—Trump administration policies are threatening more than 500 planned solar and storage projects set to provide at least half of all planned electricity in the U.S. through 2030, according to a new analysis.
The Solar Energy Industries Association said the threatened projects would provide 116 gigawatts of capacity, with Texas constituting nearly 40 percent of the at-risk infrastructure. The findings, which rely on data from the Energy Information Administration, highlight the challenges facing the industry because of rollbacks in federal tax credits, funding cuts and policies such as new Interior Department reviews of projects.
“Political attacks on solar and storage are putting half of all power planned to come onto the grid this decade at risk, just as electricity demand from AI is exploding. These are projects that would lower costs for families, strengthen our grid, and cement America’s global competitiveness,” said Abigail Ross Hopper, president and CEO of SEIA, in a statement.
According to the analysis, at-risk solar and storage projects stretch across 44 states and could provide electricity to 16 million homes. Eighteen states are at risk of losing more than half of their planned power capacity through the end of the decade, the report said. Many of the affected states, such as Virginia and Arizona, are expected to lead the country in growth of data centers, which are helping push electricity demand higher.
