Outlook for the US solar sector

Uncertainties introduced by potential changes in federal energy policy are combining with existing headwinds for the solar sector. This is happening at a time of accelerating energy demand. These conflicting observations create numerous issues for analysts, investors and managers seeking to analyze and forecast the outlook for the US solar sector.  

It is our view that the longer-term outlook for existing US renewable energy generation assets remains robust due to state-level mandates, energy demand and cost competitiveness¹. We believe that, in the near-term, many renewable energy developers and asset owners face heightened uncertainty and that there may be increased volatility in valuations of assets as a result. 

1. Solar Energy Industries Association (SEIA), Solar Market Insight Report Q4 2024.

Disclaimer

This whitepaper has been prepared by Amber Infrastructure Group (“Amber”) and is provided for educational and informational purposes only. It does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Any views expressed herein represent the opinions of Amber and are not intended as a forecast or guarantee of future results. The information contained in this whitepaper has been obtained from sources that Amber believes to be reliable, but Amber does not represent or warrant that information contained herein is accurate or complete, and neither Amber, nor any of their respective officers, partners, or employees accepts any liability whatsoever for any loss arising from any use of this whitepaper or its contents. The views in this whitepaper are those of Amber and are subject to change, and Amber has no obligation to update its opinions or the information in this whitepaper.