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Frontier Forum: Why clean energy capital boomed in a volatile year [partner content]
In 2025, the clean energy market navigated a mix of shifting tariffs, evolving FEOC compliance rules, and uncertainty around tax policy. On the surface, it looked like a year defined by instability.
And yet, capital continued to move.
Total capital expenditures across the clean economy reached roughly $120 billion, with total financing activity exceeding $200 billion across the full stack of project capital. The transferable tax credit market scaled to about $42 billion, growing rapidly in just a few years.
So why are the underlying dynamics so strong?
In this episode, recorded live as part…
The skinny
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