U.S. Energy Policy Shifts Towards Renewables Amid Manufacturing Gains and Cybersecurity Concerns
U.S. energy policy, particularly in Democratic-led states, is driving aggressive expansion in wind, solar, and battery storage capacity. Recent data from Q2 2026 shows significant additions, with nearly 7.5 GW of utility-scale solar, a record 5.6 GW of battery storage, and 5.1 GW of wind added. Projections indicate over 1 TW of combined solar, wind, and storage additions from 2026 to 2036, more than doubling end-2025 levels, partly fueled by data center demand. The U.S. has also made measurable progress in domestic manufacturing, with capacity for battery modules/cells and solar cells roughly doubling since early 2025, and solar modules, wind blades, and nacelles expanding by approximately 50%. Despite these gains, China maintains dominance in the global supply chain for critical components like solar modules, wafers, cells, polysilicon, and lithium battery cells. Cybersecurity concerns are also rising due to the rapid deployment of inverter-based resources, especially those from Chinese manufacturers. A M...