德勤（Deloitte）：2026年可再生能源展望报告：政策变动下的韧性重构（英文版）-三个皮匠报告

1、ARTICLE9-MIN READ29 OCTOBER 2025Deloitte Research Center for Energy&Industrials2026 Renewable Energy Industry OutlookRenewables recalibrate for resilience amid policy shifts2025 has been a challenging year for renewables.The new tax law,commonly referred to as the One BigBeautiful Bill Act(OBBBA),ro

2、lled back many clean energy tax credits and imposed new restrictions,pressuring early-stage wind and solar pipelines.Wind and solar investments in the first half of 2025 fell 18%,to nearly US$35 billion(prior to the enactment of OBBBA),compared to the same period in 2024.1Still,renewables dominated

3、US capacity growth,accounting for 93%of additions(30.2gigawatts)throughSeptember 2025,with solar and storage making up 83%.2Deployment could surge in 2026 as developers shift to safe-harbor projects,while the new Foreign Entity ofConcern(FEOC)sourcing rulesrestrictions targeting entities linked to c

4、overed nations(China,Russia,Iran,and North Korea)through ownership,control,or jurisdictiontake effect.3With only 35%of the pipelineunder construction,renewable starts are expected to accelerate despite supply chain pressures from FEOC andtariffs.Executives may focus on near-term deployment to captur

5、e safe-harbor credits while embedding flexibilitythrough digital tools,artificial intelligence,and resilient supply chains.This 2026 outlook highlights five key trends shaping the year ahead,along with associated risks andopportunities,and actionable strategies:1.Policy shifts:Adapting to a changing

6、 energy landscape2.Storage integration:Delivering clean,firm power on demand3.Capital and operational efficiency:Implementing a leaner,smarter strategy4.Strategic M&A:Attracting capital through platform and mature assets5.Supply chain agility:Prioritizing alternative sourcing and reshoringEnergy&Ind

德勤（Deloitte）：2026年可再生能源展望报告：政策变动下的韧性重构（英文版）（22页）.pdf

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