Record growth in solar, especially in China and India, was a driving factor for clean energy sources surpassing the world鈥檚 strong demand for electricity in 2025, according to a new global power analysis.
Clean power generation grew 887 terawatt hours last year, exceeding overall global electricity demand growth of 849 terawatt hours, according to a report by energy think tank Ember, released after midnight Tuesday London time.
Ember analyzes electricity data from 215 countries, and studied 2025 data for 91 countries, which the firm says represents 93% of global demand.
Overall, the share of renewables 鈥� including solar, wind, hydropower and other clean energies 鈥� hit more than one-third of the world’s electricity mix for the first time in modern history last year, growing 33.8% to 10,730 terawatt hours.
It鈥檚 promising news for a world such as coal, oil and gas to meet growing needs from economic growth, rising populations and electrification. The analysis is also especially timely by the U.S. war in Iran.
In another historical first, coal power saw its share fall below one-third of global generation, dropping by 63 terawatt hours, or about 0.6%, to 10,476 terawatt hours in 2025.
鈥淲e鈥檙e coming from a period over the last few decades where new electricity demand growth meant growth in fossil generation,鈥� said Nicolas Fulghum, Ember senior data analyst and lead author of the report. 鈥淲e鈥檙e now moving into a world where that鈥檚 no longer the case.鈥�
Also: 鈥淢ilestones like renewables overtaking coal mark an occasion, but they don鈥檛 tell us everything about the story in the power sector,鈥� Fulghum added. 鈥淭he big difference to 10, 15 years ago, where governments were pledging a build out of renewables, is that now those pledges are much more believable.鈥�
Solar and wind overall
Solar, which grew 30% in 2025, alone met three-quarters of last year’s net rise in electricity demand 鈥� and combined with wind power generation, met 99% of it.
Though solar overtook wind power globally for the first time last year, and gained on nuclear power, Ember expects the two to overtake nuclear this year.
Meanwhile, fossil fuel generation essentially halted, and fell about 0.2% in 2025, or 38 terawatt hours 鈥� making last year one of only a handful of years without a rise this century.
Growth in battery storage accompanied the acceleration of solar around the world; as battery costs fell 45% last year, storage grew 46% in 2025. Ember estimates that enough battery capacity was added last year to shift 14% of the solar generation added from midday to other hours of the day.
That鈥檚 an important part of using solar generation beyond the daytime, when it can be collected.
So, 鈥淒espite the accelerated growth and electricity demand that comes with added electric vehicle build out, of heat pumps, industrial sector electrification,鈥� Fulghum said, 鈥渃lean power will be able to structurally meet that increase in demand going into the next few years, before then bending the curve and reducing the amount of fossil generation we鈥檙e using. And that is a stark departure from the last few decades.鈥�
Regional impact
Last year also marked the first time this century that both China and India 鈥� historically major contributors of fossil power 鈥� saw declines in fossil fuel generation. In China, the decline was 0.9%, or 56 terawatt hours, and in India, 3.3%, or 56 terawatt hours.
Instead, they’re 鈥渘ow aggressively pursuing a strategy of diversification through bringing renewables into the mix. And those are the sources that are the biggest drivers of change in their power system today,鈥� Fulghum said.
China led the globe in solar, and is responsible for more than half of the world’s growth in both solar capacity and generation last year. China also accounted for most of the world’s rise in wind, with 138 terawatt hours added.
India, meanwhile, saw record increases in both solar and wind generation, along with strong hydropower output. In a reversal from fossil fuel generation increases 鈥� which for years, were driven by an economic rebound following the pandemic 鈥� India also saw lower-than-average demand growth.
The U.S. and Europe added 85 terawatt hours and 60 terawatt hours, respectively, of solar last year as fossil fuels saw small increases.
President Donald Trump’s administration has placed and reduced support for renewables; but in Europe, fossil generation is . The analysis suggests that despite efforts attacking clean energy in the U.S., and war-related challenges, the transition continues to make headway around the world.
鈥淎s we鈥檙e seeing the cost of oil be incredibly volatile right now because of the war, I think more and more people are looking to that national security argument as a reason to think about how we electrify more and and how we鈥檙e able to take advantage of additional solar and wind, which does not rely on other countries,鈥� said Alexis Abramson, dean of the Columbia University Climate School, who was not involved in the study.
鈥淲e鈥檝e really crossed this important threshold that clean energy now can meet rising demand economically and at the same time really help address national security concerns,” she added. “The next challenge is really turning that into a steady decline of fossil fuel use as well. So it鈥檚 a great step in the right direction.鈥�
___
Alexa St. John is an Associated Press climate reporter. Follow her on X: . Reach her at ast.john@ap.org.
___
Read more of .
___
The Associated Press鈥� climate and environmental coverage receives financial support from multiple private foundations. AP is solely responsible for all content. Find AP鈥檚 for working with philanthropies, a list of supporters and funded coverage areas at .
____
This story was first published on Apr. 20, 2026. It was updated on Apr. 21, 2026 to correct that coal power dropped by 63 terawatt hours, or about 0.6%, to 10,476 terawatt hours in 2025. It did not drop to 63 terawatt hours.
Copyright © 2026 The Associated Press. All rights reserved. This material may not be published, broadcast, written or redistributed.
