Image: ES Foundry
According to the U.S. Solar Market Insight Q2 2025 report released on June 9, the U.S. solar industry added 8.6 gigawatts (GW) of new solar module manufacturing capacity in Q1 2025, marking the third-largest quarter for new manufacturing capacity on record.
In addition to growing module capacity, U.S. solar cell production capacity doubled in Q1 to 2 GW with the opening of a new factory in South Carolina.
The report finds that the U.S. solar industry installed 10.8 GW of new electricity generating capacity in Q1, and solar and storage account for 82% of all new generating capacity added to the grid.
While solar manufacturing and deployment continue to lead American energy independence and growth, new tariffs and potential changes to federal tax credits pose significant business uncertainty for the industry and threaten its long-term growth.
Economy-wide tariff uncertainty, new anti-dumping and countervailing duties (AD/CVD) on cells and modules from Southeast Asia, and potential shifts in federal energy incentives could significantly hinder U.S. solar deployment and manufacturing, risking energy shortages, job losses, and factory closures.
Source: SEIA
