Ten years ago, coal lit half planet. Today, it is solar panels and wind turbines that illuminate statistics. In the first half of 2025, the renewables not only covered all the increase in global electrical demand: they exceeded it.
A global sorpasso. The report, prepared by Emberanalyze data from 88 countries that represent 93% of global electric demand. Its conclusion marks a before and after: solar and wind energy grew so much that they compensated all the increase in global electrical consumption and still generated surplus.
However, there is an even more important point that is that coal generation fell worldwide. Carbon participation fell to 33.1% of global electric mix, while renewables rose to 34.3%. For the first time, the coal was behind. The descent was especially clear in China and Indiawhere coal has always dominated and, therefore, that descent is noted. On the other hand, both in the European Union and in the United States a small rebound was observed, caused by hydroelectric drought and the Gas increase.
Renewable energies produced more electricity than coal for the first time recorded in the first half of 2025 | Ember
Radiography of the change. The transition is not a statistical anecdote, but a structural phenomenon. World demand increased 369 twh (+2.6 %), moderate growth that was widely covered by solar and wind expansion.
On the one hand, the sun remains the most dynamic source on the planet. The solar generation grew 31%, reaching a global quota of 8.8%. However, this is because China It was the great enginecontributing 55% of world solar growth, followed by the United States, the European and Indian Union.
On the other hand, the wind keeps the pace. The wind generation increased by 7.7%, to represent 9.2% of the global mix. Although Europe and the United States suffered adverse weather conditions, China increased, registering a 16% increase in their wind production.
The money also changed sideways. The other great indicator that this change is structural is in the markets. According to the International Energy Agencythe global investment in energy will reach 3.3 billion dollars, a fairly striking figure. Only ten years ago, renewables were seen as An idealistic bet: faces, intermittent and subsidy dependent. Today they are the new center of financial gravity of the energy system. The proportion of clean investment against fossil went from 2 to 1 in 2015 to 10 to 1 in 2024, a change that reflects a collective market decision.
However, not everyone is invited to the party. Emerging markets and developing economies barely receive 15% of world investment In clean energy, despite the fact that its electric demand is the one that grows the most. In addition, they are still trapped between high financial costs, fragile networks and regulatory uncertainty. As Ember warnswithout international financing and technological cooperation, the global rhythm towards zero net emissions could be stopped before achieving the objective.
China drives the global transition. Behind the world sorpasso there is an undisputed protagonist: China. Not only leads the production of clean energy, but also the industry that makes it possible: panels, turbines, batteries and smart networks. Its industrial policy has made the country what some analysts describe as an “electrostate”capable of dominating the energy value chains of the 21st century as it dominated the manufacturing.
In just six months, China installed 380 GW of new solar capacity – more than all the total capacity of the United States – promoted by a wave of projects prior to new price standards. Thanks to this, its mixture Electric is already renewable 24%, and the emissions of the electrical sector fell 1.7% in half a year.
Global challenges. According to Emberthe electricity grid is already the main obstacle to renewable expansion. Solar and wind production increases faster than lines and storage grow. In countries such as Spain or Germany, specific cuts have been registered in solar parks by network saturation. In Japan, operators reduce solar generation on weekends to avoid overloads. This forced disconnection –The call Curtailment– shows a paradox: we have more sun than cables.
To the saturation of the networks is added the inequality of access to capital. While China and other economies install renewable gigawatts every month, Africa and Latin America are still waiting for sufficient investments. Hence the urgency of new global mechanisms to channel green capital towards emerging economies and ensure that the transition is truly global.
An irreversible turning point. Just a decade ago, coal generated twice as much electricity than renewables. Today, clean energy has surpassed the most polluting source and dominates the growth of the electrical system. China leadsIndia accelerateEurope It adapts and the United States It stops.
Prices fall, investments grow and emissions begin to stabilize. The energy transition is no longer a matter of political will: it is an economic law. The turning point is not in the future: it is happening right now.
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