BloombergNEF, a UK-based energy research provider, has reported that global corporate buyers contracted about 55.9 GW of clean energy capacity in 2025, marking the first decline after nearly a decade of growth. The Americas remained comparatively resilient, with the US leading at about 29.5 GW, while Europe, the Middle East and Africa declined 13% to roughly 17 GW and Asia Pacific volumes fell to 6.9 GW from 10.7 GW. According to BloombergNEF, technology companies including Meta, Amazon, Google and Microsoft accounted for about 49% of global activity, with Meta and Amazon contracting a combined 20.4 GW, including 4.7 GW of nuclear agreements. The analysis stated that higher power prices, policy risks, and increasing negative pricing hours influenced corporate purchasing strategies during 2025. BloombergNEF highlighted a ‘two‑speed’ market, with large tech firms venturing into bigger, frontier-technology deals while smaller buyers pulled back amid higher costs and policy uncertainty. BloombergNEF also tracked about 5.8 GW of hybrid and co-located clean energy agreements as companies adjusted procurement structures.

BNEF