Solar Moves Ahead as Coal RetreatsSolar Moves Ahead as Coal RetreatsCoverage from Science, DeSoto County News, and others
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Solar supplied 12.
8% of U.S. electricity in May 2026, narrowly surpassing coal at 12.2% and becoming the country’s third-largest electricity source behind natural gas and nuclear. The milestone reflects sustained solar growth, declining coal generation, and rising demand from data centers, manufacturing, and electrification, while batteries and transmission investment are expanding alongside new generation. Growth continues amid federal support for coal, slower clean-energy permitting, legal challenges, and persistent grid-reliability requirements.
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09/05/2026
The story broadens beyond the U.S. solar-coal crossover, adding evidence of coal’s weakening output, major Texas grid-development pressures, and a global renewables-over-coal milestone.
07/23/2026
The story now frames solar not just as overtaking coal, but as becoming the third-largest U.S. electricity source, underscoring a more durable shift in the power mix. It also adds more explicit policy and financing uncertainty around permitting changes, tariffs, and tax-credit deadlines.
Ember analysis using U.S. generation data reported solar at 12.8% of electricity in May versus coal at 12.2%, despite Trump administration cuts to solar support.
Ember electricity data analysis reports Asia solar generation edging past gas in the 12 months to April 2026 amid LNG disruptions and stalled gas expansion.
Ember reported that U.S. solar provided 12.8% of electricity in May, surpassing coal at 12.2% as federal policy shifts and legal challenges affect renewables development.
In 2026, rooftop solar growth persisted amid Trump-era coal procurement and offshore wind restrictions, despite ongoing federal and state legal challenges.
In the United States, policy actions targeting wind and solar incentives contrast with continued rapid solar deployment, supported by permitting feasibility and declining solar costs.
Trump administration measures in the USA increased wind project cancellations and reduced solar tax credit access while solar deployment continued to rise through 2025.
NERC assesses U.S. summer 2026 reliability as solar and battery additions improve readiness, while New England, the Pacific Northwest, West Texas, and Saskatchewan remain at higher risk.
A Washington delegation studied Texas renewable scaling during visits to ERCOT, Austin Energy, UT Austin, and CapMetro, focusing on faster interconnection and transmission.
In 2025, U.S. electricity-sector greenhouse-gas emissions rose 4% as coal generation increased 13%, according to Energy Information Administration analysis and accompanying policy and measurement updates.
US Energy Information Association reported that California utility-scale solar outpaced natural gas on 82% of days through May as solar and storage capacity grew.
Ember, SEIA, and Wood Mackenzie reported May U.S. electricity generation shifts toward solar over coal, while Nevada and national policy actions influence grid and capacity planning.
Ember, SEIA, and Wood Mackenzie report May solar surpassed coal in U.S. electricity share amid federal coal support and renewable-development restrictions.
Ember reported May 2026 U.S. solar reached 12.8% of electricity, exceeding coal at 12.2%, amid federal policy backing for coal and continued solar deployment growth.
ERCOT queue data in Texas shows gas generation surpassing wind as data center demand and the Texas Energy Fund increase dispatchable generation planning.
ERCOT interconnection queue data in Texas shows gas projects surpassing wind for the first time since 2016, driven by data center demand and Texas Energy Fund loans.
Ember reports EU solar reached 25% of June electricity, with Spain, Germany, and Hungary receiving over one-third to nearly half and electricity-sector CO2 falling since 2020.
Utility-scale solar in the United States is projected to add 42,971 megawatts in 2026 as developers navigate tariffs, tax-credit deadlines, and solar-plus-storage requirements.
Federal offshore wind restrictions and solar tax credit changes under the Trump administration met court and state resistance while May 2026 US electricity saw solar exceed coal for the first time on record.
In 2026, CAISO reports California utility-scale solar outproduced natural gas on 82% of days from January through May, aided by 16 GW batteries and reduced gas generation.
EIA reported in 2026 that CAISO utility-scale solar outgenerated natural gas on 82% of days, amid rising solar capacity, faster battery growth, and doubled imports.
Ember and SEIA-Wood Mackenzie reports show U.S. solar supplied 12.8% of electricity in May 2026 and surpassed coal on record, amid continued capacity additions and EPA cancellation of Solar for All.
Ember reported May U.S. solar reached 12.8% of electricity, overtaking coal at 12.2% amid administration coal-support policies and renewable permitting disputes.
Ember reported solar supplied 12.8 percent of U.S. electricity versus 12.2 percent from coal in a prior month, as coal reached a record low while federal orders extended some coal plant operations.
EIA projects ERCOT solar generation in Texas will exceed coal in 2026 and 2027 while ERCOT reliability remains supported by gas, nuclear, wind, and battery storage.
ERCOT in Texas reported declining summer grid-emergency risk as solar and battery storage additions increased, with U.S. EIA projecting solar to overtake coal in 2026.
BloombergNEF projects tech:solar-pv will overtake coal as the leading electricity generator within six years, with 2026 installations slightly below 2025 levels.
Science’s 2025 Breakthrough of the Year honors Charlie Gay, Hans-Josef Fell, and Li Junfeng for contributions enabling renewables to surpass coal electricity worldwide.
Spring operations in California, New York, Texas, and New Mexico showed growing solar, wind, and battery contributions that displaced coal and gas generation during peak demand windows.
Ember reported record U.S. solar output while Texas Governor Greg Abbott proposed data-center rules, with federal funding resuming for a lithium refinery and Holtec considering small modular reactors in New Jersey.
Ember, SEIA, and Wood Mackenzie report higher U.S. solar generation share in May and continued coal decline amid federal support for coal and restrictions on solar and wind projects.
Ember, SEIA, and Wood Mackenzie report US solar generated 12.8% of electricity in May 2026, surpassing coal at 12.2% during a period of Trump coal-support policies.
Ember data and SEIA and Wood Mackenzie analysis report solar surpassed coal in U.S. electricity generation in May 2026 as solar and batteries dominated new capacity.
Texas expanded wind generation through renewable portfolio standards and CREZ transmission, while Winter Storm Uri in 2021 drove system-wide weatherization policy for grid resilience.
Ember, SEIA, and Wood Mackenzie report solar supplied more U.S. electricity than coal in May, despite federal policy favoring coal and limiting renewables.
EIA Electric Power Monthly reports US renewables reached 30.0% of generation in early 2026 through April 30, 2026, driven by solar and wind growth plus rapid battery capacity increases.
In the United States, residential demand for solar paired with battery storage rose 21% in 23 days after the Iran war began, with EV sales up 17% in a quarter.
Ember and industry analysts reported May US electricity shares where solar at 12.8% surpassed coal at 12.2%, amid rising demand and Trump coal-support policies.
US Energy Information Administration projections indicate ERCOT in Texas will generate more electricity from solar than coal in 2026 and 2027 while maintaining reliability.
5/23/2026 • Clean Energy & Emissions • General
Additional1 article · CI Score below 45
The Texas Energy and Power Newsletter / Micalah Spenrath42
ERCOT and PUCT report Texas grid change in 2025-2026 as interconnection queues expand for gas, solar, and storage and transmission spending rises for load growth.