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Renewables Pass Coal for First Time as Solar and Wind Outpace Power Demand

Ember casts the H1 2025 crossover as an early shift contingent on sustained investment across grids, storage, and policy.

Overview

  • Solar generation jumped 31% and wind rose 7.7% in the first half of 2025, with their combined growth exceeding the increase in global electricity demand, Ember reports.
  • Renewables produced an estimated 5,072 TWh versus coal’s 4,896 TWh, with coal output down about 0.3% year over year and solar covering roughly 83% of new demand.
  • Total fossil generation dipped around 0.3% and Ember estimates power-sector emissions fell by about 0.2% in the period.
  • China added more solar and wind than the rest of the world combined and cut fossil generation by 2%, India also reduced fossil output, while the U.S. and EU saw fossil generation rise as clean power lagged demand or variable output.
  • The analysis draws on monthly data from 88 countries covering about 93% of demand and focuses solely on electricity, with experts stressing that policy choices and grid and storage buildouts will determine whether the decline in fossil power persists.