SEIA Flags Catastrophic Impact of Reconciliation Bill on U.S. Solar, Storage Sectors

The Solar Energy Industries Association (SEIA) has issued a stark warning about recently passed House reconciliation legislation, stating that the current proposal could jeopardize the future of the U.S. solar and storage industry and undermine the nation’s energy security.

According to new SEIA analysis released via its official campaign page underthreat.seia.org, the legislation—advanced through the House Budget Committee—could trigger the closure or cancellation of nearly 300 American solar and storage factories, risking the loss of up to 300,000 current and future jobs, including 86,000 in solar manufacturing.

The proposed bill would also lead to a loss of 145,000 gigawatt-hours (GWh) of solar energy production by 2030—equivalent to more than the entire annual electricity consumption of the state of Pennsylvania. This loss, SEIA says, would severely hamper efforts to meet future power demand, particularly as AI, data centers, and digital infrastructure accelerate U.S. electricity needs.

SEIA President and CEO Abigail Ross Hopper emphasized the urgency of revising the bill, calling it a “crisis” for American energy infrastructure. Hopper noted that approximately 80% of the at-risk factories and jobs are located in states that supported President Trump, highlighting the bill’s potential impact on regions heavily invested in clean energy growth.

One of the most contentious provisions in the bill is the proposed repeal of the Section 25D residential solar tax credit, which SEIA describes as essential for middle-class families to access clean energy and reduce their utility bills.

The industry group estimates that, if passed without changes, the bill could lead to the loss of $220 billion in investments by 2030, compromising the U.S.’s capacity to add the 206.5 GW of new energy needed to meet demand—73% of which is expected to come from solar.

SEIA is now calling on the Senate to step in with a more balanced version of the legislation that preserves clean energy incentives, protects domestic manufacturing, and ensures the U.S. remains a leader in the global energy transition.