What's Happening?
The U.S. renewable energy market is poised for continued growth in 2026, despite challenges such as weather disasters, global trade tensions, and the expiration of tax credits. In 2025, 92% of new power
capacity added to the grid came from renewable sources. Developers are adapting to new market pressures by favoring co-located solar and battery storage systems, which enhance project profitability and grid stability. The sector faces risks related to aggregation and natural catastrophes, requiring strategic risk management.
Why It's Important?
The resilience of the U.S. renewable energy market is crucial for meeting the country's energy demands and reducing reliance on fossil fuels. As the sector adapts to new challenges, strategic approaches to project development and risk management will be essential for sustainable growth. The focus on co-located solar and battery storage systems reflects a shift towards more integrated and efficient energy solutions, which can improve grid reliability and support the transition to clean energy.
What's Next?
Renewable energy developers will continue to innovate and adapt to market changes, focusing on sustainable practices and risk management. The insurance market is expected to play a key role in supporting the sector by offering products that address evolving risks. As the demand for renewable energy grows, developers will need to balance project timelines with sustainable practices to ensure long-term success.
