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From California to Texas, solar and storage hit a record 91% of new U.S. power capacity
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Fusion42 · 28 July 2026 · Fusion42 review
Solar and battery storage accounted for 91% of new U.S. power capacity in the first half of 2026, with California and Texas setting records for battery discharge and solar generation. Solar has now overtaken coal as a source of U.S. electricity for the first time.
This Wire brief sits within Fusion42's coverage of Clean Energy.
◆ ◆ The Wire takeaway
The grid is now dominated by solar and storage, and peak-demand hours are the bottleneck that gets solved. If you make grid-scale batteries, inverters, interconnection gear, or demand-response software, utilities are buying at scale and building faster than ever before - the addressable market just shifted from niche to core infrastructure.
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1 source · 28 Jul 2026
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