GTM Squared delivers premium content in the form of in-depth article series, research highlights, and multimedia extras. Go beyond our everyday coverage and gain insider access to our experts. Investors in U.S. solar projects should be ready to question the assumptions developers have made. They may be too good to be true. In recent years the U.S. solar market has gone from a fledging industry to a booming one. The Energy Information Administration expects solar to rank behind only natural gas in terms of new plant capacity added through 2050. Naturally, investors are flocking to the space.