Overview
- Wind and solar supplied all new global electricity demand through the first three quarters of 2025, clean power output rose about 15% year over year, and EVs reached roughly 25% of new car sales worldwide with about 50% in China, according to Ember-cited reporting.
- China’s clean generation exceeded 40% of utility power for the first time and clean‑tech exports topped $180 billion in the first ten months, led by roughly $66 billion in batteries and $54 billion in EVs, Reuters reported.
- U.S. federal rollbacks left the power sector leaning more on coal, with January–November coal output up 13% and sector emissions up 3% year over year, even as installed battery storage surpassed 39 GW and began materially serving evening peaks in California (15–18%) and Texas (~3%).
- AI data centres emerged as a major new electricity load, driving utilities and hyperscalers toward closer power deals, while engineers expect more ‘bring your own batteries’ deployments, long‑duration storage needs, and faster solar‑plus‑storage buildouts to meet location‑specific demand spikes.
- Trade and policy shifts are set to reshape procurement in 2026, with the U.S. Supreme Court taking up a case on presidential tariff powers and FEOC content rules beginning to constrain battery tax‑credit eligibility, as suppliers stress safety, localization and value over price in a storage market projected at about 247 GWh of new installations in 2025.