The Dawn of Clean Growth: How Renewables Surpassed Global Demand in 2025
The Dawn of Clean Growth
Global electricity markets have officially entered a new phase. For the first time, the entirety of last year's rise in global electricity demand was met by clean energy sources, while fossil fuel generation remained flat. This milestone, detailed in the Global Electricity Review 2026, suggests that the world is moving past the ambition of net-zero targets and into a structural reality where clean energy scales faster than consumption.
Solar Power Leading the Charge
Solar energy has emerged as the undisputed engine of this transition. Generation rose by nearly a third in 2025, marking a new record and accelerating a trend that has seen output grow tenfold since 2015. This rapid scaling is largely driven by China, which contributed more than half of the global increase and has become the world's largest exporter of clean energy components.
A Historic Tipping Point: Data Analysis
The data confirms a decisive shift in the global energy mix. Solar power met three-quarters of the increase in electricity demand, with the remainder covered by wind. Globally, renewables now account for 34% of generation, overtaking coal for the first time at 33%. In India, the world's third-largest emitter, record clean generation has outstripped demand growth, causing fossil fuel output to fall by 52 terawatt hours. This marks a significant erosion of the coal dependence that has historically characterized economic growth in the region.
Infrastructure and the Path Forward
While generation is surging, the grid infrastructure is struggling to keep pace. The report highlights that battery storage is now critical for managing solar intermittency, with 14% of additional solar generation used at different times of day thanks to price drops. As transport and heating sectors electrify, the focus must shift to modernizing power grids and regulatory frameworks. Upcoming climate talks in Colombia involving over 50 nations aim to address these bottlenecks, ensuring the momentum of 2025 translates into a lasting global energy transition.