The US added 11GW of new solar capacity in the third quarter of 2025, marking the industry’s third-largest quarter on record and pushing annual installations past 30GW.
The Solar Energy Industries Association and Wood Mackenzie said 73% of capacity built this year has been installed in states won by President Trump, including eight of the top 10 states for new additions.
The report added that federal actions to impede utility-scale solar and storage projects have created significant business uncertainty, with forecasts for deployment through 2030 remaining largely unchanged.
SEIA president and chief executive Abigail Ross Hopper said: “This record-setting quarter for solar deployment shows that the market is continuing to turn to solar to meet rising demand.”
She added that unless the administration reverses course, the future of clean, affordable and reliable solar and storage will be “frozen by uncertainty”.
Two new module manufacturing facilities in Louisiana and South Carolina totalling 4.7GW have brought new US module capacity added this year to 17.7GW.
The report noted that a new wafer facility opening in Michigan means the US can now produce every major component of the solar module supply chain.
Michelle Davis, head of solar research at Wood Mackenzie and lead author of the report, said: “We expect 250 gigawatts of solar to be installed from 2025 – 2030.”
Last month SEIA released an analysis showing that more than 73GW of solar projects have permits pending and are vulnerable to politically motivated delays or cancellations.