Market Insight: US Energy Transition Investment Trends
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Executive Summary
The US energy transition faces a pivotal slowdown from the President Trump administration’s rollback of Biden-era climate policies, as rising electricity demand strains outdated grid infrastructure. Despite the administration’s efforts to revive coal and expand domestic fossil fuels, investors are likely to favour low-friction, carbon-free solutions such as battery storage, microgrids and modular nuclear reactors, especially as grid challenges intensify. Firms offering distributed energy resource management systems (DERMS) are well-positioned to help address reliability and integration issues in the US, aligning with emerging needs across the grid.About the Authors
Felicity Laird
Principal Analyst
Felicity is a Principal Analyst at Verdantix, where she helps financial institutions and technology vendors navigate the evolving climate finance data and analytics landscape....
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Ryan Skinner
Research Director
Ryan is a Research Director at Verdantix, where he leads a team of analysts delivering research, data and advisory services that help clients navigate the fast-evolving landsc...
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