In the first half of 2025, the US solar industry will add nearly 18 gigawatts of installed capacity. Even with a series of anti clean energy policies introduced by the Trump administration, solar and energy storage still account for 82% of the newly added grid electricity within the first six months of the Trump administration's tenure.

HR1 and the Trump administration's recent actions against solar energy have significantly reduced their solar deployment forecasts. In the "Q3 2025 US Solar Market Insights" report jointly released by the Solar Energy Industry Association of America (SEIA) and Wood Mackenzie, underestimation forecasts warn that these policies will put the United States at risk of losing 44 gigawatts of solar deployment by 2030, a decrease of 18%. Compared to the forecast before the release of HR1, the United States faces a risk of losing 55 gigawatts of solar deployment by 2030, a decrease of 21%.

Solar energy and energy storage are the pillars of America's energy future, delivering most of the new electricity to households and businesses at the lowest cost, "said Abigail Ross Hopper, President and CEO of SEIA. The Trump administration not only failed to unleash the engine of the American economy, but deliberately suppressed investment, which not only pushed up energy costs for households and businesses, but also endangered the reliability of our power grid. However, no matter what policies this administration introduces, the solar and energy storage industries will continue to grow because the market needs the products we provide: reliable, affordable, and American made energy

The report found that 77% of all solar capacity installed this year was built in states won by President Donald Trump, including eight of the top ten states for new solar capacity: Texas, Indiana, Arizona, Florida, Ohio, Missouri, Kentucky, and Arkansas.

In the first half of 2025, the United States will add 13 gigawatts of solar module production capacity, with new or expanded factories in Texas, Indiana, and Minnesota. At present, the total production capacity of solar modules in the United States has reached 55 gigawatts. However, due to federal policies that may hinder the development momentum of the US solar manufacturing industry and jeopardize billions of dollars in private capital, there were no new upstream manufacturing investments in the second quarter.

The report shows that by 2030, solar deployment is expected to be 4% lower than the baseline scenario before HR1. The recent deployment has been driven by factors such as ongoing projects, eagerness to meet tax credit deadlines, and increasing demand for electricity as new natural gas power generation becomes more expensive and less available.

This low value forecast provides a detailed explanation of the potential damage that recent administrative actions may cause to the solar energy industry. According to the report, the actions of the Department of the Interior are expected to affect approximately 44 gigawatts of planned solar installed capacity, with Arizona, California, and Nevada being the most affected.

Wood Mackenzie Solar Research Director Michelle Davis said, 'If the federal government's licensing environment imposes more restrictions on solar projects, the solar industry will face significant downside risks.'.