Thought Leaders React to the State and Future Outlook of the U.S. Clean Energy Sector Amid Federal Changes
The numerous factors driving the growth of clean energy helped push the sector to new production levels in 2024. As a more resilient and planet-friendly source of electricity, clean energy technologies like solar and wind are helping to meet heightened demand from data centers and serving as resilient and local sources of reliable power.
In the U.S., a new federal administration is creating potential headwinds for the clean energy sector through regulatory, policy, and funding changes. Big Path Capital conducted interviews with eight leading clean energy private equity funds and thought leaders to better understand how the political transition may affect investment strategies and growth trajectories in clean energy.
A new Big Path report, “Weathering the Storm: 8 Funder Perspectives on the Current State and Future of Clean Energy Investment,” highlights the investment leaders’ insights on the current state and future outlook of the U.S. clean energy sector amid federal changes. They discuss challenges and opportunities, emphasizing the importance of clean energy for the U.S. economy and national security.
The report highlights several key themes from the interviews, including:
- Concerns about federal policy shifts.
- Potential impacts on the market.
- The resilience of clean energy due to strong market demand, declining costs, and state-level support.
Key takeaways from the interviews include the likelihood of increased mergers and acquisitions, adjustments to investment valuations, and the continued growth of established clean energy solutions, particularly solar. The report also features recommended resources and readings and provides information about Big Path Capital’s role in advancing sustainable investments.

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