Solar leads new US power capacity as global installations pass 3 terawatts
Built WorldFederal data shows solar and batteries made up about 91% of new US grid capacity in early 2026
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Overview
Almost every new power plant that switched on in the United States this year runs on sunlight or stores it. An Inside Climate News review of federal data found that large-scale solar and batteries made up roughly 91% of new grid capacity added in the first part of 2026.
This is now the normal way the country builds electricity supply, not a one-year blip. Utility-scale solar added about 11,458 megawatts in the first half of 2026. The three largest types of natural gas plants added 2,707 megawatts combined.
Why it matters
Solar and batteries now supply most new US electricity, pushing down power costs and changing where new plants get built.
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The federal agency that collects and publishes US energy statistics, including monthly records of new power plants.
An energy research group that tracks clean-power deployment and publishes long-range forecasts.
Timeline
January 2022 August 2026
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Analysis details record US solar buildout
Latest AnalysisInside Climate News reviews federal data on every 2026 US power plant. Solar and batteries make up about 91% of new capacity.
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Global solar crosses three terawatts
MilestoneBloomberg reports the world's cumulative solar passed three terawatts, the third added in about 19 months.
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Renewables reach 30% of US generation
DataEIA data shows renewables at 30% of US electricity in early 2026, up from 27.8%.
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Solar out-generates coal in a month
DataIn May, US solar produced 47,147 gigawatt-hours to coal's 45,119, a first.
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Second terawatt reached
MilestoneGlobal solar passes two terawatts, about two years after the first.
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World hits first terawatt of solar
MilestoneGlobal installed solar reaches one terawatt, nearly 68 years after the first silicon cell.
Historical Context
2 moments from history that rhyme with this story — and how they unfolded.
Natural gas overtakes coal in US generation (2016)
Cheap gas from the shale boom made new combined-cycle plants the default build for over a decade. In 2016, natural gas produced more US electricity than coal for the first full year.
Coal plants retired faster than expected as gas undercut them on price.
Gas became the largest single source of US power and reset what utilities build.
It shows how a cheaper new technology can dominate new capacity and reorder the grid within a few years. Solar and batteries are now playing that role.
Germany's solar feed-in tariff boom (2010-2012)
Generous guaranteed prices drove a rush of German solar installs, adding roughly 7 gigawatts a year at the peak. The program also drove up consumer surcharges.
Germany briefly led the world in installed solar and seeded global demand.
Berlin cut the subsidies, installs fell, but the demand had already pushed panel prices down worldwide.
It is a warning that policy support can pull growth forward and then reverse it, the risk behind the 2027 scenario for US solar.
