In the past 48 hours, the clean energy industry has reached a historic turning point. For the first time, global electricity generated from renewables—mainly solar and wind—surpassed that produced by coal for the first half of 2025. Renewables generated 5072 terawatt-hours, outpacing coal’s 4896 terawatt-hours. Solar saw exceptional momentum, meeting 83 percent of the global electricity demand growth with a 31 percent increase in output compared to last year. This drive was led strongly by China, responsible for over 55 percent of global solar growth, but also supported by gains in the United States, European Union, India, and Brazil. Currently, solar now accounts for 8.8 percent of global electricity, up from 6.9 percent a year ago[1][3][14].
Major industry players are adapting through aggressive partnerships and capital investment. Amazon and Avangrid announced a new power purchase agreement to supply Amazon’s data centers with energy from the Oregon Trail Solar Project, deepening their collaboration on wind and solar infrastructure in the U.S.[2]. Brookfield Asset Management launched a 20 billion dollar clean energy fund—BGTF II—aiming for 10 gigawatts of new capacity and leading strategic acquisitions in nuclear and green finance to stay ahead in a tightening but opportunity-rich market[6]. Bloom Energy’s share price surged after news of a transformative 5 billion dollar AI deal with Brookfield[8]. Meanwhile, new installations and product launches remain robust: Australia hit a record with 100,000 household and commercial battery installations; Europe advances with AI-enabled circuits improving system efficiency; and Fermi Inc. has secured a leading position to launch AP1000 nuclear reactors[7][10][11].
Despite positive headlines, clean energy stocks have faced volatility, reflecting tighter credit and delayed federal funding in the U.S. This is pushing developers to invest in Republican-led states, drawn by stable permitting and favorable land economics. Texas, Oklahoma, and Iowa now anchor wind investment based on energy independence narratives rather than climate[4]. Globally, emissions from the power sector have declined, with reductions in China and India offsetting increases in the U.S. and EU, where fossil fuel use temporarily ticked up due to weaker wind and hydro output[3].
Demand for ESG-aligned investments continues to rise, and consumers are adopting home batteries and solar at record rates, indicating a long-term market shift. Overall, compared to earlier periods, the pace of clean energy adoption, deal flow, and real infrastructure deployment has sharply intensified, signaling that 2025 could be seen as the year the clean energy transition decisively took off[1][3][6][11][12].
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