Solar Power Surges Past Natural Gas in Global Electricity Growth, Ember Report Finds

Solar Energy Outpaces Natural Gas in Global Power Growth

A new report from climate and energy think tank Ember reveals that solar energy is now crushing natural gas in terms of global electricity generation growth. The findings highlight a significant shift in the power sector as countries increasingly turn to cheaper, more secure renewable energy sources.

Key Findings from the Ember Report

The report, which analyzes global electricity data, shows that solar power additions are far outstripping those of natural gas. In 2025, solar capacity grew by over 200 gigawatts (GW) worldwide, while natural gas capacity additions lagged significantly behind. This trend is expected to continue, with solar projected to dominate new power generation capacity in the coming years.

Ember's analysis indicates that the cost of solar energy has plummeted, making it the cheapest source of electricity in many regions. This economic advantage, combined with energy security concerns and climate goals, is driving the rapid adoption of solar power.

Natural Gas Losing Its Grip

Natural gas, once hailed as a bridge fuel to a low-carbon future, is losing its grip on the global power mix. The report notes that gas-fired power generation grew only modestly in 2025, while solar generation surged by more than 25%. In several key markets, including Europe and parts of Asia, gas is being displaced by solar and other renewables.

The shift is particularly pronounced in countries with high solar irradiance and supportive policies. For instance, India and China are adding solar capacity at a record pace, reducing their reliance on imported natural gas.

Implications for Energy Markets

The rapid growth of solar power is reshaping global energy markets. According to Ember, the levelized cost of electricity (LCOE) for solar has fallen by 90% over the past decade, making it cheaper than both coal and gas in many regions. This cost advantage is expected to accelerate the transition away from fossil fuels.

Furthermore, solar power offers greater energy security by reducing dependence on imported fuels. Countries that invest heavily in solar can insulate themselves from volatile gas prices and supply disruptions, as seen during the recent energy crisis in Europe.

Policy and Investment Trends

The report highlights the role of policy in driving solar growth. Government incentives, renewable energy targets, and carbon pricing mechanisms are all contributing to the shift. In the United States, the Inflation Reduction Act has spurred massive investments in solar manufacturing and deployment. Similarly, the European Union's Green Deal and China's Five-Year Plan prioritize solar expansion.

Investment in solar technology is also booming. Private sector funding for solar projects reached record levels in 2025, with major corporations committing to 100% renewable energy goals. This trend is expected to continue as the cost of solar continues to fall.

Challenges and Opportunities

Despite its rapid growth, solar power faces challenges, including grid integration, storage, and land use. However, innovations in battery storage and smart grid technology are helping to address these issues. The report notes that pairing solar with storage can provide reliable power around the clock, making it a viable replacement for gas peaker plants.

Opportunities abound for countries that embrace solar. The report suggests that solar could become the dominant source of electricity globally by 2035, if current trends continue. This would have profound implications for climate change, energy access, and economic development.

Conclusion

The Ember report makes clear that solar energy is crushing gas growth worldwide. As costs continue to fall and policies support renewable energy, solar is poised to become the backbone of the global power system. Natural gas, once seen as a necessary transition fuel, is being left behind as the world accelerates toward a cleaner, more sustainable energy future.

This article is based on reporting by Electrek. Read the original article.