Rhodium: 50 Clean GW Annually in the U.S. Through 2030 Despite Cuts

Rhodium Group projects that the United States will install roughly 50 gigawatts (GW) of new solar, wind, and battery capacity annually through 2030, according to its Taking Stock 2026 annual report, detailed by Canary Media on July 29. The forecast holds despite the Trump administration's elimination of federal clean energy tax credits, with projects that broke ground before July 4, 2025 retaining the benefit for four additional years.

In 2025, the country installed a record 50 GW of renewable and storage capacity, according to Rhodium Group's Clean Investment Monitor, which has tracked investment in clean technology manufacturing and deployment since 2018. Total clean technology investment reached $239 billion in 2023, a 38 percent year-on-year increase. For Mexico and Latin America, the duration and intensity of this U.S. investment wave is the benchmark developers and financiers use to calibrate their own clean energy and storage bets across the region.

The report models three trajectories for the post-2030 period, when the fiscal continuance clauses expire. In the low-emissions scenario, clean additions hold at 53 GW annually through 2040 and power sector emissions fall 48 percent relative to 2025. In the high scenario, new clean capacity collapses to 3 GW per year while natural gas fills the gap with 16 GW annually. The difference between the two futures, Rhodium notes, depends on clean technology cost trajectories and natural gas prices, against a backdrop of rising electricity demand driven by artificial intelligence data centers.

The first quarter of 2026 recorded $61 billion in clean investment, a 9 percent decline from the same period in 2025, though the third quarter of 2025 marked the all-time quarterly record at $75 billion. Upcoming quarters of the Rhodium monitor will indicate whether the investment plateau turns into a decline before the decade is out.

This article was drafted with artificial intelligence assistance from verified sources and reviewed by a human editor before publication.