According to the U.S. Energy Information Administration (EIA), solar and wind have grown from roughly a quarter of new capacity additions in 2010 to more than two-thirds in recent years, reflecting a fundamental shift in how the U.S. grid is expanding. In 2024 alone, the U.S. added a record 31.1 GW of solar capacity, compared to just 0.3 GW in 2010. In 2025, this number fell slightly to 27.7 GW, with a minor rebound in natural gas. But solar remains the dominant source of new electricity, comprising more than half of utility-scale additions last year. This surge in renewables deployment is reshaping the nation’s generation mix. In 2010, renewables (including wind, solar, hydropower, biomass, and geothermal) accounted for just 10.4% of total U.S. electricity generation. By 2025, that share had more than doubled to 25.7%, according to the EIA. Similarly, battery storage has emerged as a central component of capacity additions. Annual installations have soared from less than 1 GW in 2019 to approximately 15.6 GW of new utility-scale storage added in 2025 – more than a quarter of total utility-scale capacity additions in the year. Utility-scale storage has grown from a nascent sector to a U.S. strength in less than five years, with Bloomberg reporting that the U.S. now has enough domestic battery manufacturing capacity to meet demand for new installations. Contrary to federal administrative maneuverings, we are not seeing fossil fuel dominance in the electricity sector. Instead, it is solar, wind, and storage that are redefining electricity expansion in the U.S., providing not just new generation, but the increasing storage flexibility needed to maintain demand response in a shifting landscape dominated by AI data centers and other electrification trends.





