The U.S. renewables and battery storage M&A market in 2026 is defined by demand from large loads, the search for low-risk assets with secured offtake, grid interconnection scarcity, permitting challenges, and higher clean energy requirements. Interconnection and permitting constraints are tightening asset supply while buyers are prioritizing offtake certainty. Looking ahead to 2027, we'll discuss how these dynamics are intensifying and what that means for asset valuations, deal-making strategies, and which developers and projects are positioned to succeed.

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Ascend Analytics is the leading provider of market intelligence and analytics solutions for the power industry.

The company’s offerings enable decision makers in power development and supply procurement to maximize the value of planning, operating, and managing risk for renewable, storage, and other assets. From real-time to 30-year horizons, their forecasts and insights are at the foundation of over $50 billion in project financing assessments.

Ascend provides energy market stakeholders with the clarity and confidence to successfully navigate the rapidly shifting energy landscape.