ACP: US Adds 60+ Solar & Storage Factories In 2025

The US clean energy manufacturing industry expanded rapidly in 2025, with more than 70 new facilities coming online. With these factories online, the country’s total number of manufacturing plants supporting the domestic clean energy supply chain exceeded 825, according to a new report from the American Clean Power Association (ACP). 

Domestic manufacturing capacity for solar modules and battery storage modules is now sufficient to fully meet US demand, says the report titled The State of Clean Energy Manufacturing 2026. 

Of the new additions last year, nearly 30 large-scale solar PV manufacturing facilities totaling 15 GW of module capacity, and more than 30 battery storage manufacturing facilities began operations in 2025, expanding the total number of factories in these industries to over 140 each. 

Solar PV Manufacturing in the US 

The US now has 63 GW of solar module production capacity, which already outpaces installation demand. ACP analysis shows that the country’s crystalline silicon module production using domestic cells, combined with domestic thin-film capacity, will be able to meet its annual solar demand by 2027. 

The report also highlights strong growth across the solar supply chain, including modules, cells, trackers, racking systems, inverters, and electrical balance-of-system (EBOS) components. 

More than 140 US facilities now manufacture primary solar components, while over 300 facilities support the broader solar supply chain across 42 states. For primary component manufacturing in solar PV, the growth is currently concentrated in module production, but the report writers believe US solar cell capacity is on track for a similar expansion. 

Corning remains the exclusive US-based producer of solar ingots and wafers with a nameplate capacity sufficient to meet nearly 25% of current US cell manufacturing needs. Ingot and wafer capacity is expected to double by the end of the decade, but it will not be enough to meet domestic cell demand, according to ACP. 

As for polysilicon, current capacity is sufficient to meet domestic ingot and wafer demand, but falls short of both domestic cell and overall installation demand.  

In the balance of system (BOS) space, there are nearly 70 tracking and racking facilities online, which are enough to cover all domestic demand for trackers and racking rails. 

The country has more than 50 new solar manufacturing plants in the works, with half of these module and cell fabs, according to ACP, which shows that large-scale solar manufacturing is ‘poised for strong, sustained growth’ despite policy headwinds. 

“Alongside unprecedented growth, there remains opportunity for more. Ingot and wafer production sits as a domestic choke point for the supply chain,” reads the report. “Onshoring solar-specific glass production presents another major supply chain prospect as there currently is no domestic capacity. As a result, near-term imports must remain cost efficient to best support the competitiveness of domestic downstream manufacturing.” 

Battery Storage Manufacturing 

Domestic battery energy storage system (BESS) manufacturing is booming in the US. ACP expects around 30 new facilities to come online by 2026-end, mirroring the growth in 2025. The country’s cumulative battery storage manufacturing capacity reached 75 GWh annually, enough to satisfy 100% of domestic battery demand. Its growth will coincide with the rising electricity demand driven by the proliferation of data centers. 

The majority of the energy storage components tracked by ACP are lithium-iron phosphate (LFP)-graphite batteries. The report said domestic battery module, cell, and lithium processing capacity could meet US demand as early as 2026 if planned projects are completed on schedule. 

“There are over 100 additional sites across 28 states either planned or under construction that aim to support the BESS supply chain,” the report notes. “If realized, these 100 projects, in combination with existing plants, would represent a domestic supply chain capable of meeting annual demand for domestic battery storage systems.” 

The report also noted that imports declined as domestic manufacturing expanded. Solar imports fell by an estimated 33% in 2025, including a 57% drop in solar module imports, while battery storage imports declined by more than 10% despite record growth in deployments. On the other hand, Chinese battery storage imports fell 22% YoY, particularly following the May 2025 preliminary AD/CVD determinations for Anode Active Material (AAM) Chinese suppliers. The investigation was terminated in March 2026. 

According to ACP, active clean energy manufacturing with over 825 factories contributes $31 billion annually to US GDP, with solar facilities driving half of this economic impact, and supports 215,700 jobs nationwide. The solar industry provided a total of 106,100 jobs, with batteries and energy storage employing 53,100, while onshore and offshore wind account for 55,200 and 1,300 jobs, respectively. The sector’s workers earn over 35% more than the national average wage. 

By 2030, ACP expects more than 950 clean energy manufacturing facilities to support nearly 374,000 jobs across the country. 

Jason Grumet, ACP’s CEO, said growing electricity demand is driving investment in domestic solar and storage supply chains. He added that policy certainty would be important to maintaining manufacturing growth. “Congress needs to provide reasonable tariff compliance timelines and regulatory certainty on trade to support the manufacturers that are powering American communities,” Grumet explained.  

The complete report can be accessed on ACP’s website.