Wood Mackenzie

Built World

As of September 2026: Co-publisher of US Solar Market Insight; compiles installation data and forecasts

The United States now has enough operating solar capacity to power more than 50 million homes, more than one-third of all households nationwide. Developers added 11.4 gigawatts of new solar in the second quarter of 2026, a 45% jump from the same quarter in 2025.

Updated Sep 17

Built World

As of September 2026: Co-author of the Solar Market Insight report

The US added 11.4 gigawatts of solar capacity in the second quarter of 2026 — a 45% jump from a year ago and the market's strongest quarter in years. Nearly all of it was utility-scale: developers rushed to start construction on large solar farms before a July 4 deadline stripped federal tax credit eligibility.

Updated Sep 12

Rule Changes

As of May 2026: Forecasting 25% residential solar installation decline in 2026

The 30% federal residential solar tax credit died at midnight on December 31, 2025. For twenty years, Section 25D let homeowners slash $9,000 off a typical $30,000 solar installation.

Updated May 19