荣鼎咨询（Rhodium Group）：2026年第一季度美国清洁能源投资监测报告（英文版）（11页）.pdf

1、RHODIUM GROUP|ENERGY&CLIMATE US Q1 2026 CLEAN INVESTMENT 1 Clean Investment Monitor:US Q1 2026 Update MAY 20,2026 Eden Chan(),Michael Delgado(),Hannah Hess(),Charlotte McClintock(),Harold Tavarez()In the first quarter of 2026,clean energy and transportation investment in the United States totaled$61

2、 billion,a 3%decline from Q4 2025 and a 9%decline from Q1 2025.This marked the second quarter in a row with a year-over-year decline,following an unbroken year-on-year growth trend that had held since 2019.Clean investment accounted for 4.2%of total private investment in structures,equipment,and dur

3、able consumer goods in Q1 2026,roughly stable from last quarter but down half a percentage point from Q1 2025.Investment in our clean technology manufacturing segment fell for a sixth consecutive quarter,to$8 billion,its lowest level in almost three years.That represents a decline of 11%relative to

4、Q4 2025 and 34%compared to Q1 2025.Announced investment in clean tech manufacturing totaled$2 billion in Q1 2026,down 37%relative to Q4 2025 and 79%relative to Q1 2025,representing the lowest level in more than five years.Companies also canceled nearly$2 billion of previously announced manufacturing

5、 investments during this period.Investment in retail consumer purchases of electric vehicles(EVs)and other clean technology(heat pumps,distributed generation,and storage)remained stable from Q4 2025 at$28 billion,but this marked a 17%decline compared to Q1 2025.EV sales remain the biggest component

6、of our retail segment at$18 billion or 64%of the total,roughly flat from the previous quarter.Investment in clean energy production and industrial decarbonization technologies reached$25 billion in Q1 2026,a 6%decline from Q4 2025 but a 15%increase relative to Q1 2025.New announced investment in cle