According to a recent LinkedIn post from Catalyze, new industry data indicates that the U.S. added 43 GW of solar capacity in 2025, marking the fifth consecutive year in which solar represented the largest share of new power generation. The post also points to projections that an additional 490 GW of solar capacity could come online by 2036, framing this as a significant long-term growth runway for the sector.
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The company’s LinkedIn post highlights the view that rising electricity demand is positioning solar as one of the fastest and most cost-effective options for adding new generation capacity. For investors, this sustained and potentially accelerating buildout may imply a favorable backdrop for developers, asset owners, and service providers such as Catalyze operating across the solar and broader clean energy value chain.
The post suggests that the anticipated wave of solar deployment could drive increased demand for financing, infrastructure development, and long-term asset management. If these growth expectations materialize, companies with established platforms in distributed generation and clean energy infrastructure may benefit from higher project volumes, potential economies of scale, and expanded recurring revenue opportunities.