Navigating Uncertainty: Expectations for Clean Energy Finance (2026-2029)

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The Navigating Uncertainty: Clean Energy Investment Trends (2026-2029) report shows that clean energy investors and developers largely plan to increase their investments in 2026 but cite policy, regulatory, and interconnection uncertainty as the biggest risks to their investment strategy after this year. This report includes market sentiment analysis gathered from surveys of 36 leaders at U.S. and multinational companies that invested billions in the U.S. clean energy market in 2025.  

Topline takeaways from the report include:  

  • Respondents identified federal regulatory and policy risks and interconnection uncertainty and costs as the top risks facing clean energy investments.  
  • Capital providers continue to view utility-scale solar and energy storage as the two most attractive clean energy technologies for investment.   
  • Despite declining attractiveness of the U.S. as a venue for clean energy investment compared to previous years, respondents said they plan to develop and finance more American clean energy projects in 2026 than they did in 2025.  
  • Policy and investment uncertainty clouds the trajectory post-2026, with the potential for additional roadblocks to financing and developing clean energy infrastructure.  

Read the press release here.