Record Growth in Corporate Clean Energy Procurement
The U.S. corporate clean energy landscape has witnessed substantial growth, reaching over
130 gigawatts (GW) of capacity as of 2025. This achievement marks a significant milestone since 2014, driven primarily by robust investment and commitment from various corporate entities. The
Clean Energy Buyers Association (CEBA) has analyzed these trends, reporting that 2025 alone added
27.3 GW to this total, representing a
12% increase from the previous year.
According to
CEBA’s CEO, Rich Powell, this increase reflects a continued commitment from corporate members towards investing in renewable energy sources, promoting a more sustainable U.S. energy grid. Powell noted that despite facing unprecedented market challenges, the demand for clean energy solutions remains strong, underscoring their importance in maintaining economic stability and enhancing the competitiveness of U.S. businesses.
Solar Power Dominates
Solar energy has once again emerged as the dominant source of new contracted capacity. The significant uptick in corporate procurement of clean energy aligns with global trends towards more sustainable energy practices. With energy affordability conversations becoming more prominent, businesses are increasingly recognizing the value of voluntary clean energy procurement in delivering low-cost and reliable energy to the grid.
Over the years, corporate-backed clean energy solutions have come to represent at least
4% of the total U.S. generation capacity. This is a remarkable statistic, as it signifies that these investments have yielded enough sustainable infrastructure to qualify as substantial contributors to the overall energy mix in more than
45 U.S. states. This trend not only bolsters individual company performance but also plays a critical role in paving the way for future economic growth.
The Rise of Clean Firm Technologies
In 2025, there was a notable transition towards clean firm technologies, particularly in the procurement of
nuclear, geothermal, hydro, fusion, and
natural gas with carbon capture and storage (CCS). Particularly striking was the emergence of nuclear power as the
second-largest generation technology being procured by corporations, highlighting their readiness to invest in highly sustainable and technologically advanced solutions.
Another key highlight was the announcement of the first corporate procurement from a natural gas with CCS project. Additionally, the largest
power purchase agreement (PPA) for fusion energy, standing at
200 MW, was secured in 2025, showcasing a groundbreaking shift in corporate energy strategies towards advanced, clean technologies.
As Powell commented, “Companies are strategically investing in the
integration of advanced clean firm technologies at scale, indicating a transformational phase in corporate energy procurement.” This shift indicates the growing recognition among corporations of the necessity for reliability and sustainability in energy use.
Market Dynamics and Challenges
As the market for corporate clean energy evolves, intriguing dynamics have emerged. While total procurement capacity has increased, the number of market participants has decreased by
40% since 2024. Furthermore, the influx of new market entrants has dwindled to the lowest levels since 2016. This trend suggests a consolidation among well-resourced corporations capable of navigating an increasingly competitive and constrained supply landscape.
Despite these challenges, CEBA remains dedicated to its mission of fostering an educated and empowered community of organizations adept in procuring carbon emissions-free energy. The association continues to focus on enhancing policies and market structures that will lower costs and promote wider access to clean energy solutions.
Importance of Organized Markets
Organized regional power markets play a critical role in enabling efficient corporate clean energy procurement. Approximately
85% of the deals announced in 2025 occurred within these organized markets. The
Electric Reliability Council of Texas (ERCOT) notably doubled its total from 2024, signifying robust activity in regions equipped to support high volumes of clean energy transactions.
In conclusion,
CEBA’s Deal Tracker provides valuable insights into corporate clean energy procurement trends, supporting stakeholders including members, media, and policymakers. A comprehensive report detailing the
State of the Market is set for release in
May 2026, illustrating the continuous evolution of this definitive sector.
The
Clean Energy Buyers Association (CEBA) operates as a vital business alliance advocating for energy buyers and their partners to develop efficient, low-cost, and reliability-oriented carbon emissions-free electricity systems. Representing over
375 members with a market valuation of
$38 trillion, CEBA includes energy customers, suppliers, and service providers alike, advancing a concerted mission towards a sustainable energy landscape.
Learn More
For additional information about CEBA and its initiatives, visit
ceba.org or follow CEBA on
X and
LinkedIn.