Solar Expected to Supply Over 50% of New US Energy in 2025

Written by Emily J. Thompson, Senior Investment Analyst

Source: Benzinga

Updated: Aug 23 2025

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Source: Benzinga

Record Year for Solar Power: The U.S. is on track for a record year in 2025 with solar power expected to dominate new electric generation capacity, contributing over 50% of the planned 64 GW.
Significant Growth in Texas: Texas has become the leading state for solar development, accounting for nearly 27% of new solar capacity added this year and surpassing California as the largest solar market.
Battery Storage Expansion: In addition to solar, battery storage is also experiencing rapid growth, with 5.9 GW coming online in the first half of 2025 and an expected additional 7 GW by year-end.
Modest Plant Retirements: Only 2 GW of capacity was retired in the first half of the year, with some scheduled retirements being delayed or canceled, particularly among coal and oil plants.

About the author

Emily J. Thompson

Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.

Solar Expected to Supply Over 50% of New US Energy in 2025

About the author

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