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The US smashed clean energy records last year. Can it keep up the pace?

Feb 12, 2025
Written by
Akielly Hu
In collaboration with
canarymedia.com
The US smashed clean energy records last year. Can it keep up the pace?

Clean energy installations in the U.S. reached a record high last year, with the country adding 47% more capacity than in 2023, according to new research by energy data firm Cleanview.

Boosted by tax credits under the Inflation Reduction Act and the plummeting costs of renewable technologies, developers added 48.2 gigawatts of utility-scale solar, wind, and battery storage capacity in 2024. In total, carbon-free sources including nuclear accounted for 95% of new power capacity built in the U.S. last year; solar and batteries alone made up 83%.

The report finds that developers are not only building more projects but bigger ones, too. In 2024, companies built 135 solar, wind, and storage facilities with 100 megawatts or more of capacity, continuing a trend of clean energy megaprojects around the country.

Despite the growth of renewables, fossil fuels — mostly gas — still generated more than half of the U.S.’s electricity last year. Carbon-free sources including nuclear produced just over 40% of power.

This year, renewables will continue growing but at a slower pace, the report says. Based on developer projections, the U.S. could add 60 GW of large-scale clean power capacity in 2025. That would be a 26% jump from the previous year, but it’s only possible if the industry can maintain momentum despite headwinds from the Trump administration.

Solar led the way last year and is expected to do the same this year.

In 2024, the U.S. added a new record of 32.1 GW worth of utility-scale solar capacity. That’s a 65% increase from 2023, when the country added 19.5 GW of utility-scale solar. Most new solar was built in Texas, which added 8.9 GW worth of the clean energy source, followed by Florida, which built 3 GW and outpaced California for the first time. Arkansas, Missouri, and Louisiana each saw rapid growth in solar, adding hundreds of MW of capacity where relatively little existed before.

Developers expect to add 33 GW of utility-scale solar to the grid in 2025, which would represent a 3% year-on-year growth, the report finds. The U.S. Energy Information Administration, meanwhile, said in late January that it expects solar installations to decline to 26 GW this year.

Continued progress for solar — and for any clean energy deployments — will depend heavily on the Trump administration.

President Donald Trump has already stalled clean energy and infrastructure projects nationwide by attempting to halt hundreds of billions of dollars in congressionally authorized funding — a move that experts say is illegal and has been struck down by federal courts. Some Republican members of Congress have also threatened to roll back clean energy tax credits under the Inflation Reduction Act that are key to enduring growth in the renewables sector.

For utility-scale solar, ​“uncertainty around the Trump administration’s energy agenda and the future of the IRA will cause the segment to stagnate, despite extremely high demand from data centers,” analysts at Wood Mackenzie wrote in January.

The political picture is even more grim for the U.S. wind sector, which has already seen years of declining installations and now faces relentless attacks from Trump.

For several years now, the wind industry has faced challenges including a lack of long-distance transmission lines to transport electricity from far-flung areas in the middle of the country to urban centers. Supply chain woes and inflation have also led to a spate of canceled offshore wind projects in the Northeast.

In 2024, the U.S. added 5.1 GW of utility-scale wind, including its first commercial offshore wind farm, marking a 23% drop from 2023 and the fourth year in a row of falling annual installations. Texas alone accounted for 42% of the country’s new wind capacity in 2024, bringing 2.1 GW online.

Developers expect to add 9.2 GW of wind capacity this year, and 6.1 GW are already under construction or waiting to come online, according to the Cleanview report. If that happens, wind capacity additions would increase by 79% this year.

But that’s a big if. Trump has vowed that ​“no new windmills” will be built during his presidency and has taken aim at offshore wind in particular — a sector that on paper is set to give wind installations a big boost this year. It remains to be seen whether these under-construction projects will be able to forge ahead as planned despite political headwinds.

Battery storage could be more of a bright spot. Its growth, already fast, is set to accelerate this year.

Last year, the U.S. added 10.9 GW of battery storage capacity, a 65% year-on-year increase that surpassed the previous 56% leap in 2023. California and Texas brought the most grid storage online, building 3,152 MW and 2,832 MW of capacity respectively.

In 2025, storage developers expect to add 18.1 GW of capacity, which would equal a 68% jump from 2024. Based on projections, Texas will overtake California as the nation’s leading energy storage market by adding 7 GW of capacity this year, Cleanview found.

The battery buildout has been propelled in part by declining prices, but even energy storage hasn’t escaped Trump’s assault on renewables. The administration’s tariffs on Chinese imports are expected to negatively impact the industry, which relies on batteries manufactured in China.

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In collaboration with
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