U.S. Utility-Scale Solar and Battery Manufacturing Expansion

under construction and operational

The U.S. has seen significant growth in utility-scale solar and battery manufacturing capacity, with 30 new solar factories and 30 new battery factories coming online in the last year. This expansion is driven by the Inflation Reduction Act's subsidies and tax credits, enabling the country to meet or exceed domestic demand for solar panels and storage systems through 2030. However, investment in new factories is declining as many projects announced post-IRA are entering operations, and new policies have introduced stricter sourcing rules and shortened tax credit timelines.