Solar overtakes coal in US electricity generation for first time

Solar energy supplied more electricity than coal across the United States in May, according to an analysis of government data. The milestone reflects the rapid growth of renewables even amid shifting federal policies.

Solar contributed 12.8 percent of the nation's electricity in May, while coal provided 12.2 percent. This marks the first month on record when solar exceeded coal, based on an Ember analysis. Five years earlier, solar supplied less than half its current share and coal stood at 20 percent. Nicolas Fulghum, senior data analyst at Ember, said the shift shows solar moving from a niche source to the third-largest and fastest-growing power source. He noted that markets from Texas to California are turning to solar to meet rising demand. The data emerged the same month the Trump administration announced $700 million in funding for coal industry investments, including support for the country's first new coal-fired plants in 13 years. President Trump described the move as historic action to lower energy prices with clean coal. Coal generation rose slightly from April's record low but remains on a long-term decline. Experts expect solar installations to continue growing despite a dip in 2025 compared with 2024.

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Solar power is projected to generate more electricity than coal for the first time in the Electric Reliability Council of Texas market this year. The shift comes as developers add solar capacity rapidly while no new coal plants are built. Federal projections show solar output reaching 78 billion kilowatt-hours in 2026 compared to 60 billion from coal.

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Two new reports from the International Energy Agency and Ember highlight 2025 as a pivotal year for renewable energy, with solar power leading growth and renewables surpassing coal in global electricity generation for the first time in over a century. This progress occurred amid a war in Iran that disrupted 20 percent of the world's oil and liquefied natural gas supplies. The analyses point to an emerging 'age of electricity' driven by renewables.

A study warns that data centers may drive electricity bills higher in some US states. Increases could exceed 50 percent by 2030 due to growing demand.

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India has delayed the planned maintenance of 10 gigawatts of coal-based power plants by three months due to gas supply constraints from the West Asia conflict. Piyush Singh, additional secretary at the Ministry of Power, said 8 GW of gas-based capacity is affected by higher fuel costs from the Iran war. The government plans to add 22 GW of new capacity in the next three months.

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