Utility Dive•8 days ago
US manufacturing activity in December was the lowest in 2025: PMI
Key Takeaway
Weakening manufacturing activity, driven by soft demand, tariffs, and geopolitical instability, signals a challenging economic environment for industrial power consumers and power project developers.
AI Summary
- •US manufacturing activity in December 2025 reached its lowest point, indicating a significant economic slowdown.
- •Weak demand and existing tariff effects are creating headwinds for businesses, impacting industrial output and potentially electricity consumption.
- •Increased geopolitical uncertainty due to the U.S. military operation in Venezuela adds another layer of risk to the economic environment.
- •For large power consumers and developers, this signals a potential deceleration in industrial load growth and heightened economic instability, impacting future demand forecasts and PPA opportunities.
Topics
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