Insights from CEBA: How enterprises can navigate the shifting energy landscape

In today's rapidly evolving energy landscape, strategic procurement decisions can significantly impact an enterprise's bottom line. Our energy advisory team recently attended the Clean Energy Buyers Association (CEBA) Spring Summit, where CEBA CEO Rich Powell emphasized that "corporate energy customers are not just buyers of clean energy; they are market-makers who drive 21st-century industries."
Here are five critical insights from the Summit — and CEBA’s State of the Market report — that can help guide your organization's energy strategy.
1. Corporate buyers have reached the 100 GW milestone, transforming the energy market
Commercial and industrial customers have now brought total clean energy deal capacity to 100 GW, according to the CEBA State of the Market report. This isn't just a number — it represents a fundamental market shift with nearly 3% of clean energy generation on the US grid coming from corporate procurement.
What this means for your business: Renewable energy procurement has evolved from a sustainability initiative to a mainstream business strategy. This market maturity means more established processes, greater diversity of options, and increasing sophistication in how organizations approach energy sourcing decisions.
2. Electricity demand is expected to surge 35-50% by 2040
According to the CEBA report, electricity demand is projected to grow substantially over the next 15-20 years, driven by increased digitalization, electrification, and AI computing demands across multiple sectors.
What this means for your business: This surge creates both urgency and opportunity. More consumption creates more competition for both thermal and renewable resources, driving up costs across the energy sector. With most corporate clean energy commitments targeting 2030, the window for securing favorable contracts is narrowing. As demand increases, we anticipate significant price increases due to competition for limited renewable assets. Forward-thinking organizations should consider accelerating procurement timelines to lock in current favorable rates.
3. Tax credit policy changes could drastically impact corporate energy costs
One of the most discussed topics at CEBA was the potential repeal of federal clean energy tax credits and its direct implications for corporate energy budgets. If these tax credits are repealed, CEBA's study shows business electricity rates would increase dramatically across many states, with impacts that not only persist but intensify over time.
What this means for your business: These potential legislative changes, along with shifting supply and demand dynamics, are just some of the variables that will shape your future energy costs. Businesses should proactively monitor these market forces and their implications to enable more strategic energy management decisions. Rather than waiting until months before an energy contract renewal, early preparation helps organizations avoid being locked into higher rates after legislative changes take effect.
4. Energy procurement strategies are diversifying beyond traditional PPAs
While solar energy leads corporate procurement (70% of new capacity) according to the CEBA State of the Market report, organizations are increasingly diversifying their clean energy supply sources.
The broader industry trend shows enterprises moving beyond simply focusing on generation types to consider more comprehensive energy strategies. These diversified approaches can include physical clean energy contracts integrated with retail energy supply strategies, optimizing tariffs, community solar, and distributed energy resources.
What this means for your business: This diversification offers more options to match your specific energy needs, risk profile, and organizational structure. Rather than pursuing a one-size-fits-all approach, forward-thinking enterprises are creating customized energy procurement portfolios that might include:
- Structured clean energy procurement - Maintain familiar retail contract frameworks while accessing wholesale renewable energy markets, enabling organizations to achieve sustainability goals and cost management through a single integrated transaction
- Tariff optimization - Ensure you're on the most cost-effective rate structures available in regulated markets
- Community solar programs - Access renewable energy and direct cost savings without the complexity of traditional power purchase agreements
- Demand-side management - Reduce peak charges by adjusting operations during high-demand periods (typically just a few hours annually)
- Distributed energy resources - Generate power on-site for greater supply control and operational flexibility
- Comprehensive data solutions - Support sustainability reporting requirements while enabling better energy management decisions
Organizations should work with energy advisors who can provide this full spectrum of solutions rather than focusing solely on one procurement approach. This comprehensive strategy allows you to customize solutions based on your specific facilities, locations, and business objectives.
5. Infrastructure constraints will shape future procurement options
A significant finding from the CEBA report is that transmission capacity must double by 2050 to ensure grid reliability. According to the latest U.S. National Transmission Planning Study, this ambitious goal can only be achieved with substantial permitting reform.
This infrastructure constraint will increasingly influence the availability and pricing of renewable energy projects. In regions with grid congestion, project development may slow and prices could increase as developers face higher interconnection costs and longer timelines.
What this means for your business: When evaluating energy procurement options, it's important to understand how transmission constraints will affect supply availability as electricity demand grows. Without adequate transmission permitting reforms, increased competition for limited resources will be concentrated in high-demand regions, directly impacting procurement strategies and costs for companies operating in these areas.
Recommendations for forward-thinking enterprises
Based on these insights, our energy advisory team recommends the following actions:
- Consider procurement timing strategically with a data-driven approach that provides transparency into costs on a daily basis, starting well before contract renewals, rather than making decisions at arbitrary points right before expiration without market visibility
- Diversify energy procurement strategies by considering their implications for both sustainability goals and energy budgets to achieve more optimal outcomes
- Factor legislative and regulatory changes into strategy, as policy barriers that slow new generation development will drive up long-term costs as electricity demand continues to grow
- Focus on total cost optimization rather than just generation costs by considering demand charges, capacity costs, and other energy expense components
- Leverage energy data for operational efficiency, using utility cost and consumption information to identify cost-saving opportunities beyond procurement
How Arcadia can help
Arcadia's Energy Procurement Advisory solution provides the expertise and tools needed to navigate these complex market dynamics. Our team offers detailed cost breakdowns of different rate structures, helps you understand how market changes might affect your energy costs, identifies the optimal mix of procurement strategies for your portfolio, and monitors market conditions to help you make informed decisions.
By partnering with Arcadia, your organization can develop energy strategies that align with your business objectives while effectively responding to evolving market conditions. Our comprehensive approach ensures you're considering all factors impacting your energy costs.

Ready to explore how data-driven energy procurement can benefit your business?
Contact our team today