Wind and solar together overtake coal power in the United States | Ember

In a historic first, wind and solar together overtake coal power in the United States

12 Mar 2025

Despite growing emissions, the carbon intensity of electricity continued to decline. The rise in power demand was much faster than the rise in power sector CO2 emissions, making each unit of electricity likely the cleanest it has ever been. 

 

Solar generation rose more than gas

Solar generation rose by 64TWh in 2024, more than gas rose (59 TWh). It remained the fastest-growing source of electricity, with its generation rising by 27% in 2024, surpassing hydro generation for the time. It made up 81% of all new annual power capacity additions in the country. Gas added no net capacity, as new plants were offset with closures.  

California and Nevada both surpassed 30% annual share of solar in their electricity mix for the first time (32% and 30% respectively). California’s battery growth was key to its solar success. It installed 20% more battery capacity than it did solar capacity, which helped it transfer a significant share of its daytime solar to the evening. Texas installed more solar (7.4 GW) and battery capacity (3.9 GW) than even California. Yet the growth of solar was uneven – 28 states generated less than 5% of their electricity from solar in 2024, highlighting significant untapped potential – even before adding battery storage.

As solar grew massively, wind saw a modest 7% increase in generation, adding the least capacity in ten years. However it still generated 50% more power than solar in 2024, making 10% of the US electricity mix.

Demand is rising – solar and wind are best placed to meet it

Increased electricity demand in 2024 signals a positive shift towards electrification. With the adoption of electric vehicles, air conditioning, heat pumps and rapid expansion of data centres, demand is bound to grow in the coming years.

To meet the rise in demand, clean generation needs to grow faster. Unlike solar, wind’s growth has been slow. Clean energy is able to meet rising electricity demand alone – without raising bills, sacrificing security of supply or further relying on gas.

As the demand remained unchanged for years, solar, wind and gas together worked to replace coal, transforming the US electricity system. But now that electricity demand is rising fast, the battle is between solar and gas to meet this. And solar is winning – it added more generation than gas in 2024 and batteries will ensure that solar can grow more cheaply and quickly than gas.

Electricity demand is rising as new uses emerge across the US economy, from data centers to transportation and heating. This makes the case for solar and wind today even stronger—they are not only fast to deploy and cheap but also help stabilize energy costs in the long run.

Daan Walter
Principal at Ember

About Ember

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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