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Dave Jones

Dave Jones

Global Insights Director, Ember

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The great energy flip

New Capabilities

Leading renewable energy data analysis and tracking global electricity transition

Renewables are now in the process of overtaking coal globally after drawing level in 2025, according to the International Energy Agency's February 2026 Electricity report. Solar and wind generation continues its exponential growth, with renewables and nuclear combined forecast to reach 50% of global electricity by 2030—up from 42% today. Solar photovoltaic alone is projected to add over 600 TWh annually through 2030, driving renewable generation growth at 8% per year. The transition is accelerating across regions: coal use declined in India and China due to slower demand growth and rapid renewable expansion, while coal remained broadly flat globally in 2025 after peaking in 2023. A historic milestone emerged in China in early February 2026, where wind and solar capacity officially exceeded coal capacity for the first time in history—with solar capacity alone projected to surpass coal by 2026.

Updated Feb 17