2026 Renewable Energy Market Update

Due to data center growth, electric demand in North America is rising for the first time in decades. Political and regulatory headwinds amplify these trends and raise costs across all generation sources. Traditional alternatives—gas, nuclear, coal—face long development timelines, escalating costs, and significant economic and environmental drawbacks. Despite the changing environment, renewable energy remains the most cost-effective and fastest-deployed source of new capacity.

Organizations must adapt their renewable energy strategies by aligning internal stakeholders, reassessing portfolios, and deploying a broader mix of procurement mechanisms to secure value in an increasingly constrained and volatile market.

Download the Report

This report includes critical updates on the renewable energy market, including:

• Technology-specific updates, including solar, wind, and storage.
• Procurement mechanisms such as unbundled RECs, community solar, physical PPAs, virtual PPAs, and tax credit transfers.
• Renewable energy incentives that are being phased out.
• Market trends, pricing movements, and buyer implications.
• Corporate responses to sustainability scrutiny.
• Continued benefits of renewable energy.