US Solar Additions Dominate for 28th Month Despite Trump Policy Rollbacks

Utility-scale solar accounted for 72.6% of all new U.S. electricity capacity installed in 2025, marking the 28th straight month as the top source of power additions, according to Federal Energy Regulatory Commission data released June 6, 2026. Overall, renewables represented 88% of new capacity last year, pushing solar’s total share of the nation’s energy mix past wind, nuclear, and hydropower. FERC projects an additional 86 gigawatts of solar will be added over the next three years, vaulting the sector above coal and making it the second-largest energy source behind natural gas by 2029. A shortage of gas-fired turbines is slowing those additions and driving investment toward renewables and energy storage, NextEra Energy CEO John Ketchum told Reuters. Portuguese utility EDP plans to direct more than half its capital expenditures—about $5.3 billion—toward U.S. renewables over the next three years. Semafor’s energy editor concluded that despite the administration’s pro-fossil-fuel stance, President Trump will likely preside over the largest clean-energy buildout in U.S. history.