What Does 100 Gigawatts per Year of Solar Look Like?

The continuation of the solar coaster was inevitable.

In 2016, the U.S. market grew 95 percent, the largest year of growth in its history and a near doubling of the previous installation record. As the calendar turned to 2017, the U.S. also met its SunShot goal of sub-$1 per watt utility fixed-tilt pricing. Meanwhile, PPA prices continued to drop through the floor. 

But Trump’s year of tariffs and tax changes turned an upward climb into a vertical loop. GTM Research predicts the two policy changes will cause a 13 percent drop in...