The U. S. solar market experienced a notable increase in capacity installations during the third quarter of 2025, driven by developers striving to secure tax credits before their phase-out under the Trump Administration.
• In Q3 2025, the solar industry added 11.7 gigawatts (GWdc) of capacity, a 20% rise from the previous year and a 49% increase from Q2, marking it as one of the top quarters historically.
• This growth is largely due to the completion of utility-scale solar projects initiated prior, following the passage of the One Big Beautiful Bill Act (OBBBA).
• According to OBBBA regulations, construction for wind and solar projects must begin by July 4, 2026, to qualify for investment tax credits; missed deadlines mean projects must be operational by December 31, 2027.
• Despite the strong current growth, the federal permitting freeze raises uncertainties for future developments.
• Solar and storage collectively accounted for 85% of new power added to the grid in the first nine months of the Trump Administration, with significant installations occurring in states won by Trump.
While solar energy installations have surged, future growth may be limited by regulatory uncertainties, affecting consumers' energy costs unless policies change.
https://www.zerohedge.com/energy/us-solar-installations-soar-developers-rush-secure-tax-credits
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