A U.S. solar or battery generator that slips one month is a little more likely to start next month than a new one
EIA's monthly generator inventory, EIA-860M, lists generators planned to start next month. Fewer than four in ten of them are listed as operating in that month now. EIA wrote in November 2025 that solar delays are usually short, a month or two. If that is right, a solar generator that was planned for last month, slipped, and is planned for next month again should be close to done. Before…
According to the EIA's monthly generator inventory, EIA-860M, published in November 2025, solar generators that experience a one-month delay are 40% more likely to start operating the following month compared to solar generators that were new. However, if the delay extends to two or three months, the likelihood drops to 27%. For batteries, the odds are similar, with a one-month delay increasing the probability of starting next month by 36%, while a two-or-three-month delay reduces it to 28%.
In contrast, gas generators are more likely to be delayed by a one-month slip, showing a decreasing trend as the delay lengthens. It is important to note that gas and wind generators show the opposite trend, with a one-month delay reducing their on-time rate compared to new listings.
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