Global Energy Shift: Solar Power Set to Surpass Nuclear by 2026

As of mid-2025, solar energy is poised to surpass nuclear power in global electricity generation for the first time, marking a significant milestone in the transition to renewable energy sources. This shift is driven by rapid advancements in solar technology, declining costs, and increasing investments, positioning solar power as a dominant force in the global energy landscape.

Solar Energy's Rapid Growth

Between 2014 and 2024, global solar capacity expanded from approximately 187 gigawatts (GW) to 1,866 GW, with annual generation increasing by about 25%. In early 2025, solar output surged by 34% compared to the same period in 2024, reaching new highs each year. This growth is attributed to technological advancements, economies of scale, and supportive policies that have made solar energy more accessible and cost-effective.

During peak production months, solar farms can generate over 260 terawatt-hours (TWh) of electricity, surpassing nuclear's monthly average of 223 TWh in 2024. This seasonal peak output highlights solar energy's potential to meet increasing electricity demand, especially during summer months when sunlight is abundant.

Challenges and Opportunities for Solar Power

Despite its impressive growth, solar energy faces challenges related to intermittency and the need for energy storage solutions. To address these issues, the integration of battery storage systems is becoming increasingly important. The declining costs of battery storage, which have fallen by 89% from 2010 to 2023, are facilitating the development of "solar-plus-storage" models that can provide reliable, round-the-clock power. These advancements are helping to mitigate the intermittency of solar power and enhance grid stability.

Nuclear Power's Position in the Energy Mix

Nuclear power continues to play a role in global electricity generation, supplying approximately 9% of the world's electricity in 2023. However, its share has declined from 16.5% in 1997, primarily due to high construction costs, long development timelines, and public concerns over safety. While some countries are exploring small modular reactors (SMRs) as a potential solution, these technologies are still in the developmental stage and face significant financial and regulatory hurdles.

In contrast, solar energy's scalability and declining costs make it an attractive option for countries seeking to diversify their energy portfolios and reduce greenhouse gas emissions. The rapid growth of solar power is contributing to a global shift away from fossil fuels and toward cleaner, more sustainable energy sources.

Conclusion

The anticipated surpassing of nuclear power by solar energy in global electricity generation by 2026 underscores the transformative changes occurring in the energy sector. While nuclear power remains a component of the energy mix in some regions, solar energy's rapid growth, cost competitiveness, and technological advancements position it as a central player in the transition to a low-carbon future. As investments in renewable energy continue to rise, solar power is set to lead the way in meeting the world's growing electricity demands sustainably.