Let’s face it: some days are cloudy. And we’re not just talking about the weather.
We’re also talking about headlines. Policy shifts. And the uncertainty rippling through the renewable energy industry.
But here’s the thing about cloudy days: even when things feel dark, the sun is still there.
And so is solar.
If that sounds optimistic, it’s because we are – and we’ve been around long enough to see solar shine through uncertainty before.
Why REC Solar Remains Confident in the Future of Solar
Because we’ve navigated change before
REC Solar has been delivering solar solutions for nearly 30 years – from our founding in 1997 to being a solar IPP backed by ArcLight Capital Partners today — which means we’ve developed the expertise to adapt and stay focused through challenging policy landscapes and uncertainty.
In the short term, we’ve structured our approach so that projects achieving COD through the end of 2029 can benefit from the ITC.
And for many of our EPC, ESCO, and developer partners, this flexibility can be a game-changer, as we remain available to provide financing on projects from pre-NTP to post-NTP.
Because commercial solar has staying power
Policy uncertainty is very real right now – and current decisions may substantially impact parts of our industry over the next few years.
However, despite this, commercial solar continues to show strength.
According to SEIA’s Q3 2025 market insight report:
- In the first half of 2025, solar accounted for 56% of new U.S. electricity-generating capacity.
- Solar and storage accounted for 82% of new capacity in the first half of the year.
- The commercial solar segment set a second-quarter record, growing by 27% compared to Q2 2024.
This doesn’t mean that the road ahead will be simple or easy. But it does reinforce that demand is still there. And our industry is still adapting and growing – and that’s something to feel confident about for the long term.
Because the advantages have never been clearer
Solar remains one of the most scalable, cost-effective energy sources available today. And that’s not something that businesses with high energy demands can ignore in the long term.
The advantages are substantial:
- No fuel costs: After all, sunlight is free
- A rapid decline in panel costs over the past decade
- Solar is much faster to deploy compared to fossil fuel or nuclear plants
- Price stability through PPAs and VPPAs helps companies avoid the volatility of utility rate hikes
For businesses with high energy demands, these advantages are substantial — not just in the short term, but for decades to come. So, even in times of policy uncertainty, solar advantages will continue to make them the long-term strategic asset of choice for businesses.
Because solar is built for the future
By 2030, data centers are expected to consume as much as 8% of U.S. electricity—and account for almost half of the growth in electricity demand – exceeding the electricity needs for manufacturing all energy-intensive goods combined, including aluminum, steel, cement and chemicals.
Commercial solar is uniquely positioned to meet this demand with:
- Reliability through solar + storage, protecting against outages and peak pricing as aging grid infrastructure strains
- Scalability that supports rapid growth
- Streamlined execution through end-to-end solutions from IPPs like REC Solar
As more data centers come online, solar is becoming a strategic must — not just a nice-to-have sustainable option — and the smart choice for powering the digital future.
Bottom line: Solar is here to stay
Solar continues to prove itself as a resilient, cost-effective, and future-ready solution for businesses with growing energy needs.
Whether it’s powering the digital future, supporting grid reliability, or helping companies take control of their energy future, commercial solar is more than only a sustainable choice — it’s a strategic one.
So yes, the clouds may come and go. But the solar industry – like the sun – is here to stay.
And at REC Solar, we’re bullish on that future.