Renewable Energy Growth Surpasses Electricity Demand in China and India

Global Electricity Demand increased in 2025, but additions from renewable sources were higher. Data from Ember shows clean power generation rose by 887 terawatt hours (TWh), exceeding demand growth of 849 TWh. 

The dataset covers 91 countries, accounting for 93% of global electricity use. Renewables, including solar, wind and hydropower, contributed 33.8% of total generation, with output reaching 10,730 TWh during the year. 

Solar and Wind Account for Majority Growth 

Solar output expanded by 30% in 2025 and was the largest contributor to additional supply. It accounted for roughly 3-quarters of the increase in global electricity demand. Together with wind, these sources met 99% of incremental demand. 

Solar generation exceeded wind output globally for the first time. At the same time, battery storage capacity increased by 46%, supported by a 45% decline in costs, allowing part of daytime solar generation to be shifted to other periods. 

Fossil Fuel Generation Contracts 

Coal’s share in global electricity generation fell below one-third, with a decline of 0.6% during the year.  

Overall fossil fuel generation dropped by 38 TWh, making 2025 one of the few years this century where fossil-based output did not rise. 

This indicates a change in the pattern of supply growth, with renewable sources accounting for most of the increase in electricity demand. 

China and India Register Declines in Fossil Output 

China and India both reported reductions in fossil fuel generation. China’s output declined by 0.9%, while India recorded a 3.3% fall, each equivalent to 56 TWh. 

China accounted for more than half of global solar capacity additions and added 138 TWh of wind generation. India saw record increases in solar and wind output, supported by higher hydropower generation and relatively moderate demand growth. 

Read More: March Core Sector Data Shows 0.4% Contraction, First Fall in 5 Months! 

Conclusion 

Renewable energy additions exceeded the rise in global electricity demand in 2025. Declines in fossil fuel generation in China and India indicate a gradual shift in the global electricity mix towards cleaner sources. 

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