US Renewable Energy Market: Q4 2025 Analysis
How will AI and energy growth impact renewable energy investing companies?
In the third quarter of 2025, renewable sources of energy (solar, wind, and battery storage) accounted for 90% of new generation capacity, continuing their dominance of new power sourcing.
What is the future of renewable energy?
As demand for battery storage surges and potential policy shifts loom later this year, understanding the market’s shifting landscape is crucial. We expect renewables will still account for most near-term capacity additions, along with natural gas additions and select nuclear restarts to help meet rising electricity demand.
AI-driven data centers are also revitalizing interest in natural gas due to high power density. Simultaneously, rooftop solar installations are projected to decline further in 2026 following the expiration of homeowner tax credits. However, long-term prospects signal potential recovery given increasing utility rates.
Our latest Q4 2025 US Renewable Energy Market Pulse examines key trends shaping the sector, including capacity additions, component pricing, installations, and the competitive landscape.
Download the report for market insights and investment opportunities.
What's inside
- Detailed analysis of 2025 solar capacity additions and pricing trends.
- Projections for battery storage growth and its role in the renewable energy market sector.
- A comprehensive look at how potential US policy changes may affect the renewable energy market.