U.S. Energy Information Administration

Wind and solar quietly outproduced coal across the U.S. for the first seven months of 2024, the longest such stretch ever recorded by the Energy Information Administration. What makes this moment different is that renewables held the lead straight through summer, when air conditioners push the grid to its limits. In Texas and California, grid operators credited wind, solar, and battery storage with keeping the lights on during record-breaking heat. The shift has been a long time coming: U.S. wind capacity has grown from 2.4 gigawatts in 2000 to more than 150 gigawatts today. It’s a hopeful signal that the clean energy transition is becoming structural, not seasonal — and that what’s working here can work elsewhere too.

Clean energy just crossed a quiet threshold in the United States: 96 percent of new electricity capacity planned for 2024 is zero-carbon, while new natural gas additions have fallen to a 25-year low. The real game-changer is battery storage, which lets solar and wind power flow steadily even when the sun sets or the wind dies down. Utility-scale batteries alone account for 14.3 gigawatts of planned additions this year, dwarfing new gas builds. Tax credits from the 2022 Inflation Reduction Act helped unlock a wave of domestic battery manufacturing, bringing costs down and deployment up. It is a hopeful signal that the long-promised clean grid is finally being built, not just imagined.