US clean energy booms even as policy uncertainty slows manufacturing
Q1 2026 saw 54 new large-scale renewable projects totaling more than $18 billion and adding over 12 GW of generation and storage, signaling a robust build-out as developers push to beat looming incentive changes; however, 38 projects were canceled in the period, removing about $13 billion in potential investment and thousands of jobs, highlighting policy uncertainty's chilling effect on financing—especially for EV and battery manufacturing—while grid/transmission manufacturing remains steadier and overall electricity demand climbs.