Overview
- The U.S. renewable fleet is projected to more than double from about 414.5 GW in 2024 to roughly 1.06 TW by 2035, driven by state clean-energy mandates and corporate power purchase agreements.
- U.S. solar capacity is forecast to climb to about 737.8 GW by 2035, with onshore wind nearing 269 GW as utilities and large buyers lock in long-term offtake.
- Offshore wind in the U.S. faces uncertainty after federal actions in 2025, culminating in a December 22 suspension of five Atlantic projects including Vineyard Wind, Revolution Wind, Coastal Virginia Offshore Wind, Sunrise Wind, and Empire Wind.
- Natural gas and nuclear remain key in the U.S., with gas capacity projected to rise to around 620.9 GW and nuclear to about 102 GW by 2035 as coal and oil retire.
- Taiwan’s post-nuclear system shifts toward solar PV and offshore wind, with PV projected at roughly 31.2 GW and offshore wind at about 17.4 GW by 2035, supported by grid upgrades and LNG-backed gas capacity expanding to around 40.9 GW.