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U.S. Solar and Battery Developers Target 67 GW in 2026 as Electrification Defies Washington's Energy Policy

Oct 8, 2026

2 minute read.

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Highlights

  • EIA reports 86 GW of planned utility-scale capacity in 2026, including 43.4 GW solar and 24 GW battery storage
  • China dominates battery manufacturing and rare earth magnet supply chains critical to wind and EV motors
  • Wind turbines require neodymium-praseodymium magnets strengthened with dysprosium and terbium, unlike solar panels
  • Investor Chamath Palihapitiya predicts major consolidation in energy, but profitability hinges on margins and grid access
  • America risks expanding electricity infrastructure while remaining dependent on foreign mineral processing and manufacturing

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By Daniel

Inspired to launch Rare Earth Exchanges in part due to his lifelong passion for geology and mineralogy, and patriotism, to ensure America and free market economies develop their own rare earth and critical mineral supply chains.

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6,143 messages 105 likes
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US developers plan 67 GW of solar and battery capacity in 2026, but China controls the supply chain. Who wins the electrification race? (read full article...)

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