Solar captured 82% of new grid capacity in early 2025, with 18 GW installed despite Trump administration efforts to restrict clean energy. The disconnect between political rhetoric and market reality is stark: 77% of installations occurred in Republican states, while federal policies threaten to eliminate 44-55 GW by 2030. Manufacturing capacity reached 55 GW, but upstream investment froze as regulatory uncertainty deterred private capital.
Solar captured 82% of new grid capacity in early 2025, with 18 GW installed despite Trump administration efforts to restrict clean energy. The disconnect between political rhetoric and market reality is stark: 77% of installations occurred in Republican states, while federal policies threaten to eliminate 44-55 GW by 2030. Manufacturing capacity reached 55 GW, but upstream investment froze as regulatory uncertainty deterred private capital.

