Global investment in clean energy has accelerated sharply in the past 48 hours, underscoring the sectors robust momentum heading into the end of 2025. According to industry analysis, renewable energy investment increased 10 percent year-on-year to a record $386 billion in the first half of 2025, and clean tech equities have significantly outpaced most other indexes this year. In the United States, solar and battery storage remain among the cheapest and fastest deploying energy solutions despite some tax credit rollbacks. Renewables and nuclear met nearly 80 percent of global electricity demand growth in 2024, with wind and solar delivering 57 percent of new electricity supply and over 90 percent of new grid capacity additions.
Recent major deals highlight how corporate demand for green power is shaping market evolution. Google just signed a 15-year agreement with Treaty Oak Clean Energy for 100 megawatts of solar from Arizonas Redfield Solar Project. This project, financially closed at $123 million late last year, is expected to bring $9 million in tax revenues and hundreds of construction jobs to the region. This follows expanded clean energy commitments by big tech, as Meta also pushes forward with billions in renewable energy spending to supply its new AI data centers and meet water and emissions targets.
New partnerships are also fueling sectoral growth. EDP Renewables and the Queensland Investment Corporation just announced a long-term solar plus storage project in Australia featuring a 1.6 gigawatt-hour battery, expected to scale hybrid renewable projects across the region. In the United States, Peaks Renewables is investing in Idaho’s first landfill gas-to-renewable natural gas project, expanding distributed clean fuel supplies.
California continues to set the pace in battery storage, adding enough capacity to meet a quarter of its record electricity peak demand for several hours, and the state is now joining a global pledge to double worldwide grid investment by 2030. Meanwhile, clean energy jobs in North Carolina grew six times faster than the state’s economy in 2024, signaling strong labor market demand.
Prices for key clean energy systems have stabilized after last years volatility, supply chain bottlenecks have eased, and increasing institutional investment indicates sustained confidence. Compared to late 2024, the industry is seeing higher growth, more corporate deals, greater technological integration, and ongoing policy support, positioning clean energy leaders to respond nimbly to future challenges.
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