Updated
Updated · RTO Insider · May 20
U.S. Clean Energy Commitments Hit 2025 High as Corporate Buyers Drop 40%
Updated
Updated · RTO Insider · May 20

U.S. Clean Energy Commitments Hit 2025 High as Corporate Buyers Drop 40%

1 articles · Updated · RTO Insider · May 20

Summary

  • U.S. companies set a new record for clean energy purchase commitments in 2025 even as the number of buyers announcing deals fell 40% from 2024, according to CEBA.
  • CEBA said the market is shifting toward more contracted capacity from fewer participants, pointing to continued demand but a narrower buyer base.
  • Early 2026 data still show strong momentum in corporate contracted clean energy capacity, suggesting large buyers are sustaining deal volume despite growing market challenges.
  • The split between record commitments and fewer buyers highlights a tougher corporate procurement environment even as overall clean energy demand remains resilient.

Insights

As Big Tech's AI ambitions drive record clean energy deals, is the market actually shrinking for everyone else?
Will AI's colossal energy needs force a corporate pivot from solar and wind to nuclear and geothermal power?
With 2,000 GW of energy projects stalled, can the US grid be upgraded in time to power the AI revolution?