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Seia

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US solar hits 50-million-home milestone as red states drive growth
business29 days ago

US solar hits 50-million-home milestone as red states drive growth

US solar capacity surpassed a milestone in Q2 2026, enough to generate the electricity used by about 50 million homes (over a third of households). The quarter added 11.4 GWdc of new capacity, up 45% year-over-year and 43% from Q1, with utility-scale projects accounting for 9.6 GWdc (up 61%). Solar plus storage comprised 70% of all new US power capacity in the first half of 2026. Red-state states led installations, and Wood Mackenzie forecasts about 44 GWdc of solar additions annually through 2031, though permitting and post-ITC transitions pose headwinds; residential solar is expected to rebound in 2027 after the expiration of the 30% ITC for new systems.”,

US battery storage hits a record 20.2 GWh in Q2 2026
energy1 month ago

US battery storage hits a record 20.2 GWh in Q2 2026

US battery storage surged to a record 20.2 GWh in Q2 2026, lifting H1 2026 to 30.8 GWh (up 23% YoY) as utility-scale projects dominated with about 18 GWh, led by Arizona’s 6.2 GWh, with Texas at 3.8 GWh and California at 3.6 GWh. About 44% of utility-scale capacity was paired with solar and 56% was standalone. Residential storage declined 27% in Q2 after the 25D tax credit expired, while commercial/storage grew and Tesla opened a Texas Megafactory producing 50 GWh/year Megapacks. Benchmark Mineral Intelligence and SEIA raised their outlooks, forecasting ~683 GWh by 2030 and ~71 GWh for 2026 (roughly 20% above 2025). Notably, ~74% of Q2 capacity was installed in states that Trump won in 2024.

Sun Takes Lead: U.S. Solar Outpaces Coal in May as New Power Source
energy4 months ago

Sun Takes Lead: U.S. Solar Outpaces Coal in May as New Power Source

U.S. solar generation surpassed coal in May for the first time (solar 12.8% vs coal 12.2%), with solar becoming the third-largest electricity source behind natural gas and nuclear. Despite Trump’s push to bolster coal, solar and other renewables are driving growth and are the leading source of new power—solar plus battery storage comprised about 91% of new capacity in Q1—signaling a continued shift toward clean energy as analysts expect solar to overtake coal on an annual basis in coming years.

US Battery Storage Boom Reshapes the Grid in 2025
energy7 months ago

US Battery Storage Boom Reshapes the Grid in 2025

The US installed a record 57 GWh of new energy storage in 2025—roughly 30% more than 2024—with growth fueled by standalone and behind-the-meter deployments. SEIA projects about 70 GWh more in 2026, and Texas is on track to lead storage installations, potentially surpassing California. The boom persists despite a renewables-hostile federal stance and risks from supply chains and policy shifts, underscoring a shift toward a more resilient, battery-driven grid as demand rises.