Solar is and will be the main story in the energy sector for years to come ☀️ It is the dominant driver of change in global electricity generation ⚡️ Growth in Q1-Q3 2025 was much larger than from any other source. Wind was the only other source with a significant increase.

The EV transition in action 🚗🔋 In 2019, only a handful of countries had more than 10% EV sales share Fast forward to 2025 and the landscape has changed dramatically. China, the world's largest car market, crossed over 50% this year with many other markets growing rapidly.

Affordable all day solar is here. Solar already produces affordable power during the day. Rapid battery cost declines now mean that a solar + battery system that can move around 50% of its output to other parts of the day only costs $76/MWh ☀️ $43 solar 🔋 $33 storage

NEW DATA | Solar generation in 2025 has already exceeded the 2024 total as of September ☀️⚡️ A 31% increase in Q1-Q3 2025, has pushed solar beyond the full year output for 2024, with three months left in 2025.

NEW | No growth for fossil fuels in global electricity generation expected in 2025 🔥❌ Ember forecasts no increase in fossil generation as wind and solar are growing fast enough to meet all new electricity demand.

NEW data | Less than 50% of Australia's electricity generation came from fossil fuels in October 🇦🇺⚡️ This was the first month ever where renewables have overtaken fossil fuels in Australia's electricity mix. 10 years ago, in October 2015, fossil fuels made up 86%.

LATEST DATA | Strong solar additions and favourable hydro conditions in China pushed coal power down 5.4% in September compared to 2024 🇨🇳⚡️ Year-to-date, coal power remains down 1.4%.

Another new record for batteries in California 🔋⚡️ Batteries met a record high 37.2% of load at 6:25pm yesterday, Oct 12. The share of load remained at >30% for two whole hours from 5:50 to 7:50 during peak demand and discharged late into the night, reducing gas and imports.

NEW | EU solar generation has already exceeded its 2024 total as of September ☀️🇪🇺 Solar is by far the fastest growing source of electricity in the EU, up 20% year-on-year.

NEW DATA | For the first time ever, wind and solar produced more than 50% of the UK's electricity ☀️🍃🇬🇧 🏆 In September, wind and solar generation reached a share of 50.4% Both wind and solar generation also reached new absolute output records for the month of September: Wind: 7.7 TWh Solar: 1.7 TWh

NEW @ember-energy.org report out today | Renewables now produce more electricity than coal worldwide ⚡️ Renewables produced 5,072 TWh (34.4% share) in the first half of 2025 overtaking coal for the first time which stood at 4,896 TWh (33.1%.)

More than 5% isn't possible...more than 10% isn't possible... Solar was already at 8.8% of GLOBAL electricity generation in the first half of 2025, more than doubling since 2021 (3.8%). ☀️ I guess 30% is the new limit?? 🇭🇺Hungary: 29.7% 🇬🇷Greece: 26.3% 🇳🇱Netherlands: 25.7%

NEW | Electricity generation from fossil fuels fell in China and India in the first half of 2025 🔥📉 This marks a reversal from previous trends. Simultaneously, there was a small uptick in the US and in the EU. A thread 🧵

NEW DATA | China's exports of clean technologies exceeded 20 billion USD for the first time in August📈 We just published a new @ember-energy.org data tool to track exports of EVs, batteries, gridtech etc. on top of our existing tracking of solar exports. 🧵

It's astonishing how wide the battery curve has gotten in California. Last Tuesday, batteries consistently supplied more than 20% of demand for 4 hours from 6pm to 10pm. Price signals are working well.

NEW DATA | US solar power surpasses 2024 full year output in September 🇺🇸☀️ With three months left in 2025, solar generation reached 310 TWh, already surpassing the 2024 total of 302 TWh. Solar generation is up 30% in 2025 so far.

NEW ANALYSIS | Spain is successfully decoupling electricity prices from gas power costs 🇪🇸⚡️ Spain reduced the number of hours where electricity prices exceed gas costs by 75% since 2019. As a result, Spain's electricity prices were 32% lower than the EU average in H1-2025.

Another new battery record in Australia's National Electricity market 🔋🇦🇺 Battery net output reached 2,132 MW at 6:50 PM on Tuesday 30th September. And this is just the beginning...

☀️ In July 2024, 40 US states set new all-time monthly highs for solar generation, building on June's record of 38 states. The trend shows that solar continues to be an important contributor to the US power mix, despite recent moves by the US government to restrict clean power deployment.

While Trump is telling the UN that solar is a scam, the reality in the US looks very different. A sunny July saw 40 US states break their all-time high for solar generation in a single month 🇺🇸☀️ Just one month earlier, in June, 38 states had set new all-time records.

NEW DATA | China's incredible solar growth continues in August 🇨🇳☀️ Solar power reached 124 TWh in August according to the latest Ember data released today. This was a 39% increased compared to August 2024.

The latest grid to charge ahead with batteries: Victoria, Australia 🇦🇺🔋 After a slow build-up over the last few years, 2025 has seen a rapid acceleration, with another new record today at just under 1 GW discharge.

Good thread about Brazil's dynamic of hydro+wind+solar. Here in the EU we're not really going to build anymore hydro dams. But adding pumped hydro storage to existing facilities? That plays so well with loads of wind and solar.

Wind and solar power now make up around 30% of electricity generation in Brazil. But are they really useful in a hydro dominated system? A thread on why they play an increasingly important role in Brazil's power sector 🧵🇧🇷

Despite the Trump administration's anti-solar stance, solar power in the US remains a markedly non-partisan story. California, Texas, Missouri, Florida ... it's growing everywhere. 12 out of the top 20 states with the largest share increase over the last year were won by Trump.

The latest US state electricity data for July 2025 is out 🇺🇸⚡️ Texas solar generation reached another all-time high at 6,758 GWh. This was a massive 46% year-on-year increase, compared to July 2024 📈

Replacing the fossil fuel based system with wind and solar, EVs and heat pumps does not mean swapping like for like. We don't have to meet exajoule with exajoule. An energy system based on modern, electrified technologies powered by renewables is vastly more efficient.

Power system planning in the EU is complex 🇪🇺 National grid needs, EU grid needs, system flexibility, different planning workstreams happening at the same time, overlaps, intersections, misalignment... Beautifully illustrated by my colleagues Reynaldo Dizon and Elisabeth Cremona

LATEST DATA | China's solar panel exports rise to record levels ☀️🇨🇳 China exported a record 25 GW of solar panels in August, bringing the total to 167 GW so far this year. This is on top of nearly 300 GW of solar capacity installed domestically already in 2025.

The energy transition has two main dimensions: 1. Cleaning up power supply 2. Electrifying the economy Current technology and economics now allow us to push both areas much further. The future energy system will rely mostly on electrons, not on fossil molecules ⚡️

Solar laggard Canada 🇨🇦 Despite excellent solar radiation in many locations, Canada remains well behind other economies at similar latitudes. Solar electricity generation per capita in 2024 (kWh): 🇳🇱 1,235 🇩🇪 877 🇯🇵 781 🇩🇰 668 🇫🇷 354 🇨🇦 237

RANKED: The Top 5 countries with the highest solar generation per capita ☀️ The #1 Australia 🇦🇺 produced 1880 kWh per capita from solar in 2024 There were 88 countries that had lower TOTAL electricity demand per capita.

Blink and you'll miss it. The EV revolution is taking off. 🚗 Even high growth rates provide small increases early on. Then it happens all of a sudden, all at once.

In August 2025, Germany installed 1.95 GW of solar power, the second highest monthly installations ever ☀️🇩🇪 Only December 2024 (1.98 GW) was higher. This also brought Germany's installation rate back above the targeted rate of 1.62 GW a month needed to achieve its own 2030 solar installation goal.

Time to update your priors. 2000: Electricity was confined to use cases like cooling, electrical equipment, lighting, trains etc. 2025: 75% of the global energy system can be electrified ⚡️ Transport, heating, cooling, industrial heat...it can now all be powered by electrons

EVERY YEAR we extract more material (coal, gas, oil) than the material needed for the ENTIRE energy transition...at massive economic and environmental cost. The cost of the energy transition is discussed all the time. What's often missing is the cost of not doing it.

The incredible scale of the clean power race: In the first half of 2025, China installed 12x more new solar capacity than the US. 🇨🇳 256 GW vs. 21 GW 🇺🇸 There's still time for the US to get with the program, but blink one or two years and it will be too late.

❌ An economy based on fossil fuel imports for transport, electricity generation, industry etc. has massive energy security risks ✅ An economy predominantly based on electrotech (solar and wind, EVs, heat pumps) risks much less Just ask Europe in 2022

Coal power is showing signs of decline in China 🇨🇳 In the first half of 2025, coal power declined 55 TWh (-1.7%), as growth in solar and wind exceeded demand growth ☀️🍃 This is the first time China has ever seen prolonged falls in coal power outside of a major economic shock.

Wind and solar generated over a THIRD of #Brazil’s electricity for the first time ever in August 2025 ☀️🌪️ 🇧🇷 Previous droughts saw fossils rise to cover shortfalls, but rapid renewables growth helped avoid costly fossil spikes this year. ember-energy.org/lat...

Solar power is the fastest-growing source of power in history ☀️ It took 8 years to grow from 100 to 1,000 TWh. Then just 3 years for the next 1,000 TWh. It will take less than 2 years to reach 3,000 TWh of annual generation.

NEW | Wind and solar generated over a THIRD (34%) of Brazil's electricity for the first month ever in August 2025 🇧🇷⚡ 🍃 Wind generation stood at 21% in August ☀️ Solar reached a 13% share. This was 6x higher than five years ago in August 2020, when it was only 2.2%.

This is why trends are more important to pay attention to than a blanket "but fossil fuel use is rising". That's the only way to anticipate the turning points. Falling fossil fuel use in the power sector and the WHOLE economy is now possible in China 🇨🇳

Two new papers find renewables are good insurance (they stabilize electricity price volatility in welfare improving ways) www.nature.com/articles/s41... www.sciencedirect.com/science/arti... 🔌💡

Petrol and diesel vehicles continue to lose market share to 🔋EVs in the UK 🇬🇧 In the 12 months to August, petrol vehicles made up less than half (47.9%) of vehicles registered in the UK. Diesel registrations fell to just 5.8% Battery EVs rose to 22.5%🔋📈

This really takes me back to 2011 or so, when my book with a bunch of reporting about Germany's Energiewende had just come out and I'd get taken aside at conferences by mostly older engineers, who wanted me to understand that Germany would never generate 20% of its electricity from renewables

LATEST DATA | Electricity generation from fossil fuels was at a record low for August in Germany 🇩🇪⚡️ Fossil generation in August stood at 12.6 TWh. This was also a record low share for the month of August of 34.7%.

25 years of solar and wind power in the EU 🇪🇺⚡️ It's 2000...a few wind turbines are spinning in Germany and Spain ...and now? 👀 Solar and wind in the EU's top five largest power sectors:

Latest US power data 🇺🇸⚡ US solar power is on track to surpass TOTAL 2024 output by September ☀️ As of August, solar generated 273 TWh of electricity in the US, a 29% increase compared to Jan-Aug 2024.

NEW DATA | August was the first month this year where US power demand fell compared to 2024 🇺🇸⚡️ So far this year, challenging temperature conditions and data center load growth had consistently pushed demand higher with most months seeing consistent yoy increases.