“Of the new electricity demand the US grid added in 2025, 61 percent was met by new solar capacity.”
The first time in modern history that one source covered the majority of incremental demand. The data centers, the EVs, and the heat pumps are all driving the load up at the same time, and the grid is keeping up because solar and batteries got cheaper faster than anyone in 2010 thought possible. Coal capacity continues to retire. Gas additions are slowing. The energy transition is no longer a forecast. It is a measurement.