Topline Findings
// Announcements of future generation projects grew in the lead up meet the July 4th tax incentive cliff: E2 tracked54 new utility-scale generation and storage projects totaling nearly 12.4 gigawatts (GW)during Q1 2026, representing approximately$18.2 billion in estimated investment. That was almost double the number of active projects announced in all of 2025.
// Generation project abandonments accelerated significantly: During the same period, E2 tracked 38 canceled generation and storage projects totaling nearly 8 GW of lost capacity, 33,000 jobs lost, and almost $13 billion in abandoned investment through the first quarter of 2026.That is already more than half of all capacity lost and nearly 75 percent of all jobs lost to cancellations in all of 2025.
// Manufacturing investment announcements slowed sharply: Only 12 major manufacturing projects totaling approximately $758 million and 1,968 jobs were announced during the first quarter of 2026 — a pace far below previous years. In 2022, for instance, 50 projects and over $30 billion were announced in the final quarter of the year while 2023 and 2024 saw about 250 new announcements combined and over $80 billion in new investments.
// Manufacturing project reversals remained elevated: Companies canceled, closed, or downsized seven manufacturing projects in Q1 2026 totaling nearly $1.35 billion in lost investment and more than 8,100 jobs lost.
// North Carolina, Ohio, and Georgia saw some of the largest manufacturing setbacks: Major downsizes and cancellations involving EV and battery supply chain facilities significantly impacted several states that had previously emerged as leading clean energy manufacturing hubs.
// Texas remained the center of new U.S. generation announcements — and generation cancellations: Texas accounted for more generation announcements, investment, and projected capacity additions than any other state, but also led the nation in canceled generation capacity and abandoned investment.
Introduction
This Clean Economy Works (CEW) analysis is part of E2’s ongoing monthly tracking of large-scale clean energy project announcements, cancellations, closures, and downsizes across the United States. This analysis monitors private-sector investment in clean energy manufacturing, generation, and grid infrastructure projects since federal energy tax credits were passed in August 2022. The tracking excludes manufacturing projects that began, were proposed, sited, or in any way began development prior to the federal energy tax incentives of 2022, as well as those funded entirely by federal sources or lacking specific geographic data. Separately, generation projects are tracked throughout all of 2022 and project tracked prior to 2026 are dated by year-only rather than quarter, month, or day (explained further below). CEW measures key indicators including investment value, job creation or losses, project types (manufacturing, generation, storage), and distribution by sector, state, and party affiliation of congressional district.
To improve the accuracy and comprehensiveness of generation project tracking, E2 implemented a major methodology update starting in 2026. Generation projects are now tracked separately from manufacturing projects using data analyzed by Atlas Public Policy from the U.S. Energy Information Administration Preliminary Monthly Electric Generator Inventory (Form EIA-860M) and related annual generator datasets. The updated methodology focuses exclusively on generation and storage projects of at least 10 megawatts (MW) and provides a more systematic accounting of project announcements, cancellations, construction activity, and operational changes nationwide. To maintain consistency and clarity across reporting periods, the updated methodology was applied to all other time periods E2 has been tracking new and cancelled projects—going back to 2022 when E2 first began tracking. Because the dataset structure used by EIA identifies project additions and transitions using only the year, historical generation project announcements, construction starts, cancellations, and abandonments could only be dated to the year in which the status change appeared in EIA reporting. Moving forward, E2 will maintain monthly snapshots of the EIA inventory data, allowing future updates to identify generation project changes by both month and year.
For more information on the methodology changes along with other changes to the tracking—including updated sector and technology categories—see the methodology section near the end of this report.
The updated tracking reveals a clean energy economy increasingly split between:
- manufacturing sectors facing severe policy and market uncertainty; and
- generation sectors that continue to see growth in announcements in the lead up to tax-credit elimination in July–but also growing project attrition.
This report analyzes manufacturing and generation projects across three major timelines:
- projects announced or abandoned from the passage of energy tax credits in August 2022 to the end of 2024 (2022-2024);
- projects announced or abandoned since the shift in energy policy by the Trump administration and congress to oppose and block clean energy projects and incentives (2025-Q1 2026); and
- projects announced or abandoned in the most recent assessment (Q1 2026).
Q1 2026 Updates (Generation + Manufacturing)
$14.2 Billion
investments abandoned
42,000
jobs cancelled
$19.1 Billion
investments announced
49,000
new jobs announced
Executive Summary
Clean energy developers announced more than 50 new utility-scale generation and storage projects in the first quarter of this year—nearly double the number of active projects announced in all of 2025— continuing a rush to start construction on solar and wind projects ahead of a looming July 4 deadline for tax incentive eligibility imposed by last year’s federal One Big Beautiful Bill Act (OBBA).
According to new data analyzed by E2, businesses plan to invest more than $18 billion in the 54 projects announced in the January-March period. Combined, the projects would be able to generate over 12 gigawatts (GW) of badly needed new electricity that could power about two million homes – reaffirming solar, wind and storage as the nation’s biggest suppliers of new electricity and the cheapest, fastest-to-deploy new power sources available.
Still, actions by the Trump administration and Congress to ban clean energy permits, eliminate tax incentives and defund programs tied to clean energy continue to take a marked toll on U.S. electricity supplies and prices, and the overall economy. The pace of new clean energy project announcements continues to dramatically slow versus the surge from 2022-2024, and project cancellations continue to increase, according to E2’s latest “Clean Economy Works” report.
- Fifty-four new utility-scale announcements is almost double the number of active projects announced in all of 2025.
- Thirty-eight new solar, wind and battery power plants were canceled by developers in Q1 2026, compared with 85 cancellations during all of 2025.
- Projects canceled in Q1 would have generated nearly 8 GW of new electricity – enough to power 2 million to 3 million homes, or as many homes as there are in Louisiana, Kentucky or Maryland. By comparison, 13 GW of projects were canceled throughout all of 2025.
- The projects canceled in Q1 would have resulted in nearly $13 billion in local investments and would have created or supported 33,000 construction jobs. About $27 billion in investments and 45,000 jobs were lost to abandoned projects across all four quarters of last year.
Clean energy related factories and manufacturing projects also continued to decline in Q1. According to E2’s analysis:
- Companies canceled, closed, or downsized seven manufacturing projects in Q1 2026 that together would have resulted in nearly $1.35 billion in new investments and 8,100 new jobs in states including Oklahoma, Ohio, North Carolina and Georgia.
- Overall investments slowed sharply, with only 12 new major manufacturing projects announced in Q1, totaling approximately $758 million and nearly 2,000 jobs — a pace far below previous years. In 2023-2024, for instance, companies announced more than 60 new clean energy factories each quarter on average.
- Almost all new manufacturing projects announced in Q1 were related to grid and transmission or energy storage; all cancellations were related to electric vehicles, solar, wind and hydrogen.
Manufacturing Overview As of Q1 2026
Tables and charts of data available in full analysis, download here.
The first quarter of 2026 reflected a continued slowdown in domestic clean energy manufacturing investment following last year’s passage of legislation and presidential executive orders that abruptly ended programs and incentives to expand clean energy and electric vehicles and imposed unprecedented new barricades to building wind and solar projects in America. Businesses announced $750 million in investments across 12 new electric vehicle, solar, battery, and grid projects between January and March – the lowest quarterly investment rate since E2 began tracking project announcements in 2022. Meanwhile, nearly $1.4 billion worth of investments across seven projects were canceled during the first quarter of this year.
While companies continued to announce new factories and expansions tied to batteries, transformers, grid equipment, and solar manufacturing, the overall pace of investment remained significantly below the surge between 2022 and 2024. At the same time, cancellations, closures, and downsizes remained historically elevated, particularly among electric vehicle-related projects requiring substantial long-term capital investment and stable policy conditions.
Since the Trump administration shifted federal policy at the start of 2025, clean energy manufacturing project reversals have significantly outpaced new investments overall. Abandoned projects have resulted in 20,000 more jobs have been lost than announced and almost three times more investment dollars canceled than announced since the start of 2025.
Electric vehicle assembly and parts suppliers remained the most volatile segments of the domestic clean energy manufacturing economy. Major project downsizes by companies such as SK On in Georgia and VinFast in North Carolina underscored ongoing instability in EV supply chains and slower EV market expansion, since the elimination of the domestic EV incentive.
At the same time, grid equipment manufacturing — particularly transformers and distribution equipment — emerged as one of the more stable growth areas during
Geographic Trends
Manufacturing announcements during Q1 2026 were concentrated primarily in North Carolina, South Carolina, Indiana, Mississippi, and Arizona. However, many of these same states also experienced major cancellations or downsizes, particularly in EV and battery sectors.
North Carolina emerged as one of the clearest examples of this trend. Several companies announced new transformer and solar manufacturing factories, while electric vehicle production and component companies announced major downsizes.
Republican-held congressional districts continued to account for most of both manufacturing announcements and manufacturing losses nationwide. The data also show that losses due to cancelations in both Republican and Democrat-held districts have accelerated since the policy shift starting in 2025.
Market-wide Trends
The manufacturing data show a dramatic shift in clean energy investment trends beginning in 2025 and continuing into the first quarter of 2026. Between passage of the federal energy tax credits and the end of 2024, E2 tracked more than 300 planned and still active manufacturing projects totaling nearly $117 billion in announced investment, while cancellations remained relatively limited at just 28 cancelled projects and $4.3 billion in abandoned investment during that time period. EV manufacturing dominated this early growth period, accounting for nearly $81.5 billion in announced investment, followed by renewable energy manufacturing and battery storage supply chains.
Since 2025, however, cancellations and downsizes have accelerated sharply. From 2025 through Q1 2026, E2 tracked just 94 newly announced manufacturing projects totaling roughly $11.1 billion in investment, while cancellations surged to 63 projects and nearly $32 billion in abandoned investment. EV and battery-related manufacturing accounted for the overwhelming majority of those losses, including more than $22.5 billion in cancelled EV investment and more than $8.2 billion in cancelled battery/storage investment, highlighting growing instability across the domestic EV and battery supply chain.
The first quarter of 2026 continued these trends. E2 tracked just 12 new manufacturing projects totaling roughly $758 million, while cancellations and downsizes reached nearly $1.35 billion in lost investment across seven projects. Grid manufacturing represented one of the few consistently expanding sectors during the quarter, while EV and renewable manufacturing continued to experience elevated project losses and retrenchment.
Generation Overview As of Q1 2026
Tables and charts of data available in full analysis, download here.
Despite mounting uncertainty across the broader clean energy economy, utility-scale clean energy generation announcements continued to rise during the first quarter of 2026, as developers rushed to start construction on projects ahead of expiring federal tax credits for solar and wind.
The first quarter of 2026 saw a major surge in utility-scale solar, battery storage, and hybrid solar-plus-storage project announcements as developers rushed to move projects forward ahead of the July 4, 2026 construction eligibility deadlines established under the One Big Beautiful Bill Act (OBBBA). Solar and hybrid projects dominated new announcements nationwide, particularly in Texas, California, and the Midwest, while battery storage continued to emerge as one of the fastest-growing segments of the clean energy economy.
At the same time, these same sectors also accounted for the largest share of project cancellations during Q1 2026. Major hybrid, solar, and storage generation projects across Texas, Colorado, Kansas, New Mexico, and New York were cancelled or abandoned during the quarter, highlighting growing permitting obstacles, policy uncertainty, financing pressures, and market volatility even as developers accelerated projects to preserve access to federal clean energy incentives.
Geographic Trends
Solar and solar-plus-storage projects represented the majority of announced generation capacity and investment nationwide. The largest projects announced during Q1 2026 included:
- The multi-phase Darden Solar project in California;
- The Grace Energy Center in California;
- Multiple large solar and hybrid projects in Texas, Illinois and the Midwest.
New battery storage announcements were highest in Texas and California. However, storage projects also accounted for a disproportionate share of cancellations during the quarter. Canceled storage projects in New York and Texas alone represented billions in abandoned investment and thousands of lost construction jobs. Indeed, new announcements in some parts of the country were matched by cancellations in others at almost a 1:1 ratio across capacity, jobs and investment–making Q1 2026 a wash for battery generation announcements. Overall, Texas experienced the largest number of canceled generation projects and the greatest amount of abandoned generation investment.
Republican-held congressional districts continued to account for the majority of losses nationwide but, as with manufacturing, cancellation of generation projects are accelerating in both Republican and Democrat-held districts. Since 2025, more projects have been canceled than were lost in 2022, 2023 and 2024 combined. These cancelations are important as they represent lost energy projects at a time when the need for new energy is growing.
Market-wide Trends
There is an enormous scale of clean energy announcements nationwide along with a growing volume of projects facing cancellations or delays. Since E2 started tracking in 2022, solar, onshore wind, and battery storage have accounted for the largest share of planned and operating clean energy capacity, with hundreds of gigawatts either already operating, under construction, or still planned nationwide. Solar and onshore wind alone account for the majority of all operating clean energy generation capacity currently tracked, while battery storage represents one of the fastest-growing segments among planned and under-construction projects.
At the same time, the data also show a substantial and growing volume of cancelled or indefinitely postponed projects and a slowdown of new planned projects across nearly every technology category. Between 2022 and 2024, more than 73 GW of planned clean energy generation and storage were planned to 31 GW projects of cancelled or indefinitely postponed project (driven mainly by offshore wind cancellations at the end of 2024). But after the policy shift away from clean energy at the beginning of 2025, new planned projects dropped to 40 GW while cancelled projects ma5ched the total GW lost for all three years between 2022 and 2024.
The Q1 2026 data show these trends continuing to accelerate. Through just the first three months of 2026, more than 16.5 GW od new generation and storage projects have been cancelled or indefinitely postponed—more than half of the total GW lost in all of 2025. Solar, wind, and battery storage again dominated both new project activity and project cancellations during the quarter, reflecting a market rapidly expanding ahead of looming federal policy deadlines while also experiencing heightened financing, interconnection, and policy uncertainty. Battery storage and solar projects represented particularly large shares of both planned capacity and cancelled projects during Q1 2026, underscoring the growing volatility affecting the sectors driving much of the nation’s clean energy buildout.
State-Level Impacts
Clean energy investment activity during the first quarter of 2026 remained concentrated in a handful of states that also experienced some of the nation’s largest project cancellations and downsizes.
- Texas remained the nation’s largest clean energy generation market by a wide margin, leading the country in new generation capacity, new investments and new generation projects. More than 3 GW of new solar and storage projects were announced such as Rising Star Solar, Pease River Solar, Oakley BESS, and Metro BESS. At the same time, Texas also recorded some of the quarter’s largest cancellations, including more than 6 GW of canceled storage and solar capacitytied to projects such as Jerboa Storage, Fort Watt Storage, and Walleye Solar.
- California was home to some of the largest individual clean energy generation announcements nationwide during Q1 2026, including the four-phase Darden Solar projects and Grace Energy Center. Together, just these two projects represented more than 3.5 GW of planned capacity and approximately $5.5 billion in estimated investment.
- North Carolina experienced both manufacturing growth and manufacturing losses during the quarter. New manufacturing announcements from Siemens Energy and TSEA Energy totaled more than $165 million and 627 jobs, while the VinFast downsizing and other project reversals contributed to the more than 7,600 cumulative manufacturing jobs lost statewide since 2022.
- Ohio saw continued EV manufacturing instability during Q1 2026, including the cancellation of two Honda supply chain projects totaling $700 million in lost investment and more than 560 lost jobs. At the same time, Ohio added new generation investment through projects such as Harvey Solar and two hydroelectric projects.
- New York experienced some of the nation’s largest battery storage project cancellations during the quarter, including the cancellation of the 300 MW Hecate Grid Intrepid project and multiple additional storage and solar projects totaling more than 440 MW and roughly $625 million in lost investment.
Compared to 2025 overall, Q1 2026 showed improved strength in utility-scale solar and storage announcements, but persistent instability across EV manufacturing and battery supply chains.
Congressional District Impacts
Clean energy investment activity during the first quarter of 2026 remained heavily concentrated in Republican-held congressional districts, which accounted for the majority of both large-scale generation and manufacturing project announcements tracked by E2. Many of the quarter’s largest solar, battery storage, EV, and grid manufacturing projects were located in Republican-held districts across Texas, North Carolina, Georgia, the Midwest, and Mountain West. Meanwhile, Democratic-held districts also saw substantial clean energy investment activity during Q1 2026, particularly in California, New York, and parts of the Northeast, including several of the quarter’s largest hybrid solar-plus-storage projects and battery storage developments.
Manufacturing and generation project announcements in Republican- and Democratic-held districts in Q1 2026:
- Republican districts:44 announced projects, $8.8 billion;5 GW, 19,900+ jobs
- Democratic districts:22 announced projects, $10.2 billion lost;5 GW, 27,000+ jobs
Republican districts also experienced the largest share of project cancellations and downsizes during the quarter, including major EV manufacturing reversals and utility-scale solar, storage, and hybrid generation project cancellations. At the same time, Democratic districts experienced major job losses from project reversals in the first months of 2026, particularly among EV manufacturing and solar generation projects.
Manufacturing and generation project abandonments in Republican– and Democratic-held districts in Q1 2026:
- Republican districts:36 canceled projects, $12 billion lost;6 GW lost, 30,000 lost jobs
- Democratic districts:9 canceled projects, $2.1 billion lost;3 GW lost, 11,000+ lost jobs
Since the policy shift away from clean energy at the beginning of 2025, Republican-held congressional districts have attracted more than $21 billion in announced clean energy investments but have lost more than $49 billion to project cancellations and downsizing. Democratic-held districts attracted $16 billion in new projects while losing $16 billion to canceled projects in the same time period
Conclusion
The U.S. clean energy economy continued to see new announcements in the first quarter of 2026, but critical deadlines loom and volatility remains and cancelations are often outpacing new announcements and are on the rise.
Manufacturing investment continued to weaken under ongoing market and policy uncertainty, with project reversals once again outweighing new announcements. At the same time, new utility-scale generation and storage announcements remained historically strong, particularly for solar, battery storage, and hybrid generation projects, though cancellations also accelerated sharply.
Together, the data suggest that the U.S. clean energy economy is entering a more uncertain and uneven phase. Large-scale renewable electricity announcements continue moving forward in many regions as utilities look to deploy as much of the cheapest, quickest to build power there is and developers race to qualify for expiring tax credits. Domestic clean energy manufacturing investments, meanwhile, continue to decline as federal roadblocks to solar, wind and EVs take hold and as investing in other countries becomes more attractive.
In sum, while the country’s energy demand and prices continue to rise dramatically, current federal policy is weakening our ability to meet that growth. Permitting barriers, incentive cliffs and new regulatory burdens are taking a toll, and the impacts are being felt in cancelled projects, reduced business investments, lost jobs and less energy, all at a time when energy demand is skyrocketing.
Methodology Update
Following a rigorous review of the limitations associated with tracking clean energy generation projects through news coverage, company press releases, permitting announcements, and other publicly released developer materials, E2 is updating the methodology used for tracking utility-scale clean energy generation projects within its Clean Economy Works research.
Beginning with the 2026 Clean Economy Works updates, E2 will use data analyzed by Atlas Public Policy from the U.S. Energy Information Administration (EIA) Preliminary Monthly Electric Generator Inventory (Form EIA-860M), alongside annual EIA generator data where applicable, as the primary source for monitoring new generation project announcements, construction activity, operational changes, cancellations, postponements, and retirements.
This methodology transition is intended to improve the comprehensiveness, consistency, and accuracy of E2’s generation project tracking by relying on standardized federal energy infrastructure data rather than disparate public announcements and media reporting, which can vary significantly in timing, detail, and ongoing project verification.
Importantly, this methodology update does not impact E2’s tracking of major clean energy manufacturing investments, which are still done via publicly-available information such as new stories, company releases, and statements from local leaders as there is no comprehensive database for monitoring large-scale energy manufacturing projects as there are with generation. E2 will continue tracking manufacturing projects through company announcements, public filings, media reporting, and direct project verification as we always have. Instead, the updated methodology specifically improves E2’s ability to more accurately identify and monitor utility-scale clean energy generation projects and associated status changes.
Key Changes
As part of this transition, several important updates to the Clean Economy Works tracking methodology and datasets are being implemented:
- Generation and manufacturing projects will now be tracked separately
Due to the fundamentally different nature of the underlying data sources and reporting timelines, Clean Economy Works will now maintain separate tracking lists and reporting streams for:- Utility-scale clean energy generation and storage projects; and
- Major clean energy manufacturing investments.
- Methodology change has been applied retroactively to all tracking time periods going back to 2022.
To reduce confusion from the change, E2 went back and applied the methodology update across 2022, 2023, 2024, and 2025 time periods. When the report discusses changes in generation project trends, it will not be comparing the new methodology versus old reported generation project numbers—but is comparing the latest figures against other time periods using the same methodology.
- Generation projects are now limited to projects of at least 10 MW
To improve consistency, comparability, and focus on utility-scale development, E2’s generation project tracking will now only include projects with at least 10 megawatts (MW) of nameplate capacity. This threshold aligns the dataset more closely with large-scale electricity infrastructure development trends. - Sector and technology categories are updated
To further improve clarity and consistency across both manufacturing and generation tracking, E2 revised several sector and technology classifications used within Clean Economy Works. These updates—particularly the addition of the Hybrid category for solar-plus-storage generation projects— affect both datasets and are intended to better align tracked projects with evolving clean energy market segments and federal data classifications. - Previously tracked generation projects were re-evaluated against EIA data
Existing generation projects previously included in Clean Economy Works were reviewed against the EIA generator inventory data. Projects that could not be substantiated through the updated EIA-based methodology were removed from the active generation tracking database. - Historical project announcement dates are now limited to year-only reporting
Under the EIA dataset structure, historical status transitions and project additions are generally identifiable only by year rather than by exact month or day. As a result:- Historical generation project announcements, construction starts, cancellations, and abandonments can only be dated to the year in which the status change appeared in EIA reporting.
- Moving forward, E2 will maintain monthly snapshots of the EIA inventory data, allowing future updates to identify generation project changes by both month and year.
- Generation project reporting will lag manufacturing tracking timelines
Because EIA generator inventory data is released as periodic monthly snapshots and may include reporting delays from developers, generation project updates will operate on a different reporting timeline than manufacturing projects.
For example, a June Clean Economy Works update may include:
-
- Manufacturing project announcements and cancellations tracked through the end of May; while
- Generation project updates will only reflect data available through the end of April.
- Generation project tracking now includes estimates for capital expenditures, construction jobs, and operational jobs for each project based on size and technology
- For solar, biomass, wind, hydroelectric, and geothermal generators, jobs are estimated using multipliers derived from the National Renewable Energy Laboratory Jobs and Economic Development Impacts (JEDI)
- For battery projects, construction jobs are estimated using a multiplier from a separate National Renewable Energy Laboratory study(operations jobs are not estimated due to lack of adequate data).
- Construction jobs represent the total full-time equivalent workers (FTEs) required over the entire construction period, which varies by generator type, and operations jobs represent FTEs per year that the project is operating.
- Capital expenditure is estimated by multiplying the nameplate capacity of each project by CAPEX multipliers from the National Renewable Energy Laboratory 2024 Annual Technology Baseline, considering the technology type and operating year. Values are converted to 2024 dollars using Consumer Price Index Datafrom the Bureau of Labor Statistics. See the full methodology here.
Why the Methodology Was Updated
For generation project tracking, the EIA-based methodology provides a more standardized and systematic approach to monitoring utility-scale electricity generation infrastructure nationwide, including project operational status transitions such as planned, under construction, operating, canceled, postponed, and more.
The updated methodology substantially improves the reliability, consistency, and long-term integrity of its generation project tracking and analysis.
About this Analysis
Announcements
Manufacturing projects that began development, were proposed, or applied for local and state approval before the passage of the 2022 clean energy tax credits are not included. Generation projects aretracked since the beginning of 2022 due to limitations of historical EIA data. This analysis also does not include investments in which the federal government has provided financial resources for the complete project, lease sales, projects in which an announcement was made but lacked specific geographic information, etc. Details on manufacturing projects came from news reports on new and related projects; press releases from companies announcing new developments; and government announcements. Details on generation projects come from calculated estimates based on the size, location, and technology of the project announced.
Cancellations, Closures, Downsizes
This tracking includes all manufacturing projects, plants, operations, or expansions that were canceled or closed since passage of the clean energy tax credits in August 2022. For generation, all project cancelations that occurred in 2022 are included due to limitations in historical EIA data. Tracking does not include announced layoffs that are not associated with a project downsizing unless there is a stated decrease in production output. This list also does not include the transfer of project ownership, if production continues under the new ownership, power purchasing agreements, or other similar type of announcements. Project delays or idling of facilities are not included unless there is an announced decrease in production or investment or unless the project will need to be restarted to proceed in the future. Details on manufacturing projects came from news reports on new and related projects; press releases from companies announcing new developments; and government announcements. Details on generation projects come from estimates based on the size, location, and technology of the project announced.
About this Analysis
Announcements
Projects that began development, were proposed, or applied for local and state approval before the passage of the Inflation Reduction Act (IRA) are not included. This analysis also does not include investments in which the federal government has provided financial resources for the complete project, lease sales, projects in which an announcement was made but lacked specific geographic information, etc. Details on projects came from news reports on new and related projects; press releases from companies announcing new developments; and government announcements.
Cancellations, Closures, Downsizes
This tracking includes all projects, plants, operations, or expansions that were cancelled or closed since passage of the IRA in August 2022. This does not include announced layoffs that are not associated with a project downsizing unless there is a stated decease in production output. This list also does not include the transfer of project ownership, if production will continue under the new ownership, power purchasing agreements, or other similar type of announcements. Project delays or idling of facilities are not included unless there in an announced decrease in production or investment or unless the project will need to be restarted to proceed in the future.
Tables detailing the large-scale clean energy project announcements and project cancellations, closures, and downsizes made since August 16, 2022 are below. **Tables are auto-updating and reflect the latest updates. To see the October 2025-specific tables, download the report above.**
Appendix A | Latest projects announced
Appendix B | Latest project abandonments
Appendix C | Projects announced by year 2022- 2025
Appendix D | Total projects abandoned by year 2022-2025
Appendix E | Total projects announced by sector; Jan. 2025 –
Appendix F | Total projects abandoned by sector; Jan. 2025 –
Appendix G | Total projects announced by type; Jan. 2025 –
Appendix H | Total projects abandoned by type; Jan. 2025 –
Appendix I | Total projects announced by congressional district; Jan. 2025 –
Appendix J | Total projects abandoned by congressional district; Jan. 2025 –
Appendix K | Total projects announced by state; Jan. 2025 –
Appendix L | Total projects abandoned by state; Jan. 2025 –
Tables
APPENDIX A
latest projects announced
| Date | Developer | State | Sector | Type | Investments | Jobs |
|---|---|---|---|---|---|---|
| 12/4 | Desert Mountain Energy | NM | Battery/Storage | Manufacturing | ||
| 12/12 | Anthro Energy | KY | Battery/Storage | Manufacturing | 110 | |
| 12/15 | Ford & Contemporary Amperex Technology | KY | Battery/Storage | Manufacturing | 2,100 | |
| 12/16 | Giga Energy | TX | Grid, Transmission and Electrification | Manufacturing | 100 | |
| 12/16 | Sanmina | TX | Grid, Transmission and Electrification | Manufacturing | ||
| 12/22 | Toyo Solar | TX | Solar | Manufacturing | 750 |
APPENDIX B
latest project abandonments
| Date | Developer | State | Update | Sector | Type | Investments Lost | Jobs Lost |
|---|---|---|---|---|---|---|---|
| 12/2/25 | Mullen Automotive | MS | EV | Manufacturing | 800 | ||
| 12/2/25 | Bollinger Motors | MI | EV | Manufacturing | 118 | ||
| 12/2/25 | Mullen Automotive | CA | Battery/Storage; EV | Manufacturing | 200 | ||
| 12/2/25 | Bollinger Motors | MI | EV | Manufacturing | 119 | ||
| 12/11/25 | SK On | TN | EV; Battery/Storage | Manufacturing | 3,300 | ||
| 12/15/25 | Ford | OH | EV | Manufacturing | 1,800 | ||
| 12/15/25 | Ford & Contemporary Amperex Technology | KY | EV; Battery/Storage | Manufacturing | 1,600 | ||
| 12/16/25 | Ford & Contemporary Amperex Technology | MI | EV; Battery/Storage | Manufacturing | 7,937 |
APPENDIX C
projects announced by year 2022- 2025
| Year | Projects | Investments | Jobs |
|---|---|---|---|
| 2022 | 70 | 41,269,500,000 | 28,831 |
| 2023 | 188 | 65,644,200,000 | 59,986 |
| 2024 | 85 | 15,863,729,000 | 18,820 |
| 2025 | 85 | 12,349,195,000 | 22,905 |
| Total | 428 | 135,126,624,000 | 130,542 |
APPENDIX D
projects abandoned by year 2022-2025
| Year | Projects | Investment Lost | Jobs Lost |
|---|---|---|---|
| 2022 | 0 | 0 | 0 |
| 2023 | 10 | 1,019,000,000 | 2,122 |
| 2024 | 15 | 2,471,500,000 | 8,346 |
| 2025 | 61 | 34,764,800,000 | 38,031 |
| Total | 86 | 38,255,300,000 | 48,499 |
APPENDIX E
total projects announced by sector; Jan. 2025 —
| Sector | Projects | Investments | Jobs |
|---|---|---|---|
| Battery/Storage | 19 | 1,484,300,000 | 6,709 |
| Biofuel | 0 | 0 | 0 |
| Energy Efficiency | 0 | 0 | 0 |
| EV | 19 | 4,277,800,000 | 6,070 |
| Geothermal | 0 | 0 | 0 |
| Grid, Transmission and Electrification | 34 | 3,894,750,000 | 8,072 |
| Hydrogen | 4 | 1,901,300,000 | 89 |
| Semiconductor | 0 | 0 | 0 |
| Solar | 16 | 2,874,020,000 | 5,899 |
| Wind | 4 | 100,000,000 | 0 |
APPENDIX F
total projects abandoned by sector; Jan. 2025 —
| Sector | Projects | Investment Lost | Jobs Lost |
|---|---|---|---|
| Battery/Storage | 31 | 21,135,000,000 | 21,479 |
| Biofuel | 0 | 0 | 0 |
| Energy Efficiency | 0 | 0 | 0 |
| EV | 35 | 21,632,800,000 | 27,190 |
| Geothermal | 0 | 0 | 0 |
| Grid, Transmission and Electrification | 1 | 150,000,000 | 600 |
| Hydrogen | 4 | 1,460,000,000 | 1,080 |
| Semiconductor | 0 | 0 | 0 |
| Solar | 5 | 2,200,000,000 | 1,300 |
| Wind | 2 | 1,300,000,000 | 100 |
APPENDIX G
total projects announced by type; Jan. 2025 —
| Type | Projects | Investments | Jobs |
|---|---|---|---|
| Generation | 7 | 2,388,000,000 | 0 |
| Manufacturing | 73 | 9,739,695,000 | 22,675 |
| Recycling, Repair, and Maintenance | 3 | 32,700,000 | 52 |
| R&D | 2 | 188,800,000 | 178 |
APPENDIX H
total projects abandoned by type; Jan. 2025 —
| Type | Projects | Investment Lost | Jobs Lost |
|---|---|---|---|
| Generation | 5 | 4,520,000,000 | 130 |
| Manufacturing | 55 | 30,244,800,000 | 37,763 |
| Recycling, Repair, and Maintenance | 0 | 0 | 0 |
| R&D | 1 | 0 | 138 |
APPENDIX I
total projects announced by congressional district; Jan. 2025 —
| Party | Projects | Investments | Jobs |
|---|---|---|---|
| Republican | 52 | 5,738,775,000 | 16,532 |
| Democratic | 26 | 6,102,920,000 | 6,127 |
| Unknown | 7 | 250,550,000 | 246 |
APPENDIX J
total projects abandoned by congressional district; Jan. 2025 —
| Party | Projects | Investment Lost | Jobs Lost |
|---|---|---|---|
| Republican | 29 | 19,852,500,000 | 24,519 |
| Democratic | 25 | 10,602,300,000 | 12,608 |
| Unknown | 7 | 3,990,000,000 | 904 |
APPENDIX K
total projects announced by state; Jan. 2025 —
| State | Projects | Investments | Jobs |
|---|---|---|---|
| Alabama | 1 | 1,200,000,000 | 200 |
| Arkansas | 1 | 0 | 25 |
| Arizona | 1 | 53,000,000 | 600 |
| California | 3 | 2,150,000,000 | 1,200 |
| Florida | 3 | 4,000,000 | 50 |
| Georgia | 6 | 421,000,000 | 2,100 |
| Illinois | 5 | 205,100,000 | 389 |
| Indiana | 1 | 363,000,000 | 2,000 |
| Kentucky | 4 | 1,995,500,000 | 2,310 |
| Louisiana | 1 | 8,500,000 | 29 |
| Michigan | 4 | 446,500,000 | 480 |
| Missouri | 2 | 150,000,000 | 291 |
| Mississippi | 4 | 276,950,000 | 650 |
| North Carolina | 7 | 579,300,000 | 1,008 |
| North Dakota | 1 | 0 | 0 |
| New Hampshire | 1 | 0 | 0 |
| New Jersey | 1 | 0 | 0 |
| New Mexico | 1 | 170,000,000 | 0 |
| New York | 2 | 10,000,000 | 19 |
| Ohio | 1 | 19,500,000 | 80 |
| Pennsylvania | 6 | 467,400,000 | 1,581 |
| South Carolina | 7 | 1,029,200,000 | 2,070 |
| Tennessee | 8 | 463,800,000 | 968 |
| Texas | 8 | 1,696,720,000 | 4,650 |
| Virginia | 5 | 519,725,000 | 1,745 |
| Wisconsin | 1 | 0 | 200 |
APPENDIX L
total projects abandoned by state; Jan. 2025 —
| State | Projects | Investment Lost | Jobs Lost |
|---|---|---|---|
| Alabama | 1 | 0 | 45 |
| Arizona | 5 | 1,750,000,000 | 3,895 |
| California | 3 | 2,203,500,000 | 338 |
| Colorado | 1 | 190,000,000 | 332 |
| Georgia | 3 | 2,932,000,000 | 1,077 |
| Illinois | 1 | 3,200,000,000 | 1,000 |
| Indiana | 2 | 2,443,000,000 | 1,740 |
| Kansas | 1 | 0 | 900 |
| Kentucky | 2 | 310,000,000 | 1,730 |
| Massachusetts | 2 | 370,000,000 | 100 |
| Michigan | 13 | 8,158,800,000 | 9,030 |
| Missouri | 1 | 574,000,000 | 150 |
| Mississippi | 2 | 836,000,000 | 2,800 |
| North Carolina | 1 | 1,400,000,000 | 1,062 |
| New York | 7 | 3,000,000,000 | 470 |
| Ohio | 3 | 2,260,000,000 | 3,870 |
| Oklahoma | 3 | 0 | 2,500 |
| Oregon | 1 | 0 | 418 |
| South Carolina | 3 | 1,700,000,000 | 1,520 |
| Tennessee | 3 | 2,952,500,000 | 4,190 |
| Washington | 2 | 15,000,000 | 264 |
| West Virginia | 1 | 150,000,000 | 600 |