Global solar surge pushes renewables past electricity demand in 2025
Global solar surge pushes renewables past electricity demand in 2025
Global renewables outpace electricity demand in 2025, led by solar growth in China and India, with India's massive T&D capex fueling the transition.
Global renewables have overtaken the world’s electricity demand in 2025, driven by a solar surge in China and India. Strong growth in solar capacity and generation helped clean energy sources outpace traditional demand, signaling a pivotal shift in the energy landscape.
India is speeding forward on its grid expansion with a nearly ₹9 lakh crore capex push through 2032 to strengthen transmission and distribution. While new project orders slowed briefly due to manufacturing constraints, renewable energy expansion and robust domestic and global demand continue to power the sector.
China remains the undisputed leader in solar, supplying more than 80% of the world’s solar panel components, and is calling for coordinated industry action to address a glut of solar production. The combination of rapid solar growth and supply-chain leadership underscores the big bets investors and governments are placing on a cleaner, more interconnected energy system.
