How Florida quietly surpassed California in solar growth
Despite removing climate change from its official state policy in 2024, Florida added more utility-scale solar than California last year, with over 3 gigawatts of new capacity coming online.
"This is not a fluke," said Sylvia Leyva Martinez, senior analyst at Wood Mackenzie. "Florida is now shaping national solar growth."
The surge is being driven by utilities, not rooftop panels. Florida Power & Light alone built over 70% of the state's new solar last year. A state rule lets developers skip lengthy siting reviews for projects under 75 megawatts, which speeds up construction and cuts costs.
"There's no silver bullet," said Syd Kitson, founder of Babcock Ranch, a town designed to be powered almost entirely by solar. "But one thing Florida got right is acceptance. Here, people want solar. And we're proving it works."
Babcock Ranch runs on its own microgrid and stayed online during Hurricane Ian in 2022, while much of southwest Florida went dark.
"We didn't lose power, internet, or water," said Don Bishop, a homeowner there. "That changes how you think about energy."
The economics are doing the rest. With industrial demand rising and natural gas prices climbing, solar is increasingly the cheapest option, even without subsidies.
"Utilities aren't building solar because it's green," Martinez said. "They're doing it because it's cheaper."
But new challenges are emerging.
In July, President Trump signed the One Big Beautiful Bill, which accelerates the rollback of solar and wind tax credits. Homeowners lose the federal investment credit after 2025. Developers face tighter deadlines and stricter sourcing rules.
"It won't kill the market," said Zoë Gaston, an analyst who follows the solar industry at Wood Mackenzie. "But it makes the math harder."
Analysts now expect a 42% drop in rooftop solar installs in Florida over the next five years. And while utility-scale growth continues, grid constraints are becoming an issue. Utilities are pouring money into storage, smart infrastructure, and grid upgrades to keep up.
Babcock Ranch is piloting new microgrid systems to add resilience. The hope is that other communities can take the playbook and adapt it, storm-proofing neighborhoods one block at a time.
"We've been testing this for years," Kitson said. "Now it's about scale. It's about showing others they can do it too."
The bigger question is whether Florida can keep this momentum going without policy support, and while still leaning heavily on natural gas.
"Florida has the solar resources," said Mark Jacobson, a professor at Stanford's Department of Civil and Environmental Engineering. "What's missing is political consistency."
Watch the video to see how Florida became a solar leader and what could slow it down.
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