Sign In or Create an Account.

By continuing, you agree to the Terms of Service and acknowledge our Privacy Policy

Politics

Solar Was the Biggest Non-Loser of Trump’s First Day

While wind got hammered, the fastest growing renewable energy source emerged relatively unscathed.

Donald Trump in solar panels.
Heatmap Illustration/Getty Images

President Trump’s first executive actions put the wind industry on ice, undermined the transition to electric vehicles, and paused funding for EV chargers. But so far Trump has done little — if anything — to stymie the country’s fastest growing clean energy technology: solar.

This isn’t a huge surprise. On the campaign trail, Trump blasted former President Biden’s climate and clean energy policies from every angle, consistently criticising wind energy and promising to “end the EV mandate.” But any time solar came up, Trump admitted that he kind of, sort of liked it.

“By the way, I’m a big fan of solar,” Trump said at the presidential debate in September, before complaining about how much land solar farms take up. The following month at a roundtable in Miami, he said “I like, you know, some applications where you have it on a roof or you have it on something,” before launching into familiar complaints about land use.

This raises the question of whether the president might include solar farms in his plan to “unleash American energy.” More solar capacity was added to the grid last year than any other energy source, after all. As of September, it made up 78% of all new capacity additions. Rooftop solar is also one of the quickest and most direct ways for consumers to lower their energy bills, so the technology fits well within Trump’s agenda to lower energy costs.

Get the best of Heatmap in your inbox daily.

* indicates required
  • The Solar Energy Industries Association did not respond to my email requesting an interview, but the trade group is evidently trying to make this case to the new administration. “It’s clear that we will not reach President Trump’s vision for American energy dominance or technological innovation without continued solar and energy storage growth,” Abigail Ross Hopper, the group’s president, said in a statement published after the inauguration.

    Solar’s exclusion from Trump’s day one orders might be viewed optimistically as an implicit endorsement of that position, Harry Godfrey, a managing director at Advanced Energy United, told me. Other clues, however, are not so encouraging, he said.

    For example, in Trump’s executive order declaring an energy emergency, he excluded solar from his definition of “energy” or “energy resources” that will get expedited approvals. Solar was not mentioned in any of his energy-related actions on Monday.

    “If we’re facing a real energy emergency, and we need to address this, shouldn’t it be an all hands on deck activity?” Godfrey said. “That’s obviously bigger than just solar,” he added.

    Godfrey also observed that solar may not have gotten off completely unscathed. Trump froze all federal funds allocated by the Inflation Reduction Act and the Bipartisan Infrastructure Law for 90 days, which could affect any money remaining in solar-related programs.

    Naveed Hasan, the vice president of North American strategy for the solar company Sungrow, told me he’s less worried about the IRA freeze, as it’s only temporary. “From what I understand, the funds still have to be spent. They cannot be just completely cut through an executive order — that’s going to require the reconciliation process, going through Congress.”

    It’s likely too early to draw any big conclusions about how solar development will fare under Trump. It’s unclear whether his administration or the new Congress want to make changes to the tax credits available for clean energy, including for solar panels, for example.

    The president has also not yet revealed the full extent of his plans to increase tariffs on goods from China, which could hurt solar’s cost competitiveness. On Tuesday night, Trump said he was considering imposing a 10% tariff on Chinese goods beginning in February, which is far below the 60% he promised on the campaign trail, but doesn’t mean he won’t increase it later. The announcement followed a memo he sent to various agency heads on Monday which included a directive for the U.S. Trade Representative to “consider potential additional tariff modifications … particularly with respect to industrial supply chains and circumvention through third countries.”

    Then there’s Trump’s plans to ramp up oil and gas production and clear hurdles for new fossil fuel plants and exports, which could indirectly hurt the market for solar. “That’s the major concern we have,” Hasan told me. “I think that could definitely impact the demand for renewable energy if those fossil fuel projects are considered more economical or more attractive for financiers.”

    Blue

    You’re out of free articles.

    Subscribe today to experience Heatmap’s expert analysis 
of climate change, clean energy, and sustainability.
    To continue reading
    Create a free account or sign in to unlock more free articles.
    or
    Please enter an email address
    By continuing, you agree to the Terms of Service and acknowledge our Privacy Policy
    Electric Vehicles

    Fear and Electrification at the Los Angeles Auto Show

    Automakers aren’t sure what to do with their EVs in the age of Trump.

    An EV in a corner.
    Heatmap Illustration/Toyota, Getty Images

    The Los Angeles Auto Show over the years has been the launchpad for lots of new electric vehicles and a place for carmakers to declare their EV ambitions. It’s a fitting stage given California’s status not only as the home of American car culture, but also as the United States’ biggest EV market by far.

    At the 2025 show, which had its media day on Thursday, electrification was more off to the side than front-and-center, however. The new breed of affordable models that could give many more drivers access to the electric car market — such as the Nissan Leaf and Chevy Bolt revivals and the upcoming Toyota C-HR electric — could be found on the show floor, waiting to be discovered by the car fans who would descend on the L.A. Convention Center in the days to come.

    Keep reading...Show less
    Green
    Climate

    The Next COP Needs to Confront ‘Overshoot’

    The Paris Agreement goal of limiting warming to 1.5 degrees Celsius is now all but impossible. Limiting — and eventually reversing — the damage will take some thought.

    One point five.
    Heatmap Illustration/Getty Images

    For the second year in a row, the United Nations climate conference ended without a consensus declaration that tackling global warming requires transitioning away from fossil fuels. The final agreement at COP30 did, however, touch on another uncomfortable subject: Countries resolved to limit “the magnitude and duration of any temperature overshoot.”

    In the 2015 Paris Agreement, 197 nations pledged to try to prevent average temperature rise of more than 1.5 degrees Celsius above pre-industrial temperatures. Now 10 years later, scientists say that exceeding that level has become inevitable. It may be possible to turn the thermostat back down after this “overshoot” occurs, though — a possibility this year’s COP agreement appears to endorse.

    Keep reading...Show less
    Blue
    AM Briefing

    Dirty COP30

    On Ex-Im’s energy spree, a new American coal plant, and Oregon abundance

    Climate protesters.
    Heatmap Illustration/Getty Images

    Current conditions: Thunderstorms are rolling through eastern Texas today into Arkansas, Louisiana, and Mississippi • More than 11,000 people in seven Malaysian states say they’re affected by heavy flooding • America’s two most populous overseas territories at opposite sides of the planet are experiencing diverging rip tides, with a dangerously powerful undertow in Guam but a weak pull this week in Puerto Rico.


    THE TOP FIVE

    1. COP30 ends with a fossil fuel victory

    The conference logo on a building. Wagner Meier/Getty Images

    Keep reading...Show less
    Yellow