According to a report, In the fourth quarter, Texas is expected to add about 3.7 gigawatts of solar capacity — more than the combined total for the previous three quarters. Photo via Getty Images

When all the numbers are tallied, 2023 should be a very sunny year for solar installations in Texas.

The Solar Energy Industries Association, SEIA, and energy research and consulting firm Wood Mackenzie predict Texas will be the top state for solar installations in 2023. In the fourth quarter, Texas is expected to add about 3.7 gigawatts of solar capacity — more than the combined total for the previous three quarters.

In 2021, Texas added nearly 6.07 gigawatts of solar capacity, with that figure falling to more than 3.66 gigawatts in 2022. But for 2023, SEIA and Wood Mackenzie anticipate Texas having added almost 6.24 gigawatts of solar capacity for residential, business, and utility customers.

A report released last week by SEIA and Wood Mackenzie indicates that sales volume for solar installations has declined in Texas and some other states due in part to higher costs for financing solar equipment. Solar sales volume in Texas started dropping off in late 2022 and has continued to shrink, says the report.

Wood Mackenzie forecasts 13 percent growth for the U.S. residential solar market in 2023. The report predicts the U.S. will have added 33 gigawatts of residential solar capacity in 2023, up from a record-setting 6.5 gigawatts in 2022. The U.S. added 6.5 gigawatts of residential solar capacity in the third quarter of 2023 alone, says the report.

“Solar remains the fastest-growing energy source in the United States, and despite a difficult economic environment, this growth is expected to continue for years to come,” says Abigail Ross Hopper, president and CEO of SEIA. “To maintain this forecasted growth, we must modernize regulations and reduce bureaucratic roadblocks to make it easier for clean energy companies to invest capital and create jobs.”

Solar accounted for nearly half (48 percent) of all new electric-generating capacity during the first three quarters of 2023, bringing total installed solar capacity in the U.S. to 161 gigawatts across 4.7 million installations. By 2028, U.S. solar capacity is expected to reach 377 gigawatts, enough to power more than 65 million homes.

“The U.S. solar industry is on a strong growth trajectory, with expectations of 55 percent growth this year and 10 percent growth in 2024,” says Michelle Davis, head of solar research at Wood Mackenzie.

“Growth is expected to be slower starting in 2026 as various challenges like interconnection constraints become more acute,” she adds. “It’s critical that the industry continue to innovate to maximize the value that solar brings to an increasingly complex grid. Interconnection reform, regulatory modernization, and increasing storage attachment rates will be key tools.”

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Air Liquide and Hyundai ink partnership to scale hydrogen economy

green team

Air Liquide, which maintains its U.S. headquartered in Houston, and South Korea-based Hyundai Motor Group are expanding their strategic partnership to accelerate the growth of the global hydrogen ecosystem.

The renewal of the companies’ Memorandum of Understanding (MoU) was announced at the Hydrogen Council CEO Summit in Seoul last week. Together, the companies will work to scale hydrogen production, storage, transportation and utilization across Europe, Korea and the United States with a concentration on heavy-duty transport, logistics and public transportation.

Hyundai hopes Air Liquide's technical expertise will help contribute to more sustainable energy and carbon neutrality.

The companies plan to develop hydrogen refueling networks and storage capacity that can meet growing demands. They also plan to commercialize fuel cell electric vehicles (FCEVs) for diverse applications like public transportation, logistics fleets and ports.

"We are delighted to strengthen our partnership with Hyundai Motor Group,” Armelle Levieux, vice president of innovation, electronics and hydrogen at Air Liquide, said in a news release. “Collaborations like this between leaders across the value chain are essential to building the hydrogen economy.”

The partnership has already shown strong progress in South Korea, according to the companies, with Hyundai rolling out more than 2,000 hydrogen buses and 37,000 passenger fuel cell vehicles, with more expected by 2026. Additionally, Air Liquide has boosted supply capabilities in the region with the new state-of-the-art high-pressure hydrogen filling center, Lotte-Air Liquide Ener’Hy, in Daesan, an industrial hub near Seoul.

Air Liquide and Hyundai previously signed an MoU in 2018, along with other major South Korean players, agreeing to grow the hydrogen economy.

Hazardous waste company with Houston presence to make $3B acquisition

big deal

Veolia, a Boston-based company with major operations in Texas, is purchasing hazardous-waste company Clean Earth from Enviri as part of a $3 billion deal.

Veolia is a private water operator, technology provider and hazardous waste and pollution treatment company that operates a large hazardous waste treatment and incineration facility in Port Arthur. Hazardous waste treatment is a growing sector as the clean energy, semiconductor manufacturing, healthcare and pharmaceutical industries generate high levels of waste that need to be handled safely.

Acquiring Clean Earth’s 82 facilities, which include 19 EPA-permitted sites, will expand Veolia’s reach into 10 new states and will position the company as the second-largest hazardous waste operator in the U.S., according to a news release. The deal is Veolia’s sixth and largest North American acquisition of 2025.

“(The acquisition) allows us to unlock the full value potential of our U.S. hazardous waste activities and to double our size on this critical, fast-growing sector, creating a No. 2 player,” Estelle Brachlianoff, CEO of Veolia, said in a news release. “We reinforce our global capacities in hazardous waste and further increase our international footprint.”

Veolia’s Port Arthur facility specializes in servicing generators with large-volume waste treatment requirements.

The transaction is expected to close mid-2026. Veolia hopes the increased exposure into industries such as retail and healthcare will help to offer a full range of environmental services across the U.S.

“This continued transformation of our portfolio enhances the growth profile and strength of our group, uniquely positioned to tackle the sustained demand for environmental security,” Brachlianoff added in the release.

Reliant partners to expand Texas virtual power plant and home battery use

energy incentives

Houston’s Reliant and San Francisco tech company GoodLeap are teaming up to bolster residential battery participation and accelerate the growth of NRG’s virtual power plant (VPP) network in Texas.

Through the new partnership, eligible Reliant customers can either lease a battery or enter into a power purchase agreement with GoodLeap through its GoodGrid program, which incentivises users by offering monthly performance-based rewards for contributing stored power to the grid. Through the Reliant GoodLeap VPP Battery Program, customers will start earning $40 per month in rewards from GoodLeap.

“These incentives highlight our commitment to making homeowner battery adoption more accessible, effectively offsetting the cost of the battery and making the upgrade a no-cost addition to their homes,” Dan Lotano, COO at GoodLeap, said in a news release.“We’re proud to work with NRG to unlock the next frontier in distributed energy in Texas. This marks an important step in GoodLeap reaching our nationwide goal of 1.5 GW of managed distributed energy over the next five years.”

Other features of the program include power outage plans, with battery reserves set aside for outage events. The plan also intelligently manages the battery without homeowner interaction.

The partnership comes as Reliant’s parent company, NRG, continues to scale its VPP program. Last year, NRG partnered with California-based Renew Home to distribute hundreds of thousands of VPP-enabled smart thermostats by 2035 in an effort to help households manage and lower their energy costs.

“We started building our VPP with smart thermostats across Texas, and now this partnership with GoodLeap brings home battery storage into our platform,” Mark Parsons, senior vice president and head of Texas energy at NRG, said in a the release. “Each time we add new devices, we’re enabling Texans to unlock new value from their homes, earn rewards and help build a more resilient grid for everyone. This is about giving customers the opportunity to actively participate in the energy transition and receive tangible benefits for themselves and their communities.