First Solar, Enphase In Focus As 93% Of New US Power Goes Renewable

Benzinga_recent_news01:18

America's power grid is undergoing a dramatic shift — and solar is leading the charge. U.S. developers will add 86 gigawatts of new utility-scale generating capacity in 2026. What makes it interesting...

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U.S. developers will add 86 gigawatts of new utility-scale generating capacity in 2026. What makes it interesting is that just 7% of that will come from natural gas. \nFirst Solar shares have more than doubled in price since hitting multi-year lows last April amid a wider stock-market sell-off triggered by President Donald Trump‘s tariff announcements. The Enphase stock has rallied 78% from the lows reached in November.\nUtility-scale solar alone will account for 51% of new capacity. Batteries will contribute 28% and wind 14% to that total, according to U.S. Energy Information Administration data.\nThe surge isn't just about climate goals — it's about speed and economics. With gas turbines backordered and new nuclear plants years away, solar and battery projects have emerged as the fastest and cheapest way to bring new electricity online.\nThis dynamic is becoming increasingly important as electricity demand surges. The rapid expansion of data centers and AI infrastructure partially drives this surge. Utilities facing urgent power needs are grabbing renewables because they can deploy them far faster than traditional energy sources.\nFor companies like First Solar (which manufactures utility-scale solar modules), and Enphase (which supplies critical inverter technology), the acceleration in solar deployments signals strong demand visibility.\nIronically, policy changes may have accelerated the renewable boom. The phaseout of federal tax credits has triggered a rush among developers to launch projects and lock in incentives before they expire. This has pulled forward years of planned installations.\nDespite criticism from policymakers who have labeled renewables as unreliable, market realities are driving adoption. Solar and battery storage have become the most scalable solutions to meet immediate power demand.\nWith renewables dominating new capacity additions and electricity demand rising, the shift toward solar-heavy grid expansion could mark a structural tailwind for solar and energy storage stocks in the years ahead.\nImage: Shutterstock\nTo add Benzinga News as your preferred source on Google, click here.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"economic","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2613361317","isCrawlerRequest":true}