Reuters:

A Reuters report indicates that a shift away from renewable energy under the Trump administration is fueling consolidation and asset sales within the U.S. solar and wind power sectors. Policy changes, including alterations to investment tax credits and a rollback of the Inflation Reduction Act, have created financial headwinds for smaller companies. Industry analysts and experts observe that these federal actions are compelling smaller entities to pursue mergers, joint ventures, or asset divestitures to remain viable. KPMG data reveals a significant increase in clean energy deal activity, reaching approximately $34 billion in the first half of 2025, a substantial rise from $7 billion in the latter half of 2024. Consequently, private equity firms and larger utilities, leveraging their stronger financial positions, are actively acquiring undervalued clean energy assets.