New Report Highlights Clean Energy Investment Trends Amid Policy Uncertainty
We released a new report on the clean energy investment landscape showing that the clean energy market surged at the end of 2025, and investment in clean energy projects is likely to reach a record high in 2026.
The report also notes how continued policy uncertainty and other factors could diminish investor interest in clean energy projects after this year.
The report, Clean Energy Investment Trends, was prepared for ACORE by S&P Global Energy’s consulting arm CERA Consulting.
Here are some other key takeaways:
- Investment in renewable projects in 2026 could surpass 2025 investment as developers race to meet demand growth and claim expiring wind and solar tax credits.
- M&A surged in 2025—especially in natural gas-fired generation—as AI raced to secure power sources. Q1 2025 M&A exceeded total M&A activity in 2024.
- Canadian and European firms drove investment in and acquisitions of U.S. renewable capacity.
- Emissions-free power featured in many large transactions in 2025, and private equity has been actively acquiring clean power sources, including nuclear.
We’ve made the full report available to our members. Not an ACORE member? We published the report’s executive summary on our website for the public. But trust us: There is a lot more to the analysis than what’s included in the executive summary.
This report and our regular cadence of policy analysis and top-tier events reflect ACORE’s commitment to being a clean energy thought leader. If you’re ready to explore membership with ACORE, check out our website.
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