Overview
- The U.S. added 43.2 GW of new solar in 2025, supplying 54% of new generation capacity, with solar plus storage accounting for 79% of additions and grid-scale batteries setting a 57 GWh annual record.
- Utility-scale solar installations fell 16% year over year with a 40% quarter-over-quarter slide in Q4, as the One Big Beautiful Bill Act prompted developers to push projects into 2026–2028.
- Clean power procurement declined 36% in 2025, with power purchase agreement announcements dropping to 33 GW, signaling risk to late‑decade build rates and a flattening project pipeline.
- Roughly 59 GW of projects are delayed an average of 19 months due to interconnection queues, permitting hurdles and supply constraints, even as electricity demand rises.
- Domestic manufacturing advanced with module capacity reaching about 65.5 GW and new wafer output online, while forecasts still project cumulative U.S. solar near 770 GW by 2036 contingent on clearer federal guidance.