FERC: Renewables made up 88% of recent US energy producing capability to Sept 2025

Newly revealed information from the Federal Power Regulatory Fee (FERC), reviewed by the SUN DAY Marketing campaign, reveal that photo voltaic accounted for over 75% of US electrical producing capability added within the first 9 months of 2025. In September alone, photo voltaic supplied 98% of recent capability, marking 25 consecutive months during which photo voltaic has led amongst all vitality sources.

Yr-to-date (YTD), photo voltaic and wind have every added extra new capability than pure gasoline has. The combo of all renewables stays on monitor to exceed 40% of put in capability inside three years; photo voltaic alone could also be 20%.

Photo voltaic was 75% of recent producing capability YTD

In its newest month-to-month “Power Infrastructure Replace” report (with information via September 30, 2025), FERC says 48 “items” of photo voltaic totaling 2,014 megawatts (MW) have been positioned into service in September, accounting for 98% of all new producing capability added in the course of the month. Oil supplied the steadiness (40 MW).

The 567 items of utility-scale (>1 MW) photo voltaic added in the course of the first 9 months of 2025 whole 21,257 MW and have been 75.3% of the full new capability positioned into service by all sources. Photo voltaic capability added YTD is 6.5% greater than that added throughout the identical interval a yr earlier.

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Photo voltaic has now been the most important supply of recent producing capability added every month for 25 consecutive months, from September 2023 to September 2025. Throughout that interval, whole utility-scale photo voltaic capability grew from 91.82 gigawatts (GW) to 158.43 GW. No different vitality supply added something near that quantity of recent capability. Wind, for instance, expanded by 11.07 GW whereas pure gasoline’s internet enhance was simply 4.60 GW.

Between January and September, new wind vitality has supplied 3,724 MW of capability additions – a rise of 28.6% in comparison with the identical interval final yr and greater than the brand new capability supplied by pure gasoline (3,161 MW). Wind accounted for 13.2% of all new capability added in the course of the first 9 months of 2025.

Renewables have been 88% of recent capability added YTD

Wind and photo voltaic (plus 4 MW of hydropower and 6 MW of biomass) accounted for 88.5% of all new producing capability whereas pure gasoline added simply 11.2% YTD. The steadiness of internet capability additions got here from oil (63 MW) and waste warmth (17 MW).

Utility-scale photo voltaic’s share of whole put in capability (11.78%) is now just about tied with that of wind (11.80%). If latest progress charges proceed, utility-scale photo voltaic capability ought to surpass that of wind in FERC’s subsequent “Power Infrastructure Replace” report.

Taken collectively, wind and photo voltaic make up 23.58% of the US’s whole obtainable put in utility-scale producing capability.

Furthermore, greater than 25% of US photo voltaic capability is within the type of small-scale (e.g., rooftop) methods that aren’t mirrored in FERC’s information. Together with that extra photo voltaic capability would deliver the share supplied by photo voltaic and wind to greater than 1 / 4 of the US whole.

With the inclusion of hydropower (7.59%), biomass (1.05%) and geothermal (0.31%), renewables at the moment declare a 32.53% share of whole US utility-scale producing capability. If small-scale photo voltaic capability is included, renewables now account for greater than one-third of the full US producing capability.

Photo voltaic quickly to be No. 2 supply of US producing capability

FERC studies that internet “excessive likelihood” internet additions of photo voltaic between October 2025 and September 2028 whole 90,614 MW – an quantity virtually 4 instances the forecast internet “excessive likelihood” additions for wind (23,093 MW), the second quickest rising useful resource.

FERC additionally foresees internet progress for hydropower (566 MW) and geothermal (92 MW) however a lower of 126 MW in biomass capability.

In the meantime, pure gasoline capability is projected to broaden by 6,667 MW, whereas nuclear energy is anticipated so as to add simply 335 MW. In distinction, coal and oil are projected to contract by 24,011 MW and 1,587 MW, respectively.

Taken collectively, the online new “excessive likelihood” internet utility-scale capability additions by all renewable vitality sources over the following three years – the Trump administration’s remaining time in workplace – would whole 114,239 MW. However, the put in capability of fossil fuels and nuclear energy mixed would shrink by 18,596 MW.

Ought to FERC’s three-year forecast materialize, by mid-fall 2028, utility-scale photo voltaic would account for 17.3% of put in U.S. producing capability, greater than every other supply apart from pure gasoline (39.9%). Additional, the capability of the combination of all utility-scale renewable vitality sources would exceed 38%. The inclusion of small-scale photo voltaic, assuming it retains its 25% share of all photo voltaic vitality, may push photo voltaic’s share to over 20% and that of all renewables to over 41%, whereas the share of pure gasoline would drop to lower than 38%.

The truth is, the numbers for renewables might be considerably greater.

FERC notes that “all additions” (internet) for utility-scale photo voltaic over the following three years might be as excessive as 232,487 MW, whereas these for wind may whole 65,658 MW. Hydro’s internet additions may attain 9,927 MW whereas geothermal and biomass may enhance by 202 MW and 32 MW, respectively. Such progress by renewable sources would swamp that of pure gasoline (29,859 MW).

“In an effort to disclaim actuality, the Trump Administration has simply introduced a renaming of the Nationwide Renewable Power Laboratory (NREL) during which it has eliminated the phrase ‘renewable’,” famous the SUN DAY Marketing campaign’s government director Ken Bossong. “Nevertheless, FERC’s newest information present that no quantity of rhetorical manipulation can change the truth that photo voltaic, wind, and different renewables proceed on the trail to eventual domination of the vitality market.”

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