Solar Passes Coal in US Power Mix for First Time

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Here comes the sun: Solar overtook coal in US power generation last month, the first time the renewable source bested the fossil fuel. The milestone comes as the US races to meet AI-driven power demand, and despite efforts by the Trump administration to slow the renewable industry’s growth. Clean-power additions are still on track to hit a record this year. This shift underscores not just a symbolic turning point but a structural one: solar’s scalability, declining costs, and rapid deployment timelines make it uniquely suited to meet surging, AI-driven electricity demand faster than traditional generation sources can adapt.

Line chart of solar (yellow) and coal (black) shares in US power generation 2020–2026, showing solar overtaking coal.
Bloomberg/Ember chart showing solar and coal shares in US generation mix.

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