The world is trapped in a race between renewable scaling and total consumption. In 2025, global energy supply reached 600.3 exajoules, a 1.4% increase over the previous year. While renewables grew by nearly 10%, they only added 3.2 exajoules to the grid. In contrast, fossil fuel consumption rose by 4.6 exajoules, accounting for more than half of the total supply increase. With oil, coal, and natural gas still providing 86% of global energy, clean power is currently being layered onto an existing system rather than replacing it.

North America, once a leader in emissions reductions, became a major contributor to the global rise, responsible for 47% of the total increase in 2025. U.S. emissions climbed 3.2%, driven by a 13% spike in coal-fired generation and a 3% rise in electricity demand. Much of this pressure stems from the digital economy, as the U.S. now accounts for 40% of global data center electricity consumption. Although solar generation in the U.S. grew by more than 28%, it failed to displace existing fossil fuel generation, highlighting the difficulty of balancing rapid industrial growth with climate targets. The data confirms that while the energy transition is moving forward, it remains insufficient to outpace the sheer scale of global energy demand.