After a sluggish stretch, US wind is heading into a pivotal moment, with a near-term rebound colliding with rising power demand, tariffs, and stubborn permitting bottlenecks.
US wind power: the next five years
The US is expected to add more than 7 gigawatts (GW) of new wind capacity in 2025, a 36% increase from this year, according to the latest US Wind Energy Monitor report from Wood Mackenzie and the American Clean Power Association (ACP).
That matters now because the US power grid is under mounting pressure, just as new generation has become harder to build. Electricity demand is rising for the first time in years, mainly driven by data centers and other large loads, while wind developers are navigating higher turbine costs, tariff uncertainty, and permitting delays. How quickly projects can move from the pipeline to completion over the next few years will shape whether wind can help keep the lights on and power prices in check.
Over the longer term, the outlook is steady but increasingly back‑loaded. The report still sees 46 GW of new wind capacity coming online between 2025 and 2029. What has changed is timing. More projects are now expected to reach completion in the middle of the decade, with 2026 and 2027 shaping up to be especially busy years at 10.7 GW and 12.7 GW, respectively, as projects move through the development pipeline.
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That shift helps explain why installations lagged earlier this year. Wind additions in Q3 came in at 932 megawatts (MW), about 23% below forecasts. But activity is picking up fast. Developers have about 3.8 GW queued for Q4 2025 alone, which would account for 52% of the year’s total expected capacity. That kind of late-year rush is typical for wind projects, which tend to reach completion toward the end of the calendar year.
There are also signs of life on the manufacturing side. US turbine order intake rebounded in Q3 to pre–Trump’s big bill act levels, with more than 2 GW of firm commitments, the strongest quarter in the past nine months, and a 79% jump from the previous quarter. But you wouldn’t know it, because turbine makers are increasingly keeping project details close to their chests, and much of the qualifying “start-of-construction” activity is happening off-site through component manufacturing.
Looking further out, the report flags a noticeable slowdown toward the end of the decade. Capacity additions in 2029 are expected to drop sharply following project cancellations and inactive designations, largely due to permitting challenges and broader development constraints.
Power demand takes off
At the same time, the need for new power is growing fast.
After a decade of mostly flat electricity demand, US power demand is now expected to grow by around 3% per year through 2029, compared to just 0.7% over the previous decade. Data centers alone are expected to drive about 59 GW of the roughly 90 GW increase in peak demand. That kind of round-the-clock load makes more wind power a necessity.
“The US power market is facing mounting strain after a decade of flat demand, with utilities committing to 160 GW of large-load additions,” said Leila Garcia da Fonseca, Wood Mackenzie’s director of research. “This represents a significant opportunity for wind energy, which benefits from strengthened economic fundamentals and a compelling business case driven by its competitively low LCOE.”
But she also warned that higher turbine costs and policy uncertainty could slow down progress in the middle of the decade.
Onshore wind: Western states lead
Onshore wind continues to do the heavy lifting. The five-year onshore outlook remains unchanged at 39.8 GW of new capacity, and the 2025–2027 pipeline already has turbine orders in place for every project. More than 60% of that three-year capacity has either been commissioned or is already under construction.
Western states are leading the charge. Wyoming, New Mexico, and neighboring states are expected to account for about 34% of onshore activity over that period. Big projects are driving the numbers, including Pattern Energy’s 3.5 GW SunZia project in New Mexico, which is set to make the company the top wind installer in 2026, and Invenergy’s 998 MW Towner Energy Center in Colorado, the single largest project expected to come online in 2027.
Wind is also spreading into new territory. Arkansas recently brought its first utility-scale onshore wind farm online with Cordelio’s Crossover Wind (pictured).
Repowering older wind farms remains another bright spot. Wood Mackenzie expects 18 repowering projects to add about 2.5 GW of capacity over the next three years.
Offshore wind: progress, but pressure
Offshore wind is a different story. Wood Mackenzie expects offshore installations to slow in Q4 2025 due to harsh winter weather, pushing some capacity into 2026. Still, projects already under construction are making progress. Vineyard Wind connected 15 turbines in Q3 and delivered 200 gigawatt-hours (GWh) of electricity over the first nine months of the year.
“US offshore wind shows diverging momentum,” Garcia da Fonseca said. “Projects under construction with commercial operation dates in 2026 continue to hit key milestones, but post-2027 developments face potential delays amid constrained wind turbine installation vessel capacity, driving delays and contract terminations.”
The offshore sector is also under growing financial strain – and let’s not forget political attack from the Trump administration – with delays and contract terminations weighing on late-decade projects.
Tariffs are making turbines more expensive
Tariffs remain one of the biggest wild cards for the US wind industry. Wood Mackenzie expects tariffs to push turbine costs higher in 2026 before easing in later years. Overall, US onshore wind capital spending is projected to rise by about 5% through 2029.
“US wind turbine pricing is experiencing unprecedented uncertainty as conflicting market and regulatory forces interact,” said Garcia da Fonseca. While domestic manufacturing capacity could eventually bring prices down, tariffs on raw materials and key components are expected to keep costs elevated in the near term.
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Even without clean fleet tax credits and cash-on-the-hood incentives, fleet managers are working hard to maximize their ROI on vehicle assets and reduce their total cost of ownership – and they’re increasingly turning to data‑driven telematics solutions to help.
Telematics use data gathered from sensors embedded in a vehicle to monitor its operations. When collected and interpreted correctly, that data can be used to improve fleet safety, boost operational efficiency, and enable predictive maintenance that reduces (if not eliminates) unexpected downtime. Those are real benefits, with some analysts showing up to 30% savings in repair costs even before you factor in the fuel savings from EVs that, according to MAN CEO Alexander Vlaskamp, will cover the added cost of a BEV in less than three years.
We originally covered these topics back in February, ahead of the ACT Expo. You can read that original article, below, and let us know what you think of the OEMs’ telematics’
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Image via Einride.
Last month, Geotab signed a deal with Volvo Group to integrate the manufacturer’s vehicle data API into Geotab’s telematics platform. It’s the latest in a recent onslaught of such deals between telematics providers and OEMs that begs the question: what’s in it for the OEMs?
“Smart tools informed by data like E-Switch Assist are opening up many new conversations with our commercial customers large and small about EV readiness; we’re already using E-Switch Assist regularly in consultations to help organizations determine if electric trucks and vans are right for them,” says Nate McDonald, EV strategy and cross vehicle brand manager at Ford Pro. “The importance of these tools and technologies goes beyond selling a customer a new vehicle—it changes mindsets about whether electric vehicles will work for their business while potentially saving them time and money.”
So, it makes sense for manufacturers to build that connectivity into their vehicles and makes even more sense to use that data connection to populate a fleet management dashboard that makes it painless for fleet managers to monitor their assets within a trusted ecosystem. Think Android vs. iPhone, and the pain that would go into switching from one to the other after a decade or so of constant interaction – because that’s how the OEMs are looking at it.
Why, then, would an OEM open up that data stream to a third party like Geotab?
The answer, presumably, is that that data sharing is a two-way street: the manufacturer’s are opening up their APIs to Geotab, and Geotab is sharing at least some of the data from other manufacturers with their industry partners.
And Geotab has a lot of partners:
In 2019, Geotab began working with Ford to integrate Ford’s telematics data into its fleet management platform
In 2022, Geotab began partnering with Stellantis’ Free2move car sharing brand, providing full telematics integration into the MyGeotab platform in North America
In April of 2024, Geotab partnered with Mobilisights to integrate data from Stellantis’ European brands, including Opel, Fiat, Alfa Romeo, Citroën, and Peugeot
In September of 2024, Geotab announced a new partnership with VW Group Info Services aimed at improving the company’s data integration across its brands
All of those players are convinced that the data coming from their vehicles can produce enough value to seriously impact fleet ROI.
Fleet managers seem convinced, too. In a recent McKinsey survey, nearly 57% of EV buyers said they were willing to switch brands in order to get better connectivity features. And, if you’ve ever worked in “a Ford shop” or “a Chevy shop” you already know what a huge that deal that number might be to an OEM.
McKinsey connectivity survey
BEV buyers’ willingness to switch brands; via McKinsey.
In that point of view, working with a trusted, universal platform like Geotab who doesn’t have a dog in the vehicle sales fight makes sense. If the Ford Transit the fleet buyer is looking at plays well with their fleet auditing software and systems and the Nissan NV doesn’t – well, it doesn’t really matter if Nissan’s fleetail guy is giving you a better deal at that point. It’s just too painful to operate a second dashboard for one subset of assets.
The man-hours saved with a universal and brand agnostic fleet management platform may not be the easiest to trace all the way to the bottom line, but they’re there.
Geotab research shows that EV batteries could last 20 years or more if they degrade at an average rate of 1.8% per year, as we have observed.
According to our data, the simple answer is that the vast majority of batteries will outlast the usable life of the vehicle and will never need to be replaced. If an average EV battery degrades at 1.8% per year, it will still have over 80% state of health after 12 years, generally beyond the usual life of a fleet vehicle.
Telematics integrations can also help optimize a fleet’s charging schedules, both by scheduling EV charging for lower priced, off-peak hours and by identifying the most dependable high-speed charging stations along regular routes to minimize down time for both vehicles and drivers.
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Geely-backed performance EV brand Polestar has had some troubling times in recent months, but its future is looking a whole lot better after the company secured a $600 million loan facility to help it keep on keepin’ on.
In a vote of broader confidence and better times ahead, Volvo’s parent company Geely Sweden Holdings AB is backing the brand with more than half a billion dollars of fresh funding to extend its operational runway:
Polestar, as borrower, entered into a credit agreement with a wholly owned subsidiary, as lender, of Geely Sweden Holdings AB in relation to a subordinated term loan facility of up to USD 600 million, of which the last USD 300 million would require lender consent based on Polestar’s future liquidity needs. The term loan facility is available to Polestar for general corporate purposes.
The company has four models in its current line-up on sale in 28 countries, along with additional planned models that include the Polestar 7 SUV (set to be introduced in 2028) and the Polestar 6 coupe/roadster.
Electrek’s Take
Polestar 4; via Polestar.
Product-wise, at least, it’s hard to argue that Polestar’s future appears to be anything but bright. The new Polestar 3 crossover is a viable competitor to the industry-leading Tesla Model Y, and the upcoming Polestar 4 and 5 models seem like winners, too. To drive that point home, Polestar is promoting up to $18,000 in incentives to lure in Tesla buyers.
You can find out more about Polestar’s killer EV deals on the full range of Polestar models, from the 2 to the 4, below, then let us know what you think of the three-pointed star’s latest discount dash in the comments section at the bottom of the page.
SOURCE: Polestar.
If you’re considering going solar, it’s always a good idea to get quotes from a few installers. To make sure you find a trusted, reliable solar installer near you that offers competitive pricing, check out EnergySage, a free service that makes it easy for you to go solar. It has hundreds of pre-vetted solar installers competing for your business, ensuring you get high-quality solutions and save 20-30% compared to going it alone. Plus, it’s free to use, and you won’t get sales calls until you select an installer and share your phone number with them.
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Whether it’s to keep the lights on after a natural disaster or just to avoid peak energy rates, more people than ever are adding battery energy storage to their home solar systems — but li-ion batteries aren’t the only option. The new WATT Fuel Cell uses the natural gas connection your home already has to generate power when you need it.
Technically a solid oxide fuel cell, the WATT unit turns the natural gas in your home into electricity without combustion, relying instead on a chemical reaction between the natural gas and oxygen in the air to create an electric current in a way that’s conceptually similar to a hydrogen fuel cell, but that makes use of a more readily available (and far cheaper) fuel source to generate power while producing far fewer harmful emissions than a conventional generator.
How it works
By WATT Fuel Cell.
The company’s latest offering, the WATT HOME system, recently achieved certification at a 2 kW power rating, marking an important step on the company’s commercialization roadmap as it races to meet market demands for a natural-gas-powered backup solution to guarantee uptime in outage-prone regions.
This week, the company marked another major milestone by installing the of its first 2 kW WATT HOME solid oxide fuel cells (SOFC) at the Edward M. Smith National Career and Life Skills Development Center, Hope Gas’ new state-of-the-art training facility in Clarksburg, West Virginia – but the news doesn’t end there.
“The WATT HOME system’s new 2 kW certification … validates the performance capabilities we’ve engineered for years and strengthens our competitive position as we move into multi-year deployment with Hope Gas,” says Caine Finnerty, WATT’s CEO and Founder. “With the ITC benefit, we anticipate accelerated adoption and substantial value for customers, utilities, and investors.”
The gas fuel cell can send power directly to the home’s panel, keeping the lights on directly, or perform the same function as a solar panel, sending power to a battery where it can be stored for later use.
Keep in mind, though – this isn’t a zero emissions option the way a solar + battery solution is. This is very much a fossil fuel-powered solution that gives off carbon and nitrous emissions, and the only reasons we’re talking about it are:
the tech is kind of cool
I didn’t know these existed
it is objectively cleaner than a conventional ICE generator
That said, while solar is still the better solution in an ideal world, a WATT HOME fuel cell might be a better option in situations where rooftop space is limited (or nonexistent), such as condos or vertically-designed townhomes. In those scenarios, solar panels are unlikely to generate a meaningful amount of electricity, but a fuel cell that can tap into the buildings’ existing natural gas lines to provide reliable backup power if the grid fails.
That makes the fuel cell an attractive option for residents in multi-unit buildings, older historic neighborhoods with strict aesthetic rules, or any building where adding solar panels aren’t feasible, but a low-emission, low-noise backup solution is still needed.
The better question, then, isn’t is it better than solar – it’s is it better than solar for you? If you’re in West Virginia, you might be able to find out in just a few weeks. In the meantime, watch WATT’s own explainer video, below, then let us know what you think of the idea of a natural gas fuel cell in the comments.
If you’re considering going solar, it’s always a good idea to get quotes from a few installers. To make sure you find a trusted, reliable solar installer near you that offers competitive pricing, check out EnergySage, a free service that makes it easy for you to go solar. It has hundreds of pre-vetted solar installers competing for your business, ensuring you get high-quality solutions and save 20-30% compared to going it alone. Plus, it’s free to use, and you won’t get sales calls until you select an installer and share your phone number with them.
Your personalized solar quotes are easy to compare online and you’ll get access to unbiased Energy Advisors to help you every step of the way. Get started here.
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