Atlas Public Policy’s review of the second quarter of 2026 identified Convalt’s announced $5 billion New Mexico solar factory as a major contributor to new U.S. clean-energy manufacturing investment announcements.
Scale within the sector
The research described it as the largest announced U.S. clean-energy manufacturing investment since the start of the second Trump administration and the principal contributor to new investment recorded that quarter.
Announcement-stage investment
The review assessed industry announcements alongside cancellations, delays and employment changes across the clean-energy supply chain. Its description of Convalt concerns an announced project, rather than expenditure already made or a factory already operating.