Overview
- SEIA and Wood Mackenzie report 11.7 GW of solar added in Q3 2025, the third‑largest quarter on record, pushing year‑to‑date installations above 30 GW.
- ACP says solar and battery projects made up 91% of Q3 clean capacity additions, with roughly 4.7 GW of new storage bringing operational battery capacity past 40 GW.
- Texas accounted for 39% of U.S. clean power additions in the quarter, while Utah entered the top 10 after two utility‑scale solar projects totaling over 1 GW came online.
- Developers face mounting delays after a July DOI memo, with SEIA citing more than 73 GW of solar awaiting permits and industry estimates pointing to over 117 GW of solar and storage stuck in the process.
- Two new module factories in Louisiana and South Carolina added 4.7 GW of capacity this year, lifting 2025 U.S. module additions to 17.7 GW as a Michigan wafer plant completed the core domestic supply chain, even as OBBBA tax‑credit deadlines drive a construction rush.