2025 Saw Stark Losses in Clean Energy Manufacturing Investments and Jobs – New Report

(Washington, D.C. - February 5, 2026) The U.S. saw clean energy manufacturing cancellations of more than $29 billion in 2025 resulting in the loss of more than 39,000 announced jobs, largely due to cancellations following hostile policy changes from the Trump administration. Those numbers are slightly offset by some new investment last year, but overall investment is still down by over $15 billion.

That's according to a new report by Environmental Defense Fund and Atlas Public Policy.

"We saw damaging reversals for the thriving clean manufacturing sector last year, and that means lost job opportunities and lost financial benefits for communities across the country," said Grace Hauser, Technical Analyst for Clean Power at Environmental Defense Fund. "The U.S. should not turn its back on clean, affordable, made-in-America technologies and the good manufacturing jobs they bring."

The steep losses in 2025 follow years of robust growth that culminated in more than $220 billion in investments in clean energy manufacturing projects across the U.S.

According to the report:

"Between 2021 and 2024, the United States experienced an unprecedented clean energy manufacturing boom, bringing hundreds of thousands of jobs to communities across the country. For many years, supportive federal policies accelerated private investment in clean energy manufacturing. However, 2025 was a year of stark change. Growth has stagnated primarily due to Trump administration policies and cuts to clean energy tax credits."

The changes are illustrated in the chart below:

While the cancellation of clean energy manufacturing projects affected communities across the country, some areas were especially hard hit. The three hardest hit states are:

• Illinois - where companies have cancelled $4.8 billion in announced investments and almost 4,500 anticipated clean manufacturing jobs
• Tennessee - where companies have cancelled $4.6 billion in investments and more than 3,200 anticipated manufacturing jobs
• Michigan - where companies have canceled $4.1 billion in clean manufacturing investments and almost 11,700 anticipated clean manufacturing jobs

Most of the cancellations announced in 2025 were in the battery and EV industries.

Read more in the report and our webpage on clean energy manufacturing.