The U.S. solar market is shifting as a sector. As the Financial Times reports, the early rollback of clean energy tax credits is forcing parts of the industry to adapt faster than expected. Still, demand remains strong. Solar still accounted for 58% of all new U.S. generation added through Q3 2025, driven by rising electricity prices and surging power demand.
Jorge Vargas, CEO of Aspen Power, illustrated a clear shift: “There’s capital but not for everyone. You’re going to see more and more consolidation as capital gets more fickle.”
Read it here: https://www.ft.com/content/7704e28a-5ec3-4921-acc7-bbbd1fb97980