Energy Transition

Clean Energy Momentum Decouples from US Policy as Global Physics Prevail

Wednesday, March 11, 2026

Despite US federal retreats from climate policy, clean energy deployment is accelerating globally with renewables surpassing coal, EVs hitting 25% market share ahead of forecasts, and countries like Australia, China, and India exceeding renewable targets. Even within the US, 92% of new capacity through November 2025 was solar/wind/battery, suggesting market forces override political headwinds.

Energy transition has reached self-reinforcing momentum driven by economics rather than policy, reducing geopolitical influence over the pace of change.

energy transition
renewables growth
policy decoupling
market forces

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