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I wrote concerning the seventy fifth version of the Statistical Evaluation of World Power a number of days in the past with some dangerous information, that the US accounted for 47% of the world’s CO2 emissions development in 2025, due partially to fully fossil/pollution-biased Trump administration insurance policies and due partially to the large explosion in AI infrastructure. Nevertheless, there’s additionally some strongly optimistic information from the annual report.
This was a key spotlight from the very starting of the report: “Complete power provide (TES) exceeded 600EJ in 2025, an increase of 1.7% over 2024, persevering with the long-term upward pattern in power demand. Renewables had been the most important supply of TES development for the primary time outdoors of a recession, with solar energy accounting for 71% of this improve.” So, there’s a lot to rejoice there amongst cleantech fans.
Nevertheless, some who’re much less optimistic, or no less than much less keen to we’ve received when there’s a lot nonetheless do to, will rightfully give attention to the sentences that comply with in that very same paragraph: “Fossil fuels continued to develop in absolute phrases and retained their dominant place, accounting for 86% of TES. All sources of power provide, globally, noticed will increase in 2025.” So, regardless of cleantech rising extra, fossil gas provide didn’t shrink — it grew. Fossil fuels additionally nonetheless account for the overwhelming majority of whole power provide. Because of this, CO2 emissions continued to develop, by 1.1%. As talked about beforehand, although, that was in big half as a result of adjustments in US coverage and the AI information heart increase. Nevertheless, even Europe continues to be going within the fallacious route. “Europe’s CO2 emissions from the power sector elevated by 0.5%.” China’s emissions additionally elevated, however the USA’s elevated 4 occasions extra.
However, sure, let’s give attention to the optimistic information a bit extra.
“Photo voltaic achieved 30% development in 2025 and its share of whole energy technology reached 8.7% – surpassing wind (8.4%) for the primary time and virtually equalling nuclear’s share of 8.8%. Behind photo voltaic, wind energy was the second largest supply of renewables development in 2025, rising by 8.2% year-on-year.”
Extra optimistic information: China’s use of oil and diesel declined for the second yr in a row. One might assume that would speed up increasingly given how briskly the nation’s auto market is shifting to electrical automobiles.
By way of coal use, China’s coal consumption was flat yr over yr, India’s coal consumption grew by 0.6% (far beneath its 10-year common of three.6%), and the USA’s coal consumption … grew by 10%.
Even when it doesn’t appear quick sufficient, Europe has lower fossil gas dependence considerably by way of development in photo voltaic and wind energy vegetation.
“Following Russia’s invasion of Ukraine initially of 2022, the European Union accelerated current plans to scale up its renewable power capability. Since then, growth has been fast: wind and solar energy made up 30% of electrical energy provide in 2025, in comparison with 19% in 2021. This has displaced each coal and gasoline energy, with gasoline technology falling by 15% in the identical interval, and coal by 38%. The accelerated deployment of wind and photo voltaic, plus supportive coverage environments comparable to REPowerEU, meant that by 2025 the 2 sources generated 852TWh, extra energy than coal, gasoline and oil mixed (760TWh).
“The fast build-out has shielded the area from paying extra prices for imported fossil fuels. Ember evaluation has discovered that new wind and photo voltaic capability deployed following Russia’s invasion of Ukraine averted €72bn of fossil gas imports between 2022 and 2025, with the most important financial savings coming from Germany, Spain and Italy. Nearly all of this saving has come by way of averted gasoline imports.”
“Past the EU, the small-scale nature of photo voltaic photovoltaic (PV) techniques has meant that the know-how is more and more deployed as a consumer-driven response to increased power costs or unreliable electrical energy provide. The relative low value and ease of set up makes the know-how accessible to mass markets, which implies that it could possibly considerably change energy techniques throughout the house of a single yr.
“In Pakistan, behind-the-meter and off grid photo voltaic capability now whole 23.4GW, up from 2.1GW in 2021. This fast scaleup was influenced by surging energy costs in 2022 because the nation struggled to safe LNG cargoes, mixed with an already costly and unreliable transmission system. On the similar time, the worth of photo voltaic panels had fallen dramatically, and Pakistan levied no tax on photo voltaic panel imports.
“In simply 4 years, Pakistan has shifted from producing 3% of electrical energy from photo voltaic to 22% (together with behind-the-meter and off grid photo voltaic technology; see desk, p72). This sudden transformation of the ability system has led the federal government to cancel LNG cargoes scheduled for 2026-2027, and search to renegotiate long-term contracts.”
It’s an incredible story. For certain, it’s one of many higher solar energy development tales general. Nevertheless, at various ranges, the identical factor is occurring world wide. Persons are adopting solar energy as a result of it’s cheaper, you may get a secure worth/value, and it frees one from the shackles of fossil gas dependency — particularly if it additionally powers your electrical automotive.
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