Energy News Digest – June 2, 2025

# Energy Sector News: June 2, 2025

## Renewable Energy Milestones

– **Renewables to Overtake Coal Generation**: According to the International Energy Agency, 2025 will be a landmark year as renewables-based electricity generation is set to surpass coal-fired generation. Wind and solar power are each poised to overtake nuclear power generation in 2026, marking a significant transformation of the global power mix[5].

– **Record-Breaking Capacity Additions**: The U.S. is expecting 63 gigawatts (GW) of new utility-scale electric-generating capacity to be added to the power grid in 2025, representing a 30% increase from 2024. Solar and battery storage will account for 81% of these additions, with solar making up over half of the increase[6].

– **Solar Expansion in Key States**: Texas (11.6 GW) and California (2.9 GW) will account for almost half of the new utility-scale solar capacity additions in the U.S. in 2025. Five other states—Indiana, Arizona, Michigan, Florida, and New York—are each expected to add more than 1 GW of solar capacity, collectively accounting for 7.8 GW[6].

## Energy Storage and Infrastructure

– **Battery Manufacturing Growth**: Battery manufacturing capacity in the U.S. now exceeds current deployment levels and is on track to align with or surpass projected demand through 2035. This growth is largely attributed to investments stimulated by the Inflation Reduction Act[3].

– **Smart Grid Development**: Smart grids are emerging as the next generation of energy management systems, utilizing real-time data and advanced analytics to optimize energy distribution. These intelligent systems are designed to accommodate the variable nature of renewable energy sources by dynamically balancing supply and demand[7].

## Market Challenges and Policy Developments

– **Project Cancellations**: Sixteen large-scale clean energy projects in the USA were cancelled, downsized, or closed in early 2025, reflecting growing market uncertainty and concerns over potential policy changes[8].

– **Natural Gas Additions**: Developers plan to build 4.4 GW of new natural gas-fired capacity in the United States during 2025, with 50% coming from simple-cycle combustion turbines and 36% from combined-cycle power blocks. Utah, Louisiana, Nebraska, North Dakota, and Tennessee will account for more than 70% of these planned additions[6].

– **Intermountain Power Project Transition**: The 840-MW Intermountain Power Project in Utah, one of the largest natural gas plants expected to come online in 2025, will replace 1,800 MW of coal-fired capacity scheduled to be retired in July, representing a significant transition in the power generation mix[6].

## Upcoming Industry Events

– **EVOLVE 2025**: Enverus’ flagship energy conference will take place May 12-15 in Houston, gathering leaders from traditional energy, power, and renewables sectors[1].

– **Renewable Energy Conference 2025**: The Global Renewable Energy Conference (GRCREN) is scheduled for June 26-27, 2025, as a fully virtual event focusing on the latest developments in renewable energy technologies and policies[4].

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