Solar surge kept fossil electricity flat in 2025 as China and India made ‘historic’ shift

A record surge in clean power met all global electricity demand growth in 2025, preventing any increase in fossil fuel generation, according to energy think tank Ember.

Solar led the expansion, recording its fastest growth rate in eight years and meeting around 75% of new electricity demand alone.

Together with wind, hydropower and other low-carbon sources, the solar surge drove clean generation to rise by 887 TWh, slightly exceeding demand growth of 849 TWh and pushing fossil generation down by 0.2%, Ember said in a report published on Tuesday.

Much of this shift was driven by China and India, where rapid clean energy expansion outpaced electricity demand growth, leading to declines in fossil generation in both countries for the first time this century.

IEA slashes pre-war oil demand forecast by nearly a million barrels per day

“We have firmly entered the era of clean growth,” said Aditya Lolla, Ember’s managing director.

“Clean energy is now scaling fast enough to absorb rising global electricity demand, keeping fossil generation flat before its inevitable decline,” Lolla added.

China and India lead the way

A key driver of the global shift was a “historic” reversal in China and India, the largest contributors to fossil power growth over the past two decades, Ember said.

For the first time this century, electricity generation from fossil fuels fell in both countries in the same year, tipping the global balance.

In China, fossil generation dropped by 0.9%, its first decline since 2015, as rapid additions of solar and wind outpaced rising demand. In India, fossil generation fell by 3.3%, driven by record increases in solar and wind, strong hydro production and relatively slower demand growth.

This shift helped push renewables to around 34% of global electricity generation in 2025, overtaking coal for the first time in the modern era.

“China’s rapid expansion of solar and wind is meeting rising electricity demand at home while influencing the global electricity transition,” said Xunpeng Shi, president of the International Society for Energy Transition Studies.

“As the world’s largest builder of clean power, China’s progress is showing how growing demand can increasingly be met with clean electricity rather than fossil fuels,” Shi added.

Solar leading global energy supply growth

Reinforcing Ember’s findings, new analysis from the International Energy Agency (IEA) showed on Monday that solar has become the single largest driver of global energy supply growth, beyond the electricity sector.

In its latest Global Energy Review, the IEA found that solar PV accounted for more than a quarter of the increase in global energy demand in 2025, making it the first time any modern renewable source has taken the top spot.

The agency also reported that solar recorded the largest annual increase ever seen for any electricity generation technology.

Q&A: Will subsidy cuts for Chinese clean-tech exports hurt Africa’s solar boom?

Ember’s Lolla said clean energy is “redefining the foundation of energy security in a volatile world,” adding that “it is already helping countries reduce exposure to fossil fuel imports and costs while meeting rising electricity demand”.

‘Antidote to fossil fuel cost chaos‘

As the war in the Middle East disrupts global oil and gas supplies, the head of UN Climate Change, Simon Stiell, said the current crisis underscores the risks of fossil fuel dependence and the need for more secure, domestic energy sources.

“Wars don’t disrupt the supply of sunlight for solar power, and wind power does not depend on vulnerable shipping straits,” Stiell said.

Speaking at the opening of the Green Transformation Week conference in South Korea, Stiell encouraged countries to accelerate the transition to clean energy to regain control of their economies and national security.

Nigerians bet on solar as global oil shock hits wallets and power supplies

“War has once again revealed the soaring costs of fossil fuel dependency,” he said, warning that volatile energy markets are “holding economies around the world in a chokehold.”

“Clean energy is the antidote to fossil fuel cost chaos, because it is cheaper, safer and faster-to-market,” he added.

The post Solar surge kept fossil electricity flat in 2025 as China and India made ‘historic’ shift appeared first on Climate Home News.