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Reading: How Florida quietly surpassed California in photo voltaic progress
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StockWaves > Global Markets > How Florida quietly surpassed California in photo voltaic progress
Global Markets

How Florida quietly surpassed California in photo voltaic progress

StockWaves By StockWaves Last updated: August 3, 2025 4 Min Read
How Florida quietly surpassed California in photo voltaic progress
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Photo voltaic power is booming throughout the U.S. and, for the primary time, Florida is catching as much as business powerhouses Texas and California.

Regardless of eradicating local weather change from its official state coverage in 2024, Florida added extra utility-scale photo voltaic than California final 12 months, with over 3 gigawatts of latest capability coming on-line. 

“This isn’t a fluke,” mentioned Sylvia Leyva Martinez, senior analyst at Wooden Mackenzie. “Florida is now shaping nationwide photo voltaic progress.”

The surge is being pushed by utilities, not rooftop panels. Florida Energy & Gentle alone constructed over 70% of the state’s new photo voltaic final 12 months. A state rule lets builders skip prolonged siting opinions for initiatives beneath 75 megawatts, which accelerates building and cuts prices.

“There isn’t any silver bullet,” mentioned Syd Kitson, founding father of Babcock Ranch, a city designed to be powered virtually completely by photo voltaic. “However one factor Florida received proper is acceptance. Right here, individuals need photo voltaic. And we’re proving it really works.”

Babcock Ranch runs by itself microgrid and stayed on-line throughout Hurricane Ian in 2022, whereas a lot of southwest Florida went darkish.

“We did not lose energy, web, or water,” mentioned Don Bishop, a house owner there. “That adjustments how you concentrate on power.”

The economics are doing the remaining. With industrial demand rising and pure gasoline costs climbing, photo voltaic is more and more the most affordable possibility, even with out subsidies.

“Utilities aren’t constructing photo voltaic as a result of it is inexperienced,” Martinez mentioned. “They’re doing it as a result of it is cheaper.”

However new challenges are rising.

In July, President Trump signed the One Huge Stunning Invoice, which accelerates the rollback of photo voltaic and wind tax credit. Householders lose the federal funding credit score after 2025. Builders face tighter deadlines and stricter sourcing guidelines.

“It will not kill the market,” mentioned Zoë Gaston, an analyst who follows the photo voltaic business at Wooden Mackenzie. “Nevertheless it makes the maths more durable.”

Analysts now count on a 42% drop in rooftop photo voltaic installs in Florida over the following 5 years. And whereas utility-scale progress continues, grid constraints have gotten a difficulty. Utilities are pouring cash into storage, good infrastructure, and grid upgrades to maintain up.

Babcock Ranch is piloting new microgrid techniques so as to add resilience. The hope is that different communities can take the playbook and adapt it, storm-proofing neighborhoods one block at a time.

“We have been testing this for years,” Kitson mentioned. “Now it is about scale. It is about displaying others they will do it too.”

The larger query is whether or not Florida can maintain this momentum going with out coverage help, and whereas nonetheless leaning closely on pure gasoline.

“Florida has the photo voltaic assets,” mentioned Mark Jacobson, a professor at Stanford’s Division of Civil and Environmental Engineering. “What’s lacking is political consistency.”

Watch the video to see how Florida grew to become a photo voltaic chief and what may gradual it down.

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