Trump’s ‘Big, Beautiful’ bill will cause a US energy shortage – SEIA

The US solar industry just raised the alarm over the GOP’s “One, Big, Beautiful Bill,” warning it could kneecap America’s energy future and trigger a massive power shortage in its current form.

The Solar Energy Industries Association (SEIA) is warning that legislation recently passed by the House Ways and Means Committee could shut down or prevent nearly 300 solar and battery storage factories from opening. If this bill becomes law without changes, the US could lose enough solar generation by 2030 to power the state of Pennsylvania for a year. That’s 145,000 gigawatt-hours of clean electricity that could vanish.

The SEIA analysis paints a grim picture: Nearly 300,000 US jobs are at risk, including 86,000 in solar manufacturing alone. And here’s the twist, as I’ve pointed out before – about 80% of the jobs and factories at risk are in red states that voted for Trump.

“There is still time to improve this bill, which, as written, represents a crisis for America’s ability to build the energy infrastructure we need to meet surging demand,” said SEIA president and CEO Abigail Ross Hopper.

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The SEIA says the legislation would slam the brakes on solar and storage investments just as energy demand is soaring, thanks partly to the explosion in AI and data centers. SEIA estimates the bill could wipe out $220 billion in potential investments by 2030.

The House bill also repeals the Section 25D residential solar tax credit, which has been a critical driver of solar adoption for middle-class families. Without it, installing solar gets way more expensive – and out of reach for many households.

As Electrek reported last week, solar and wind accounted for almost 98% of new US electrical generating capacity added in Q1 2025, according to new Federal Energy Regulatory Commission (FERC) data.

Solar and wind also made up an impressive 100% of new capacity in March, and March was the 19th consecutive month in which solar was the largest source of new capacity.

The US needs to add 206.5 gigawatts of new energy capacity by 2030. Solar is expected to deliver nearly three-quarters of that. If the bill guts solar incentives, we’re looking at higher electricity bills and slower economic growth. SEIA says the rollback could drive up consumer energy costs by $51 billion.

Hopper didn’t mince words: “Passing this bill would create a catastrophic energy shortfall, cede AI and tech leadership to China, and damage some of the most vital sectors of the US economy.”

She added that the Senate can still step in with a smarter proposal that aligns with Trump’s push for US energy dominance.

SEIA’s message to lawmakers? Fix the bill or energy production will plummet, blackouts will become more frequent, and the US will face a devastating – and completely avoidable – energy shortage.

Read more: The House draft budget kills the 30% residential solar tax credit

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