Tuesday, February 24, 2026
Meanwhile, American innovation continues to drive significant project build-outs in states like Texas and New England, demonstrating a fundamental tension between federal policy and market-led growth.
KEY DEVELOPMENTS
- Coastal Virginia Offshore Wind Project Suffers $228M "Trump Shut-Down" Cost: The Coastal Virginia Offshore Wind (CVOW) project incurred a $228 million cost attributed to policy decisions during the Trump Administration, according to. Read More: reNEWS.
- "Buy American" Policy Targets Chinese Solar For Federal Projects: The Trump Administration is pushing "Buy American" directives, specifically the Build America Buy America (BABA) Act of 2021, to prioritize domestically sourced components for federally funded solar projects, effectively shifting to a "Don't Buy Chinese" stance, reports. Read More: Solar Power World.
- Dominion's Coastal Virginia Offshore Wind Project Nears 70% Completion: Despite previous setbacks including weather delays and blade damage, Dominion's $11.5 billion Coastal Virginia Offshore Wind project has surpassed 70% completion as it enters its final, sensitive installation phase, per. Read More: Renewable Energy World.
- Texas Repurposes EV Batteries for Grid Stability: A Texas company is deploying hundreds of repurposed electric vehicle batteries for grid-scale energy storage, bolstering the state's grid stability by storing and releasing power to complement intermittent renewables, as reported by and. Read More: Texas Tribune, Renewable Energy World.
- New England Advances 135MW Solar and BESS Projects: New England continues significant solar and battery energy storage system (BESS) development with approximately 135 MWdc of projects underway in Maine and the completion of the Coventry Landfill Solar Project in Rhode Island, according to. Read More: Solar Builder.
Solar & Storage
The pace of utility-scale solar and battery energy storage system (BESS) development in the U.S. continues unabated, particularly in key regions. New England stands out today, with roughly 135 MWdc of solar and BESS projects actively advancing in Maine. Rhode Island also marked a significant milestone with the completion of the Coventry Landfill Solar Project, highlighting the region's commitment to leveraging diverse land uses for renewable generation, as reported by. Read More: Solar Builder.
Texas demonstrates innovative strategies for grid resilience. A local firm is actively repurposing hundreds of used electric vehicle batteries into grid-connected energy storage systems, giving second life to these assets and providing crucial stability for the state's notoriously volatile grid, which increasingly relies on intermittent wind and solar. This initiative, covered by the and , helps manage fluctuating power supply from renewable sources. Read More: Texas Tribune, Renewable Energy World.
Further bolstering solar deployment, GameChange Energy Technologies expanded its capabilities by acquiring Terrasmart's eBOS division. This strategic move, which includes a U.S. manufacturing facility in Michigan, enhances GameChange's ability to provide integrated electrical solutions for utility-scale solar projects, pushing for more comprehensive domestic supply chains, according to. Read More: Solar Builder.
The imperative for sustainable end-of-life solutions for solar panels also gained traction in California today. Comstock Metals received authorization from the state's Department of Toxic Substances Control to operate as a universal waste recycler for solar panels, with its facility in Kings County becoming a critical part of the state's circular economy for renewables, as reported by. Read More: Solar Power World.
Amidst aggressive solar expansion, concerns over agricultural land conversion continue to arise. However, a study by the Colorado Solar and Storage Association reveals that large-scale solar projects currently occupy less than 1% of Colorado's farmland. This challenges prevailing fears, suggesting suburban sprawl and other conversions pose a greater threat to agricultural land than solar installations, despite some local permitting challenges, according to. Read More: Colorado Sun.
Internationally, South Africa's solar industry focuses intensely on execution and grid modernization, with over 10.2 GW installed capacity. Major utility-scale projects from Scatec, Red Rocket, ENGIE, and EDF Renewables are poised to reach financial close, commence construction, or enter commercial operation throughout 2026, signaling robust market-led growth, as noted by. Meanwhile, Qair secured contracts for difference (CfDs) for two solar projects totaling 190 MW, though their location remains undisclosed, per. Read More: PV Magazine, reNEWS.
Wind Energy
Dominion's Coastal Virginia Offshore Wind (CVOW) project continues its arduous journey, now surpassing 70% completion. This $11.5 billion endeavor, despite confronting weather delays, blade damage, and a stop-work order, now enters its most schedule-sensitive final phase, as reported by. Read More: Renewable Energy World.
Compounding these operational challenges, the project also faced significant financial headwinds directly linked to federal policy under the current administration. A "Trump shut-down" period is cited as costing the CVOW project an additional $228 million, highlighting the tangible economic impacts of political decisions on large-scale renewable infrastructure, according to. This follows broader uncertainty offshore wind developers faced during the previous Trump Administration, which saw permitting delays and shifts in regulatory guidance. Read More: reNEWS.
Policy & Markets
The Trump Administration's "Buy American" initiative is tightening its grip on federally funded clean energy projects, with a clear pivot toward actively restricting Chinese components. The Build America Buy America (BABA) Act of 2021 now effectively translates into a "Don't Buy Chinese" mandate for government solar projects, intensifying the focus on domestic manufacturing and supply chain resilience. This policy shift, highlighted by , aims to significantly reduce reliance on foreign suppliers, particularly from China, potentially impacting project costs and timelines for developers engaged in federal contracts. Read More: Solar Power World.
TODAY'S QUICK ANSWERS
Q: What does the "Trump shut-down" cost to CVOW signal for other major clean energy projects reliant on federal oversight?
A: The $228 million impact on CVOW underscores the significant financial risk carried by large-scale, capital-intensive clean energy projects due to policy uncertainty and administrative actions. Developers should factor in potential delays and cost overruns from federal-level interventions, even for projects with robust state-level support. This signals a continued need for strong risk mitigation strategies against federal policy shifts.
Q: How will the "Don't Buy Chinese" directive impact U.S. utility-scale solar development and supply chains?
A: The explicit targeting of Chinese solar components for federally funded projects will accelerate the domestic manufacturing push and potentially diversify supply chains away from China. However, it could also increase project costs and introduce delays as developers seek compliant, U.S.-sourced alternatives. Companies like GameChange Energy Technologies, with expanded domestic manufacturing, may see a competitive advantage, but the broader industry will need to adapt swiftly to navigate this heightened protectionist stance.
LOOKING AHEAD
- Offshore Wind Project Schedules: Watch for updates on Dominion's CVOW project as it navigates its final, critical installation phase and the long-term implications of documented "Trump shut-down" costs on future offshore development.
- "Buy American" Enforcement: Monitor how the Trump Administration's "Don't Buy Chinese" directive is implemented for federal solar projects and its ripple effects on domestic manufacturing capacity and module availability.
- EV Battery Repurposing Expansion: Look for further expansion of EV battery repurposing projects in states like Texas, as the demand for grid stability and sustainable battery life cycle solutions grows.
THE BOTTOM LINE: The U.S. clean energy sector is a battleground today, with market-driven innovation pushing significant project growth in states like Texas and across New England, even as federal policy under the Trump Administration actively seeks to shape supply chains and financially impact large-scale initiatives like offshore wind.