The US Energy Information Administration (EIA) projects that renewable energy capacity, including solar, wind, and battery storage, will increase by 62% in 2026, with these sources providing all net new generating capacity, surpassing natural gas in total capacity.
The most valuable insight for you is that the U.S. is projected to add 62% more renewable energy capacity in 2026 compared to 2025, driven predominantly by solar, wind, and battery storage. This suggests a significant investment opportunity in these sectors as they are expected to dominate net new energy capacity. This growth trajectory highlights the critical role of renewable energy in achieving decarbonization and the potential for sustainable investing in this expanding market.