2025 has been a challenging year for renewables with passage of the One Big Beautiful Bill Act (OBBBA) that rolled back many clean energy tax credits and imposed new restrictions, pressuring early-stage wind and solar pipelines.
According to Deloitte’s 2026 Renewable Energy Industry Outlook, wind and solar investments in the first half of 2025 fell 18%, to nearly $35 billion (prior to the enactment of OBBBA), compared to the same period in 2024.
Deloitte outlines in its report five key trends that could help shape the year ahead:
- Policy shifts: Adapting to a changing energy landscape
- Storage integration: Delivering clean, firm power on demand
- Capital and operational efficiency: Implementing leaner, smarter strategies
- Strategic M&A: Attracting capital through platform and mature assets
- Supply chain agility: Prioritizing alternative sourcing and reshoring
Policy shifts
Policy…
