[baking]

It really depends on how you write the headline. "US electricity demand surges in 2025 while new utility-scale solar installations decrease from 2024" is equally accurate. It's unclear what the future holds if the trend remains down or flat.

[ZeroGravitas]

The USA had a pull forward effect in 2024 because some tariffs applied to anything completed after the end of that year.

This pumps the numbers for 2024 and depresses them for 2025.