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Clean Investment Monitor: The State of US Clean Energy Supply Chains in 2026
We assess the state of US supply chains for solar, wind, batteries, and EVs by comparing announced domestic manufacturing capacity with projected annual deployment.
Director
Hannah Hess is a Director with Rhodium Group’s Energy & Climate practice, working to expand research visibility and impact.
Energy & ClimateHannah’s role entails building and maintaining partnerships for the multidisciplinary Climate Impact Lab and the Clean Investment Monitor, a collaboration with MIT’s Center for Energy and Environmental Policy Research. She also leads user engagement for the ClimateDeck, Rhodium’s energy & climate data platform. Hannah specializes in communicating the relationship between climate and society. She spent five years working as a journalist in Washington, DC, before joining Rhodium. Hannah holds two degrees from the University of Illinois, a Bachelor’s degree in Media Studies and a Master’s degree in Public Affairs Reporting.
Note
We assess the state of US supply chains for solar, wind, batteries, and EVs by comparing announced domestic manufacturing capacity with projected annual deployment.
Data Insight
In the second quarter of 2026, clean energy and transportation investment in the United States totaled $75 billion, a 22% increase from Q1 2026 and a 4% jump from Q2 2025.
Note
In the first quarter of 2026, clean energy and transportation investment in the United States totaled $61 billion, a 3% decline from Q4 2025 and a 9% decline from Q1 2025.
Commentary
Rhodium associate director Hannah Hess joins Heatmap's Shift Key podcast to discuss new Clean Investment Monitor data that shows the U.S. clean energy economy was a “tale of two industries” in Q4 2025.