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Renewable Energy Gains Traction Despite Trump’s Hostility

America’s fledgling green energy industry is gaining traction despite President Donald Trump’s clear hostility to renewables, driven by economics that have made solar and wind the cheapest electricity options. Utility-scale solar delivers power at four to eight cents per kilowatt-hour without federal subsidies and battery-enhanced systems operate at five to 13 cents. Natural gas runs 13.8 to 26 cents per kilowatt-hour according to Lazard’s 2025 analysis, with coal commanding steeper prices.

International Energy Agency data shows that clean energy investments hit $2.2 trillion by 2024’s conclusion, doubling the $1.1 trillion for fossil fuels. Worldwide, solar and wind generation jumped 109% last year, overtaking coal as a global supplier for the first time.

Additions exceeded 600 gigawatts of solar capacity, with China leading and Kenya, India, Vietnam, Mozambique, Brazil, and the European Union contributing. Furthermore, despite facing sustained federal resistance, American renewable generation expanded in 2025 with photovoltaic installations surging by 37% and wind advancing by 12%.

Overall, renewables like wind and solar delivered 24% of U.S. electricity last year. In March 2025, green energy in the U.S. crossed a historic threshold by supplying over half of nationwide generation for the first time. Photovoltaic power represented roughly 85% of all new grid capacity across the entire country, the Solar Energy Industry Association says.

In the meantime, Africa is leapfrogging fossil fuels to install renewables immediately, mirroring how the continent bypassed landlines for cellular technology. What often gets overlooked is how rapidly this transformation unfolds, said Mohamed Adow, founder of Power Shift Africa, a Kenya-based climate think tank.

Last year, 18 African countries installed over 100 megawatts each, up from two the previous year. Continental additions totaled 66.9 gigawatts, with no fewer than 10 nations deriving over 90% of electricity from renewables.

Battery storage installations in the U.S. doubled throughout 2024, enabling wind and solar to deliver dependable electricity regardless of weather conditions. Investor Tom Steyer drew parallels between solar adoption and technologies like mobile phones that experienced explosive growth once they became cheaper and superior. Author and activist Bill McKibben highlighted plummeting clean energy costs as fundamentally challenging previous assumptions about energy transitions.

A political contradiction emerges from U.S. patterns. Though the Republican administration champions fossil fuels, 73% of new solar capacity in 2025 appeared in Republican states. Top contributors included Florida, Kentucky, Arizona, Texas, Indiana, Arkansas, Utah, and Ohio. Iowa derives 60% of electricity from renewables. Texas saw renewables supply 40% in early 2024.

Trump policies threaten to decelerate adoption. Tax incentive elimination, combined with reduced permitting, creates obstacles. Solar Energy Industry Association president Abigail Ross Hopper stated that absent reversals, clean solar faces a future frozen by uncertainty while consumers experience rising costs. At stake are manufacturing resurgence, competitiveness, and billions in private capital.

Elsewhere across global regions, the energy transition continues accelerating despite political opposition in some nations. The momentum demonstrates that the renewable shift has achieved economic inevitability transcending political resistance. Cost advantages combined with technological improvements have made the transition toward clean energy essentially irreversible in major markets worldwide.

The downstream impacts of this transition can be seen in the way businesses like Vision Marine Technologies Inc. (NASDAQ: VMAR) are bringing renewable energy to the marine industry, an industry that has in the past been slow to adopt new technologies.

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Lacey@GCS

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