Solar and Storage Dominate U.S. Power Additions Amid Policy Headwinds
U.S. solar added nearly 18 GW of new capacity in the first half of 2025, with solar and energy storage comprising 82% of all new power capacity despite new federal policies under the Trump administration that are challenging clean energy growth[1]. Analysts warn that recent legislative changes could reduce planned solar deployment by up to 55 GW by 2030, an estimated 21% decline from previous forecasts[1].
Wind and Solar Generation Reach New Milestones Despite Policy Rollbacks
Renewable sources powered nearly one-quarter of U.S. electricity in June 2025, up from 18% the previous year, even as incentives for green energy are being cut and coal plants are kept online longer by federal order[7]. Texas, in particular, set new records for wind and renewable generation, underscoring ongoing momentum from prior investments[7].
Utility-Scale Solar Leads U.S. Generation Growth in 2025
Utility-scale solar generation is projected to grow by 33% in 2025 over the previous year, accounting for more than half of all new generating capacity added to the U.S. grid[4]. While wind, hydropower, and nuclear also see growth, higher natural gas prices are boosting coal generation for the first time since 2021, though natural gas-fired generation is expected to decline by 3% compared to last year[4].
Policy Uncertainty and Tariffs Cloud Long-Term Renewable Growth
Subsidies for renewables are being rapidly curtailed and new obstacles, such as unpredictable tariffs, are creating uncertainty for future wind and solar projects beyond 2026[5]. Most projects currently moving forward were initiated before these policy shifts, raising questions about the market’s trajectory after existing pipelines are built out[5].
Renewable Energy Technologies Account for 99% of New U.S. Grid Installations in 2025
Renewable technologies are expected to make up 99% of all new electricity grid installations in the U.S. for 2025, driven by favorable economics and faster returns on investment compared to fossil fuels