The Washington, D.C.-based solar industry trade association, Solar Energy Industries Association (SEIA), and the UK-based energy consulting group Wood Mackenzie recorded the fall in US solar capacities. US had installed 7.5 GW DC of solar capacity in Q2 2025, down 24% from Q2 2024 and down 28% from Q1 2025. According to SEIA and Wood Mackenzie, solar remained 56% of new generation for the first half of 2025 at 18 GW, with solar and storage combined representing 82% of new capacity additions. Texas dominated installations with 3.8 GW, followed by California, Indiana, and Arizona, while residential solar was at 1,064 MW DC, an annual decrease of 9%. Commercial capacity increased 27% to 585 MW DC, primarily driven by California's NEM 2.0 pipeline, while utility-scale projects decreased 28% to 5.7 GW DC. Module manufacturing grew by 4.3 GW, taking national capacity to 55.4 GW, but no upstream supply was booked. Projections from 2025 - 2030 were lowered by 4 to 18 percent because of the policy reforms under OBBBA.
SEIA and Wood Mackenzie report US solar decline in Q3 2025
The SEIA and Wood Mackenzie Q3 2025 report showed US solar growth slowed with OBBBA policy uncertainty, falling demand, and lower utility-scale installations.
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