Commodities January 22, 2026

US Administration Revises $84 Billion in Energy Loans, Shifting Focus to Fossil Fuels and Nuclear Power

Significant changes target clean energy funding from prior administration, reallocating resources towards traditional and nuclear energy sectors.

By Maya Rios
US Administration Revises $84 Billion in Energy Loans, Shifting Focus to Fossil Fuels and Nuclear Power

The U.S. Department of Energy is undertaking a major restructuring of nearly $84 billion in energy loans originally granted under the previous administration, pivoting away from renewable energy subsidies like wind and solar. This decision reflects the current administration's priority to bolster fossil fuel and nuclear projects, impacting the financing landscape for clean energy and traditional power sectors.

Key Points

  • The U.S. Department of Energy is restructuring or cutting approximately $84 billion in energy loans initiated during the Biden administration, largely after the 2024 election.
  • Loan cancellations totaling nearly $30 billion include significant clean energy projects such as the $4.9 billion Grain Belt Express transmission line.
  • The administration is redirecting financial support from renewables towards natural gas, nuclear power, coal, oil, critical minerals, geothermal, and infrastructure, reflecting a change in energy priorities.

On January 22, the U.S. Department of Energy announced it is in the process of restructuring or eliminating close to $84 billion in energy loan commitments previously authorized during the Biden administration. This adjustment represents a strategic shift towards favoring fossil fuel and nuclear energy investments while reducing financial support for renewable projects such as wind and solar.

The restructuring effort by the Office of Energy Dominance Financing (EDF) results from a comprehensive review of $104 billion in loans issued under the prior administration, with a substantial portion allocated post-2024 presidential election. This office, formerly known as the Loan Programs Office, is now managing the transition to align with the current administration’s energy policies.

According to department statements, approximately $30 billion in loan obligations have been canceled or are being actively terminated. Among these is a notable loan cancellation of $4.9 billion from the previous year for the Grain Belt Express, a transmission initiative aimed at transporting power generated from wind and solar sources to urban centers in the Midwest and East.

Additionally, around $9.5 billion in loans directed towards wind and solar projects have been eliminated. In their place, there is an emphasis on facilitating new capacity in natural gas and nuclear power plants wherever feasible. Furthermore, the department is revising $53.6 billion worth of loans to better align with its updated energy strategy.

The Energy Department highlights that the 2025 tax legislation has authorized billions of dollars in new lending capacity, positioning the EDF as the world's largest energy lender with nearly $290 billion in available funds. Energy Secretary Chris Wright previously underscored that boosting nuclear power will be a principal objective for the deployment of remaining loan resources.

The department has identified priorities including support for coal, oil, and natural gas projects, in addition to investments targeting critical minerals, geothermal energy, the electrical grid, as well as manufacturing and transportation sectors.

Risks

  • Loan cancellations and restructuring introduce uncertainty in the clean energy sector, potentially impacting project financing and development timelines.
  • Redirecting funds away from wind and solar may slow growth in renewable energy industries and affect related markets and employment.
  • Shifts toward fossil fuels and nuclear may raise environmental and regulatory concerns, possibly leading to market volatility in energy sectors.

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