Solar continues ‘domination’ of new energy capacity additions, per FERC data

February 03, 2026 at 4:45 PM
Martin McConnell
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<p>Solar energy has held the top spot in new energy capacity additions for more than two straight years, according to a new Energy Infrastructure Update by the Federal Energy Regulatory... <a class="view-article" href="https://solarbuildermag.com/utility-scale-solar/solar-continues-domination-of-new-energy-capacity-additions-per-ferc-data/">View Article</a></p> <p>-- Solar Builder magazine</p>

<figure class="wp-block-image size-full"><img alt="solar energy utility grid modernization" class="wp-image-17807" height="427" src="https://solarbuildermag.com/wp-content/uploads/2017/07/solar-energy-utility-grid-modernization.jpg" width="640" /></figure>

<p>Solar energy has held the top spot in new energy capacity additions for more than two straight years, according to a <a href="https://cms.ferc.gov/media/energy-infrastructure-update-november-2025">new Energy Infrastructure Update</a> by the <a href="https://ferc.gov/">Federal Energy Regulatory Commission (FERC)</a>. Accounting for 72% of new American energy capacity in November 2025, it seems solar is unlikely to give up that spot any time soon. </p>

<p>A new review of the FERC data by the <a href="https://www.sunday.earth/">SUN DAY Campaign</a> and executive director Ken Bossong says solar is now on track to surpass coal capacity before the end of 2026. Additionally, solar and wind accounted for 93% of November 2025&#8217;s total energy additions, by far the two largest renewable energy sources in America.</p>

<p>Solar has held the top spot since September 2023. In light of the new FERC report, Bossong and the campaign forecast <a href="https://solarbuildermag.com/news/eia-solar-smashes-records-in-2025-now-topping-wind-hydro-and-coal-in-key-months-as-renewables-surge-past-26-of-u-s-generation/">wind and solar power</a> to add another 106 GW of energy capacity over the course of the next three years.</p>

<p>&#8220;Coupled with recent court decisions to lift &#8216;pauses&#8217; on offshore wind construction, the continued dominant growth by solar and wind should send a clear wake-up call to the Trump Administration,&#8221; Bossong says. &#8220;Renewable energy is the future and will not be stopped by the <a href="https://solarbuildermag.com/projects/trumps-one-big-beautiful-bill-act-reshapes-u-s-energy-landscape/">short-sighted policies</a> emanating from the White House.&#8221;</p>

<h3 class="wp-block-heading" id="h-solar-s-trump-card-utility-scale-options">Solar&#8217;s trump card: utility-scale options</h3>

<p>Released last November, FERC&#8217;s latest report says that solar added nearly 2.9 GW of capacity in November alone, good for 38 &#8220;units&#8221; of new power. November was solar energy&#8217;s second-best month of the year for new capacity, behind January 2025.</p>

<p>Solar&#8217;s late-year additions include 13 projects over 100 MW each, Bossong says. The 484.6-MW Parliament Solar Project just outside of Houston and the 256.3-MW Stampede Solar &amp; Storage Expansion Project on the outskirts of Dallas both came online in November 2025.</p>

<p>Those <a href="https://solarbuildermag.com/utility-scale-solar/sma-america-cep-expand-partnership-for-power-station-integration/">utility-scale projects</a>—plus about 25.5 GW more in utility-scale capacity throughout the year—have served as one of solar&#8217;s greatest assets during its 27-month-and-counting run at the top, Bossong and the SUN DAY Campaign say.</p>

<p>&#8220;(Between September 2023 and November 2025), total utility-scale solar capacity grew from 91.82 GW to 163.44 GW,&#8221; the SUN DAY Campaign says. &#8220;No other energy source added anything close to that amount of new capacity. Wind, for example, expanded by 13.20 GW while natural gas’ net increase was just 6.83 GW.&#8221;</p>

<p>At just over 12%, utility-scale solar now accounts for nearly one eighth of the U.S.&#8217;s total installed generating capacity, Bossong says. Combined with wind, solar makes up nearly a quarter of the country&#8217;s installed utility-scale capacity at about 24%.</p>

<figure class="wp-block-image size-full"><img alt="utility scale solar" class="wp-image-22800" height="465" src="https://solarbuildermag.com/wp-content/uploads/2018/12/utility-scale-solar.jpg" width="700" /></figure>

<h3 class="wp-block-heading" id="h-a-bright-future-for-utility-scale-renewables">A bright future for utility-scale renewables</h3>

<p>FERC&#8217;s latest report forecasts major growth in the renewable energy sector over the next three years, with solar continuing to lead the pack. </p>

<p>The commission reports that solar&#8217;s &#8220;high probability&#8221; capacity additions could total over 86.1 GW between December 2025 and November 2028. This number, the SUN DAY Campaign says, would more than quadruple wind&#8217;s predicted additions of about 19.8 GW, and leave other renewables even further in the metaphorical dust.</p>

<p>Still, FERC has forecasted <a href="https://solarbuildermag.com/canada/solar-to-complement-canadas-hydroelectric-upgrades/">growth for hydropower</a> and geothermal energy in the next three years, and a dip of more than 116 MW for biomass energy capacity. Total utility-scale additions from renewables could account for total just under 106.5 GW throughout the rest of the second Trump administration, with utility-scale solar making up 17.2% of the country&#8217;s total energy generation.</p>

<p>The non-renewable side of things aren&#8217;t looking quite as rosy, the FERC reports. Natural gas, expected to be the nation&#8217;s leading energy generator at about 40.1%, is expected to see a growth of just over 10 GW.</p>

<h3 class="wp-block-heading" id="h-taking-everything-into-account">Taking everything into account</h3>

<p>Zooming out of the realm of high-probability utility-scale energy, the numbers look even better for renewable energy across the U.S. FERC&#8217;s &#8220;all additions&#8221; figure for utility-scale solar tells a staggering story, with totals as high as about 225.8 GW of added power in solar alone. </p>

<p>Before adding wind, hydropower, or geothermal additions, that forecasted number represents a 542% increase over expected natural gas additions, which total around 32.2 GW.</p>

<p>Inclusion of small scale solar like residential projects could push solar energy&#8217;s total share of capacity to 20% of the American energy grid by late 2028, FERC reports. That is, of course, assuming that small-scale projects retain their 25% share of all solar over the next three years. Conversely, natural gas&#8217;s share would drop to about 38% of the grid, as all renewables account for over 41%.</p>
<p>-- Solar Builder magazine</p>

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