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In this ZeroHedge article, the report highlights a major shift in Texas energy production as utility-scale solar is projected to surpass coal on the ERCOT grid for the first time in 2026.
- The U.S. Energy Information Administration forecasts that annual utility-scale solar generation will exceed coal generation in ERCOT, the grid covering most of Texas, for the first time in 2026.
- Solar already passed coal on a monthly basis in March 2025, generating 4.33 billion kilowatt-hours compared with coal’s 4.16 billion kilowatt-hours.
- The shift reflects rapid solar buildout in Texas, where renewable generation has expanded even in a state long associated with fossil fuel dominance.
- Coal’s share of Texas power generation has continued to decline as natural gas, wind, and solar have taken larger roles in the grid mix.
- The article frames the development as an energy milestone, but the conservative concern remains whether intermittent solar can reliably replace dispatchable coal during peak demand or grid stress.
- ERCOT’s experience remains especially important because Texas has faced past grid reliability crises, making the balance between cheap power, abundant supply, and dependable baseload capacity a serious policy question.
- The growth of solar may reduce coal’s role, but it does not eliminate the need for reliable backup generation, storage, transmission upgrades, or dispatchable power sources.
- The broader trend suggests Texas is becoming a national test case for whether market-driven renewable growth can coexist with grid reliability without heavy-handed climate mandates.
Read the full story: https://www.zerohedge.com/energy/solar-power-generation-exceed-coal-first-time-texas-grids
