The geography of clean energy investments in the U.S.

The document analyzes how federal clean energy incentives have driven over $321 billion in investments across the U.S. between Q2 2022 and Q1 2025, highlighting that these investments are heavily concentrated in Southern and Western states and Republican-held congressional districts. It argues that rolling back these incentives would disproportionately harm these regions and jeopardize significant outstanding investments in states like Louisiana and North Dakota, as well as major projects in emerging hubs like Southern Arizona and the Southeast.

• Between the second quarter of 2022 and the first quarter of 2025, more than $321 billion was invested in U.S. manufacturing, electricity, and industry projects, resulting in over 2,000 facilities breaking ground.
• Texas and California received the highest total clean energy investments between 2022 and Q1 2025, with $62.3 billion and $34 billion respectively. On a per capita basis, Wyoming saw the highest benefit at over $6,800, followed by Nevada ($3,605) and New Mexico ($2,095), while Massachusetts, New Jersey, and New York all remained below $1,000 per capita.
• Clean energy job creation is heavily concentrated in Republican-held districts, with an average of three jobs generated in Republican districts for every one job in a Democratic district. Nine of the top ten districts for job gains are Republican-held, including NV-02, TX-19, AZ-09, and TN-08, the latter three of which are each expected to gain over 10,000 jobs.
• Investments are following both established industrial corridors and emerging hubs. Energy and industry investments are concentrated in the Texas Triangle, Southern Louisiana, and the Gulf Coast, while Southern Arizona has emerged as a hub for hydrogen, batteries, solar, and critical minerals. Manufacturing is concentrated in the Midwest and the Southeast, specifically North Carolina and Northern Georgia.
• A substantial amount of projected investment remains outstanding and is at risk if federal incentives are rolled back. Louisiana has received only 7% of its expected investments, and states including North Dakota, Washington, Virginia, and Oregon have received less than 50% of their expected totals.

APA

Wymer, J., & Ulama, D. (2025). The geography of clean energy investments in the U.S. Clean Air Task Force. https://www.catf.us/2025/07/geography-clean-energy-investments-us/

Chicago

Wymer, Jess, and Darryle Ulama. The geography of clean energy investments in the U.S. Clean Air Task Force, 2025. https://www.catf.us/2025/07/geography-clean-energy-investments-us/.

Wikipedia

{{cite report |last1=Wymer |first1=Jess |last2=Ulama |first2=Darryle |title=The geography of clean energy investments in the U.S. |publisher=Clean Air Task Force |date=1 July 2025 |url=https://www.catf.us/2025/07/geography-clean-energy-investments-us/ |access-date=23 October 2026 |via=Climate Insights Directory}}

BibTeX

@techreport{wymer2025geography, author = {Wymer, Jess and Ulama, Darryle}, title = {{The geography of clean energy investments in the U.S.}}, institution = {Clean Air Task Force}, year = {2025}, month = jul, url = {https://www.catf.us/2025/07/geography-clean-energy-investments-us/}, urldate = {2026-10-23}, note = {Indexed by Climate Insights Directory} }