The US photo voltaic {industry} put in 10.8 gigawatts direct present (GWdc) of capability within the first quarter (Q1), growing the nation’s put in photo voltaic technology capability to 248 GW, in accordance with the Photo voltaic Power Industries Affiliation (SEIA).
The full put in capability is sufficient to energy 41.2 million houses. In the meantime almost 280,000 jobs have been created by the {industry}, SEIA stated in its “Photo voltaic Market Insights Report”.
The added capability marks a seven % fall from the identical three-month interval final yr and a 43 % decline towards the prior quarter. Q1 2025, nevertheless, remains to be the fourth-biggest quarter, in accordance with SEIA.
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Texas led installations within the quarter at 2.7 GWdc, 92 % greater than second-ranked Florida. Most installations within the two states had been utility-scale.
In the meantime 8.6 GW of module manufacturing capability had been added, growing the entire to 51 GW and making Q1 2025 the third strongest quarter for manufacturing unit constructing. Texas, Ohio and Arizona led.
U.S. photo voltaic cell manufacturing capability doubled to 2 GW due to a brand new facility in South Carolina.
“Photo voltaic and storage proceed to dominate America’s vitality financial system, including extra new capability to the grid than any expertise utilizing more and more American-made tools”, stated SEIA president and chief govt Abigail Ross Hopper.
Nonetheless, coverage modifications, together with new tariffs on cells and modules from Southeast Asia, threaten progress, SEIA warned.
“Complicated and evolving commerce actions will considerably influence photo voltaic growth over the following 5 years”, it stated. “Current modifications to anti-dumping and countervailing duties (AD/CVD) on cells and modules from Southeast Asia, in addition to the introduction of recent, non-industry-specific tariffs over the previous few months, could result in provide chain shifts and potential venture delays or cancellations, significantly within the utility-scale phase.
“The US photo voltaic {industry} additionally faces important challenges as a result of current federal actions, together with proposed modifications to tax credit that will successfully make them unusable for brand new initiatives within the close to time period and a shift in vitality priorities in the direction of fossil fuels, creating an unsure surroundings for photo voltaic progress within the coming years”.
The removing of tax credit might result in a decline of 173 terawatt-hours in vitality manufacturing, making the U.S. fall wanting assembly demand or lag behind China within the AI race, in accordance with a separate evaluation by SEIA.
The evaluation warned that the Home-passed price range reconciliation invoice might cut back vitality infrastructure funding by $220 million to $285 million by 2030.
Moreover 330,000 manufacturing jobs could be put in danger. “Provisions focusing on residential rooftop photo voltaic might value 62,000 jobs this yr and nearly 200,000 in 2026”, the evaluation stated.
To contact the creator, e-mail jov.onsat@rigzone.com
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