HomeEverythingEducation
Equities & FundsCrypto & Digital AssetsAI & TechnologyBusiness & CorporateUS Politics & PolicyGeopolitics & Global RiskMacro, Rates & FXCommodities & EnergyEuropean Politics & MarketsAsia-PacificReal Estate & Property
Story archiveAll categories
← All Stories

US solar power generation surpassed coal in May for the first time

Created at 11 Jun · 10:10 AM2 sources↑ Market-relevant2 events
IN SHORT

In May, solar power generated more electricity in the U.S. than coal for the first time, supplying 12.8% of the nation's electricity compared to coal's 12.2%. This milestone highlights solar's continued growth despite federal policies favoring coal.

✉Newsletter

PiQ Daily

Pick your topics. Get only what matters, on your cadence.

Key Numbers

12.8%solar power share of US electricity in May
12.2%coal power share of US electricity in May
91%new generating capacity from solar and battery storage in Q1
$700 millionUS government funding for coal industry support
17 gigawattspower capacity saved by Trump administration policies

Who's Involved

Ember
global energy think tank that released the data
Solar Energy Industries Association
analytics firm that contributed to the report
Wood Mackenzie
analytics firm that contributed to the report
Nicolas Fulghum
senior energy and data analyst at Ember
Donald Trump
US President boosting coal over clean energy
Martin Pochtaruk
CEO and founder of Heliene
Taylor Rogers
White House spokeswoman defending energy policies
Darren Van’t Hof
interim president and CEO of SEIA

↳ Why This Matters

This shift marks a significant moment in the U.S. energy landscape, demonstrating the growing economic viability and market dominance of solar power over coal, even amidst political efforts to revive the latter. It signals a potential acceleration of the energy transition, driven by market forces rather than solely by federal policy.

Key facts

  • In May, solar power generated more electricity in the U.S. than coal for the first time.
  • Solar supplied 12.8% of the nation's electricity in May, while coal supplied 12.2%.
  • Coal generation reached its fourth-lowest monthly share ever in May.
  • Solar is now the third-largest source of U.S. electricity, behind natural gas and nuclear.
  • Solar and battery storage accounted for 91% of new generating capacity in Q1.
  • President Donald Trump is supporting the coal industry with nearly $700 million in funding.

For the first time in May, solar power generated more electricity in the U.S. than coal, supplying 12.8% of the nation's electricity compared to coal's 12.2%. This milestone, detailed by energy think tank Ember and reports from the Solar Energy Industries Association and Wood Mackenzie, underscores solar's continued growth despite federal policies favoring coal.

Nicolas Fulghum, senior energy and data analyst at Ember, noted that solar has been steadily rising in the U.S. electricity mix while coal has declined. In May, solar became the third-largest electricity source, behind natural gas and nuclear. Coal generation hit a record monthly low in April and only saw a modest rebound in May, allowing solar to surpass it.

Despite President Donald Trump's efforts to support the coal industry, including a plan for nearly $700 million in funding for coal-fired power plants and exports, investors are prioritizing solar due to its strong returns. Martin Pochtaruk, CEO of solar panel manufacturer Heliene, stated that solar is the fastest-growing fuel source.

A White House spokeswoman defended the administration's energy policies, citing strengthened national security and the preservation of coal industry jobs. However, data indicates that solar has been the top source for new power generation for five years, with solar and battery storage making up 91% of new capacity in the first quarter. The Trump administration has also canceled clean energy projects and slowed permitting processes.

Frequently asked questions

Solar generated 12.8% of the U.S. electricity in May.

Coal generated 12.2% of the U.S. electricity in May.

Solar became the third-largest source of electricity in the U.S. in May, behind natural gas and nuclear.

President Donald Trump announced a plan to spend nearly $700 million to support coal-fired power plants and coal exports.

What Happens Next

01Analysts expect more months where solar exceeds coal generation.
02Solar is projected to overtake coal on an annual basis within a few years.

Get the newsletter.

Pick the topics you actually care about. We'll email when there's news worth your time, on the cadence you choose. Cancel any time from your account.

Cadence
CME Headlines
  • Live Cattle futures fell as liquidation trend extended.
    8 Jul · 8:17 PM
  • Live Cattle futures fell as liquidation trend extended.
    8 Jul · 8:17 PM
  • Grain futures turned lower as wheat snapped six-day rally.
    8 Jul · 8:06 PM

How It Developed

For the first time in May, solar power generated more electricity in the US than coal.
In May, solar supplied 12.8% of the nation's electricity, while coal supplied 12.2%.
Coal generation hit an all-time monthly low in April and rebounded modestly in May.
Solar became the third-largest source of electricity in the U.S. in May, behind natural gas and nuclear.
Solar and battery storage made up 91% of all new generating capacity in the first quarter.
President Donald Trump announced a plan to boost the U.S. coal industry with nearly $700 million in support.
The Trump administration has canceled solar and wind projects and slowed clean energy permitting.

Sources

T1
Solar power hits new milestones in the US even as Trump boosts coal over clean energyAP News
T1
Solar generates more energy in US than coal for first timeThe Guardian

Related Stories

Chevron licenses chemical tech to rivals to boost shale oil output
8 Jul · 12:04 PM
US container imports jump 8% in June amid tariff and fuel cost fears
8 Jul · 9:09 AM
Rooftop solar panels offer hidden benefits beyond energy savings
9 Jul · 5:10 AM
Gasoline Prices Lag Crude Oil Declines Amid Supply Chain Dynamics
8 Jul · 3:15 PM
Dangote Plans World's Largest Refinery Expansion
9 Jul · 3:30 AM