America's solar industry "just delivered another huge quarter," reports Electrek, "installing 11.7 gigawatts (GW) of new capacity in Q3 2025. That makes it the third-largest quarter on record and pushes total solar additions this year past 30 GW..."

According to the new "US Solar Market Insight Q4 2025" report from Solar Energy Industries Association (SEIA) and Wood Mackenzie, 85% of all new power added to the grid during the first nine months of the Trump administration came from solar and storage. And here's the twist: Most of that growth — 73% — happened in red [Republican-leaning] states. Eight of the top 10 states for new installations fall into that category, including Texas, Indiana, Florida, Arizona, Ohio, Utah, Kentucky, and Arkansas...

Two new solar module factories opened this year in Louisiana and South Carolina, adding a combined 4.7 GW of capacity. That brings the total new U.S. module manufacturing capacity added in 2025 to 17.7 GW. With a new wafer facility coming online in Michigan in Q3, the U.S. can now produce every major component of the solar module supply chain...

SEIA also noted that, following an analysis of EIA data, it found that more than 73 GW of solar projects across the U.S. are stuck in permitting limbo and at risk of politically motivated delays or cancellations.

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