J1. Green Tech Industry & Utilities

FERC 1920 requires rigorous long-term planning, transforming how planning activities produce results.

Electrical Generation by Renewables Expanded by Over 11% in First Quarter Over The Coming Year, US EIA Projects New Utility-Scale Solar, Wind, and Battery Storage Capacity to Grow by Over 80.6-GW As Nuclear and Fossil Fuel Capacity Falls by 4.3-GW EIA & FERC Analyses Foresee Strong Renewables + Battery Growth Through 2030 and Beyond

Washington DC – New data recently released by the U.S. Energy Information Administration (EIA), and reviewed by the SUN DAY Campaign, reveals growth of more than 11% in electrical generation by renewable energy sources in the first quarter of 2026. Moreover, utility-scale solar, wind, and battery storage are projected to add more than 80.6 gigawatts (GW) of new generating capacity in the U.S. by March 31, 2027 while total fossil fuel and nuclear power capacity will fall by over 4.2-GW. In addition, multiple new studies by EIA and the Federal Energy Regulatory Commission (FERC) forecast continued strong growth by renewables and battery storage each year through 2030 and beyond.

Electrical generation by renewables sources grew over 11% and was nearly 29% of the U.S. total in the first quarter of 2026.

According to the EIA’s latest “Electric Power Monthly” report (with data through March 31, 2026), renewably-generated electricity during the first three months of 2026 was 11.1% greater than in the first quarter of 2025. The growth was led by utility-scale (i.e., >1 megawatt (MW)) solar (up 23.9%), hydropower (up 21.9%), small-scale solar (i.e., <1-MW) (up 11.9%), and wind (up 2.1%). [1]

In addition, utility-scale battery energy storage capacity increased by 8.5%. [2]

By comparison, the electrical output of the nation’s coal plants fell by 11.4% while natural gas and nuclear both experienced weak growth – 1.1% and 0.9% respectively.

The mix of all renewables, including biomass and geothermal, accounted for over 28.6% of total U.S. electrical generation during the first quarter.

The combination of just wind and solar, including small-scale solar, provided over a fifth (20.3%) of domestic electrical production. Moreover, they out-produced nuclear power by 14.3% and coal by 31.1%. [3]

Renewable energy to add more than 57-GW of new capacity in the coming year.

As of April 1, 2026, renewable energy’s share of total U.S. utility-scale (i.e., >1-megawatt (MW)) generating capacity was 33.6%. EIA projects this to grow to 36.6% by March 31, 2027. Utility-scale solar will add 42,626.1-MW thereby expanding its share from 12.8% to 15.7% while wind will grow by 14,157.4-MW (including 4,155.0-MW of offshore wind), increasing from 13.0% to 13.6%. The mix of other renewables (i.e., hydropower, biomass, and geothermal) will add 297.1-MW.  

The combined capacity growth of all utility-scale renewable energy sources for the 12-month period (57,080.6-MW) is almost double that added during the previous 12 months (30,843.5-MW) – i.e., an increase of 85.1%.

Meanwhile, EIA projects no new generating capacity by nuclear power and a net decline of 4,266.2-MW in fossil fuel capacity. [4]

With the inclusion of new small-scale solar, renewables’ capacity will surpass natural gas by early 2027 – or sooner.

The figures cited above do not include small-scale solar. [5] The capacity of small-scale solar systems grew by 6,358.2-MW during the last year, bringing its total to 60,978.4-MW. EIA does not provide a forecast for small-scale solar but the SUN DAY Campaign assumes it will roughly equal that of the past year (i.e., an additional 6,000-MW or more). [6]

If small-scale solar does add approximately 6,000-MW more by April 1, 2027, it will bring renewable energy’s installed capacity up to about 533,319.7-MW. By comparison, natural gas’ generating capacity would total 514,868.4-MW.

Solar power’s share alone will be almost one-fifth (19.9%) of total U.S. capacity.  

Battery energy storage is projected to increase by over 50% by next spring:

Battery storage increased by 17,301.8-MW in the past 12 months and EIA foresees another 23,523.8-MW being added by April 1, 2027, bringing the total up to 69,971.1-MW – an increase of over 50%.

Thus, the combination of utility-scale renewable energy sources and battery energy storage will provide 80,604.4-MW of new clean energy capacity by early spring 2027. With the inclusion of small-scale solar, that figure could rise to close to 87,000-MW.

EIA forecasts continued strong solar, wind, and battery growth at least through the end of 2027.

In its latest “Short-Term Energy Outlook” report, EIA forecasts installed utility-scale solar capacity to rise 43.3% from 150 gigawatts (GW) at the end of 2025 to 215-GW by the end of 2027. Actual electrical generation would increase by a comparable amount (41.6%) – expanding from 0.293 billion kilowatt-hours (BkWh) to 0.415 BkWh.

Similarly, wind capacity would grow 12.6% from 159-GW to 179-GW while generation would increase by 12.5% from 0.464 BkWh to 0.522 BkWh.

The capacity of battery storage was 42-GW at the end of 2025 and is expected to double and reach 85-GW by the end of 2027.

FERC foresees rapidly growing renewable energy capacity at least through the end of 2028.

In its latest “Energy Infrastructure Update” report, FERC notes that between January 2026 and December 2028 (i.e., effectively the remainder of the Trump Administration’s term), net “high probability” additions of utility-scale solar could total 86,126-MW while those for wind might be 19,821-MW. The mix of hydropower, biomass, and geothermal could add another 540-MW.

Taken together, these additions would increase renewables’ share of installed utility-scale generating capacity from 33.0% at the end of 2025 to 38.8% by the end of 2028.

Meanwhile net natural gas additions during the three-year period would total only 8,154-MW. This would be more than offset by reductions in coal and oil capacities of 40,828-MW and 1,590-MW respectively. FERC does not foresee any new nuclear capacity during the period.

Renewable energy growth projected to continue through 2030 and beyond.

In its latest “Annual Energy Outlook” report, EIA expects utility-scale solar capacity to expand from 154.5-GW at the end of 2025 and to reach 257.7-GW by the end of 2030 – an increase of over two-thirds. Likewise, annual electrical generation would more than double from 275.3 BkWh to 578.7 BkWh during the five-year period.  

Meanwhile, installed wind capacity would expand from 159.0-GW to 204.4-GW, including a nearly ten-fold increase in offshore wind capacity (i.e., from 1-GW to 9.7-GW). Annual electrical generation would rise from 463.9-BkWh to 662.8-BkWh by the end of 2030, with almost 5% coming from offshore turbines.

The total capacity of all utility-scale renewables would rise almost 40% from 400.2-GW to 559.4-GW. Combined, their actual generation would reach 1,564.0-BkWh, up from 1,118.8-BkWh at the end of 2025.

“The Trump Administration has now passed the one-third mark and largely failed to stop the clean energy transition,” noted the SUN DAY Campaign’s executive director Ken Bossong. “By a wide margin, renewables and battery storage will continue to dominate new growth in electrical capacity and generation.”

Notes:   

[1] In January-March 2026, wind produced 136,360-GWh (12.3%) of total U.S. electrical generation while utility-scale and small-scale solar combined produced 89,728-GWh (8.1%), hydropower produced 77,293-GWh (6.9%), biomass produced 11,340-GWh (1.0%), and geothermal produced 4,014-GWh (0.36%).

[2] EIA presents its capacity data as “summer capacity” defined as the maximum output that generating equipment can supply to system load at the time of summer peak demand. See Table 6.1 in the “Electric Power Monthly” report.

[3] In January-March 2026, the mix of wind and solar, including small-scale solar, produced 226,088-GWh while nuclear power generated 197,731-GWh and coal provided 172,493-GWh.

[4] Capacity factors for fossil fuels and nuclear power are generally higher than for solar and wind. For 2025, EIA reported capacity factors of 48.7%, 58.4%, and 91.0% for coal, natural gas, and nuclear power respectively. By comparison, the capacity factors for wind and utility-scale PV were 34.2% and 24.4% respectively. See Tables 6.07.A and 6.07.B. Capacity factors for small-scale solar systems (10%-25%.) are usually lower than for utility-scale solar.

[5] In its “Electric Power Monthly” report, EIA refers to small-scale or distributed solar as “Estimated Small Scale Solar Photovoltaic.” Unless otherwise indicated, all calculations presented in this release include electrical generation by small-scale solar which EIA estimates to have totaled 21,437 gigawatt-hours (GWh) in January-March 2026. Utility-scale solar totaled 68,291-GWh for the same period.

[6] Between April 1, 2025 and March 31, 2026, estimated small-scale solar accounted for 6,358.2-MW in new capacity additions. The SUN DAY Campaign is therefore assuming that at least 6,000-MW in new small-scale solar capacity will be added during the ensuing 12 months.

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Ignacio Solano in Colombia (AlejandroOrmad, CC BY-SA 3.0, cropped)

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Car in New York (Chris Barbalis, Unsplash)

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Solar farm (Aiseinau, CC BY-SA 4.0)

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For more news, please visit geoharvey – Daily News about Energy and Climate Change.

Canada’s auto sector supports more than 500,000 workers and anchors manufacturing communities across Ontario. But as the global car market rapidly electrifies, future jobs and investments will increasingly flow to countries that provide policy...

Solutions Enhance Grid Flexibility, Accommodate Energy Demand, and Lower Costs for Consumers

The New York State Energy Research and Development Authority (NYSERDA) today announced over $6 million has been awarded to seven projects to advance technologies that can help integrate electric vehicles efficiently into New York’s electric grid. Through the State’s Vehicle Grid Integration Program, the awarded projects will advance solutions to enhance grid flexibility, shift charging to accommodate energy demand, and lower charging costs for consumers.

NYSERDA President and CEO Doreen M. Harris said, “NYSERDA is proud to partner with forward-thinking companies that are pushing the boundaries of vehicle-to-grid innovation and demonstrating new ways to manage and deliver energy more intelligently. Advancing these technologies will help unlock greater value from electric vehicles, support a more flexible energy system, and create new opportunities to modernize how power is shared and utilized across the state.”

NYSERDA’s Vehicle Grid Integration Program competitively awards projects that are scalable and advance electric vehicle (EV) charging infrastructure through product development, technology demonstrations, or new business models. Technologies include bi-directional charging, energy storage, on-site energy generation, and EV managed charging.

The awarded projects include:

• Bringing V2G Technology to New York Refuse Trucks: More than $1.6 million was awarded to Roundtrip EV Solutions to demonstrate bi-directional, fast charging in four refuse trucks for two municipal fleets in Ulster County.
• Gravity VGI Platform: Nearly $1 million was awarded to Gravity to develop a bidirectional Vehicle Grid Integration (VGI) platform to reduce EV charging station installation costs and balance energy by allowing EVs to feed power back to buildings in Manhattan.
• Integrating Refrigerated Trailers and Thermal Storage into NY Power Grid: Nearly $1 million was awarded to Energy One to develop and demonstrate a platform that integrates electric refrigerated trailers (eTRUs) with building-based thermal energy storage at the Hunts Point Food Distribution Center in Brooklyn.
• Joint Planning of Charging Networks and Power Grids for Diverse EV Integration: More than $700,000 was awarded to New York University to develop a comprehensive EV planning software tool for utility stakeholders to address gaps in EV charging infrastructure deployment and power grid upgrade planning in New York City.
• Optiwatt Long Island EV – VGI Transformer Protection Demonstration: More than $600,000 was awarded to Optiwatt for demonstration projects on Long Island where customers can use an active EV managed charging platform that balances energy loads.
• Pvilion’s Solar Powered Integrated Structures (SPIS): $500,000 was awarded to Pvilion to demonstrate a portable, solar-powered off-road EV charging solution using its Solar Power Integrated Structure (SPIS) with electric construction equipment at Westchester Tool Rentals in Peekskill and with electric farm equipment at Rensselaer Polytechnic Institute (RPI) Manufacturing Innovation Learning Laboratory in Troy.
• Wireless Static and Dynamic EV Charging Project: $1 million was awarded to Electreon Wireless to demonstrate wireless charging for electric shuttle vans that reduce grid interconnection costs, lower peak energy demand, and improve fleet operating efficiency in Buffalo. 

New York State Senator Kevin Parker said, “New York is proving that the transition to clean transportation is not just about putting more electric vehicles on the road it’s about building a smarter, stronger, and more affordable energy system for the future. Through the sustained leadership of the Senate Energy and Telecommunications Committee, which I am proud to chair, we have helped advance the policy framework and innovation agenda that made investments like these possible. By prioritizing vehicle-grid integration, supporting emerging technologies, and ensuring New York remains at the forefront of clean energy deployment, we are delivering real solutions that lower costs for consumers, strengthen grid reliability, and accelerate our progress toward a more resilient and equitable energy future. From Brooklyn to Buffalo, these projects reflect what is possible when government, industry, and research institutions work together to turn bold climate goals into practical action for working families across the state.”

New York State Assemblymember William Magnarelli said, “I am pleased to see these funds being allocated to build our electric vehicle infrastructure. These projects are important to making the electric vehicle transition affordable and practical.”

Alliance for Transportation Electrification Executive Director Philip B. Jones said, “Across the country, we are achieving much greater scale in EV adoption and infrastructure as consumers prefer to purchase EVs as a superior technology. Vehicle grid integration solutions can unlock more savings for all at this greater scale. I am delighted that these innovative programs have been recognized by NYSERDA and that they can move forward now.”

Vehicle Grid Integration Council (VGIC) Executive Director Zach Woogen said, “New York continues to demonstrate national leadership in vehicle-grid integration by supporting innovative projects that move these technologies from concept to real-world deployment. Investments in managed charging platforms, bidirectional charging solutions, and charger-paired distributed energy resources help unlock EVs as a critical grid resource. These solutions enhance system reliability, community resilience, grid utilization, and energy affordability for all users of the electric grid, not just EV drivers.”

New York Battery and Energy Storage Technology (NY-BEST) Consortium Executive Director Dr. William Acker said, “The efficient integration of electrified transportation with the electric grid creates an opportunity to improve reliability and affordability.  NY-BEST applauds NYSERDA’s vehicle grid integration program which is advancing key technologies like bi-directional charging and the use of energy storage to improve grid utilization and flexibility, directly impacting ratepayer cost.”

Today’s announcement builds on New York State’s investments in technologies, new products, and solutions to address energy costs and demand and support a reliable electric grid. NYSERDA invests over $96 million per year through its innovation and research programs to attract world class energy innovators, reduce risk for private investors, and remove barriers to clean energy adoption in New York State, leveraging $15 in additional investment for every $1 spent. NYSERDA has partnered with over 900 companies that have helped make more than 300 products commercially available for consumers, businesses, and utilities.

Under Governor Hochul’s leadership, New York State is investing nearly $3 billion in zero-emission vehicles and expanding access to clean transportation to benefit all New Yorkers, including those in low-income or disadvantaged communities. In addition to the Drive Clean Rebate Program other state initiatives include the EV Make Ready, Charge Ready 2.0, EVolve NY, the New York Truck Voucher Incentive Program (NYTVIP), the New York School Bus Incentive Program and the Direct Current Fast Charger Program.

Funding for this initiative is through the Clean Energy Fund (CEF).

New York State’s Climate Agenda
New York State’s climate agenda calls for an affordable and just transition to a clean energy economy that creates family-sustaining jobs, promotes economic growth through green investments, and directs a minimum of 35 percent of the benefits to disadvantaged communities. New York is advancing a suite of efforts to achieve an emissions-free economy by 2050, including in the energy, buildings, transportation and waste sectors.

NYSERDA
Since 1975, NYSERDA has been working to advance New York’s energy system and economy. As a public benefit corporation, NYSERDA has served as an objective source for information and technical expertise to drive innovation and investment. NYSERDA professionals have worked to protect the environment and help New Yorkers increase energy efficiency, save money, and reduce reliance on fossil fuels. To learn more about NYSERDA’s programs and funding opportunities, visit nyserda.ny.gov or follow us on Twitter, Facebook, YouTube, or Instagram. 

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Initiative Supports Technologies To Improve Energy Efficiency and Building Performance in Existing Buildings

Governor Kathy Hochul today announced $15 million is now available to advance innovative building solutions in New York State through the Innovation for Affordable Building Electrification program. The initiative supports the adoption of technologies that can be scaled in existing buildings to improve energy efficiency, electrification or load management to enhance building performance and reduce costs. 

“New York State is a leader in advancing scalable building solutions and making the latest efficiency solutions more accessible to building owners,” Governor Hochul said. “Through the Innovation for Affordable Building Electrification program, we are ensuring that modern building solutions work in harmony to make energy go further while balancing reliability with comfort and affordability.” 

The Innovation for Affordable Building Electrification program administered by the New York State Energy Research and Development Authority (NYSERDA), provides funding to develop and demonstrate a new or improved product or solution to better control energy use, increase load flexibility, lower emissions, and improve indoor air quality in existing residential and commercial buildings. Eligible applicants include but are not limited to researchers, educational institutions, manufacturers, labs, building owners and managers, or trade associations, among others. Solutions that benefit low- to moderate-income or disadvantaged communities, as identified by New York’s Climate Justice Working Group, will be prioritized. 

NYSERDA President and CEO Doreen M. Harris said, “NYSERDA is interested in partnering with innovators and industry leaders to accelerate the development and adoption of next generation building technologies that can deliver real value and benefits for New Yorkers. By investing in solutions that support building electrification and improve energy performance, we are accelerating the delivery of cutting-edge technologies to market that help manage energy demand, reduce strain on the grid and lower costs for occupants and building owners alike.” 

Proposals must address one of three energy topic areas that improve building performance: 

• Efficiency – permanent load reduction solutions including, but not limited to, building envelope components or materials, ventilation and air sealing. 
• Electrification – clean and affordable heating and cooling solutions including, but not limited to, heat pump systems for space conditioning and domestic hot water. 
• Load Management – grid-interactive building solutions including, but not limited to, electric load and energy asset management, electrification-enabling equipment and integration of storage. 

Proposals are due on July 23, 2026, by 3:00 p.m. ET. For more information on this funding opportunity please visit NYSERDA’s website. 

Additionally, all applicants also have the option of submitting a Letter of Intent to NYSERDA to receive feedback on the eligibility, not merits, of their proposal prior to submitting a final version. Proposers interested in submitting the optional Letter of Intent must do so any time prior to July 2, 2026, by 3:00 p.m. ET. 

NYSERDA will host a webinar on June 3, 2026, at 1:30 p.m. ET to provide more details on the solicitation, project requirements, and the application process. 

Public Service Commission Chair Rory Christian said, “Catalyzing innovative solutions within the buildings sector, which remains one of the largest contributors to the state’s greenhouse gas emissions, is fundamental to achieving the state’s climate goals. The funding announced today by Governor Hochul and NYSERDA will ensure that residential and business consumers experience health, affordability, and other quality of life benefits in tandem with progress toward state goals.” 

Building Energy Exchange CEO Richard Yancey said, “New York State’s building stock represents one of our greatest opportunities — and obligations — for climate action. The Innovation for Affordable Building Electrification program reflects exactly the kind of forward-thinking investment needed to move promising technologies from concept to scale in the buildings where New Yorkers live and work. At the Building Energy Exchange, we see every day how critical it is to equip our industry with practical, affordable solutions — and we’re excited to see this initiative prioritize the communities that stand to benefit most.” 

State Senator Kevin Parker said, “New York’s clean energy future depends on our ability to invest in innovation that makes sustainability affordable, accessible, and practical for every community. This funding represents a critical step toward modernizing our building infrastructure, lowering energy costs for families and businesses and ensuring that disadvantaged communities are not left behind in the transition to a cleaner economy. By supporting cutting-edge technologies in energy efficiency, electrification, and load management, New York is continuing to lead the nation in building a more resilient, equitable and sustainable future.” 

Assemblymember Didi Barrett said, “Today’s energy challenges require innovative solutions. This funding will help develop and demonstrate new solutions to decarbonize our state’s existing building sector, the largest source of statewide emissions, all while increasing efficiency, managing demand and reducing cost.” 

Today’s announcement builds on New York State’s investments in energy technologies, new products, and solutions to address energy costs, demand and a reliable electric grid. NYSERDA invests over $96 million per year through its Innovation and Research programs to attract world class energy innovators, reduce risk for private investors and remove barriers to clean energy adoption in New York State. Every $1 of NYSERDA funding leverages $15 in additional investment from private and public sources. NYSERDA has partnered with over 900 companies that have helped make more than 300 products commercially available for consumers, businesses and utilities. 

Funding for this program is provided through the New York State Public Service Commission’s 2025 Innovation and Research Order, which funds statewide clean energy innovation and research programs from 2026 through 2030.

New York State’s Climate Agenda
New York State’s climate agenda calls for an affordable and just transition to a clean energy economy that creates family-sustaining jobs, promotes economic growth through green investments, and directs a minimum of 35 percent of the benefits to disadvantaged communities. New York is advancing a suite of efforts to achieve an emissions-free economy by 2050, including in the energy, buildings, transportation, and waste sectors.  

 

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