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U.S. solar industry
Trends
- 1NextEra, Entergy Lead U.S. Solar Project Starts in Fourth Quarter▼NextEra, Entergy Top U.S. Solar Project Starts in 4th Quarter
NextEra Energy and Entergy topped U.S. solar project starts in the fourth quarter, according to Industrial Info Resources. The ranking highlights which utility companies drove the most new solar construction activity at the end of the year, underscoring continued momentum in America's renewable energy build-out despite a challenging policy environment.
- 2US Solar Manufacturing in Focus for Transatlantic Cooperation▼U.S. Solar PV Manufacturing: Policy Outlook and Industry Landscape for European-American Cooperation
The Solar Energy Industries Association has released an outlook on US solar photovoltaic manufacturing, examining policy trends and the broader industry landscape with an emphasis on opportunities for European-American cooperation. The analysis highlights how US manufacturing policy is shaping investment and trade ties, and what it means for European partners looking to engage with the growing American solar supply chain.
- 3US solar module prices expected to jump 40% after tariff ruling▼Anza expects at least a 40% spike in U.S. solar module prices after Section 232
Anza, a renewable energy procurement firm, projects that U.S. solar module prices will rise by at least 40% following the imposition of Section 232 tariffs. The trade measure, which covers imported solar components on national security grounds, is expected to significantly raise costs for developers and slow project pipelines across the American solar industry.
- 4TOYO begins solar panel deliveries under $240 million US supply deals▼Solar panel deliveries have begun under about $240 million in U.S. supply deals with TOYO.
Solar panel deliveries have begun under supply agreements worth roughly $240 million between TOYO and U.S. buyers. The milestone marks the start of shipments under the contracts, which support American solar project pipelines amid growing demand for domestically supplied panels. The announcement drew attention from energy and markets watchers tracking TOYO's expansion in the U.S. solar supply chain.
- 5Solar Leads All U.S. Power Sectors for September Project Kickoffs▼Solar Leads All U.S. Power Sectors for September Kickoffs
New industry tracking shows solar leading every other U.S. power sector in new project kickoffs for September. The data covers industrial and energy project launches across the country, with solar topping utility-scale additions for the month. Observers say the figures reinforce solar's position as the fastest-growing segment of the American power market, ahead of wind, gas and conventional sources.
- 6US solar and storage face cost headwinds, McKinsey finds▼U.S. solar and storage face cost headwinds under fragmented trade, McKinsey report finds
A new McKinsey report finds that fragmented trade policy is pushing up costs for the US solar and storage industry. Tariffs, supply chain restrictions and inconsistent trade measures are raising input prices and complicating project economics, weighing on developers as they try to scale clean energy deployment, according to coverage by pv magazine USA.
- 7Battery storage paired with 37% of new US residential solar in 2025▼Battery storage paired with 37% of new U.S. residential solar systems in 2025
Battery storage was attached to 37% of new residential solar systems installed in the United States in 2025, according to industry figures reported by pv magazine USA. The share shows storage is becoming a standard companion to rooftop solar rather than a niche add-on, as homeowners seek backup power and protection from rising electricity rates.
- 8US homeowners' mistrust of solar companies eases slightly▼U.S. homeowners are now slightly less mistrustful of solar companies
Trust in solar companies among US homeowners has improved slightly, according to reporting by pv magazine Global. The finding suggests the residential solar industry may be gradually recovering from earlier reputational problems tied to aggressive sales tactics and installation disputes. The shift matters for installers and manufacturers betting on continued growth in home solar adoption.