Washington spent the first half of 2026 retiring federal support for wind and solar. Courts and states spent the same six months taking pieces of that retirement back. Neither fact cancels the other out — and that is exactly the point.
Utility-scale solar planned for U.S. grid connection in 2026, +60% vs. added in 2025
↗ US EIA, February 2026Generation & storage seeking U.S. grid interconnection at year-end 2025.
↗ Berkeley Lab · 2026Analysts expect PPA prices to keep rising as tax credits phase out, and buyers are already locking in longer contract terms in response. The PPA-versus-ownership math is being repriced in real time.
A new PJM peak demand record and Illinois' approval of ComEd's virtual power plant program both point to the same shift: utilities are paying for flexibility, not just building more generation.
New Jersey just moved to tighten oversight of data-center-driven tariff changes, while a Washington Post op-ed argued rising demand doesn't have to mean rising bills. Both are right — and both miss where the real cost-shifting happens.
Matrix Renewables, Enlight, a UK £825M portfolio, and a 500 MW BESS financing all closed within weeks of each other — evidence that large-scale solar-plus-storage capital is still flowing freely, even as smaller developers report tighter conditions.
