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U.S. Clean Power Sets 2025 Record as Reports Flag 59 GW in Delays and Contracting Slump

New trade and tax rules plus interconnection backlogs are stretching project timelines and chilling new deals.

Overview

  • The American Clean Power Association reports 50,344 MW of new utility-scale clean capacity in 2025, with solar and batteries exceeding 90% of U.S. additions and storage setting a record at 16,175 MW/46,520 MWh.
  • SEIA and Wood Mackenzie say the U.S. installed 43 GW of solar in 2025, down from 2024, yet solar led new power additions for a fifth straight year as utility-scale installations fell 16%.
  • About 59 GW of projects are stalled with average delays of 19 months due to interconnection queues, supply constraints and regulatory hurdles, according to ACP.
  • Clean power procurement fell 36% in 2025 and PPA announcements dropped from 45.4 GW to 33 GW, signaling potential pressure on build rates later in the decade.
  • Texas led with roughly 11 GW of new solar and more than two-thirds of 2025 installations were in states won by President Trump, while industry forecasts project U.S. solar capacity could nearly triple to about 769 GW by 2036.