February Newsletter

Friends and colleagues,

This month has brought new headwinds and a significant regulatory rollback. But when we take in the full picture – both in the US and globally – it’s clear the energy transition is not stopping. 

Global and US clean energy investment reached record highs in 2025. Key technologies across industries continue on downward cost curves while AI accelerates new breakthroughs. In the US there is strong bipartisan support for renewable baseload power and innovations that will make the grid cleaner, smarter, and more resilient. 

US federal policy matters, but was never going to get clean energy over the finish line on its own. Commercial drivers, technology advancements, and state policy play an equally, if not more, important role. The narrative is shifting from one of moral obligation to one of abundance, affordability, and security enabled by cheap, clean electrotech. 

There are more reasons than ever to back clean energy – and that’s why momentum is still growing. 

Susan Kish, CEO & Jonah Wagner, President