Policy doesn’t drive energy production, the market does. America’s renewable energy boom isn’t being deterred, and it won’t be, by the passage or expiration of a single bill like the One Big Beautiful Bill Act. Renewable supply might be being targeted, but its demand ensures its long-term success. Renewables will not only remain prevalent, they are fast growing because they’re cheap, reliable, and make economic sense.
Policy can help the case of deploying clean energy, but it’s not the engine. The market has moved in favor of renewable energy production and it’s not turning back. Innovo is prepared for a future of energy growth in all sectors.
The One Big Beautiful Bill Act is a recently enacted Trump-era bill that significantly changed the policy around clean energy incentives in the United States. Despite curtailing tax credits, no single policy is what’s moving the needle now. The market already moved. The real driver? The market figuring out that clean energy is profitable.
Yes. The transition to renewables isn't hanging on the passage or expiration of any one bill. Renewables like wind and solar are now the cheapest sources of new electricity in much of the U.S. Pair them with batteries, and you get reliability without the fuel bill.
In Q1 2025, 99% of new generation came from solar, wind, and battery storage. By year end, renewables are expected to meet all of the electricity demand growth in the US, significant in a time of AI and data centers. U.S. energy markets have fundamentally shifted because renewables now make economic, strategic, and political sense. The momentum is market-driven, and there's no going back.
The United States is importing the lowest amount of energy since 1985. That’s not because of fossil fuels alone. It's because we've scaled all forms of energy, including renewables. Solar, wind, and battery storage have become essential contributors to America’s energy independence, and that makes them critical to both our energy economy and national security.
Look at Texas for example. The historically fossil fuel dominated red state is quietly leading the charge in renewables. On March 2, wind and solar met 76% of demand on the ERCOT grid. This year, Texas is expected to generate more electricity from renewables than from gas.
Texas is producing 2x the renewables of California, which has already logged more hours of 100% clean energy in 2025 as of July, than in all of 2024. So far this year, California’s grid has run on 100% clean electricity for an average of 7 hours a day. It's not ideological, it’s reality: renewables are the cheapest way to meet demand in a fast-growing energy market.
They’re already doing it. In 2025, the full increase in electricity demand is expected to be met by renewables alone. That demand is being driven by AI, electrification, and industrial growth. Clean energy is no longer a bonus, it’s essential infrastructure. Faster development, easier maintenance, and cheaper per kWh in the long-term.
States across the country are demanding more energy. And renewables are uniquely positioned to deliver. Once built, they offer cheap, stable power without the price volatility of fossil fuels or the zoning challenges that often stall traditional infrastructure.
Companies are buying RECs, signing long-term power purchase agreements (PPAs), and securing renewable energy not because of policy mandates, but because of cost predictability, reporting requirements, and stakeholder pressure.
Renewable energy offers stability in volatile markets, helping businesses hedge against price swings and deliver on emissions commitments. This corporate demand is a major market force and it doesn’t disappear if a single federal incentive ends. Demand from the private sector is now one of the biggest forces behind clean energy growth.
Robust corporate demand sends a powerful signal to investors and developers, encouraging continued expansion of renewable capacity even when policy support wanes
The price of solar and wind have dropped almost 90% since 2018. Renewables are now far cheaper to use than fossil fuel, and now just as reliable. State programs, utility plans, corporate procurement, and capital markets are all pushing renewables forward. Even as federal incentives waver, private sector demand and state-level policies continue to support growth of renewable energy resources.
Innovo is building in this space, and here’s what’s clear: we need all the energy we can. Policy may spark action, but demand sustains it.