Energy
Clean Energy & Grid Modernization
Clean energy and grid modernization -- distinct from the AI-data-center power demand story -- continued rapid capacity growth in 2026, with the US EIA forecasting a record 80 GW of new solar, wind and storage capacity for the year, with solar alone making up 51% of new US generating capacity (43.4 GW planned) and battery storage 28%. Globally, renewable capacity additions grew 16% in 2025 to 800 GW, with solar PV accounting for more than three-quarters of new additions worldwide; US manufacturer First Solar posted a 47.9 GW sales backlog reflecting this demand, while long-duration energy storage (six-plus hour discharge, led by Form Energy's iron-air chemistry) is set to quadruple its annual additions to 2 GW in 2026 as utilities seek alternatives to the still-dominant lithium-ion chemistry, and DOE-funded grid-enhancing technologies like dynamic line rating help utilities safely deliver more power on existing transmission infrastructure.
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Evidence
1 source · 50% avg. source confidence
- EIA / Electrek — EIA forecasts record 80GW of new US solar, wind and storage capacity for 202650% source confidence
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The Story So Far
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Clean Energy & Grid Modernization's Timeline
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Jan 2026 · US forecasts record 80GW of new solar, wind and storage capacity
The US EIA forecast a record 80 GW of new solar, wind and battery storage capacity additions for 2026, with solar comprising 51% of new generating capacity (43.4 GW planned), battery storage 28%, and wind 14% (including 4.16 GW of new offshore wind).
Jan 2026 · Long-duration storage additions set to quadruple to 2GW
Annual additions of long-duration energy storage (six-plus hour discharge) were set to quadruple to 2 gigawatts in 2026, diversifying beyond the 90%-lithium-ion market as Form Energy's iron-air chemistry and other long-duration technologies gained traction for multi-day grid backup applications.