Line chart: U.S. Annual Electricity Demand Growth Forecasts (%) — series: Grid Strategies (Avg. next 5 yrs), McKinsey (Annual through 2040), NEMA (Annual), EIA (Commercial Sector Avg.), EIA (Industrial Sector Avg.)

US Wind Energy Policy 2026, 31 EPA Actions Threaten IRA

Offshore Wind Projects Face Uncertainty as US Policy Shifts from IRA to OBBBA…


Bar chart: Lost Clean Energy Capacity in 2026 by Technology (GW) — series: Lost Capacity (GW)

Cleveland-Cliffs Hydrogen 2026, $17B Ørsted Cancellations

Green Hydrogen Supply Risk: Cleveland-Cliffs Ends $500 M Project, Ørsted…


Bar chart: Capacity of Canceled & Suspended Offshore Wind Projects (MW) — series: Capacity

Hydrogen Project Risk 2026, 266 GW & Ørsted Cuts

Green Hydrogen Project Risk, Arcelor Mittal Rejects €1.3 B, 223 DOE Grants Cut,…


How the Big Beautiful Bill Act Reshaped Clean Tech Manufacturing, in Charts | Council on Foreign Relations

Ørsted Wind 2026, 4.4 GW Equinor Stop-Work Orders

Offshore Wind Cancellations, 9.4 GW Halted, $1 B Total Energies Lease Buyout,…


DOE Wind 2026, $83.6B Loan Cuts, Total Energies Exit

Offshore Wind Project Cancellations, $2 B in Lease Buyouts, 4 Invenergy Leases…


Toray Wind 2026, 50% Chinese Supply, Siemens Gamesa

Offshore Wind Supply Chain, $320/sqm Carbon Fiber Costs, 6, 120 Ton Recycling…


Siemens Gamesa Wind 2026, 960 MW Iberdrola Project

Siemens Gamesa Offshore Wind Supply Chain, -1.7% Margin, $200 M US Plant…


Shell Wind Energy 2026, C$40B Mitsubishi Corp Review

Shell Offshore Wind Exit, $1 B Divestment, C$40 B LNG Canada Review, and 2 PPA…


Total Energies Wind 2026, $2.2B Masdar Joint Venture

Total Energies Offshore Wind Cancellations, ~$1 B US Deal, $2.2 B Masdar JV,…


En BW Wind 2026, 3 GW UK Project Canceled, Shell Exit

Offshore Wind Cancellations, En BW €1.2 B Loss, 16 GW German Capacity At-Risk,…


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