,000 American jobs.

Go here for an interactive, data-driven dive into the manufacturing report.

Read the Report

• Full Report: Download the complete report at the button above.
• Press Release: Read the press release for more.

Report Highlights

• Good-paying jobs:ÌýClean energy factory workers earn 35% more than the average American worker.ÌýÌý
• Significant growth in 2025:Ìý70 new manufacturing facilities came online in 2025, bringing total to over 825 facilities across all 50 states with large clusters in Texas, Tennessee, Georgia,ÌýOhioÌýand North Carolina.ÌýÌýÌý
• Energizing communities: Every clean energy manufacturing job supports an additional four jobs across the broader U.S. economy – one additional job from driving upstream activities, and three additional jobs from household spending.Ìý
• Core power: More than 300 U.S. factories are producing the core components of clean energy projects, including wind blades, towers, nacelles, solar modules, and batteries.Ìý
• Cross-technology capacity:ÌýDomestic manufacturing capacity is now sufficient to meet U.S. demand for solar modules, battery modules, wind towers, and wind nacelles.Ìý
• LookingÌýinto ACP’s crystal ball: By 2030, over 950 manufacturing facilities are expected to support 374,000 jobs.Ìý

ACP partnered with leading developers, legal experts, and market innovators to explore the state of play and introduce a new standardized ITC transfer agreement form.Ìý

The new Tax Credit Transfer Agreement (TCTA) form is designed to standardize the legal documentation for these transactions, aiming to lower barriers to entry, reduce transaction costs, and shorten deal timelines, especially for first-time buyers and smaller sellers.

Key details about the TCTA form and the transferability market:

• The market for buying and selling clean-energy tax credits is growing fast: Tax credit transfers have scaled dramatically — from under $10 billion in 2023 to an estimated $40 billion in 2025 across various technologies like solar, wind, manufacturing, storage, and nuclear.
• ACP and industry partners have introduced the new Tax Credit Transfer Agreement (TCTA) to make deals more accessible to a broader range of market participants:Ìý Tax credit buyers and sellers will have a common starting place to transact transfer deals. ACP’s goal in creating the form with its industry partners is to make the form broadly available and widely used similar to the ubiquitous ISDA framework for derivative transactions.
• This is just the first step — more standardized tools are coming:ÌýExperts expect similar templates for other credits like 45Y production tax credits and 45X manufacturing incentives further expanding the pool of potential tax equity investors. As these tools roll out, buying and selling credits should become easier, helping clean energy scale more quickly.ÌýÌý

A consistent, tested, and accepted template provides the confidence and guidance these new participants need to transact.

Learn more about Transferable Tax Credits:

• Read the blog for more information: Tax Credit Transferability Takes Center Stage: Panel of Industry Leaders Spotlight Standardization, Market Maturity, and What Comes Next
• Watch industry experts discuss the topic in the Tax Credit Transfer Agreement PowerCast

In 2025, the clean power sector investedÌý$79 billionÌýin new projects, supported more than 1.4 million jobs, and accounted for over 90% of all new electricity capacity added to the grid.ÌýÌý

View and interact with data from the 2025 report.

• ACP Member? ÌýDownload the full report and datasets here.

Resource added April 28, 2026

In 2025, the clean power sector investedÌý$79 billionÌýin new projects, supported more than 1.4 million jobs, and accounted for over 90% of all new electricity capacity added to the grid.ÌýÌý

View and interact with data from the 2025 report.

The full ACP Annual Clean Power Market report is available toÌýACP members.ÌýNot a member?ÌýDownload a summary report.Ìý

Report Highlights:ÌýÌý

• Over 90% of New Power:ÌýUtility-scale solar, wind, and energy storage accounted for 91% of all new power capacity connected to the U.S. grid, delivering over 50 gigawatts of new supply – enough to powerÌýroughly 7Ìýmillion homes.ÌýÌýÌýÌý
• $150 Billion Economic Driver:ÌýThe U.S. clean power industry contributed overÌý$150 billionÌýto the U.S. economy in 2025.Ìý
• Powering Rural America:ÌýCleanÌýpower’sÌý363 GW of operational projects generates approximatelyÌý$3 billionÌýannually in state and local tax revenue andÌý$3.2 billionÌýin land lease payments that provide reliable income to landowners.Ìý
• 1.4ÌýMillionÌýJobs Supported:ÌýIn 2025, the clean power industry directly employed more than 437,000 Americans – and broader economic activity around the clean energy sector means the industry supports more than 1.4 million jobs nationwide.Ìý
• Above-Average Wages:ÌýAmericans directly employed by the industry earned over $78,000 on average in 2025, 15% higher than the national average.ÌýÌý
• Non-Partisan Investment:ÌýClean power projects can be found in all 50 states and 89% of congressional districts. Notably, 79% of installed clean power capacity is in districts represented by Republicans.Ìý

Access the Report

• ACP Members: Click “Download” above to access the complete report, underlying datasets, and all appendices.
• Free Summary: Download the free summary versionÌýof the report with key findings and highlights.
• Press Release: Read the press release for additional context.
• View More Data: Visit our interactive webpage.
• PowerCast: ACP Members can join report authors for a live PowerCast on Thursday, May 15 to dive deeper into the report.

Resource added April 28, 2026