National trade association for the U.S. solar energy industry
In May, solar supplied 12.8% of the United States' electricity, surpassing coal for the first time, while coal accounted for 12.2%. Solar has become the third-largest source behind natural gas and nuclear, with expectations that solar will overtake coal on an annual basis within a few years. Trump has announced a plan to bolster the coal industry.
A series of policy changes and local actions across the US and Hawaii are threatening tax credits, farm and rooftop solar projects, and small-business solar adoption. While some communities push for faster rooftop and street-level solar deployments, lawmakers are revisiting credits and funding rules, risking delays for ongoing installations and new deployments.
GM is expanding its energy storage push with a new sodium‑ion battery program for grid storage, partnering with Peak Energy and exploring vehicle‑to‑grid software. The move aims to cut costs and accelerate deployment as AI‑driven data center demand fuels electricity use.