The latest U.S. Solar Market Insight Q2 2025 report from SEIA and Wood Mackenzie reveals that solar energy continues to be the leading source of new power in the United States. In the first quarter of 2025 alone, the country added 10.8 GWdc of new solar capacity, marking the fourth-highest quarter for installations in history. Solar accounted for 69% of all new electricity generation capacity during this period, highlighting its dominance in the energy transition. While residential solar installations saw a 13% year-over-year decrease, the commercial sector grew by 4%, and community solar experienced a 22% decline. However, utility-scale projects continued to thrive, with 9 GWdc of new capacity coming online.
On the manufacturing side, the report notes an 8.6 GW increase in domestic production capacity, further strengthening the U.S. solar supply chain. Although growth in upstream components remains modest, this expansion signals a positive trend toward energy independence and supply stability. With utility-scale solar driving the majority of growth and manufacturing capabilities improving, the U.S. solar market is on track for sustained expansion in the coming years—solidifying its role as a cornerstone of the nation’s renewable energy future.
Source: SEIA & Wood Mackenzie — U.S. Solar Market Insight Q2 2025
