Story perspectives

U.S. Solar Capacity Soars 49% Despite Uncertainty

12/9/2025

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Summary

Story summary

In Q3 2025, U.S. solar industry installed 11.7 gigawatts of new capacity, up 49% from Q2, per Solar Energy Industries Association (SEIA) and Wood Mackenzie.
Solar represented 58% of electricity-generating capacity added to the grid.
Growth faced disruption from the One Big Beautiful Bill Act (OBBBA), creating uncertainty over tax-credit deadlines.
The residential segment declined 4%, with over 117 gigawatts delayed in permitting, prompting SEIA to lower its near-term outlook.

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Story summary

In Q3 2025, U.S. solar industry installed 11.7 gigawatts of new capacity, up 49% from Q2, per Solar Energy Industries Association (SEIA) and Wood Mackenzie.
Solar represented 58% of electricity-generating capacity added to the grid.
Growth faced disruption from the One Big Beautiful Bill Act (OBBBA), creating uncertainty over tax-credit deadlines.
The residential segment declined 4%, with over 117 gigawatts delayed in permitting, prompting SEIA to lower its near-term outlook.