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Soaring solar and a surge in hydro push more coal off the US grid

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Key summary

2 min read
  1. US electricity demand rose 1.5% year over year in Q1 2026, but renewable generation grew faster than demand.

  2. Solar output jumped 24%, and higher hydro generation—likely helped by early West snowmelt—boosted clean power supply.

  3. Fossil fuel generation fell about 3% overall, while coal use dropped more than 10%, underscoring a shift away from coal.

  4. The data suggests renewables are meeting most new demand and continuing to reshape the US power mix.

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