太阳能在美国电力占比中首次单月超过煤炭
Solar Tops Coal In US Power Mix For The First Month Ever

原始链接: https://www.zerohedge.com/energy/solar-tops-coal-us-power-mix-first-month-ever

美国能源领域迎来历史性转变:今年 5 月,太阳能发电量首次在单月内超越煤炭。智库 Ember 的数据显示,太阳能发电量创下 45.5 太瓦时(TWh)的纪录,占美国电力供应的 12.8%,而煤炭的占比则降至 12.2%。目前,太阳能已成为继天然气和核能之后的美国第三大电力来源。 值得注意的是,尽管面临联邦层面的政治挑战,这种增长依然强劲。美国太阳能工业协会(SEIA)和伍德麦肯兹(Wood Mackenzie)的数据显示,2026 年第一季度美国新增装机容量中,91% 来自太阳能和储能设施。此外,特朗普总统胜选的各州占了这些新增装机容量的 74%,凸显了太阳能扩张在“红州”和“蓝州”均进展迅速。在能源安全需求和电力需求增长的推动下,太阳能已从一个边缘贡献者转变为美国电网中增长最快的部分。

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原文

Solar power held a record-high 12.8% share of US electricity supply in May, overtaking coal-generated power for the first full month on record, energy think tank Ember said in a report on Wednesday. As OilPrice notes, while the share of solar-generated power jumped to a record high for a full month, the share of coal in the U.S. electricity mix slumped to 12.2% last month, the fourth-lowest monthly share of coal ever.

Solar generated an all-time high total of 45.5 terawatt-hours (TWh) in May, up by 17% from a year earlier and surpassing the previous record set in July last year, according to Ember’s data. In May, solar also became the third-largest source of electricity in the U.S., behind natural gas and nuclear power generation.

At the same time, coal generation hit an all-time monthly low of 39.3 TWh in April 2026. Coal power output rebounded to 43.4 TWh in May, but still remained 11% below May 2025 levels.

“Overtaking coal for the first month on record shows just how far solar has come, from a niche contributor to the third-largest and fastest-growing source of power in the US electricity system,” said Nicolas Fulghum, Senior Data Analyst at Ember.

“From Texas to California, markets across the US are betting on solar to meet rising power needs,” Fulghum added.

Despite the Trump Administration’s assault on renewable energy and support for the coal industry, solar and wind power generation in the United States is booming, including in many red states that President Trump won such as Texas, Florida, Ohio, Indiana, Michigan, Arizona, and Mississippi.

In a separate report also out on Wednesday, the Solar Energy Industries Association (SEIA) and Wood Mackenzie said that despite changing tax policy and regulatory actions targeting clean energy, solar and energy storage represented 91% of all new capacity installed in the U.S. in the first quarter as utilities, homeowners, and businesses seek energy security amid global gas and gas turbine supply disruptions.

States won by President Trump accounted for 74% of all solar capacity installed in the first quarter, according to SEIA and WoodMac’s U.S. Solar Market Insight 2026 Q2 Report.

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