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With federal subsidies ending or becoming hard to claim, companies are racing ahead with solar, wind and battery projects.

Oct. 14, 2025, 5:01 a.m. ET
President Trump is poised to preside over a renewable energy boom. Yes, really.
The administration and its allies in Congress have rolled back clean energy tax credits and thrown up roadblocks to renewable energy projects — efforts that, in the long run, will mean fewer wind and solar farms will be built than otherwise would have.
But any meaningful slowdown in the growth of renewable energy and battery storage in the United States is likely to take a few years. That is because companies are racing to install solar panels, wind turbines and batteries the size of shipping containers before federal tax credits expire or become harder to claim.
The pipeline is so big that analysts widely expect the United States to add record — or near-record — amounts of renewable energy and batteries through 2027. BloombergNEF, a research firm, recently raised its forecast for how much wind, solar and batteries the country would add next year by more than 10 percent.
“There’s this huge hurry-up that is taking place,” said Thomas Byrne, chief executive of New York-based CleanCapital, which develops, owns and operates solar and battery storage projects.
Projection as
of April 2025
100 gigawatts
80
60
40
20
2020
2022
2024
2026
2028
2030
Projection as
of April 2025
100 gigawatts
80
60
40
20
2030
2025
2026
2027
2028
2029
2020
2021
2022
2023
2024
Wind and solar projects must be under construction by July to be eligible for federal tax credits that Congress voted this summer to eliminate, years earlier than previously required. (Battery installations have longer to get started.)