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Solar installations drop after Trump guts subsidies, tax breaks
Installations dropped to 43.2 GWdc as developers delayed projects to meet new tax credit deadlines under the Trump Administration, with utility-scale builds down 16%, SEIA reported.
- On Tuesday, a SEIA and Wood Mackenzie report showed the U.S. solar industry installed 43.2 GWdc in 2025, with installations slumping last year amid policy shifts and investor concern.
- Under the OBBBA, federal rules now require projects to begin construction by July 4, 2026 to qualify for ITC/PTC, prompting project developers to delay commercial operation dates and focus on safe-harboring.
- The utility-scale solar sector contracted nearly 40% quarter-over-quarter in the fourth quarter 2025 as substantially fewer projects slated for late 2025 actually started up.
- Despite the slump, solar still remained the top U.S. source of new power for the fifth consecutive year, providing 54% of new capacity with over two-thirds in states won by President Trump.
- Near-Term deadlines require projects to start construction by July 4, 2026 or be placed in service by December 31, 2027, while SEIA and Wood Mackenzie say permitting and tariffs complicate the outlook.
6 Articles
6 Articles
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The war in Iran has cast a spotlight again on the dependence on fossil fuels. The electric grid is under growing demand, but the Trump administration has worked to roll back subsidies and incentives for some renewable energies. A new industry report finds that solar panel installations dropped by 14% this past year. Science Correspondent Miles O'Brien reports for our series, Tipping Point.
Solar installations drop after Trump guts subsidies, tax breaks
Solar installations in the U.S. decreased by 14 percent last year, a new report from the Solar Energy Industries Association (SEIA) and Wood Mackenzie found. The report, released Monday, found that the solar industry installed 43.2 gigawatts direct current (GWdc) of capacity in 2025, down from above 49 GWdc the year prior. Since President Trump…
Trump's Clean Energy 'Assault' Sinks Solar Installation Numbers
While solar capacity additions remained the top U.S. source of new power for the fifth consecutive year in 2025, installations slumped by 14% last year, as the Trump Administration’s assault on clean energy restricted tax credit timelines while tariffs and permitting uncertainty added to investor concerns. The U.S. installed 43.2 gigawatts direct current (GWdc) of solar power capacity in 2025, down by 14% from 2024, a new report by the Solar E…
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