Clean energy didn’t collapse in 2025. It adapted.

Clean energy didn’t collapse in 2025. It adapted.

From Open Circuit by Latitude Media

February 27, 2026 · 1h 6m

About this episode

The episode discusses the resilience of clean energy amidst economic challenges and changing regulations.

When President Trump kicked off an aggressive trade war, a lot of people predicted economic doom. But it didn’t happen. We’re seeing something similar in clean energy right now with ever-shifting tariffs, half-written rules on foreign sourcing, and the weaponization of permitting. But capital hasn’t fled. In fact, it increased last year. So what is happening here? According to new market intelligence from the clean energy finance platform Crux, project finance, construction lending, and bridge lending all grew at a modest rate – with renewable electricity and batteries accounting for 80% of activity. This week, we’re going to take a look at where capital is leaning in, where it’s pulling back, and how new changes to tariffs and foreign sourcing rules will influence the market. And then we’ll turn to solar and batteries, which are weathering the storm of uncertainty, but still facing plenty of turbulence. What’s driving that resilience? Want to watch this episode? Subscribe to our YouTube channel. Ready to accelerate your career in clean energy? Yale’s Financing and Deploying Clean Energy Certificate is a fully online, 10-month program built for working professionals. It delivers…

Topics covered

  • clean energy
  • trade war
  • tariffs
  • project finance
  • solar
  • batteries

Keywords

  • clean energy
  • trade war
  • tariffs
  • project finance
  • solar
  • batteries
  • foreign sourcing
  • investment

Sponsors

Yale

Mentioned in this episode

Organizations: Crux

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