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As we saw in the previous commentary, Donald Trump is conducting a full spectrum counter-revolution against the Greentech revolution that is transforming energy production and consumption worldwide. This commentary shows that he has managed to significantly impede the onward march of Greentech in the US, but that Greentech is marching on nonetheless.

 

 

In the aftermath of Trump’s assault, the Greentech revolution in America is churning – both stopped in its tracks and driving forward.

Climate journalist and musician Jael Holzman recently took a “cross-country rock n’ roll tour” with her band Ekko Astral. She observed:

“Driving across the country with my band, I saw solar and wind projects in Wisconsin, Kansas, Arizona, and Idaho. One drive from Austin, Texas to Rozwell, New Mexico, sent me through a dizzying maze of wind farms in a western portion of the Lone Star State that surrounded my vehicle on all sides with spinning blades and transmission lines — and fracking rigs, because it was Texas. It felt like some sort of twisted, magnificent energy wonk video game.”

But she also noted:

“I drove through open fields and farmland in the Midwest and the Great Plains, including places where building solar or wind is banned outright. I drove straight through the part of central Idaho where Lava Ridge, once the largest wind farm in the country, would have been built this year if not for Donald Trump.”

First, the bad news

 

 

Trump’s Greentech counter-revolution has succeeded in making many corporations and governments cut back or abandon climate goals and policies. The consequences are catastrophic for the climate – and for the future of the American people.

• A week before the 2024 election, Idaho’s largest electric utility struck a 35-year deal to buy power from the Jackalope Wind project that would span an area the size of Chicago, with hundreds of wind turbines generating clean electricity by 2027. But President Trump’s Interior Department quickly stalled Jackalope’s environmental review. In September, the Idaho utility finally canceled its contracts with Jackalope Wind, citing “uncertainties related to the federal permitting process.” Jackalope is only one of more than 60 large wind and solar farms that are being blocked on federal lands. According to the Solar Energy Industries Association, 73,000 megawatts of solar projects on land are currently at risk from political interference due to the Trump administration’s “blockade.”
• After the tax credit for buying an EV was allowed to expire at the end of September, sales of EVs plummeted by about 46 percent. In 2025 as a whole, American businesses and households invested $91 billion in zero emission vehicles, a 5% decrease from the previous year. Ford took a $19.5 billion loss from abandoning a planned battery factory and canceled its F-150 EV. In the face of the global shift to EVs, Big Three’s share of the global auto market has fallen from nearly 30 percent in 2000 to about 12 percent today, while China’s share has risen from 2 percent to 42 percent.
• According to the Rhodium Group’s Clean Investment Monitor, the pipeline of new clean energy and transportation manufacturing investment—measured by new announcements in manufacturing projects—totaled $44 billion over the past two years, down by 70% compared to $149 billion during the previous two years. In the first quarter of 2026, clean energy and transportation investment in the United States totaled $61 billion, a 3% decline from Q4 2025.
• The impacts of Trump’s cuts can be felt in the smallest and most impoverished communities. Solar Holler, a solar developer and installation company with 105 employees across Kentucky, West Virginia, Ohio and Virginia, had been growing 20 to 30% annually. Solar provided 70% of the company’s business. But residential solar tax incentives were cut off under Trump’s big, beautiful budget. The company’s growth forecast for 2026 is down from 30% to “roughly flat.” Appalachian Voices, a non-profit working with local communities, was awarded a half-million-dollar EPA grant to help five former coal communities in Virginia. The grant was summarily terminated by Elon Musk’s Doge.

While the impact of Trump’s policies is just beginning to be felt, they are already pushing back the forward march of the Greentech revolution. For example, late in 2025 the International Energy Agency (IEA) nearly halved its forecast of renewable energy growth in the United States, citing the end of tax incentives, new import restrictions, the suspension of new offshore wind leasing, and restricting the permitting of onshore wind and solar PV projects on federal land.

Tens of billions of dollars of manufacturing projects to build solar panels, batteries, charging stations and other clean technologies have already been canceled, with hundreds of billions of dollars of additional announced investments imperiled. According to the Princeton University-led REPEAT Project, the rollback of Biden-era climate regulations will cause an estimated 7.6 billion tons of additional greenhouse gas emissions to be released in the coming decade, as much as 150 million gas-powered cars would emit in that same time.

The Greentech Revolution: Bloodied but Unbowed

 

 

Despite Trump’s efforts to gut fossil free energy, during his first year in office, solar generation rose by 83 TWh (+27%), meeting 61% of the 135 TWh rise in electricity demand. By mid-year, renewables generated more than half of US electricity for the first month on record. Even without subsidies, renewables remain the most cost-competitive form of new power generation.

In a report posted on January 16, the US Energy Information Agency said, “We expect the combined share of generation from solar power and wind power to rise from about 18% in 2025 to about 21% in 2027.” Utility-scale solar is the fastest-growing source of electricity generation in the United States, increasing from 290 BkWh in 2025 to 424 BkWh by 2027.” Almost 70 gigawatts (GW) of new solar generating capacity projects are scheduled to come online in 2026 and 2027, “a 49% increase in U.S. solar operating capacity compared with the end of 2025.” “The three main dispatchable sources of electricity generation (natural gas, coal, and nuclear) accounted for 75% of total generation in 2025, but we expect the share of generation from these sources will fall to about 72% in 2027.”

In 2025, $278 billion was invested across the U.S. in the manufacture and deployment of clean energy, clean vehicles, building electrification, and carbon management technology – up 5% from 2024. This despite an 11% decrease in the fourth quarter relative to the same period in 2024. Investment to decarbonize energy and industrial production over 2024-5 was up 35% compared to the prior two years. Investment in emerging climate technologies in 2024-25 —clean hydrogen, sustainable aviation fuels, carbon management and new approaches to decarbonizing the production of cement, iron and steel, and pulp and paper— was 53% higher than in the previous two years. In the past two years, companies have announced a total of $347 billion in new investments in clean energy production and industrial decarbonization projects, a 16% increase compared to the previous two-year period.

Worldwide, the blocking of the Straits of Hormuz and the subsequent crisis in the cost and availability of fossil fuel energy has radically accelerated the Greentech revolution, with countries around the world scrambling to expand their fossil free energy production. Ironically, Trump’s petro-war on Iran is radically accelerating the very Greentech revolution he is attempting to destroy.

The Greentech Revolution is proceeding over, under, around, and through Trump’s counterrevolution. Greentech is an irresistible force; it may not immediately overcome the immovable object of Trump’s obstruction, but it is already circumventing and eroding it.
Subsequent commentaries in this series will show how.