You know, despite all the noise about Trump’s energy policies favoring fossil fuels, the reality is solar isn’t slowing down.

If anything, it’s still one of the best investment plays out there.

Sure, the national energy emergency declaration in January 2025 put a pause on some clean energy funding.

But that doesn’t change the bigger picture.

According to Reuters, U.S. electricity demand is set to grow by 3% annually through the rest of the decade.

That’s largely because of the AI boom and the rise of energy-hungry data centers.

The country’s grid is struggling to keep up, and no matter what the federal government does, the need for more power generation—including solar—isn’t going away.

And then there’s China.

While the U.S. plays politics with energy, China is racing ahead.

The Associated Press reported that China installed a record-breaking 357 gigawatts of wind and solar in 2024, surpassing its renewable targets six years ahead of schedule.

That’s an insane level of expansion.

And it’s not just about China.

When they ramp up production, global solar costs drop, making it even more competitive everywhere else.

So what does this mean for investors?

Utility-scale solar is still one of the best bets.

These massive solar farms have long-term power purchase agreements that provide steady returns, even with shifting policies.

Community solar is another space worth watching.

More states are rolling out programs that let businesses and individuals buy into shared solar projects.

This is a game-changer because it allows people to benefit from solar without installing panels on their own roofs.

Then there’s the technology side.

Companies making solar panels, battery storage, and smart grid solutions are set to thrive.

With China’s production driving down costs and continuous improvements in efficiency, solar tech is only getting better and cheaper.

Even with the federal government leaning into fossil fuels, state policies and corporate sustainability commitments are keeping solar momentum strong.

There’s just too much demand for cleaner, cheaper energy to ignore.

Trying to bet against solar right now feels a lot like betting against the internet in the early 2000s.

Sure, there are policy shifts and temporary setbacks.

But the long-term trend is crystal clear.

This is where the future is headed, and the smart money knows it.