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EU Wind and Solar Pass Fossil Fuels as U.S. Outlook Signals a Rapid Solar-and-Storage Buildout

Fresh reports show surging renewables now strain grids, requiring more storage and transmission.

Overview

  • Ember reports wind and solar supplied 30% of EU electricity in 2025, edging fossil fuels at 29%, with solar alone reaching a record 13%.
  • EIA’s January outlook projects nearly 70 GW of new U.S. solar capacity in 2026–2027, a 49% increase over end‑2025, with utility‑scale solar generation rising to 424 billion kWh by 2027.
  • Texas stands out in the forecast as ERCOT battery capacity climbs from about 15 GW in 2025 to 37 GW by end‑2027 and utility‑scale solar generation nearly doubles.
  • Ember finds solar met about 61% of U.S. demand growth in 2025 as battery capacity expanded 133% to 26 GW, enabling more evening delivery of solar energy.
  • FERC data reviewed by the SUN DAY Campaign show utility‑scale solar surpassed wind in installed U.S. capacity and accounted for 72% of new capacity added in the first ten months of 2025, even as curtailment, price volatility, and interconnection delays persist.