Over the past 48 hours, the clean energy industry has shown notable resilience and strategic momentum in the face of ongoing policy uncertainty and supply chain adjustment. Finance activity remains robust, with project finance lending to the U.S. clean energy sector reaching approximately 86 billion dollars in the first half of 2025, up from 80 billion in the same period last year. This growth continues even as the One Big Beautiful Bill Act, signed earlier in 2025, reduced several tax credits from the previous administration. The market’s diversification is increasing, with sustained volume in wind and solar projects but growing attention to energy storage and hydrogen as well. Solar and storage, in particular, are gaining market share while wind’s growth rate has slowed, reflecting changing technology preferences and cost structures. The S&P Clean Energy ETF fell 34 percent year-on-year, but clean energy as a sector outperformed traditional energy in the first quarter, delivering 9.9 percent returns.
Major players are responding with innovation and new partnerships. Mars Incorporated recently signed three power purchase agreements with Enel North America, amounting to 1.8 terawatt-hours of annual clean energy—enough to avoid roughly 700 thousand tons of carbon emissions each year. Corporate buyers are increasingly driving demand for clean energy, both for cost stability and sustainability goals.
International cooperation is strengthening supply chains, with the EU and Japan agreeing this week to deepen collaboration in wind, solar, and hydrogen to improve reliability and resilience. Meanwhile, investors are advised to focus more on midstream clean infrastructure rather than upstream oil and gas due to clearer long-term revenue prospects and policy alignment.
The next few months may see further market volatility as projects adapt to new permitting and incentive structures, but the underlying demand for clean electricity, driven by data center load and supply chain goals, is expected to keep investment strong. Relative to last year, the sector is weathering short-term correction but demonstrating durable growth in capital flow, cross-border partnership, and corporate procurement.
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This content was created in partnership and with the help of Artificial Intelligence AI