US generation capacity additions, solar · United States · as of 2026-08-01
US generation capacity additions, solar (United States) fell 30.75% in 2026-08-01, an unusually large monthly move
US generation capacity additions, solar for United States was 1,292.9 MW in 2026-08-01, down 574 MW (-30.75%) from 1,866.9 in 2026-07-01; that change ranks in the 96th percentile of monthly changes recorded since 1891-01-01.
US generation capacity additions, solar
- Latest
- 1,292.9 in 2026-08-01 obs 410672
- Previous
- 1,866.9 in 2026-07-01 obs 410671
- Change
- -574 MW
- History
- 1369 observations, 1891-01-01 to 2026-08-01
Against its own history
- Robust z
- -5.48
- Change percentile
- 96th of 1367 earlier absolute changes
- Value percentile
- 97th of earlier values
- Median change
- 0 (scale 104.74, mean_abs_dev)
- Second difference
- -52.5 (z -0.31)
- Slope divergence
- -3.21
- Rarity
- last larger move 2 periods ago (2026-06-01)
Record
- Relevance
- 0.321
- Confidence
- 64%
- Status
- published
- Discovered
- 2026-10-05 00:10 UTC
- Expires
- 2026-11-04 00:10 UTC
- Model
- relevance_v1+insight_text_v1
- Validation
- passed
- Causal level
- candidate
Candidate: no reviewed relationship supports a causal reading. Agreement among metrics is co-movement, not cause.
Relevance components
- Statistical surprise: the latest change of -574 MW is -5.5 robust standard deviations from the median monthly change (1367 earlier changes), at the 96th percentile of absolute changes. Component 0.99, weight 0.18, contribution 0.178.
- Acceleration: second-difference z -0.3; short-versus-long slope divergence -3.21. Component 0.45, weight 0.12, contribution 0.054.
- Breadth: 10 of 18 related metrics (same category, Energy) moved in the same direction as of their latest periods; 8 moved the other way. Component 0.56, weight 0.16, contribution 0.089.
- Graph centrality: no graph entity carries a centrality value for this metric yet, so it reads 0. Component 0.00, weight 0.18, contribution 0.000.
- Historical rarity: the last larger move was 2 periods ago, in 2026-06-01 (window 20 years). Component 0.01, weight 0.08, contribution 0.000.
- Forecast impact: not wired yet; reads 0. Component 0.00, weight 0.14, contribution 0.000.
- Bottleneck impact: not wired yet; reads 0. Component 0.00, weight 0.10, contribution 0.000.
- Public attention: not wired yet; reads 0. Component 0.00, weight 0.04, contribution 0.000.
Relevance (relevance_v1) is the weighted sum of the components: 0.321, against a candidate threshold of 0.30.
What changed and how unusual it is
What changed. The latest current observation for US generation capacity additions, solar, United States, is 1,292.9 MW for 2026-08-01 (obs 410672). The previous period, 2026-07-01, recorded 1,866.9 MW (obs 410671). The change is -574 MW, or -30.75%. The metric is classified as contextual, so the change carries no better or worse reading on its own.
How unusual. Against the 1367 earlier monthly changes since 1891-01-01, the median change is 0 MW and the robust spread (scaled mean absolute deviation) is 104.74, giving a robust z-score of -5.5. The absolute change sits at the 96th percentile of earlier absolute changes; the value itself sits at the 97th percentile of earlier values. The last larger move was +711.1 MW in 2026-06-01 (obs 402439, obs 402438), 2 periods ago.
Acceleration. The change in the change (second difference) is -52.5 MW, a robust z of -0.3 against earlier second differences. The slope over the last 3 periods is -547.75 MW per period against -211.77 over the last 10, a divergence of -3.21 change-scale units.
Templated from stored numbers, no AI. Citations link to the evidence table below.
Modeled interpretation
Explanation
The observed value stands at 1292.9 MW for 2026-08-01 [observation:410672]. The observed value stands at 1866.9 MW for 2026-07-01 [observation:410671]. The data are consistent with month-to-month variation in project completions. A plausible mechanism is timing of individual installations.
Alternative explanation (skeptic pass)
The data are consistent with normal variation in installation schedules across reporting periods.
Why now
The August reading follows a higher July value and ranks among recent larger monthly shifts.
What to watch
Subsequent monthly observations of US generation capacity additions, solar [observation:410672] and total US generation capacity additions [observation:410638].
Supporting metrics
No graph relationships cited; related metrics were found by shared category.
What points the other way
8 related metrics moved the other way as of their latest periods:
- US average retail electricity price: +0.65 cents per kilowatthour (+4.70%) to 14.48 cents per kilowatthour in 2026-06-01 (obs 410784, obs 245923)
- US consumer price index, energy: +6.6 index 1982-1984=100 (+2.10%) to 321.15 index 1982-1984=100 in 2026-08-01 (obs 409142, obs 239965)
- US electric net summer capacity: +5.88 million kilowatts (+0.45%) to 1,310.44 million kilowatts in 2026-06-01 (obs 410776, obs 241167)
- US electricity net generation: +44,980.76 million kilowatthours (+12.68%) to 399,671.29 million kilowatthours in 2026-06-01 (obs 410783, obs 245396)
- US generation capacity additions, natural gas: +218.4 MW (+2184.00%) to 228.4 MW in 2026-08-01 (obs 410646, obs 399704)
- US generation capacity additions, wind: +569.5 MW to 569.5 MW in 2026-08-01 (obs 410675, obs 403808)
- US planned generation retirements: +18.8 MW (+1566.67%) to 20 MW in 2072-08-01 (obs 403974, obs 403973)
- US primary energy consumption: +273.98 trillion Btu (+3.69%) to 7,702.12 trillion Btu in 2026-06-01 (obs 410806, obs 410805)
3 related metrics have no comparable change and did not count either way.
Limits: the score compares period-over-period changes of current rows only; earlier vintages are not compared. Related metrics were found by shared category, not by a tested mechanism, so agreement among them does not establish cause.
- US average retail electricity price moved against this insight.
- US consumer price index, energy moved against this insight.
- US electric net summer capacity moved against this insight.
- US electricity net generation moved against this insight.
- US generation capacity additions, natural gas moved against this insight.
- US generation capacity additions, wind moved against this insight.
- US planned generation retirements moved against this insight.
- US primary energy consumption moved against this insight.
Measurable indicators
- The next US generation capacity additions, solar observation (2026-09-01): a change no larger than the median monthly change of 0 MW, or a move back the other way, would mean the latest change has normalised.
- Natural gas futures: managed-money net position, currently -132,799 contracts in 2026-09-29 (obs 411182): a move the other way lowers the breadth component.
- US generation capacity additions, currently 2,849.2 MW in 2026-08-01 (obs 410638): a move the other way lowers the breadth component.
- US generation capacity additions, battery storage, currently 743.4 MW in 2026-08-01 (obs 410640): a move the other way lowers the breadth component.
- Revisions: a revised 2026-08-01 value would arrive as a new observation row (the current row is observation 410672) and trigger a rescore.
- Expiry: this insight expires 30 days after discovery unless a newer period supersedes it, and earlier if the relevance score falls below the threshold.
Every number links here
| Observation | Metric | Period | Value | Role | Series | Ingested |
|---|---|---|---|---|---|---|
| 410672 | US generation capacity additions, solarUSA | 2026-08-01 | 1,292.9 MW | primary | additions:solar | 2026-10-01 00:00 UTC |
| 410671 | US generation capacity additions, solarUSA | 2026-07-01 | 1,866.9 MW | primary | additions:solar | 2026-10-01 00:00 UTC |
| 402439 | US generation capacity additions, solarUSA | 2026-06-01 | 2,388.4 MW | context | additions:solar | 2026-09-07 22:01 UTC |
| 402438 | US generation capacity additions, solarUSA | 2026-05-01 | 1,677.3 MW | context | additions:solar | 2026-09-07 22:01 UTC |
| 402409 | US generation capacity additions, solarUSA | 2023-12-01 | 7,559.6 MW | context | additions:solar | 2026-09-07 22:01 UTC |
| 401073 | US generation capacity additions, solarUSA | 1891-01-01 | 0 MW | context | additions:solar | 2026-09-07 22:01 UTC |
| 411182 | Natural gas futures: managed-money net positionUSA | 2026-09-29 | -132,799 contracts | supporting | 72hh-3qpy:023651 | 2026-10-05 00:04 UTC |
| 410568 | Natural gas futures: managed-money net positionUSA | 2026-09-22 | -65,547 contracts | supporting | 72hh-3qpy:023651 | 2026-09-28 00:05 UTC |
| 34846 | Population with access to electricityUSA | 2024 | 100 percent of population | context | EG.ELC.ACCS.ZS | 2026-09-07 05:31 UTC |
| 34847 | Population with access to electricityUSA | 2023 | 100 percent of population | context | EG.ELC.ACCS.ZS | 2026-09-07 05:31 UTC |
| 410784 | US average retail electricity priceUSA | 2026-06-01 | 14.48 cents per kilowatthour | counter | ESTCUUS | 2026-10-05 00:02 UTC |
| 245923 | US average retail electricity priceUSA | 2026-05-01 | 13.83 cents per kilowatthour | counter | ESTCUUS | 2026-09-07 09:54 UTC |
| 409142 | US consumer price index, energyUSA | 2026-08-01 | 321.15 index 1982-1984=100 | counter | CUSR0000SA0E | 2026-09-14 00:01 UTC |
| 239965 | US consumer price index, energyUSA | 2026-07-01 | 314.55 index 1982-1984=100 | counter | CUSR0000SA0E | 2026-09-07 09:53 UTC |
| 410776 | US electric net summer capacityUSA | 2026-06-01 | 1,310.44 million kilowatts | counter | ELGBPUS | 2026-10-05 00:00 UTC |
| 241167 | US electric net summer capacityUSA | 2026-05-01 | 1,304.57 million kilowatts | counter | ELGBPUS | 2026-09-07 09:54 UTC |
| 410783 | US electricity net generationUSA | 2026-06-01 | 399,671.29 million kilowatthours | counter | ELETPUS | 2026-10-05 00:02 UTC |
| 245396 | US electricity net generationUSA | 2026-05-01 | 354,690.53 million kilowatthours | counter | ELETPUS | 2026-09-07 09:54 UTC |
| 410638 | US generation capacity additionsUSA | 2026-08-01 | 2,849.2 MW | supporting | additions:total | 2026-10-01 00:00 UTC |
| 410637 | US generation capacity additionsUSA | 2026-07-01 | 2,984.6 MW | supporting | additions:total | 2026-10-01 00:00 UTC |
| 410640 | US generation capacity additions, battery storageUSA | 2026-08-01 | 743.4 MW | supporting | additions:battery_storage | 2026-10-01 00:00 UTC |
| 398336 | US generation capacity additions, battery storageUSA | 2026-07-01 | 1,107.7 MW | supporting | additions:battery_storage | 2026-09-07 22:01 UTC |
| 410646 | US generation capacity additions, natural gasUSA | 2026-08-01 | 228.4 MW | counter | additions:natural_gas | 2026-10-01 00:00 UTC |
| 399704 | US generation capacity additions, natural gasUSA | 2026-07-01 | 10 MW | counter | additions:natural_gas | 2026-09-07 22:01 UTC |
| 410662 | US generation capacity additions, nuclearUSA | 2026-08-01 | 0 MW | context | additions:nuclear | 2026-10-01 00:00 UTC |
| 401072 | US generation capacity additions, nuclearUSA | 2026-07-01 | 0 MW | context | additions:nuclear | 2026-09-07 22:01 UTC |
| 410675 | US generation capacity additions, windUSA | 2026-08-01 | 569.5 MW | counter | additions:wind | 2026-10-01 00:00 UTC |
| 403808 | US generation capacity additions, windUSA | 2026-07-01 | 0 MW | counter | additions:wind | 2026-09-07 22:01 UTC |
| 410680 | US planned generation capacityUSA | 2026-08-01 | 288,543.9 MW | supporting | planned:total | 2026-10-01 00:01 UTC |
| 403873 | US planned generation capacityUSA | 2026-07-01 | 291,137.9 MW | supporting | planned:total | 2026-09-07 22:01 UTC |
| 410676 | US planned generation capacity, battery storageUSA | 2026-08-01 | 64,402.9 MW | supporting | planned:battery_storage | 2026-10-01 00:01 UTC |
| 403821 | US planned generation capacity, battery storageUSA | 2026-07-01 | 65,262 MW | supporting | planned:battery_storage | 2026-09-07 22:01 UTC |
| 410677 | US planned generation capacity, natural gasUSA | 2026-08-01 | 69,448.1 MW | supporting | planned:natural_gas | 2026-10-01 00:01 UTC |
| 403834 | US planned generation capacity, natural gasUSA | 2026-07-01 | 69,676.5 MW | supporting | planned:natural_gas | 2026-09-07 22:01 UTC |
| 410678 | US planned generation capacity, nuclearUSA | 2026-08-01 | 4,968 MW | context | planned:nuclear | 2026-10-01 00:01 UTC |
| 403847 | US planned generation capacity, nuclearUSA | 2026-07-01 | 4,968 MW | context | planned:nuclear | 2026-09-07 22:01 UTC |
| 410679 | US planned generation capacity, solarUSA | 2026-08-01 | 122,259.4 MW | supporting | planned:solar | 2026-10-01 00:01 UTC |
| 403860 | US planned generation capacity, solarUSA | 2026-07-01 | 123,180.9 MW | supporting | planned:solar | 2026-09-07 22:01 UTC |
| 410681 | US planned generation capacity, windUSA | 2026-08-01 | 23,753.9 MW | supporting | planned:wind | 2026-10-01 00:01 UTC |
| 403886 | US planned generation capacity, windUSA | 2026-07-01 | 24,323.4 MW | supporting | planned:wind | 2026-09-07 22:01 UTC |
| 403974 | US planned generation retirementsUSA | 2072-08-01 | 20 MW | counter | retirements:planned | 2026-09-07 22:01 UTC |
| 403973 | US planned generation retirementsUSA | 2065-12-01 | 1.2 MW | counter | retirements:planned | 2026-09-07 22:01 UTC |
| 410806 | US primary energy consumptionUSA | 2026-06-01 | 7,702.12 trillion Btu | counter | TETCBUS | 2026-10-05 00:03 UTC |
| 410805 | US primary energy consumptionUSA | 2026-05-01 | 7,428.14 trillion Btu | counter | TETCBUS | 2026-10-05 00:03 UTC |
| 410818 | US regular gasoline retail priceUSA | 2026-09-28 | 4.47 US dollars per gallon | supporting | GASREGW | 2026-10-05 00:03 UTC |
| 410508 | US regular gasoline retail priceUSA | 2026-09-21 | 4.48 US dollars per gallon | supporting | GASREGW | 2026-09-28 00:04 UTC |
| 411180 | WTI crude oil futures: managed-money net positionUSA | 2026-09-29 | 79,592 contracts | supporting | 72hh-3qpy:067651 | 2026-10-05 00:04 UTC |
| 410566 | WTI crude oil futures: managed-money net positionUSA | 2026-09-22 | 101,828 contracts | supporting | 72hh-3qpy:067651 | 2026-09-28 00:05 UTC |
Feature packet (full inputs to the score)
{
"as_of": "2026-08-01",
"change": {
"pct": -0.307462,
"value": -574,
"observation_ids": [
410672,
410671
]
},
"latest": {
"id": 410672,
"value": 1292.9,
"period": "2026-08-01"
},
"metric": {
"id": "3bb03897-e28b-476c-896d-fc2c3844893a",
"kind": "observed",
"name": "US generation capacity additions, solar",
"slug": "us-generation-capacity-additions-solar",
"unit": "MW",
"direction": "contextual",
"frequency": "monthly",
"category_id": "e2b3c9f2-3475-4c3f-bfae-b89fe28a341e",
"category_name": "Energy",
"category_slug": "energy",
"geography_default": "USA",
"frequency_normalised": "monthly"
},
"rarity": {
"prior_max": {
"id": 402409,
"value": 7559.6,
"period": "2023-12-01"
},
"prior_min": {
"id": 401073,
"value": 0,
"period": "1891-01-01"
},
"abs_change": 574,
"all_time_low": false,
"largest_ever": false,
"window_years": 20,
"all_time_high": false,
"window_periods": 240,
"last_larger_move": {
"change": 711.1,
"period": "2026-06-01",
"observation_ids": [
402439,
402438
]
},
"largest_in_window": false,
"periods_since_larger_move": 2
},
"scores": {
"rarity": 0.0058,
"breadth": 0.5556,
"surprise": 0.9873,
"centrality": 0,
"acceleration": 0.4463,
"forecast_impact": 0,
"public_attention": 0,
"bottleneck_impact": 0
},
"breadth": {
"via": "category",
"share": 0.5556,
"related": [
{
"via": "category",
"name": "Natural gas futures: managed-money net position",
"slug": "cot-natural-gas-managed-money-net",
"unit": "contracts",
"change": -67252,
"latest": {
"id": 411182,
"value": -132799,
"period": "2026-09-29"
},
"previous": {
"id": 410568,
"value": -65547,
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},
"direction": "contextual",
"frequency": "weekly",
"metric_id": "d586ac7a-7590-47d1-a7ba-39bc8c578b74",
"change_pct": -1.026012,
"consistent": true,
"relationship_ids": []
},
{
"via": "category",
"name": "Population with access to electricity",
"slug": "electricity-access",
"unit": "percent of population",
"change": 0,
"latest": {
"id": 34846,
"value": 100,
"period": "2024-01-01"
},
"previous": {
"id": 34847,
"value": 100,
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},
"direction": "higher_better",
"frequency": "annual",
"metric_id": "a4f2f4c6-0df2-4e49-958d-b19169dd81de",
"change_pct": 0,
"consistent": null,
"relationship_ids": []
},
{
"via": "category",
"name": "US average retail electricity price",
"slug": "us-electricity-retail-price",
"unit": "cents per kilowatthour",
"change": 0.65,
"latest": {
"id": 410784,
"value": 14.48,
"period": "2026-06-01"
},
"previous": {
"id": 245923,
"value": 13.83,
"period": "2026-05-01"
},
"direction": "contextual",
"frequency": "monthly",
"metric_id": "6ab59fbd-f866-4bb1-a13d-7243cbec12b6",
"change_pct": 0.046999,
"consistent": false,
"relationship_ids": []
},
{
"via": "category",
"name": "US consumer price index, energy",
"slug": "us-cpi-energy",
"unit": "index 1982-1984=100",
"change": 6.595,
"latest": {
"id": 409142,
"value": 321.148,
"period": "2026-08-01"
},
"previous": {
"id": 239965,
"value": 314.553,
"period": "2026-07-01"
},
"direction": "contextual",
"frequency": "monthly",
"metric_id": "7b24046c-bfd1-4b8b-b180-90bbc83bbd6b",
"change_pct": 0.020966,
"consistent": false,
"relationship_ids": []
},
{
"via": "category",
"name": "US electric net summer capacity",
"slug": "us-electric-net-summer-capacity",
"unit": "million kilowatts",
"change": 5.877,
"latest": {
"id": 410776,
"value": 1310.444,
"period": "2026-06-01"
},
"previous": {
"id": 241167,
"value": 1304.567,
"period": "2026-05-01"
},
"direction": "higher_better",
"frequency": "monthly",
"metric_id": "b5d93e82-4824-4255-a06f-f08bc1b9ccf1",
"change_pct": 0.004505,
"consistent": false,
"relationship_ids": []
},
{
"via": "category",
"name": "US electricity net generation",
"slug": "us-electricity-net-generation",
"unit": "million kilowatthours",
"change": 44980.759,
"latest": {
"id": 410783,
"value": 399671.285,
"period": "2026-06-01"
},
"previous": {
"id": 245396,
"value": 354690.526,
"period": "2026-05-01"
},
"direction": "higher_better",
"frequency": "monthly",
"metric_id": "5ed23e8f-ae35-4193-a385-c6225c16aa05",
"change_pct": 0.126817,
"consistent": false,
"relationship_ids": []
},
{
"via": "category",
"name": "US generation capacity additions",
"slug": "us-generation-capacity-additions",
"unit": "MW",
"change": -135.4,
"latest": {
"id": 410638,
"value": 2849.2,
"period": "2026-08-01"
},
"previous": {
"id": 410637,
"value": 2984.6,
"period": "2026-07-01"
},
"direction": "contextual",
"frequency": "monthly",
"metric_id": "022316df-5782-4725-8042-596e16793322",
"change_pct": -0.045366,
"consistent": true,
"relationship_ids": []
},
{
"via": "category",
"name": "US generation capacity additions, battery storage",
"slug": "us-generation-capacity-additions-battery-storage",
"unit": "MW",
"change": -364.3,
"latest": {
"id": 410640,
"value": 743.4,
"period": "2026-08-01"
},
"previous": {
"id": 398336,
"value": 1107.7,
"period": "2026-07-01"
},
"direction": "contextual",
"frequency": "monthly",
"metric_id": "04596896-7bd3-4a3b-86f9-1316df346a76",
"change_pct": -0.32888,
"consistent": true,
"relationship_ids": []
},
{
"via": "category",
"name": "US generation capacity additions, natural gas",
"slug": "us-generation-capacity-additions-natural-gas",
"unit": "MW",
"change": 218.4,
"latest": {
"id": 410646,
"value": 228.4,
"period": "2026-08-01"
},
"previous": {
"id": 399704,
"value": 10,
"period": "2026-07-01"
},
"direction": "contextual",
"frequency": "monthly",
"metric_id": "62edd549-e50a-4795-9640-b0888338bf90",
"change_pct": 21.84,
"consistent": false,
"relationship_ids": []
},
{
"via": "category",
"name": "US generation capacity additions, nuclear",
"slug": "us-generation-capacity-additions-nuclear",
"unit": "MW",
"change": 0,
"latest": {
"id": 410662,
"value": 0,
"period": "2026-08-01"
},
"previous": {
"id": 401072,
"value": 0,
"period": "2026-07-01"
},
"direction": "contextual",
"frequency": "monthly",
"metric_id": "573d20ff-a35d-42d9-a7ab-359965dd60cd",
"change_pct": null,
"consistent": null,
"relationship_ids": []
},
{
"via": "category",
"name": "US generation capacity additions, wind",
"slug": "us-generation-capacity-additions-wind",
"unit": "MW",
"change": 569.5,
"latest": {
"id": 410675,
"value": 569.5,
"period": "2026-08-01"
},
"previous": {
"id": 403808,
"value": 0,
"period": "2026-07-01"
},
"direction": "contextual",
"frequency": "monthly",
"metric_id": "e1eff007-cb80-4eab-a953-e0f4c0e1176b",
"change_pct": null,
"consistent": false,
"relationship_ids": []
},
{
"via": "category",
"name": "US planned generation capacity",
"slug": "us-planned-generation-capacity-total",
"unit": "MW",
"change": -2594,
"latest": {
"id": 410680,
"value": 288543.9,
"period": "2026-08-01"
},
"previous": {
"id": 403873,
"value": 291137.9,
"period": "2026-07-01"
},
"direction": "contextual",
"frequency": "monthly",
"metric_id": "ff3851cf-7365-40eb-93fc-eeaf76cbc289",
"change_pct": -0.00891,
"consistent": true,
"relationship_ids": []
},
{
"via": "category",
"name": "US planned generation capacity, battery storage",
"slug": "us-planned-generation-capacity-battery-storage",
"unit": "MW",
"change": -859.1,
"latest": {
"id": 410676,
"value": 64402.9,
"period": "2026-08-01"
},
"previous": {
"id": 403821,
"value": 65262,
"period": "2026-07-01"
},
"direction": "contextual",
"frequency": "monthly",
"metric_id": "e16e6457-f439-47b7-9ceb-f7056ee8a4fb",
"change_pct": -0.013164,
"consistent": true,
"relationship_ids": []
},
{
"via": "category",
"name": "US planned generation capacity, natural gas",
"slug": "us-planned-generation-capacity-natural-gas",
"unit": "MW",
"change": -228.4,
"latest": {
"id": 410677,
"value": 69448.1,
"period": "2026-08-01"
},
"previous": {
"id": 403834,
"value": 69676.5,
"period": "2026-07-01"
},
"direction": "contextual",
"frequency": "monthly",
"metric_id": "d75e3e45-1b44-4896-adbe-867ab8cca721",
"change_pct": -0.003278,
"consistent": true,
"relationship_ids": []
},
{
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"name": "US planned generation capacity, nuclear",
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{
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{
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],
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},
"history": {
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},
"version": "features_v1",
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},
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},
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},
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],
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]
},
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],
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},
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}
}Component labels: Statistical surprise, Acceleration, Breadth, Graph centrality, Forecast impact, Bottleneck impact, Historical rarity, Public attention. Each stored score keeps this packet so it can be recomputed without the database.