Clean Energy Outlook Part 2: Tariffs, FEOC, EIA, Recycling, Geothermal, & Data Centers in Space

Solar is still getting built. Wind is slowing down. And data center demand continues to reshape how projects move forward.

 

In this episode, Mike Keyser and the NRCO team break down the latest Clean Energy Outlook and walk through what recent policy changes, tariffs, and domestic content rules mean for renewable development. The conversation explores why solar growth may begin to level off despite large pipelines, what is driving the slowdown in wind and limited repowering activity, and how developers are adjusting strategies around interconnection and supply chains.

 

The team also digs into emerging technologies and what they could mean for long term grid strategy, from new geothermal breakthroughs to alternative ways of powering compute. The episode closes with a deeper look at data center demand, including the early concept of space-based infrastructure as a response to grid constraints.