Power Energy
The Tipping Point: How Renewables Surpassed Coal in 2025 and What It Means for Global Energy Markets
In 2025, renewable energy sources generated more electricity than coal for the first time globally, according to a 2026 report from energy think tank Ember. This article goes beyond the headline to explore the economic drivers behind the shift—falling renewable LCOE, policy acceleration, and coal's structural decline. We analyze the implications for coal supply chains, energy storage demand, and grid infrastructure, and embed cross-verification from Ember's dataset to ensure analytical rigor. This is a slow-analysis deep-dive into a market transition that will reshape investment strategies for decades.