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Solar generation surpasses nuclear power globally for the first time

Solar generation surpasses nuclear power globally for the first time

Built World

Wind also beat nuclear monthly starting March 2025; solar capacity grew 27% while nuclear stayed flat

September 29th, 2026: WNISR 2026 report confirms solar's lead; nuclear share hits 45-year low

Overview

Updated 1 hour ago

In April 2025, solar panels generated more electricity in a single month than the world's nuclear reactors — the first time in history. Wind had crossed that line a month earlier.

The gap has widened since. From March 2025 through June 2026, solar or wind beat nuclear output every single month. In March, April and May 2026, both did simultaneously.

Solar capacity grew 27% in 2025, reaching 2,383 gigawatts (GW). Nuclear added just 1.5 GW, to 399.5 GW. Nuclear's share of global electricity fell to 8.8%, its lowest level in 45 years and half its 1996 peak of 17.5%.

Why it matters

Solar and wind now out-generate nuclear monthly, forcing grid planners to rework baseload assumptions that have underpinned electricity systems for decades.

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Key Indicators

2,383 GW
Global solar capacity (end 2025)
Up 27% year on year, adding 510 GW in 2025 alone.
399.5 GW
Global nuclear capacity (end 2025)
Added just 1.5 GW for the year; operating capacity declined by 0.5 GW.
8.8%
Nuclear share of global electricity
Its lowest share in 45 years, down from the 17.5% peak in 1996.
104 GW
Grid battery storage added in 2025
Per WNISR; IEA counts 108 GW, both roughly double the prior year.
30%
Solar generation growth in 2025
Nuclear generation rose 1.1% over the same year.

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Timeline

2025 September 2026

6 events Latest: September 29th, 2026 · 3 weeks ago
Tap a bar to jump to that date
  1. WNISR 2026 report confirms solar's lead; nuclear share hits 45-year low

    Latest Report

    Report documents 27% solar capacity growth, 30% solar generation growth, and nuclear's share falling to 8.8% of global electricity.

  2. Solar and wind both independently beat nuclear in the same month

    Milestone

    The first of three consecutive months (March, April, May 2026) in which both technologies surpassed nuclear simultaneously.

  3. Reuters projects solar will eclipse nuclear through summer

    Analysis

    Reuters' Gavin Maguire forecast solar output would exceed nuclear during June, July and August 2025.

  4. Solar generation surpasses nuclear for the first time ever

    Milestone

    Solar panels out-generated the world's reactor fleet in a month for the first time in history.

  5. Wind power beats nuclear for the first month on record

    Milestone

    Global wind generation exceeded nuclear output in a single month for the first time.

  6. Solar capacity jumps 27%, nuclear stays flat

    Data

    Solar reached 2,383 GW installed capacity; nuclear added just 1.5 GW to 399.5 GW.

Scenarios

1

Solar confirms annual lead over nuclear in 2026 data

Likely Resolves by Q1 2027

Discussed by: International Energy Agency, Reuters analysis

IEA projects solar PV will overtake nuclear on an annual basis by 2026, after adding 620 TWh of generation in 2025. If solar grows another 20-30% while nuclear grows 1-2%, full-year 2026 totals will show solar ahead, not just in summer months.

2

China's nuclear buildout keeps nuclear's share from sliding further

Possible Resolves by Q3 2027

Discussed by: International Energy Agency, World Nuclear Industry Status Report

China is adding roughly 30 GW of nuclear capacity through 2030, and its reactors connect faster than the 10.9-year global average. If China's fleet ramps while solar growth slows, global nuclear generation could grow faster than the 1.1% it managed in 2025, stabilizing nuclear's share of the mix.

3

Grid and storage limits slow solar's growth rate to half

Possible Resolves by Q1 2027

Discussed by: World Nuclear Industry Status Report, International Energy Agency

Falling battery costs supported 104-108 GW of grid storage added in 2025. But negative electricity prices and grid connection queues are spreading as solar saturates daytime demand. If storage deployment stalls or transmission lags, solar's 30% growth rate could halve, keeping the solar-nuclear gap from widening much further.

Historical Context

2 moments from history that rhyme with this story — and how they unfolded.

2016

US natural gas overtakes coal (2016)

For the first time on record, natural gas generated more US electricity than coal in 2016, roughly 34% to 30%. The fracking boom pushed gas prices low, and new gas plants were cheaper and faster to build than coal units.

Then

Coal plant retirements accelerated, and gas became the dominant US power source.

Now

Coal's share has roughly halved since, showing how quickly a cheaper technology overtakes an entrenched incumbent.

Why this matters now

The same economics, cheaper and faster-to-build generation displacing a dominant baseload source, now drive solar's rise against nuclear worldwide.

1996

Nuclear's global share peaks at 17.5% (1996)

Global nuclear plants delivered their peak share of world electricity at 17.5% of generation in 1996, the culmination of the buildout that began after the 1973 oil crisis.

Then

New reactor orders dried up after the 1986 Chernobyl disaster, and construction times lengthened.

Now

Nuclear capacity has remained essentially flat for more than 25 years, and its share has fallen to 8.8%.

Why this matters now

The 1996 peak marks the high-water mark of the nuclear era that solar and wind are now overtaking in monthly generation.

Sources

(6)