2026 Renewable Energy Industry Outlook | Deloitte
In 2026, developers are likely to accelerate solar-plus-storage to serve hyperscaler demand, diversify revenue to manage volatility, and position early in long
Related Topics:
Solar Support Demand
US Solar Surged 35% in 2025, Overtaking Hydro for the First Time
Energy US Solar Surged 35% in 2025, Overtaking Hydro for the First Time Fossil fuels still dominate the energy mix. But growth in renewables offset nearly 75% of new power demand.
Following 35% growth, solar has passed hydro on US grid
Combined with hydropower, the growth in wind and solar should push renewable energy to nearly a quarter of the US electricity mix, barring a massive increase in demand.
Solar Market Insight Report Q4 2025
Despite the changing market and policy conditions that the solar industry has faced this year, solar will remain the dominant power source added to the grid in the next five years.
U.S. Solar Market Trends 2025 – Record Growth & Risks
Corporations with 100% renewable commitments, utilities replacing fossil plants, and consumers seeking bill savings are driving solar demand.
Spring 2025 Solar Industry Update
As the energy crisis fueled by Russia''s invasion of Ukraine has subsided, demand for residential solar systems in the EU has declined and several residential solar incentive schemes
US electricity demand surged in 2025 – solar handled
Solar supplied 61% of US electricity demand growth in 2025, as rising power needs were met largely by record solar and batteries.
Solar met 61% of US electricity demand growth in 2025
Solar energy met nearly two-thirds of the growth in US electricity demand in 2025. According to a report from Ember, solar generation increased by 83 TWh, a 27% increase over 2024.
Solar power generation drives electricity generation growth over the
Almost 70 gigawatts (GW) of new solar generating capacity projects are scheduled to come online in 2026 and 2027, which represents a 49% increase in U.S. solar operating capacity
Quarterly Solar Industry Update
Each presentation focuses on global and U.S. supply and demand, module and system price, investment trends and business models, and updates