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Has The Market Mispriced AES After Its Recent Recovery In 2025?
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Defying Policy Headwinds, US Solar Installations Surge 20% in Q3: Developers Rush to 'Stockpile' Projects Before Tax Incentives Phase Out
Under the framework of Trump's Inflation Reduction Act, wind and solar projects must begin construction by July 4, 2026, or be completed by the end of 2027 to qualify for tax credits. To secure the incentives, developers have accelerated their timelines, driving U.S. solar capacity additions in the third quarter to 11.7 gigawatts (DC), marking the third-highest total on record for the industry.