Solar can be deployed by hundreds of thousands of individual efforts and financing at the same time, with almost no bureaucracy. It starts to produce electricity basically the same day.
I can't imagine anything being able to compete with that for speed and scale - or costs, for that matter. Once deployed it's basically free.
Confusing headline (on purpose I'm sure). No, solar didn't handle 61% of total energy demand. It handled 61% of the so-called "surge" - 3% growth over the prior year.
There should be a minimum level of expertise or commitment to the truth so that publication who certainly think of themselves as major league or factual don't publish blatantly false statements like this.
Yes, demand rose, and solar panels were installed whose capacity was about 60% of the new demand, but to say solar handled 60% of new capacity is blatantly false.
As someone who owns solar panels, I'm painfully aware that there can be days, weeks of bad weather when there's barely any generation. But even at the best of times, solar has a hard time covering for the demand of something like data centers which suck down insane amount of juice round the clock.
There's also no information about whether these data centers are located to be close to solar farms, and we know that in many cases, they're not.
I've thought about installing solar panels on my roof for years. But when I factor in installation costs, it never makes sense because the local energy rates are pretty reasonable... Also, I live in Southeast, a place with plenty of sun but nowhere near the Southwest.
Solar panel prices fell hugely in the past years. Is there anything that could significantly reduce installation costs?
Thanks for sharing, although I don't understand how Saul expects everyone to buy electric cars. They are much too expensive in Australia and the charging infrastructure is not well distributed. Electric cars are also a massive risk in fires (they were a big problem in the LA fires), and Australia has a lot of fires.
Even an electrified kitchen (which Saul also suggests for everyone) is iffy in Australia, because good freestanding ovens with induction cooktops cost about 3x what freestanding ovens with a gas cooktop would cost, not to mention the electrical rewiring costs, which could be substantial especially if a conversion to 3-phase is needed.
Contrary opinion: too much farmland is being turned over to solar. Our regulatory systems are not working. Land that once produced food now produces electricity. Turning a food farm into solar is too easy (ie cheap). The land is flat and there are nearby roads and electricity networks. And who is going to tell a farmer how to best use thier land? But the world needs more than datacenters. The world needs food.
Solar should be installed on unproductive land. Buildings should be covered in panels. Carparks should have solar roofs. If i were king of zoning, every new construction would be required to cover say 50% of thier footprint in panels. That is the direction to go. We should not continue to convert farmland.
A total parody, but on point. "Can I Beat Farming Sim WITHOUT FARMING?" - The Spiffing Brit
So I'm reading it correctly, 39& of "the surge" was covered by traditional energy sources. Which still means use of traditional sources increased. Correct?
I guess the good news is, solar is available when demand is highest. Nonetheless, is it helping to solve a problem or is it serving more as an enabler of the status quo?
While I'm concerned about the environmental challenges of reversing the trend and increasing energy consumption, I'm happy that people are living in more comfortable homes, that the Amercian industrial base is being restored, that more and better services are being provided (better healthcare, inexpensive and healthy food, comfortable, efficient and inexpensive transportation).
That is what we're using this electricity for, right?
Why are you against increasing energy consumption? Increasing energy consumption is what pulled the world out of the feudal, warlord misery of the past. Maybe switch the focus of this feeling towards being against pollution or something that is a negative. Just being against energy consumption is quite regressive and anti-human.
»US electricity demand jumped by 135 terawatt-hours (TWh) in 2025, a 3.1% increase, the fourth‑largest annual rise of the past decade. Over that same period, solar generation grew by a record 83 TWh – a 27% increase from 2024 and the biggest absolute gain of any power source. That single jump in solar output covered 61% of all new electricity demand nationwide.«
This article equates generation with consumption which is a fallacy.
Lots of solar and wind generation is actually produced without meeting demand meaning that the generated electricity often has to be wasted.
It really depends on how you write the headline. "US electricity demand surges in 2025 while new utility-scale solar installations decrease from 2024" is equally accurate. It's unclear what the future holds if the trend remains down or flat.
Did "demand surge" or was excess peak power sold of for nearly 0 to people that can spin up and turn off load on the turn of a dime (crypto)? We have had negative pricing (they pay you to take the power) to stabilize the grid due to solar/wind peaks.
First, US demand increased by 3.1%. That is bad - demand should be going down, since there is a need to conserve electricity while much of it is provided by CO2-emitting sources. That said - it is not such a huge "surge" that the fact that 61% of it was covered by an increase in Solar capacity is so impressive.
Second, Solar generation is said to have reached 84 TW. But if the increase in demand was 135 TW, and that's just 3.1% of total demand, then total demand is 4355 TW, and Solar accounts for 1.92% of generation. That is _really_ bad. Since we must get to near-0 emissions in electricity generation ASAP to avoid even harsher effects of global warming; and most of the non-Solar generation in the US is by Natural Gas and Coal [1].
You could nitpick and say that the important stat is "total renewables" rather than just Solar, and that the US has a lot of Nuclear, and that's technically true, but it's not as though Nuclear output is surging, and it has more obstacles and challenges, for reasons. So, the big surge to expect in the US is Solar - and we're only seeing very little of that. If you mis-contextualize it sounds like a lot: "60% of new demand! 27% increase since last year!" but that's not the right context.
It is not bad. Energy usage is the best proxy we have for societal wealth. It's starting to somewhat decouple, but I'd posit that's largely due to financial woo-woo than actual real wealth. Time shall tell. A lot of energy (no pun intended) was put into short-term easy wins on the efficiency side the last couple decades, but those low hanging fruits are largely picked over. In the end, it requires serious capital investment into energy production and distribution.
> demand should be going down
Naw. If we want to actually regain any sort of self-determination as a nation we need to re-industrialize and learn to make things again. This is a multi-generational project that takes decades to even build the foundation for. This all requires energy - preferably as clean and cheap as possible.
We should be looking what what China is doing. Building everything possible as quickly as possible. Spam solar, wind, nuclear, and yes natural gas which enables the former two to exist to begin with. Start spinning up battery plants as well on top of it. Coal I can grant is silly to invest in these days, re-purpose those plants as their useful lifetimes run out into natural gas or nuclear power plant sites.
Then start spamming long distance transmission lines throughout the country to further even out demand vs. supply, so more sunny and windy locations can pick up the slack in other regions of the country. Start telling NIMBYs to go pound sand.
This degrowth stuff is just a way to make poor and working class folks suffer. China and India are building so much energy production capacity it simply doesn't matter anyways. Build or have your grandchildren be left behind.
You seem to be suggesting that we should continue to warm up the planet so as to increase "societal wealth". No, we should not, it is harmful and dangerous.
> Naw. If we want to actually regain any sort of self-determination as a nation
Avoiding global warming is an imperative. Your desire to feel "self-determination as a nation" is at most a nice-to-have.
That said - if the US were able to separate out a 're-importation of production capacity' from another country when estimating energy use, and could show a significant drop with that aside, and a drop relative to the energy use as part of that production activity, then - ok, that would be a legitimate argument that its conduct is better than the numbers suggest.
> This is a multi-generational project
So, you're claiming that it's ok for you to keep warming us all up and have the seas rise, and droughts, and fires, and agriculture failing etc. for at least, say, 50 years because of your multi-generational project.
No way. Now, of course, I'm just a guy on the Internet and the US is a global empire which invades and bombs kidnaps heads-of-state etc. But - that must be resisted. Also, the political elites within the US who subscribe to that view must be resisted internally.
> China ... Building everything possible as quickly as possible.
China's policies are a mixed bag; but they are certainly not building _everything_ as quickly as possible. And a lot of what they're building is non-CO2-emitting energy production capacity. Its official plan (IIRC) is no increase in emissions after 2030, and full neutrality by 2060 - which is absolutely not building everything nor as quick as possibly. Now, that is not good enough, but US policy (and your approach) seems to be "burn, baby, burn".
> This degrowth stuff is just a way to make poor and working class folks suffer.
Ah, yes, US society and economy these days are all about aleviating poverty and promoting working class interests.
The book Here Comes the Sun by Bill McKibben is a really great read on the changing economics of solar. It came out August 2025 so its fairly up to date too.
The cognitive dissonance around optimism regarding renewables and the fact that there are multiple military actions going on around the globe right now focused exclusively on extracting more fossil fuels from the ground is a bit much sometimes.
Why do people even pretend like we haven't signed up for "what's worse than the worse case scenario?" as far as climate goes?
The only way to reduce the already severe impacts of global warming are to keep fossil fuels in the ground. It doesn't matter how much energy is generated by solar so long as we continue to dig up and burn fossil fuels. It's quite clear that we have zero intentions of slowing down or even keeping our fossil fuel consumption steady.
If we had record electricity demand, and anything short of 100% of it was covered by renewables, that means we're burning more fossil fuels then we were before.
We have, pretty unequivocally at this point, signed up for seeing what the end game of civilization looks like rather than realistically exploring or even considering any alternatives.
What about behind the meter fossil fuel for datacenters? The underlying Ember one [0] is nearly all about the grid, with mention of behind the meter solar data being incomplete.
34 comments
[ 3.8 ms ] story [ 51.8 ms ] threadI can't imagine anything being able to compete with that for speed and scale - or costs, for that matter. Once deployed it's basically free.
Yes, demand rose, and solar panels were installed whose capacity was about 60% of the new demand, but to say solar handled 60% of new capacity is blatantly false.
As someone who owns solar panels, I'm painfully aware that there can be days, weeks of bad weather when there's barely any generation. But even at the best of times, solar has a hard time covering for the demand of something like data centers which suck down insane amount of juice round the clock.
There's also no information about whether these data centers are located to be close to solar farms, and we know that in many cases, they're not.
Solar panel prices fell hugely in the past years. Is there anything that could significantly reduce installation costs?
https://www.volts.wtf/p/whats-the-real-story-with-australian
The difference in the permitting process between Australia and US is staggering.
Even an electrified kitchen (which Saul also suggests for everyone) is iffy in Australia, because good freestanding ovens with induction cooktops cost about 3x what freestanding ovens with a gas cooktop would cost, not to mention the electrical rewiring costs, which could be substantial especially if a conversion to 3-phase is needed.
Solar should be installed on unproductive land. Buildings should be covered in panels. Carparks should have solar roofs. If i were king of zoning, every new construction would be required to cover say 50% of thier footprint in panels. That is the direction to go. We should not continue to convert farmland.
A total parody, but on point. "Can I Beat Farming Sim WITHOUT FARMING?" - The Spiffing Brit
https://youtu.be/MaJvrGHJoAQ
I guess the good news is, solar is available when demand is highest. Nonetheless, is it helping to solve a problem or is it serving more as an enabler of the status quo?
That is what we're using this electricity for, right?
Really doesn't sound like much of a surge then!
This article equates generation with consumption which is a fallacy.
Lots of solar and wind generation is actually produced without meeting demand meaning that the generated electricity often has to be wasted.
First, US demand increased by 3.1%. That is bad - demand should be going down, since there is a need to conserve electricity while much of it is provided by CO2-emitting sources. That said - it is not such a huge "surge" that the fact that 61% of it was covered by an increase in Solar capacity is so impressive.
Second, Solar generation is said to have reached 84 TW. But if the increase in demand was 135 TW, and that's just 3.1% of total demand, then total demand is 4355 TW, and Solar accounts for 1.92% of generation. That is _really_ bad. Since we must get to near-0 emissions in electricity generation ASAP to avoid even harsher effects of global warming; and most of the non-Solar generation in the US is by Natural Gas and Coal [1].
You could nitpick and say that the important stat is "total renewables" rather than just Solar, and that the US has a lot of Nuclear, and that's technically true, but it's not as though Nuclear output is surging, and it has more obstacles and challenges, for reasons. So, the big surge to expect in the US is Solar - and we're only seeing very little of that. If you mis-contextualize it sounds like a lot: "60% of new demand! 27% increase since last year!" but that's not the right context.
[1] : https://www.statista.com/statistics/220174/total-us-electric...
It is not bad. Energy usage is the best proxy we have for societal wealth. It's starting to somewhat decouple, but I'd posit that's largely due to financial woo-woo than actual real wealth. Time shall tell. A lot of energy (no pun intended) was put into short-term easy wins on the efficiency side the last couple decades, but those low hanging fruits are largely picked over. In the end, it requires serious capital investment into energy production and distribution.
> demand should be going down
Naw. If we want to actually regain any sort of self-determination as a nation we need to re-industrialize and learn to make things again. This is a multi-generational project that takes decades to even build the foundation for. This all requires energy - preferably as clean and cheap as possible.
We should be looking what what China is doing. Building everything possible as quickly as possible. Spam solar, wind, nuclear, and yes natural gas which enables the former two to exist to begin with. Start spinning up battery plants as well on top of it. Coal I can grant is silly to invest in these days, re-purpose those plants as their useful lifetimes run out into natural gas or nuclear power plant sites.
Then start spamming long distance transmission lines throughout the country to further even out demand vs. supply, so more sunny and windy locations can pick up the slack in other regions of the country. Start telling NIMBYs to go pound sand.
This degrowth stuff is just a way to make poor and working class folks suffer. China and India are building so much energy production capacity it simply doesn't matter anyways. Build or have your grandchildren be left behind.
You seem to be suggesting that we should continue to warm up the planet so as to increase "societal wealth". No, we should not, it is harmful and dangerous.
> Naw. If we want to actually regain any sort of self-determination as a nation
Avoiding global warming is an imperative. Your desire to feel "self-determination as a nation" is at most a nice-to-have.
That said - if the US were able to separate out a 're-importation of production capacity' from another country when estimating energy use, and could show a significant drop with that aside, and a drop relative to the energy use as part of that production activity, then - ok, that would be a legitimate argument that its conduct is better than the numbers suggest.
> This is a multi-generational project
So, you're claiming that it's ok for you to keep warming us all up and have the seas rise, and droughts, and fires, and agriculture failing etc. for at least, say, 50 years because of your multi-generational project.
No way. Now, of course, I'm just a guy on the Internet and the US is a global empire which invades and bombs kidnaps heads-of-state etc. But - that must be resisted. Also, the political elites within the US who subscribe to that view must be resisted internally.
> China ... Building everything possible as quickly as possible.
China's policies are a mixed bag; but they are certainly not building _everything_ as quickly as possible. And a lot of what they're building is non-CO2-emitting energy production capacity. Its official plan (IIRC) is no increase in emissions after 2030, and full neutrality by 2060 - which is absolutely not building everything nor as quick as possibly. Now, that is not good enough, but US policy (and your approach) seems to be "burn, baby, burn".
> This degrowth stuff is just a way to make poor and working class folks suffer.
Ah, yes, US society and economy these days are all about aleviating poverty and promoting working class interests.
Why do people even pretend like we haven't signed up for "what's worse than the worse case scenario?" as far as climate goes?
The only way to reduce the already severe impacts of global warming are to keep fossil fuels in the ground. It doesn't matter how much energy is generated by solar so long as we continue to dig up and burn fossil fuels. It's quite clear that we have zero intentions of slowing down or even keeping our fossil fuel consumption steady.
If we had record electricity demand, and anything short of 100% of it was covered by renewables, that means we're burning more fossil fuels then we were before.
We have, pretty unequivocally at this point, signed up for seeing what the end game of civilization looks like rather than realistically exploring or even considering any alternatives.
[0] https://ember-energy.org/latest-insights/solar-met-61-of-us-...