Solar generation reached a peak of 45.5 terawatt-hours (TWh) in May, a 17% increase compared to the same period last year. This surge positions solar as the third-largest electricity source in the country, trailing only natural gas and nuclear power. While coal production saw a modest rebound to 43.4 TWh in May following a record low in April, it continues to track 11% below levels recorded in May 2025.

This transition persists despite federal policy shifts targeting clean energy. A report from the Solar Energy Industries Association and Wood Mackenzie notes that solar and energy storage accounted for 91% of all new capacity installed during the first quarter. Notably, states won by President Trump represented 74% of these new installations, underscoring a widespread trend where utilities and businesses prioritize solar for energy security amid global supply disruptions.