Overview
- ACP reports 50,344 MW of utility-scale solar and storage came online in 2025, representing over 90% of new U.S. power capacity.
- Battery storage logged a record 16,175 MW (46,520 MWh), equal to 29% of new capacity, with the development pipeline topping 46 GW by year-end.
- Clean power procurement fell 36% in 2025 and PPA announcements dropped to 33 GW, with industry groups citing policy uncertainty, tariff pressures and federal approval freezes.
- Around 59 GW of projects face average delays of 19 months due to interconnection queues, supply constraints and regulatory barriers as power demand from data centers grows.
- SEIA/Wood Mackenzie tally 43 GW of new solar in 2025, down from 2024, with Texas leading at about 11 GW and U.S. manufacturing expanding to roughly 65.5 GW of module capacity plus a new wafer plant.