California Just Lost a Massive Multi Million Dollar Solar Industry to Texas

In 2025, California—the only state requiring solar panels on every new home—lost one of its most advanced solar manufacturers to Texas. GAF Energy has officially shuttered its San Jose facility and moved operations to a massive new plant in Georgetown, Texas.



Want to verify the facts in this video? Here are all the credible sources we used for our research:
GAF Energy Official Sources:

GAF Energy Georgetown Facility Announcement: https://www.gaf.energy/press/gaf-ener...
GAF Energy "Built in America" Manufacturing Info: https://www.gaf.energy/gaf-energy-bui...
Standard Industries Press Releases: https://www.standardindustries.com/

News Coverage of the Closure:

East Bay Times (Oct 2025): https://www.eastbaytimes.com/2025/10/...
Electrek (Dec 2025): https://electrek.co/2025/12/15/gaf-en...
SF Gate: https://www.sfgate.com/tech/article/g...
Yahoo Finance: https://ca.finance.yahoo.com/news/gre...
Community Impact (Georgetown): https://communityimpact.com/austin/ge...

California Solar Industry Crisis:

Solar Energy Industries Association (SEIA) Market Reports: https://seia.org/research-resources/
California Solar & Storage Association (CALSSA): https://calssa.org/press-releases
Environmental Working Group - Solar Company Bankruptcy Report: https://www.ewg.org/news-insights/new...
Canary Media - Industry Analysis: https://www.canarymedia.com/articles/...

NEM 3.0 Policy Information:

Solar.com NEM 3.0 Explainer: https://www.solar.com/learn/nem-3-0-p...
EnergySage NEM 3.0 Guide: https://www.energysage.com/blog/net-m...
GreenLancer NEM 3.0 Analysis: https://www.greenlancer.com/post/nem-3-0

California Solar Mandates:

Simply Solar - Title 24 Requirements: https://simplysolar.com/blog/californ...

Georgetown, Texas Information:

Georgetown Economic Development: https://invest.georgetown.org/
City of Georgetown Official Site: https://www.georgetowntexas.gov/
KXAN - Fastest Growing Cities: https://www.kxan.com/news/texas/new-p...

California Business Exodus Context:

Mercury News - Companies Leaving California: https://www.mercurynews.com/2025/09/1...
CalMatters Analysis: https://calmatters.org/economy/2024/1...
Tech Times: https://www.techtimes.com/articles/31...

Federal Tax Credit Changes:

SEIA - "One Big Beautiful Bill" Analysis: https://seia.org/research-resources/c...