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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The United States added a record 51.6 gigawatts of clean power in 2025, equivalent to about 25 Hoover Dams. Growth continued into early 2026 despite federal policy shifts that have increased project cancellations.

Sunrun, Tesla, and Renew Home announced an agreement to aggregate more than 16 gigawatts of home batteries and devices into the largest distributed power plant in the US. The project targets surging electricity demand from data centers. Sunrun shares rose as much as 26 percent following the announcement.

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Offshore wind farms off the New England coast delivered hundreds of megawatts of power during a July heat wave, cutting the region's use of oil-fired plants. Data from the period showed a notable drop compared to a similar event the previous year.

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