US Moving Towards 30% Electricity From Wind & Solar


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US Wind and Solar Outlook 2026 projects cheap renewables displacing coal and gas, with utility-scale additions, rooftop solar growth, improved grid reliability, and EV V2G integration accelerating decarbonization across the electricity market.

 

Key Points

An analysis forecasting wind and solar growth, displacing coal and gas as utility-scale and rooftop solar expand.

✅ Utility-scale solar installs avg 21 GW/yr through 2026.

✅ 37.7 GW wind in pipeline; 127.8 GW already online.

✅ Small-scale solar could near 100 TWh in 2026.

 

A recent report from the Institute for Energy Economics and Financial Analysis (IEEFA) predicts that cheap renewables in the form of wind and solar will push coal and gas out of the energy market space. Already at 9% of US generation, the report predicts that wind and solar will supply almost 30% of US electricity demand by 2026, consistent with renewables nearing one-fourth of U.S. generation projections for the near term.

“The Solar Energy Industries Association now expects utility-scale installations to average more than 21,000MW a year through 2026, following a year when U.S. solar generation rose 25% and with a peak of 25,000MW in 2023,” IEEFA writes. “Continued growth is also expected in U.S. wind generation, mirroring global trends where China's solar PV expansion outpaced all other fuels in 2016, with 37.7GW of new capacity already under construction or in advanced development, which would be added to 127.8GW in existing installed capacity.”

Meanwhile, with wind and solar growth booming, fossil fuels are declining, as renewables surpassed coal in 2022 nationwide. “Coal and natural gas are now locked into an essentially zero-sum game where increases in one fuel’s generation comes at the expense of the other. Together, they are not gaining market share, rather they are trading it back and forth, and the rapid growth in renewable generation will cut even deeper into the market share of both.”

And what of rooftop solar? Some states in Australia now have periods where the entire state grid is powered just by solar on the roofs of private citizens. As this revolution progresses in the USA, especially if a tenfold national solar push moves forward, what impact will it make on fossil fuel generators — which are expensive to build, expensive to maintain, expensive to fuel, and rely on an expensive distribution network.

“EIA estimates that this ‘small-scale solar’ produced 41.7 million MWh of power in 2020, when solar accounted for about 3% of U.S. electricity, a 19 percent increase from 2019. This growth will likely continue in the years ahead as costs continue to fall and concerns about grid reliability rise. Assuming a conservative 15 percent annual increase in small-scale solar going forward would push the sector’s generation to almost 100 million MWh in 2026.”

The Joker in the story might be the impact from electric vehicle adoption. Sales are set to surge and there’s more and more interest in V2G technology, even as wind and solar could provide 50% by 2050 in broader forecasts.

 

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General Motors to add 3,000 jobs focused on electric vehicles

General Motors EV Hiring expands software development, engineering, and IT roles for electric vehicles, Ultium batteries, and autonomous tech, offering remote jobs, boosting diversity and inclusion, and accelerating zero-emission mobility and customer experience initiatives.

 

Key Points

GM plan to hire 3,000 software, engineering, and IT staff to speed EV programs, remote work, and customer experience.

✅ 3,000 hires in software, engineering, IT

✅ Focus on EVs, Ultium batteries, autonomous tech

✅ Remote roles, diversity, inclusion priorities

 

General electrical safety involves practices and procedures designed to prevent electric shock, arc flash, and other hazards associated with electrical systems. Whether at home, in the workplace, or industrial environments, following established safety guidelines helps protect people, property, and equipment from electrical accidents. General Motors plans to hire 3,000 new employees largely focused on software development as the company accelerates its plans for electric vehicles, the automaker announced Monday.

GM said the jobs will be focused on engineering, design and information technology “to increase diversity and inclusion and contribute to GM’s EV and customer experience priorities.” The hiring is expected through the first quarter of 2021, as the company addresses EV adoption challenges in key markets. Many of the positions will be remote as GM begins to offer “more remote opportunities than ever before,” the company said.

“As we evolve and grow our software expertise and services, it’s important that we continue to recruit and add diverse talent,” GM President Mark Reuss said in a release. “This will clearly show that we’re committed to further developing the software we need to lead in EVs, enhance the customer experience and become a software expertise-driven workforce.”

General Motors CEO on third-quarter earnings, rise in demand for trucks and more
The hiring blitz comes as the automaker expects to increase focus on electric vehicles, including offering at least 20 new electric vehicles globally by 2023, while competitors like Ford accelerate EV investment as well. GM earlier this year said it planned to invest $20 billion in electric and autonomous vehicles by 2025, including a tentative Ontario EV plant commitment.

Ken Morris, GM vice president of autonomous and electric vehicles programs, told reporters on a call Monday that the automaker has pulled forward at least two upcoming electric vehicles following the GMC Hummer EV, which is the first vehicle on GM’s next-generation electric vehicle platform with its proprietary Ultium battery cells.

“We’re moving as fast as we can in terms of developing vehicles virtually, more so than we ever have by far,” Morris said. “We are doing things virtually, more effective than we ever have.”

Shares of the automaker reached a new 52-week high of $39.72 ahead of the Monday announcement. The stock was up 5% during midday trading Monday following market optimism about a Covid-19 vaccine and President-elect Joe Biden outlining priorities that would support electric vehicles nationwide.

The race between Tesla, GM, Rivian and others to dominate electric pickup trucks
“We’re looking forward to working with the Biden administration and support policies that will foster greater adoption of EVs across all 50 states and encourage investments in R&D and manufacturing,” Morris said. “At the end of the day, climate change is a global concern and the best way to remove automobile emissions from the environmental equation is all-electric, zero-emissions future.”

At the same time, gas-electric hybrids continue to gain momentum in the U.S., shaping consumer transition paths.

The additional jobs are separate from a previous announcement by GM to hire 1,100 new employees as part of a $2.3 billion joint venture with LG Chem to produce Ultium cells in northeast Ohio.

GM employed about 164,000 people globally in 2019, down from 215,000 in 2015 as the company has restructured and cut operations in recent years.

 

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Stiff EPA emission limits to boost US electric vehicle sales

EPA Auto Emissions Proposal 2027-2032 sets strict tailpipe emissions limits, accelerating electric vehicle adoption, cutting greenhouse gases, advancing climate policy, and reducing oil dependence through battery-electric cars and trucks across U.S. markets.

 

Key Points

An EPA plan setting strict tailpipe limits to drive EV adoption, cut greenhouse gases, and reduce oil use in vehicles.

✅ Cuts GHGs 56% vs. 2026 standards; improves national air quality.

✅ Targets up to two-thirds EV sales by 2032 nationwide.

✅ Reduces oil imports by about 20 billion barrels; lowers costs.

 

The Biden administration is proposing strict new automobile pollution limits that would require up to two-thirds of new vehicles sold in the U.S. to be electric by 2032, a nearly tenfold increase over current electric vehicle sales.

The proposed regulation, announced Wednesday by the Environmental Protection Agency, would set tailpipe emissions limits for the 2027 through 2032 model years that are the strictest ever imposed — and call for far more new EV sales than the auto industry agreed to less than two years ago, a shift aligned with U.S. EV sales momentum in early 2024.

If finalized next year as expected, the plan would represent the strongest push yet toward a once almost unthinkable shift from gasoline-powered cars and trucks to battery-powered vehicles, as the market approaches an inflection point in adoption.

The Biden administration is proposing strict new automobile pollution limits that would require up to two-thirds of new vehicles sold in the U.S. to be electric by 2032, a nearly tenfold increase over current electric vehicle sales.

The proposed regulation, announced Wednesday by the Environmental Protection Agency, would set tailpipe emissions limits for the 2027 through 2032 model years that are the strictest ever imposed — and call for far more new EV sales than the auto industry agreed to less than two years ago, a direction mirrored by Canada's EV sales regulations now being finalized.

If finalized next year as expected, the plan would represent the strongest push yet toward a once almost unthinkable shift from gasoline-powered cars and trucks to battery-powered vehicles, with many analysts forecasting widespread adoption within a decade among buyers.

Reaching half was always a “stretch goal," given that EVs still trail gas cars in market share and contingent on manufacturing incentives and tax credits to make EVs more affordable, he wrote.

“The question isn’t can this be done, it’s how fast can it be done,” Bozzella wrote. “How fast will depend almost exclusively on having the right policies and market conditions in place.”

European car maker Stellantis said that, amid broader EV mandate debates across North America, officials were “surprised that none of the alternatives” proposed by EPA "align with the president’s previously announced target of 50% EVs by 2030.''

Q. How will the proposal benefit the environment?

A. The proposed standards for light-duty cars and trucks are projected to result in a 56% reduction in projected greenhouse gas emissions compared with existing standards for model year 2026, the EPA said. The proposals would improve air quality for communities across the nation, and, with actual benefits influenced by grid mix — for example, Canada's fossil electricity share affects lifecycle emissions — avoiding nearly 10 billion tons of carbon dioxide emissions by 2055, more than twice the total U.S. CO2 emissions last year, the EPA said.

The plan also would save thousands of dollars over the lives of the vehicles sold and reduce U.S. reliance on approximately 20 billion barrels of oil imports, the agency said.

 

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China To Generate Electricity From Compressed Air

China Compressed-Air Energy Storage enables grid flexibility using salt caverns in Jiangsu, delivering long-duration storage for wind and solar, 60 MW capacity, dispatchable power, and low-cost, safe, round-the-clock clean energy integration.

 

Key Points

Stores off-peak power by compressing air in salt caverns, then drives turbines on demand to balance renewables.

✅ 60 MW Jintan plant connects to grid; commercial CAES milestone

✅ Uses salt caverns; low-cost long-duration storage; high safety

✅ Balances wind and solar; improves grid flexibility and reliability

 

China is set to connect its first commercial compressed-air energy storage plant to the grid as it seeks more ways to harness fast-growing clean power resources, including new hydropower alongside other long-duration options such as gravity power technologies for around-the-clock use.

China Huaneng Group Co. said its Jiangsu Jintan Salt Cave project recently underwent four days of successful trials and is now ready for commercial operations. The 60-megawatt plant will be the largest compressed air energy storage plant built anywhere in the world since 1991, and the first in China outside of small-scale technology demonstration projects, as China's electricity demand patterns remain in flux, according to BloombergNEF.

The plant will use electricity at night when demand is low to pump air into an underground salt cavern. Then, when demand is high during the day, it can release the compressed air at high enough pressure to spin a turbine and produce electricity, aligning with projections that 60% electricity by 2060 could be reached according to industry outlooks.

Underground compressed air is considered one of the least costly forms of long-term energy storage and has low safety concerns, according to BloombergNEF. But its reliance on certain topographical features such as underground caverns may limit wider deployment, a challenge shared by other regions weighing large-scale storage options for reliability. It’s gained a foothold in China, with nearly four gigawatts of projects in the pipeline, while there are less than two gigawatts combined planned in the rest of the world. Shandong province said just this week in this year's work plan that it would build three projects using the technology.

The Jintan salt caves in Jiangsu, China’s second-biggest provincial economy just north of Shanghai, can store about 10 million cubic meters of gas, enough to power four gigawatts of compressed air plants, according to a Science and Technology Daily report from last year. 

Energy storage is a key part of China’s plan to build a larger and more flexible grid as it tries to peak carbon emissions before 2030 and zero them out before 2060, alongside continued nuclear energy development to stabilize baseload supply. The country is adding a world-leading amount of wind and solar power every year, but their intermittency strains grids that need to be able to deliver electricity all the time, spurring interest in green hydrogen as a flexible complement. China has set targets of 30 gigawatts of new-energy storage by 2025 and 120 gigawatts of pumped hydro storage by 2030. 

 

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Solar panel sales double in the UK as homeowners look to cut soaring bills

UK Home Solar Panel Installation drives self-consumption as PV panels, hybrid inverters, and smart meters cut grid demand, enable EV charging, and prepare battery storage, even in cloudy winters, with app-based monitoring and MCS-certified installers.

 

Key Points

A residential PV setup reducing grid reliance via panels, hybrid inverters, smart meters, and battery-ready design.

✅ Cuts grid use; boosts self-consumption with PV generation

✅ Hybrid inverters enable future battery storage integration

✅ Smart meter and app monitor output, EV charging patterns

 

In a town north of London, the weather's been cloudy over the winter months. But it didn't stop this homeowner from installing solar panels in December.

On his smart metre, Kumi Thiruchelvam looks satisfied at the "0 watts" showing up under electricity. It's about 10 am, and he's not using any electricity from the grid.

Cost of installation? Between £12,000 and £13,000 (€13,500-€14,500), a fair chunk of savings, even for Thiruchelvam, who lives on a private avenue in Luton.

The investment was common sense for him following the surge in energy prices caused by the Russian invasion of Ukraine.

According to the Office of National Statistics, electricity prices in the UK had increased by 67 per cent in January 2023 compared to January 2022, while pilots show parked EVs can earn from grids in Europe, offering some relief.

Solar power installations doubled in 2022 compared to 2021, according to MCS, the standards organisation in charge of solar installations, a shift aligned with the UK grid's net-zero transition underway today.

"We've had a combination of soaring energy prices around the world, and then also we've increased our electricity consumption in the home through a number of reasons, including electric vehicles and emerging EV-solar integration trends," says Thiruchelvam.

His family owns a big house and no less than three electric vehicles, some of which can now power a home for days during outages, so their electricity consumption is higher than the normal household, about 12,000 kWh per year.

Around two-thirds should now be provided by solar panels, and EV owners can sell electricity back to the grid in some schemes as well, diversifying benefits.

"We originally sought the configuration to be rear, which is where the sun comes up, but we went for the front because it spends more time in the front throughout most of the year than in the rear. Also, there's more shade in the rear with trees," he says.

To get a quote for the installation, Thiruchelvam used Otovo, a Norwegian company which recently launched in the UK.

Using their app, he can monitor the electricity generated by his photovoltaic (PV) installation from his phone. The data comes from the inverters installed in the attic.

Their role is to change the direct current generated by the solar panels into alternating current to power appliances in the house safely.

They also communicate with the grid and monitor the electricity generated, supporting emerging vehicle-to-building charging strategies for demand management.

"We went for two hybrid inverters, allowing me to use a battery in the future or tap stored EV energy for buildings if needed," says Thiruchelvam.

"But because battery technology is still evolving, I chose not to. And also I viewed at that time that we would be consuming everything we'd be generating. So we didn't. But most likely I will upgrade the system as we approach summer with batteries."

 

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UK leads G20 for share of electricity sourced from wind

UK Wind Power Leadership in 2020 highlights record renewable energy growth, G20-leading wind share, rapid coal phase-out, and rising solar integration, advancing decarbonization targets under the Paris Agreement and momentum ahead of COP26.

 

Key Points

The UK led the G20 in wind power share in 2020, displacing coal, expanding solar, and cutting power-sector emissions.

✅ G20-leading wind share; second for combined wind and solar

✅ Fastest coal decline among G20 from 2015 to 2020

✅ Emissions risk rising as post-pandemic demand returns

 

Nearly a quarter of the UK’s electricity came from wind turbines in 2020 – making the country the leader among the G20 for share of power sourced from the renewable energy, a new analysis finds.

The UK also moved away from coal power at a faster rate than any other G20 country from 2015 to 2020, according to the results.

And it ranked second in the G20, behind Germany, for the proportion of electricity sourced from both wind and solar in 2020, after first surpassing coal in 2016.

“It’s crazy how much wind power has grown in the UK and how much it has offset coal, and how it’s starting to eat at gas,” Dave Jones, Ember’s global lead analyst, told The Independent.

But it is important to bear in mind that “we’re only doing a great job by the standards of the rest of the world”, he added, noting that low-carbon generation stalled in 2019 in the UK.

Ember’s Global Electricity Review notes that the world’s power sector emissions were two per cent higher in 2020 than in 2015 – the year that countries agreed to slash their greenhouse gas pollution as part of the Paris Agreement.

Power generated from coal fell by a record amount from 2019 to 2020, the analysis finds. However, this decline was greatly facilitated by lockdowns introduced to stop the spread of Covid-19, as global electricity demand was temporarily stifled before rebounding, the analysts say.

Coal is the most polluting of the fossil fuels. The UK government hopes to convince all countries to stop building new coal-fired power stations at Cop26, a climate conference that is to be held in Glasgow later this year.

UN chief Antonio Guterres has also called for all countries to end their “deadly addiction to coal”.

At a summit held earlier this month, he described ending the use of coal in electricity generation as the “single most important step” to meeting the Paris Agreement’s goal of limiting global warming to well below 2C above pre-industrial levels by 2100.

“There is definitely a concern that, in the pandemic year of 2020, coal hasn’t fallen as fast as it needed to,” said Mr Jones, even as the UK set coal-free power records recently.

“There is concern that, once electricity demand returns, we won’t be seeing that decline in coal anymore.”

 

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UK Renewable energy projects worth billions stuck on hold

UK Renewable Grid Connection Delays threaten the 2035 zero-carbon electricity target as National Grid queues stall wind and solar projects, investors, and infrastructure, slowing clean energy deployment, curtailing capacity build-out, and risking net-zero progress.

 

Key Points

Prolonged National Grid queues delaying wind and solar connections, jeopardizing the UK's 2035 clean power target.

✅ Up to 15-year waits for grid connections

✅ Over £200bn projects stuck in the queue

✅ Threatens zero-carbon electricity by 2035

 

The UK currently has a 2035 target for 100% of its electricity to be produced without carbon emissions, while Ireland's green electricity progress offers a nearby benchmark within the next four years.

But meeting the target will require a big increase in the number of renewable projects across the country. It is estimated as much as five times more solar and four times as much wind is needed, with growth in UK offshore wind expected to play a key role here.

The government and private investors have spent £198bn on renewable power infrastructure since 2010, alongside European wind investments recorded last year. But now energy companies are warning that significant delays to connect their green energy projects to the system will threaten their ability to bring more green power online.

A new wind farm or solar site can only start supplying energy to people's homes once it has been plugged into the grid.

Energy companies like Octopus Energy, one of Europe's largest investors in renewable energy, say they have been told by National Grid that they need to wait up to 15 years for some connections, even as a new 10 GW contract aims to speed UK grid additions - far beyond the government's 2035 target.

'Longest grid queues in Europe'
There are currently more than £200bn worth of projects sitting in the connections queue, the BBC has calculated.

Around 40% of them face a connection wait of at least a year, according to National Grid's own figures. That represents delayed investments worth tens of billions of pounds, reflecting stalled grid spending that slows renewable rollouts.

"We currently have one of the longest grid queues in Europe," according to Zoisa North-Bond, chief executive of Octopus Energy Generation.

The problem is so many new renewable projects are applying for connections, the grid cannot keep up with required network expansion such as new pylons in Scotland being discussed nationwide.

The system was built when just a few fossil fuel power plants were requesting a connection each year, but now there are 1,100 projects in the queue, a challenge mirrored by U.S. grid hurdles in moving toward 100% renewables today.

 

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