Solar surpasses nuclear power globally for first time
pv-magazine.com425 points by xbmcuser 8 hours ago
425 points by xbmcuser 8 hours ago
Note that this is actual generated terawatt hours. Nuclear power has a substantially higher capacity factor, but solar has been growing so rapidly that it has taken the lead on generated output too. Wind is just about to surpass nuclear generation also, though solar is racing ahead much faster. The next big milestone, not to be reached for several years at the present rate, would be solar generation overtaking hydroelectric generation. You can see data up through 2025 here:
https://ourworldindata.org/electricity-mix
Even though solar power has been a significant part of the energy conversation for decades, the majority of solar growth is very recent. Nuclear power generated 2762 TWh in 2021, when solar generated 1054 TWh. Solar power generated 2779 TWh in 2025.
Nuclear power is generated on demand and allows a full decarbonization of the power grid as can be seen France.
Solar just produces when the sun is shining meaning you can’t build a power grid on it.
Just comparing total generation over a year is comparing apples and oranges.
A kWh is a kWh. A kWh of either solar or nuke means a kWh of coal or gas was not burnt. Seems like apples to apples to me.
An interesting fact is that China has passed "peak coal" in 2024 while still growing with about 5% in a year.
Denmark had peak coal early (2003) due to early investments in wind power. Coal is now practically gone.
We might see China get the same shift in electricity source as Denmark had over the past 20 years, just much faster.
Denmark is not a good model to understand what China can do, because we are a small country who can import a big share of our electricity from abroad when it’s not windy, and export excess capacity when it is. It will be much more challenging for China to achieve what we have done.
Put more directly, our numbers look good because Norwegian hydro and Swedish nuclear saves our bacon when our windmills don’t work; China does not have that luxury.
China has those luxuries .. with a land area some what larger than Denmark, Norway, and Sweden combined it has areas in sunlight when others are dark, areas that are windy when others are not, large hydro schemes internally, a good number of nuclear plants to draw from and, perhaps most importantly, an ongoing build out of HVDC transmission lines across long distances and the means to keep building battery farms.
Sure, but their energy budget includes everything. They don’t have the luxury of importing energy others invested into decades ago when convenient and having it be off balance sheet like Denmark does.
China would actually have to build stuff to do that. Denmark can just pretend it doesn’t exist.
> China would actually have to build stuff to do that.
and they do. Unlike Denmark, China is the world's factory and can use the windfall from exports to fund projects and have them on its balance sheet.
Denmark's power generation from wind is around 20TWh/year, Norway hydro 140 TWh/year, and Swedish nuclear 50 TWh/year.
China's wind power is at 1,000TWh/year, hydro 1,500 TWh/year, nuclear 326 TWh/year.
(Stats mostly from statbase.org which is a couple years out of date.)
So on the one hand, it's less likely that all of the wind power in China will lull at the same time. Then on the other hand, their hydro and nuclear can't absorb nearly as much % fluctuation. Maybe they could make up the difference with batteries though.
The Chinese strategy right now is to just massively overbuild renewables so that even fallow periods generate a substantial amount of energy.
China's power generation is still >50% coal, so I don't know if I would call renewables "overbuilt" yet.
If Sweden can build nuclear, why can't China?
China has 38 reactors under construction and are leaders in advanced designs.
The main issue is that China is really big (emits around three times as much total CO2 as the US), so "38 reactors" sounds like a lot but meanwhile they're operating >1000 coal power plants.
Also, it is a good idea to see where Chinese leaders are expanding focus to see what their thoughts on viability are.
Nuclear has declined as a share of power being built out in 5 year plans. The projected output of nuclear in 2030 is 100GW vs 2800GW for solar+wind.
China is also a Command Economy. The Party has decided that it will run more coal plants more intermittently, allowing it to decarbonize at low risk.
500GW of power at 40% utilisation gets you the same amount of energy as 250GW of power at 80% utilisation, and [roughly] the same CO2 emissions. But 500GW of Solar PV is shadowed effectively by the former where it would not be possible with the latter (without ludicrous amounts of storage). You couldn't choose that in the US or Europe without some kind of sophisticated compensation scheme because it's not profitable, but China does not need to care whether it is profitable only whether it can be done.
I think for places like the US there will be a lot of stranded energy generation and related assets and Capitalism will struggle to make that work even if somebody competent was in charge which of course today they are not.
> You couldn't choose that in the US or Europe without some kind of sophisticated compensation scheme because it's not profitable
"Not profitable" often has a strong correlation with "not efficient".
To begin with, you don't want to be burning coal even 40% of the time. The US generates ~15% of electricity from coal, China ~50%. Coal is the worst for both CO2 and air pollution, significantly worse than even natural gas. It's also worse than natural gas for non-continuous use because gas turbines at least respond quickly to load changes, whereas coal uses steam turbines that respond slowly the same as nuclear. And if you're going to do that in your "command economy" then why aren't you doing it with nuclear instead of coal?
> I think for places like the US there will be a lot of stranded energy generation and related assets and Capitalism will struggle to make that work even if somebody competent was in charge which of course today they are not.
The things that become stranded assets are the fossil fuel (especially coal) power plants, because they aren't viable to operate at times when the price of electricity is below their fuel cost.
It basically means they can't compete with solar during the day (unless it's cloudy and solar isn't available), whereas nuclear can because the negligible fuel cost means it can take any current price as long as it hits a given average price, and it can bring the average up at night. Which means that coal isn't even competitive with nuclear, since nuclear is getting something during the day whereas coal gets nothing, requiring coal to receive an even higher price than nuclear when renewable output is low and then gets out-competed by nuclear.
But the obvious solution to this is to stop burning coal whatsoever. Use nuclear for baseload, solar and wind for cheap variable generation with storage to smooth it out over the course of a day, and hydro or natural gas peaker plants combined with demand pricing to handle extended periods of low renewable output.
In capitalism, coal dies, so why is the "command economy" keeping it alive?
If no one else wants to burn coal, coal will be cheap. It's not that expensive to dig it out of the ground and transport, and most of China's coal is mined in China.
Any solution that doesn't involve everyone agreeing to care about the externalities of coal (air pollution and greenhouse gases) will result in someone continuing to burn a lot of coal.