Corporate energy buyers are racing to secure U.S. wind and solar power purchase agreements before renewable tax incentives under the One Big Beautiful Bill Act expire in 2026. The rush has lifted PPA prices 4% since July, as tight timelines, higher material costs, and new carbon accounting rules complicate the transition.
Key Takeaways
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Urgency drives demand: Nearly 70% of buyers feel added pressure to lock in projects quickly, pushing the most competitive deals into exclusivity within weeks rather than months.
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Policy accelerates change: Early sunsets on tax credits and stricter Treasury rules are forcing developers and buyers to move faster, reshaping procurement dynamics.
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Decarbonization remains central: Despite rising PPA costs, 95% of buyers still see long-term contracts as crucial for emissions reduction, with growing interest in storage, nuclear, and geothermal.
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