It looks like solar can already power about a third of American household demand, and is on track to get to two thirds within five years [1]. (Commercial and utility is leading the acceleration, even into Q2 2026.)
That said, we're hitting 2030 with ~20% of American electricity coming from solar and wind versus 40 to 60% under the IRA baselines. We may wind up in a long-term spiral where our adversaries have not only more manufacturing capability and structurally lower labour costs, but structurally cheaper energy, too.
That said, we're hitting 2030 with ~20% of American electricity coming from solar and wind versus 40 to 60% under the IRA baselines. We may wind up in a long-term spiral where our adversaries have not only more manufacturing capability and structurally lower labour costs, but structurally cheaper energy, too.
[1] https://seia.org/research-resources/us-solar-market-insight/