Overview

• Interior Secretary Doug Burgum’s capacity density order forces energy projects on federal lands to meet fossil fuel and nuclear output per acre requirements, sidelining wind and solar proposals
• The Department of Energy canceled its conditional $4.9 billion loan guarantee for the Grain Belt Express transmission line, jeopardizing a key conduit for Midwestern wind power
• The Bureau of Ocean Energy Management de‐designated over 3.5 million acres of Wind Energy Areas on the Outer Continental Shelf, halting new offshore wind leasing
• Invenergy said it will pursue private financing for the Grain Belt Express after the federal withdrawal, but investors warn that securing alternative funding could be difficult
• Enverus Intelligence Research analysis suggests that most planned solar projects and nearly half of proposed wind farms may collapse under the administration’s tightened federal criteria before the July 2026 tax‐credit deadline