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Environment
Apr 21, 2026
Analyzed by GPT OSS 120B

Clean Electricity Meets All New Demand, Curbing Fossil Fuels, Says Ember

AI Summary
Ember’s analysis shows that low‑emissions sources covered every kilowatt‑hour of new electricity demand in 2025, effectively blocking fossil fuels from expanding. The shift, driven by solar and wind, marks a turning point that could reshape the global power mix over the next decade.

Ember reports that low‑emissions energy sources satisfied all newly created electricity demand in 2025, leaving no room for fossil fuels to grow.

Renewables Fully Satisfy 2025’s New Electricity Demand

Solar power led the charge, delivering roughly three‑quarters of the 849 TWh of additional demand, while wind covered almost the remainder. Together with biofuels, hydro‑electricity and nuclear, low‑emissions sources accounted for a record 42.6% of the 31,779 TWh total electricity consumed worldwide in 2025.

Numbers That Reveal the Scale of the Shift

  • Solar contribution: ~637 TWh (≈75% of new demand)
  • Wind contribution: ~212 TWh (≈25% of new demand)
  • Demand growth 2025: 2.8%, matching the decade average
  • Emissions per kWh: fell to 458 g CO₂e in 2025, down from 543 g CO₂e a decade earlier
  • Global CO₂ emissions 2025: 38.4 bn tonnes; without solar and wind the total would have been 4 bn tonnes higher
  • Europe’s clean‑energy share: 71% of electricity generated

Why the Energy Landscape Is Transforming

Several forces converged to produce the 2025 tipping point. The Russian invasion of Ukraine accelerated renewable roll‑outs in Europe, while China and India collectively reduced fossil‑generated electricity for the first time this century. The International Energy Agency (IEA) also noted a slowdown in oil and gas demand, reflecting broader market pressures.

Analysts caution that the achievement reflects average‑year conditions. Rahmat Poudineh of the Oxford Institute for Energy Studies warned that extreme weather could still expose gaps in system flexibility, while Yannis Bassias of Amphore Energy emphasized the continuing need for gas and storage to ensure grid stability.

What the Next Decade May Hold for Fossil Power

Nicolas Fulghum, Ember’s senior energy and climate data analyst, projects that by 2035 fossil fuels could lose 10‑20% of their share in the electricity market, ceding dominance to clean sources. The IEA, however, argues that a 25% reduction in fossil electricity by 2030 is required to stay within the 1.5°C Paris target, a more aggressive timeline than Ember’s current outlook.

Uncertainties remain. Geopolitical shocks—such as the ongoing Gulf crisis—could further depress fossil demand, yet structural reliance on gas for baseload power in Europe, Japan and Korea may persist. The balance between rapid renewable growth and the need for flexible, low‑carbon backup will shape policy and investment decisions through the 2030s.