Record numbers of solar panels were shipped in the United States during 2021


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U.S. Solar Panel Shipments 2021 surged to 28.8 million kW of PV modules, tracking utility-scale and small-scale capacity additions, driven by imports from Asia, resilient demand, supply chain constraints, and declining prices.

 

Key Points

Record 28.8M kW PV modules shipped in 2021; 80% imports; growth in utility- and small-scale capacity with lower prices.

✅ 28.8M kW shipped, up from 21.8M kW in 2020 (record capacity)

✅ 80% of PV module shipments were imports, mainly from Asia

✅ Utility-scale +13.2 GW; small-scale +5.4 GW; residential led

 

U.S. shipments of solar photovoltaic (PV) modules (solar panels) rose to a record electricity-generating capacity of 28.8 million peak kilowatts (kW) in 2021, from 21.8 million peak kW in 2020, based on data from our Annual Photovoltaic Module Shipments Report. Continued demand for U.S. solar capacity drove this increase in solar panel shipments in 2021, as solar's share of U.S. electricity continued to rise.

U.S. solar panel shipments include imports, exports, and domestically produced and shipped panels. In 2021, about 80% of U.S. solar panel module shipments were imports, primarily from Asia, even as a proposed tenfold increase in solar aims to reshape the U.S. electricity system.

U.S. solar panel shipments closely track domestic solar capacity additions; differences between the two usually result from the lag time between shipment and installation, and long-term projections for solar's generation share provide additional context. We categorize solar capacity additions as either utility-scale (facilities with one megawatt of capacity or more) or small-scale (largely residential solar installations).

The United States added 13.2 gigawatts (GW) of utility-scale solar capacity in 2021, an annual record and 25% more than the 10.6 GW added in 2020, according to our Annual Electric Generator Report. Additions of utility-scale solar capacity reached a record high, reflecting strong growth in solar and storage despite project delays, supply chain constraints, and volatile pricing.

Small-scale solar capacity installations in the United States increased by 5.4 GW in 2021, up 23% from 2020 (4.4 GW), as solar PV and wind power continued to grow amid favorable government plans. Most of the small-scale solar capacity added in 2021 was installed on homes. Residential installations totaled more than 3.9 GW in 2021, compared with 2.9 GW in 2020.

The cost of solar panels has declined significantly since 2010. The average value (a proxy for price) of panel shipments has decreased from $1.96 per peak kW in 2010 to $0.34 per peak kW in 2021, as solar became the third-largest renewable source and markets scaled. Despite supply chain constraints and higher material costs in 2021, the average value of solar panels decreased 11% from 2020.

In 2021, the top five destination states for U.S. solar panel shipments were:

California (5.09 million peak kW)
Texas (4.31 million peak kW)
Florida (1.80 million peak kW)
Georgia (1.15 million peak kW)
Illinois (1.12 million peak kW)
These five states accounted for 46% of all U.S. shipments, and 2023 utility-scale project pipelines point to continued growth.

 

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Local study to look at how e-trucks might supply future electricity

Electrified Trucking Grid Integration explores vehicle-to-grid (V2G) strategies where rolling batteries backfeed power during peak demand, optimizing charging infrastructure, time-of-use pricing, and IESO market operations for Ontario shippers like Nature Fresh Farms.

 

Key Points

An approach using V2G-enabled electric trucks to support the grid, cut peak costs, and add revenue streams.

✅ Models charging sites, timing, and local grid impacts.

✅ Evaluates V2G backfeed economics and IESO pricing.

✅ Uses Nature Fresh Farms data for logistics and energy.

 

A University of Windsor project will study whether an electrified trucking industry might not only deliver the goods, but help keep the lights on with the timely off-loading of excess electrons from their powerful batteries via vehicle-to-grid approaches now emerging.

The two-year study is being overseen by Environmental Energy Institute director Rupp Carriveau and associate professor Hanna Moah of the Cross-Border Institute in conjunction with the Leamington-based greenhouse grower Nature Fresh Farms.

“The study will look at what happens if we electrified the transport truck fleet in Ontario to different degrees, considering the power demand for truck fleets that would result,” Carriveau said.

“Where trucks would be charging and how that will affect the electricity grid grid coordination in those locations at specific times. We’ll be able to identify peak times on the demand side.

“On the other side, we have to recognize these are rolling batteries. They may be able to backfeed the grid, sell electricity back to prop the grid up in locations it wasn’t able to in the past.”

The national research organization Mathematics of International Technology and Complex Systems (Mitacs) is funding the $160,000 study, and the Independent Electricity Systems Operator, a Crown corporation responsible for operating Ontario’s electricity market, amid an electricity supply crunch that is boosting storage efforts, is also offering support for the project.

Because of the varying electricity prices in the province based on usage, peak demand and even time of year, Carriveau said there could be times where draining off excess truck battery power will be cheaper than the grid, and vehicle-to-building charging models show how those savings can be realized.

“It could offer the truck owner another revenue stream from his asset, and businesses a cheaper electricity alternative in certain circumstances,” he said.

The local greenhouse industry was a natural fit for the study, said Carriveau, based on the amount of work the university does with the sector along with the fact it is both a large consumer and producer of electricity.

The study will be based on assumptions for electric truck capacity and performance because the low number of such vehicles currently on the road, though large electric bus fleets offer operational insights.

How will an electrified trucking industry affect Ontario’s electricity grid? University of Windsor engineering professor Rupp Carriveau is part of a new study on trucks being used to help deliver electricity as well as their products around Ontario. He is shown on campus on Tuesday, July 6, 2021.

How will an electrified trucking industry affect Ontario’s electricity grid? University of Windsor engineering professor Rupp Carriveau is part of a new study on trucks being used to help deliver electricity as well as their products around Ontario. He is shown on campus on Tuesday, July 6, 2021.

Nature Fresh Farms will supply all its data on power use, logistics, utility costs and shipping schedules to determine if switching to an electrified fleet makes sense for the company.

“As an innovative company, we are always thinking, ‘What is next?’, whether its developments in product varieties, technology or sustainability,” said company CEO Peter Quiring. “Green transportation is the next big focus.

“We were given the opportunity to work closely on this project and offer our operations as a case study to see how we can find feasible alternatives, not only for Nature Fresh Farms or even for companies in agriculture, but for every industry that relies on the transportation of their goods.”

Currently, Nature Fresh Farms doesn’t have any electrified trucks. Carriveau said the second phase of the study might actually involve an electric truck in a pilot project.

 

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Wind, solar, batteries make up 82% of 2023 utility-scale US pipeline

US Renewable Energy Capacity 2023 leads new utility-scale additions, with solar, wind, and battery storage surging; EIA data cite tax incentives, lower costs, and smart grid upgrades driving grid reliability and decarbonization.

 

Key Points

In 2023, renewables dominate new US utility-scale capacity: 54% solar, 7.1 GW wind, 8.6 GW battery storage, per EIA.

✅ 54% of 2023 US additions are solar, a record year

✅ 7.1 GW wind and 8.6 GW batteries expand grid resources

✅ Storage, smart grids, incentives boost reliability and growth

 

Wind, solar, and batteries make up 82% of 2023’s expected new utility-scale power capacity in the US, highlighting wind power's surge alongside solar and storage, according to the US Energy Information Administration’s (EIA) “Preliminary Monthly Electric Generator Inventory.”

As of January 2023, the US was operating 73.5 gigawatts (GW) of utility-scale solar capacity, which aligns with rising solar generation trends across the US – about 6% of the country’s total.

But solar makes up just over half of new US generating capacity expected to come online in 2023, supported by favourable government plans across key markets. And if it all goes as expected, it will be the most solar capacity added in a single year in the US. It will also be the first year that more than half of US capacity additions are solar, underscoring solar's No. 3 renewable ranking in the U.S. mix.

As of January 2023, 141.3 GW of wind capacity was operating in the US, reflecting wind's status as the most-used renewable nationwide – about 12% of the US total. Another 7.1 GW are planned for 2023. Tax incentives, lower wind turbine construction costs, and new renewable energy targets are spurring the growth. 

And developers also plan to add 8.6 GW of battery storage power capacity to the grid this year, supporting record solar and storage buildouts across the market, and that’s going to double total US battery power capacity.

However, differences in the amount of electricity that different types of power plants can produce mean that wind and solar made up about 17% of the US’s utility-scale capacity in 2021, but produced 12% of electricity, even as renewables surpassed coal nationally in 2022. Solutions such as energy storage, smart grids, and infrastructure development will help bridge that gap.

 

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UK Electric cars will cost more if Sunak fails to strike Brexit deal

UK-EU EV Tariffs 2024 threaten a 10% levy under Brexit rules of origin, raising electric vehicle prices, straining battery supply chains, and risking a price war for manufacturers, consumers, and climate targets across automotive market.

 

Key Points

Tariffs from Brexit rules of origin imposing 10% duties on EVs, raising UK prices amid battery and supply chain gaps.

✅ 10% tariffs if rules of origin thresholds are unmet

✅ Price hikes on UK EVs, led by Tesla Model Y

✅ Battery supply gaps strain UK and EU manufacturers

 

Electric cars will cost British motorists an extra £6,000 if Rishi Sunak fails to strike a post-Brexit deal with the EU on tariffs, industry bosses have told The Independent.

UK manufacturers warned of a “devastating price war” on consumers, echoing UK concern over higher EV prices across the market – threatening both the electric vehicle (EV) market and the UK’s climate change commitments – if tariffs are enforced in January 2024.

In the latest major Brexit row, the Sunak government is pushing the European Commission to agree to delay the costly new rules, even as the UK readies for rising EV adoption across the economy, set to come in at the start of next year as part of Boris Johnson’s Brexit trade deal.

But Brussels has shown no sign it is willing to budge – even as Washington has announced a 100% tariff on Chinese-made EVs this year – leaving business leaders in despair about the impact of 10 per cent tariffs on exports on Britain’s car industry.

The tariffs would increase the price of a new Tesla Model Y – the UK’s most popular electric vehicle – by £6,000 or more, according to a new report by the Independent Commission on UK-EU Relations.

“For the sake of our economy and our planet, the government has a responsibility to get round the table with the EU, fix this and fix the raft of other issues with the Brexit deal,” said commission director Mike Buckley.

The new rules of origin agreed in the Brexit trade and cooperation agreement (TCA) require 45 per cent of an electric car’s value, as the age of electric cars accelerates, to originate in the UK or EU to qualify for trade without tariffs.

The British auto industry has warned the 2024 rules pose an “existential threat” to sales because of the lack of domestic batteries to meet the rules, even as EV adoption within the decade is widely expected to surge – pleading for a delay until 2027.

The VDA – the lobby group for Germany’s car industry – has also called for an “urgent” move to delay, warning that the rules create a “significant competitive disadvantage” for European carmarkers in relation to China, where tariffs on Chinese EVs are reshaping global trade, and other Asian competitors.

The new report by the Independent Commission on UK-EU Relations – backed by the manufacturers’ body Make UK and the British Chamber of Commerce – warns that the January tariffs will immediately push up costs and hit electric vehicle sales, despite UK EV inquiries surging during the fuel supply crisis in recent years.

 

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UK electric car inquiries soar during fuel supply crisis

UK Petrol Shortages Drive EV Adoption as fuel crisis spurs electric vehicles, plug-in car demand, home charging, lower running costs, zero-emission mobility, ULEZ compliance, accelerating the shift from diesel to battery EVs.

 

Key Points

Fuel shortages push drivers to EVs, boosting inquiries and sales while highlighting the convenience of home charging.

✅ Surge in EV dealer inquiries and test drives

✅ Home charging avoids queues and fuel shortages

✅ Policy signals: ULEZ expansion, 2030 ICE ban

 

Sellers of plug-in vehicles say petrol shortages are driving people to adopt the new technology as the age of electric cars accelerates worldwide.

As petrol stations in parts of the UK started running out of fuel on Friday, business at Martin Miller’s electric car dealership in Guildford, Surrey, started soaring.

After what ended up being his company EV Experts busiest day ever, interest does not appear to be dying down. This week the diary is booked up with test drives and the business is low on stock amid supply constraints.

“People buy electric cars for environmental reasons, for cost-saving reasons and because the technology’s great, even though higher upfront prices remain a concern,” he said. “But Friday was one of those moments where people said, ‘Do you know what, this is a sign that we need to go electric’.”

While scenes of chaos play out at petrol stations across the country amid shortages, for many electric vehicle (EV) dealers the fuel crisis has led to an unexpected surge in inquiries and sales, even as some question an electric-car revolution narrative today.

EVA England, a non-profit representing new and prospective EV drivers, reports a rise in electric car inquiries and in interest at EV dealers, particularly in the last week.

“Saturday was bonkers but Friday even surpassed that, it was very strange,” said Miller, who founded his company four years ago. “I’ve now got trade-in cars with no petrol to move them.”

Along with existing factors such as the expansion of London’s ultra-low emission zone, the fuel crisis has proved to be another trigger point, he said. “People were using it as ‘this is the moment where I’m not going to put this off any longer’.”

The EV market is no longer the preserve of innovators and early adopters, he said, with the most popular models the Nissan Leaf, Volkswagen ID 3 and Jaguar I-Pace.

Ben Strzalko, the owner of Electric Cars UK in Leyland, Lancashire, said that as a small business it would take a few months to feel the knock-on effect of the fuel crisis on sales.

But every time there are problems with petrol or diesel, he said they acted as “one more tick for people making that transition to electric cars”.

He said “a lot of electric car owners will be chuffed to bits this last week” being able to plug in their cars at home. And as an EV driver himself, he admitted feeling a little smug as he drove past queues of 20 cars outside petrol stations over the weekend in his Tesla.

Matt Cleevely, the owner of Cleevely Electric Vehicles in Cheltenham, Gloucestershire, which specialises in used EVs, had a surge of inquiries over the weekend and on Monday morning from customers citing the fuel crisis as a reason for switching to electric.

He expects enthusiasm to continue rising, with petrol shortages adding “fuel to the fire”.

Although he feels sorry for non-EV drivers who have been unable to get fuel, he said as an electric car owner it was “very nice” not to have to worry about where to get petrol at the weekend.

“It’s very convenient that we’ve been able to just fuel up on our driveway. It’s one of the biggest pros of having an electric vehicle.”

The National Franchised Dealers Association also said multiple dealers have reported a spike in EV enquiries since the start of the crisis.

The Society of Motor Manufacturers and Traders reported “bumper growth” in the sale of plug-in cars in July, reflecting broader global market growth in recent years, with battery electric vehicles comprising 9% of sales. Plug-in hybrids accounted for 8% of sales and hybrid electric vehicles nearly 12%. Also in July, more electric vehicles were registered than diesel for the second consecutive month.

The UK has pledged to ban the sale of new petrol and diesel cars by 2030 and of new hybrids by 2035, a timeline that aligns with expectations that within a decade most driving could be electric.

Warren Philips, the volunteer communities director at EVA England, said the tipping point for EVs had already been reached but the fuel crisis “underlines how electric cars could work for the majority of people”.

He added: “The interest is already there, this just adds to it. And going forward with things like Cop26, with the climate crisis, with the cost of fuel probably going to rise … people will start looking at electric cars where you just skip that entire step.”

 

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Major investments by Canada and Quebec in electric vehicle battery assembly

Lion Electric Battery Plant Quebec secures near $100M public investment for an automated battery-pack assembly in Saint-Jérôme, fueling EV manufacturing, R&D, local supply chains, and heavy-duty zero-emission vehicle competitiveness and jobs.

 

Key Points

Automated battery-pack plant in Saint-Jérôme boosting EV manufacturing and strengthening Quebec's supply chain.

✅ $100M joint federal-provincial investment announced

✅ 135 jobs in 2023; 150 more long-term positions

✅ R&D hub to enhance heavy-duty EV battery performance

 

Canadian Prime Minister of Canada, Justin Trudeau, and the Premier of Quebec, François Legault, have announced an equal investment totalling nearly $100 million to Lion Electric, as a B.C. battery plant announcement has done in another province, for the establishment of a highly automated battery-pack assembly plant in Saint–Jérôme, in the Laurentians. This project, valued at nearly $185 million, will create 135 jobs when construction of the plant is completed in 2023. It is also expected that 150 additional jobs will be created over the longer term.

For the announcement, Mr. Trudeau and Mr. Legault were accompanied by the Minister of Innovation, Science and Industry, François-Philippe Champagne, by Quebec's Minister of Economy and Innovation, Pierre Fitzgibbon, and by Marc Bédard, President and Founder of Lion Electric.

The battery packs assembled at the new plant will be used in Lion Electric vehicles. This strategic investment will allow the company to improve its cost structure, and better control the design and shape of its batteries, making it more competitive in the heavy-duty electric vehicle market, as EV assembly deals put Canada in the race. Ultimately, the company will be able to increase the volume of its vehicle production. Lion Electric will be the first Canadian manufacturer of medium and heavy-duty vehicles to have state-of-the-art, automated battery-pack manufacturing facilities.

The company will also establish a research and development innovation centre within its manufacturing plant, which will allow it to test and refine products for future use, including batteries for emergency vehicles such as ambulances. The company will test innovations from research and development, including energy storage capacity and battery performance. The results will make these products more competitive in the North American market, where a Niagara Region battery plant signals growing demand.

The company said it expects to employ 135 people at the plant when it is operational by 2023. It also plans to invest in a research and development facility that could create a number of spinoff jobs.

"When we talk about an economic recovery that's good for workers, for families and for the environment, this is exactly the kind of project we mean," Trudeau said at a news conference in Montreal.

Trudeau toured Lion Electric's factory in Saint-Jérôme, Que., last March, just before the pandemic. (Ryan Remiorz/The Canadian Press)
It was the prime minister's first trip to Montreal in more than a year. He said one of the reasons he decided to attend the announcement was to illustrate the importance of the green economy and how Canada can capitalize on the U.S. EV pivot for future job growth.

The project also aligns with the Legault government's desire to create a supply chain within Quebec that is able to feed the electric vehicle industry, where Canada-U.S. collaboration could accelerate progress.

At Monday's announcement, Economy Minister Pierre Fitzgibbon spoke at length about the province's deposits of lithium and nickel — key components in electric vehicle batteries — as well as its supply of low-emission hydroelectricity.

"If we play our cards right, we could become world leaders in this market of the future," Fitzgibbon said.

Currently, many of those strategic minerals found in Quebec are exported to Asia where they are turned into battery cells, and then imported back to Quebec by companies like Lion, said Mickaël Dollé, a chemistry professor at the Université de Montréal.

By opening a battery assembly plant in Quebec, Lion could help stimulate more cell-makers, such as the Northvolt project near Montreal, to set up shop in the province. Further localizing the supply chain, Dollé said, means better value and a greener product. 

But other countries have the same goal in mind, he said, and the window for the province to establish itself as an important player in the emerging electric vehicle battery industry is closing quickly, as major Ford Oakville deal commitments accelerate competition.

"The decision has to be taken now, or in the coming months, but if we wait too long we may miss our main goal which is to get our own supply chain in Canada," Dollé said.

What's in a name?
Monday's announcement was closely watched in Quebec for what it foretold about the political future as well as the economic one.

By coming to Montreal and touring a vaccination clinic before making the funding announcement, Trudeau fed speculation in the province that he is preparing to call an election soon.

Intrigue also surrounded the informal meeting Trudeau had with Legault on Monday. The Quebec premier and members of his government have repeatedly expressed frustration with Trudeau during the pandemic.

 

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Solar Power Becomes EU’s Top Electricity Source

Solar has become the EU’s main source of electricity, marking a historic turning point in Europe’s energy mix as solar power surpasses nuclear and wind, accelerates renewable expansion, lowers carbon emissions, and strengthens the EU’s clean energy transition.

 

Why has Solar Become the EU’s Main Source of Electricity?

Solar has become the EU’s primary source of electricity due to rapid solar expansion, lower installation costs, and robust clean energy policies, which have boosted generation, reduced fossil fuel dependence, and accelerated Europe’s transition toward sustainability.

✅ Surging solar capacity and falling costs

✅ Policy support for renewable energy growth

✅ Reduced reliance on oil, gas, and coal

 

For the first time in history, solar energy became the leading source of electricity generation in the European Union in June 2025, marking a major milestone in the continent’s transition toward renewable energy, as renewables surpassed fossil fuels across the bloc this year. According to new data from Eurostat, more than half of the EU's net electricity production in the second quarter of the year came from renewable sources, with solar power leading the way.

Between April and June 2025, renewables accounted for 54 percent of the EU’s electricity generation, a 1.3 percent increase compared to the same period in 2024. The rise was driven primarily by solar energy, with countries like Germany seeing a solar boost amid the energy crisis, which generated 122,317 gigawatt-hours (GWh) in the second quarter—enough, in theory, to power around three million homes.

Rob Stait, a spokesperson for Alight, one of Europe’s leading solar developers, described the achievement as “heartening.” He said, “Solar’s boom is because it can generate huge energy cost savings, and it's easy and quick to install and scale. A solar farm can be developed in a year, compared to at least five years for wind and at least ten for nuclear. But most importantly, it provides clean, renewable power, and its increased adoption drastically reduces the reliance of Europe on Russian oil and gas supplies.”

Eurostat’s data shows that June 2025 was the first month ever when solar overtook all other energy sources, accounting for 22 percent of the EU’s energy mix, reflecting a broader renewables surge across the region. Nuclear power followed closely at 21.6 percent, wind at 15.8 percent, hydro at 14.1 percent, and natural gas at 13.8 percent.

The shift comes at a critical time as Europe continues to navigate the economic and energy challenges brought on by Russia’s ongoing war in Ukraine. With fossil fuel markets remaining volatile, countries have increasingly viewed investment in renewables as both an environmental and strategic imperative. As Stait noted, energy resilience and renewable infrastructure have now become a “strategic necessity.”

Denmark led the EU in renewable energy generation during the second quarter, producing 94.7% of its electricity from renewable sources. It was followed by Latvia (93.4%), Austria (91.8%), Croatia (89.5%), and Portugal (85.6%). Luxembourg recorded the largest year-on-year increase, up 13.5 percent, largely due to a surge in solar production. Belgium also saw strong growth, with a 9.1 percent rise in renewable generation compared to 2024, while Ireland targets over one-third green electricity within four years.

At the other end of the spectrum, Slovakia, Malta, and the Czech Republic lagged behind, producing just 19.9%, 21.2%, and 22.1% of their electricity from renewable sources, respectively.

Stait believes the continued expansion of renewables will help stabilize and eventually lower electricity prices across Europe. “The accelerated buildout of renewables will ultimately lower bills for both businesses and other users—but slower buildouts mean sky-high prices may linger,” he said.

He added a call for decisive action: “My advice to European nations would be to keep going further and faster. There needs to be political action to solve grid congestion, and to create opportunities for innovation and manufacturing in Europe will be critical to keep momentum.”

With solar energy now taking the lead for the first time, Europe’s clean energy transformation appears to be entering a new phase, as global renewables set new records and momentum builds—one that combines environmental sustainability with energy security and economic opportunity.

 

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