Solar met 61% of US electricity demand growth in 2025 | Ember

Solar met 61% of US electricity demand growth in 2025

16 Jan 2026

Dave Jones, Chief Analyst at Ember, said: “Solar growth was essential in helping to meet fast-rising US electricity demand in 2025. It generated where it was needed, and – with the surge in batteries – increasingly when it was needed.”

Solar grew most where electricity demand grew most. The three regions with the largest rises in solar generation – Texas, the Midwest and the Mid-Atlantic – also saw the largest increases in electricity demand. Solar growth met 81%, 81% and 33% of electricity demand growth respectively in those three regions.

Solar growth met all of the daytime growth in electricity demand – and some in the evenings. The rise in solar generation in 2025, in aggregate, met all of the rise in US electricity demand in the daytime in the hours of 10:00-18:00 ET. In addition, solar – thanks to new batteries – also met some of the electricity demand rise in the evening hours from 18:00-02:00 ET.

Solar growth was essential in helping to meet fast-rising US electricity demand in 2025. It generated where it was needed, and – with the surge in batteries – increasingly when it was needed. Solar has the potential to meet all the rise in electricity demand and much more. With electricity demand surging, the case to build solar has never been stronger.

The rise of batteries in the US is changing solar from cheap daytime electricity to dispatchable all-day electricity. In the last six years, California’s utility solar and battery generation has risen by 58%, yet generation at the sunniest hour of the day has risen by just 8%.

Overall, most new solar generation in 2025 was absorbed by rising electricity demand rather than displacing existing supply. This allowed solar to scale alongside system growth.

Jones added, “Solar has the potential to meet all the rise in electricity demand and much more. With electricity demand surging, the case to build solar has never been stronger.”

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Ember is an independent energy think tank that aims to accelerate the clean energy transition with data and policy. It creates targeted data insights to advance policies that urgently shift the world to a clean, electrified energy future.

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