New data from the Solar Energy Industries Association (SEIA) shows that the US solar supply chain has been fully reshored, with manufacturing capacity growing across every part of the solar and storage sector.
A US solar system from start to finish
With Hemlock’s new ingot and wafer facility coming online in Q3 2025, the US can now produce every major solar component domestically, from polysilicon to modules. According to SEIA, 65 new or expanded solar and storage factories have come online this year, bringing $4.5 billion in private investment to US communities.
However, SEIA warns that more than 100 factories and $31 billion in the pipeline could be at risk if the Trump administration continues its attacks on solar energy.
Solar manufacturing is booming – for now
The SEIA Solar & Storage Supply Chain Dashboard reports major capacity growth across every segment since late 2024. As of October 2025, US module production capacity has surpassed 60 gigawatts (GW), a 37% increase from December 2024. Solar cell production has more than tripled, jumping from 1 GW to 3.2 GW.
Battery cell manufacturing for stationary storage has climbed to over 21 gigawatt-hours (GWh), which SEIA says is enough to power the city of Houston from sunset to sunrise.
“This growth is a testament to the power of American innovation,” said Abigail Ross Hopper, SEIA’s president and CEO. “We’re building factories, hiring American workers, and showing that solar energy means made-in-America energy.”
Inverter manufacturing, which converts solar power into usable electricity, has jumped nearly 50% since the end of 2024, rising from 19 GW to 28 GW of capacity. Mounting system production is also up 14%, with 23 new factories added since 2024.
A pipeline under political threat
The US solar pipeline remains strong, with 23 GW of new module capacity, 34 GW of cell capacity, 25 GW of inverter capacity, and 95 GWh of battery cell capacity either under construction or announced. But SEIA says that Trump administration policies, regulations, and trade actions are creating uncertainty that could hurt progress.
“We’re seeing strong growth today, but that momentum isn’t guaranteed,” Hopper said. “If the administration continues down this path, they risk driving investment overseas, stifling job creation, raising costs on consumers, and handing America’s manufacturing advantage to our competitors.
Top comment by Jamis
I just hope renewable energy generation continues to grow in spite of the republican efforts. There is a place for petroleum in industry, but not at the expense of the consumer. I think a good analogy is how the railroad industry progressed in power generation. It began with wood burning engines, and went to anthracite coal. And when anthracite coal became too expensive and limited supply, the railroads switched to less efficient bituminous coal. Then came gas and diesel powered locomotives, followed by diesel electric locomotives. Then pure electric locomotives became popular and now battery electric locomotives are coming on line. As the horse and buggy were replaced by ICE powered vehicles, EVs will replace them. Eventually, fossil fuels will have a limited role in industry. The more renewable energy generation we have, the better our lives will be, contrary to what the current administration wants us believe.
“If the administration does not reverse its harmful actions that have undermined market certainty, energy costs will rise even further, and the next wave of factories and jobs could be at risk.”
Read more: The Trump administration just killed the US’s largest solar project
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