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2026 will be a pivotal year for US energy policy and markets. We predict it will be defined by pressure to deliver affordability and reliability amid accelerating load growth, contested jurisdiction between states and Washington, DC, continued investment in renewable energy generation (notwithstanding significant new headwinds), a renewed interest in fossil fuels of all types and nuclear generation, and a priority for an “all-of-the-above” build-out to power data centers and the broader economy.
Energy & Cleantech Counsel is a comprehensive analysis of the evolution and acceleration of energy technology, taking a wide-ranging view on how the intersection of global events, government initiatives, and private capital affect the entire sector. Our team has decades of experience providing counsel to traditional utilities, infrastructure developers, institutional lenders, and industry investors. We advise on the challenges of an industry in transition and have been involved in developing major state and federal energy legislation that has set the foundations for many of the electric industry policies of today, and in informing the policies of the future.