Wall Street Is Pivoting From Solar To Solar Plus Storage

The global solar energy boom is showing no signs of slowing down, with falling costs and ambitious clean energy targets continuing to drive rapid adoption.

Last year, solar capacity additions surged 11% Y/Y to a record 647 GW worldwide, bringing the total cumulative solar capacity across the globe to 2.9 TW and cementing its position as the world's fastest-growing electricity source.

Indeed, in April 2026, monthly global electricity generation from solar and wind surpassed gas-fired generation for the first time ever, a major milestone considering…