Overview

• SEIA and Wood Mackenzie project a 55 GW shortfall in U.S. solar deployment by 2030 versus pre‑HR1 forecasts.
• The report’s low case says Interior Department permitting changes threaten roughly 44 GW of planned projects, with Arizona, California and Nevada most affected.
• Reuters’ readout highlights a risk of installing 27% less capacity during 2026–2030 following the tax-law rollback.
• The sector added nearly 18 GW in the first half of 2025, with solar plus storage providing about 82% of new U.S. power capacity in that period.
• Domestic module capacity rose by 13 GW to 55 GW in H1 2025, yet Q2 saw no new upstream manufacturing investment due to policy uncertainty.