In Q3 2025, the residential segment installed 1,088 MWdc of solar capacity, declining 4% year-over-year and quarter-over-quarter. Despite an industry rush to bring projects online this year to qualify for tax credits, equipment constraints are holding back installation growth.
A McKinsey analysis of three different future scenarios concluded that installed capacity for BESS could grow by about 50 percent annually in each one from 2022 to 2030 (Exhibit 1).