The U.S. photo voltaic trade put in 11.7 GW of latest capability in Q3 2025, marking the trade’s third-largest quarter on file and pushing complete installations this 12 months previous 30 GW. Regardless of actions in Washington focusing on clear power, photo voltaic and storage account for 85% of all new energy added to the grid within the first 9 months of the Trump administration.
Credit score: Duke Power
In line with the U.S. Solar Market Insight Q4 2025 report launched right this moment by the Photo voltaic Power Industries Affiliation (SEIA) and Wooden Mackenzie, 73% of all photo voltaic capability put in this 12 months has been inbuilt states received by President Donald Trump, together with eight of the highest 10 states for brand new installations: Texas, Indiana, Florida, Arizona, Ohio, Utah, Kentucky and Arkansas. Utah surged into the highest 10 photo voltaic states this quarter with two utility-scale initiatives coming on-line totaling over 1 GW of capability.
The U.S. Division of the Inside’s (DOI) July memo and different federal actions to impede utility-scale photo voltaic and storage initiatives within the pipeline have created important enterprise uncertainty. Within the absence of readability from DOI on allowing timelines or challenge approvals, the report’s forecasts for utility-scale photo voltaic deployment by way of 2030 stay nearly unchanged from final quarter.
“This record-setting quarter for photo voltaic deployment exhibits that the market is constant to show to photo voltaic to satisfy rising demand,” stated SEIA president and CEO Abigail Ross Hopper. “Exceptional progress in Texas, Indiana, Utah and different states received by President Trump exhibits simply how decisively the market is transferring towards photo voltaic. However until this administration reverses course, the way forward for clear, inexpensive and dependable photo voltaic and storage can be frozen by uncertainty and Individuals will proceed to see their power payments go up. America’s manufacturing surge, our world competitiveness and billions of {dollars} in non-public funding are on the road.”
With the opening of two new photo voltaic module manufacturing services in Louisiana and South Carolina totaling 4.7 GW, america has now added 17.7 GW of latest module manufacturing capability in 2025. Corning opened its silicon ingot and wafer factory in Michigan in Q3, which means america can now produce each main part of the photo voltaic module provide chain.
“We count on 250 GW of photo voltaic to be put in from 2025 to 2030. However the U.S. photo voltaic trade has extra potential,” stated Michelle Davis, head of photo voltaic analysis at Wooden Mackenzie and lead creator of the report. “Wooden Mackenzie is monitoring substantial will increase in energy demand throughout the nation. The photo voltaic trade can be effectively positioned to satisfy extra of this new demand if current constraints had been alleviated, presenting upside to our forecast.”
Final month, SEIA launched an evaluation of EIA knowledge exhibiting that over 73 GW of photo voltaic initiatives have permits pending and are weak to politically-motivated delays or cancellations.
Information merchandise from SEIA
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