U.S. solar generation is — TWh/year — roughly triple what it was
five years ago, and now larger than hydro. Two distinct categories: utility-scale
(big-acre farms feeding the wholesale grid) is two-thirds of the total; distributed
(mostly rooftop) is the rest. Solar's defining feature isn't peak capacity — it's
capacity factor: the average panel only outputs — of its rated
nameplate over a year, because the sun isn't always up and rarely directly overhead.
SOURCE · U.S. Energy Information Administration, Electric Power Monthly (Table 1.1.A
utility-scale + Table 1.17.B distributed) and Form EIA-860 for nameplate capacity.
Capacity factor = generation ÷ (capacity × 8,760 hours/year), where 8,760 hours is
the count of hours in a year. Solar's structural CF ceiling is roughly 30% even with
perfect tracking — the sun doesn't reach the panel at all between dusk and dawn, and
delivers reduced flux at shallow angles. Per-state numbers are EIA EPM Table 1.6.B; the
"Arizona + Nevada" row combines two desert states with similar capacity factors.
The duck curve — peak solar generation at noon crashing into peak demand at 6pm
— is California's defining grid challenge and increasingly Texas's too.