THE STATE OF CLEAN POWER IN Q1 2026: Environmental Defense Fund/Atlas Public Policy Report

The Environmental Defense Fund and Atlas Public Policy (collectively, “EDF”) published a June 2026 report titled:

THE STATE OF CLEAN POWER IN Q1 2026 (“Report”).

The Report’s two basic conclusions include:

• Clean power is poised for another record year and accounts for nearly three-quarters of all new power generating capacity planned or under construction nationwide.
• Federal policy changes are making it harder to deploy the affordable, reliable energy resources needed to meet growing demand.

Framed as “key takeaways” of the Report include:

• Clean power capacity in the United States is ramping up significantly. The 222 gigawatts (GW) of clean power capacity currently planned or under construction amounts to roughly one-third of cumulative capacity announced through Q1 2026 (693 GW). Developers added eight GW of operational capacity in Q1 2026 alone.
• At the end of Q1 2026, fossil fuel generation sources accounted for 27 percent of planned capacity, compared to just nine percent at the end 2022, a threefold increase that points to an uptick in fossil fuel generation investment.
• Solar and batteries dominate all other clean technologies, comprising 85 percent of all clean power capacity and presenting an economic opportunity. Developers have announced plans to invest an estimated $377 billion in new clean power capacity through 2031.
• Developers canceled more than eight GW of planned clean energy capacity in Q1 2026. More than half of the canceled capacity—4.7 GW—was for solar projects. All clean technologies had higher cancellation rates than natural gas projects, except for onshore wind.
• Texas leads all states in planned, under construction, and operational clean power capacity, with nearly twice as much capacity as the second-ranked state, California.

Key components of the Report include:

• Clean Power Capacity in 2026.
• Solar and Batteries Dominate Planned Clean Capacity.
• Texas Continues to Lead All States in Clean Capacity.
• Wind Power Continues to Face Uncertainty.
• Texas Leads in New Power and Cancellations in 2026.

A copy of the Report can be found here.