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Solar and wind accounted for almost 98% of new US electrical generating capacity added in Q1 2025, according to new Federal Energy Regulatory Commission (FERC) data reviewed by the SUN DAY Campaign.

Solar and wind also made up an impressive 100% of new capacity in March, and March was the 19th consecutive month in which solar was the largest source of new capacity.

Renewables were 100% of new capacity in March

In its latest monthly “Energy Infrastructure Update” report (with data through March 31, 2025), FERC says 446 megawatts (MW) of solar were placed into service in March, along with the 223.9 MW Shamrock Wind & Storage Project in Crockett County, TX. Combined, they accounted for 100% of all new generating capacity added during the month.

For the first quarter of the year, the combination of solar and wind (7,076 MW) was 97.8% of new capacity while natural gas (147 MW) provided just 2.0% and another 0.2% came from oil (11 MW).

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Solar was 66.6% of new capacity added in March

Solar accounted for two-thirds (66.6%) of all new generating capacity placed into service in March. It was 72.3% of new capacity added during Q1 2025.

Solar has now been the largest source of new generating capacity added each month from September 2023 to March 2025.

New wind accounted for the remaining third (33.4%) of capacity additions in March and provided over a fourth (25.5%) of new additions for the quarter.

Solar + wind are 22.5% of US utility-scale generating capacity

The installed capacities of solar (10.7%) and wind (11.8%) are now each more than a tenth of the US total. Taken together, they constitute almost one-fourth (22.5%) of the US’s total available installed utility-scale generating capacity.

Approximately 30% of US solar capacity is in the form of small-scale (e.g., rooftop) systems that are not reflected in FERC’s data. Including that additional solar capacity would bring the share provided by solar + wind to more than 25% of the country’s total.

With the inclusion of hydropower (7.7%), biomass (1.1%), and geothermal (0.3%), renewables currently claim a 31.5% share of total US utility-scale generating capacity. If small-scale solar capacity is included, renewables are about one-third of total US generating capacity.

Ten years ago, the mix of utility-scale renewables accounted for 16.9% of total installed generating capacity, including solar (1.0%) and wind (5.7%). Thus, over the past decade, wind’s share of US generating capacity has more than doubled while that of solar has increased by more than tenfold.

Solar is still on track to be second-largest

FERC reports that net “high probability” additions of solar between April 2025 and March 2028 total 89,452 MW – an amount more than four times the forecast net “high probability” additions for wind (22,109 MW), the second fastest growing resource. FERC also foresees net growth for hydropower (596 MW) and geothermal (92 MW) but a decrease of 130 MW in biomass capacity.

Taken together, the net new “high probability” capacity additions by all renewable energy sources over the next three years – that is, the bulk of the Trump administration’s remaining time in office – would total 112,119 MW.  

On the other hand, there is no new nuclear capacity in FERC’s three-year forecast, while coal and oil are projected to contract by 24,372 MW and 2,108 MW, respectively. Natural gas capacity would expand by 1,738 MW.

Thus, adjusting for the different capacity factors of gas (59.7%), wind (34.3%), and utility-scale solar (23.4%), electricity generated by the projected new solar capacity to be added in the coming three years should be at least 20 times greater than that produced by the new natural gas capacity, while the electrical output by new wind capacity would be over seven times more than gas.

If FERC’s current “high probability” additions materialize, by April 1, 2028, solar will account for nearly one-sixth (16.3%) of US installed utility-scale generating capacity. Wind would provide an additional 12.6% of the total. Thus, each would be greater than coal (12.4%) and substantially more than either nuclear power or hydropower (7.3% and 7.2%, respectively).

Assuming current growth rates continue, the installed capacity of utility-scale solar will likely surpass coal and wind in less than two years, placing solar in second place for installed generating capacity, behind only natural gas.

Renewables may overtake natural gas within three years

The mix of all utility-scale (i.e., >1 MW) renewables is now adding about two percentage points each year to its share of generating capacity. At that pace, by April 1, 2028, renewables would account for 37.5% of total available installed utility-scale generating capacity, rapidly approaching that of natural gas (40.2%). Solar and wind would constitute more than three-quarters of the installed renewable energy capacity. If those trendlines continue, utility-scale renewable energy capacity should surpass that of natural gas in 2029 or sooner.

However, as noted, FERC’s data do not account for the capacity of small-scale solar. If that is factored in, within three years, total US solar capacity (small-scale + utility-scale) could approach 330 GW. In turn, the mix of all renewables would exceed 40% of total installed capacity while the share of natural gas would drop to about 37%.

Moreover, FERC reports that there may actually be as much as 223,620 MW of net new solar additions in the current three-year pipeline in addition to 66,368 MW of new wind, 9,059 MW of new hydropower, 201 MW of new geothermal, and 39 MW of new biomass. By contrast, net new natural gas capacity potentially in the three-year pipeline totals just 29,912 MW. Consequently, renewables’ share could be even greater by early spring 2028.

“Notwithstanding the Trump Administration’s anti-renewable energy efforts during its first 100+ days, the strong growth of solar and wind continues,” noted the SUN DAY Campaign’s executive director Ken Bossong. “And FERC’s latest data and forecasts suggest this will not change in the near-term.” 

Electrek’s Take

This is encouraging, but it might change in the longer term, depending on what happens with the House draft budget, in which the Republicans are attempting to end the residential 30% solar tax credit.

Trump and the energy secretary are also doing everything they can to smash renewables and promote fossil fuel growth, thus being out of step with the rest of the world. They’re certainly doing a fine job kicking offshore wind where it counts. Only time will tell in terms of how much damage Trump inflicts.


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Xpeng launches G7, a new Tesla Model Y competitor for just $27,000

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Xpeng launches G7, a new Tesla Model Y competitor for just ,000

Xpeng has officially launched its new G7 electric SUV in China, entering the fiercely competitive electric crossover market with a starting price of just 195,800 yuan ($27,325 USD). The G7 is positioned squarely to compete with the Tesla Model Y and the newly unveiled Xiaomi YU7.

It is priced significantly more aggressively than the YU7, which shook up the industry just last week.

The G7, Xpeng’s seventh model, offers an attractive balance of performance, technology, and value, with an emphasis on the latter.

Like Lei Jun with the launch of the YU7 last week, He Xiaopeng was not shy about positioning the G7 against the best-selling Tesla Model Y.

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He compared the specs and pricing with the leading premium crossover. Like Jun, he brought up Tesla’s comparison challenge against the new Model Y:

The G7 is powered by a single rear-wheel-drive electric motor producing 292 horsepower (218 kW), it achieves a 0-100 km/h acceleration in 6.5 seconds. Impressively, the G7 can cover between 602 km and 702 km (374-436 miles) based on China’s generous CLTC standard, depending on the battery option and wheel size.

Two battery options are available, both using lithium iron phosphate (LFP) technology: a 68.5 kWh and a larger 80.8 kWh pack. With Xpeng’s advanced 5C charging technology, drivers can recharge up to 436 km (271 miles) of range in just 10 minutes.

Additionally, the G7 supports Vehicle-to-Load (V2L) functionality, providing up to 6 kW of external power, like the YU7 announced last week.

On the design front, the Xpeng G7 adopts the company’s second-generation “X Face” styling, featuring sleek running lights connected by a continuous LED strip, a closed front end for aerodynamic efficiency, and a distinctive “Star Ring” rear taillight design. Xpeng emphasizes the vehicle’s aerodynamics with a drag coefficient of just 0.238 Cd, slightly higher than the Model Y’s 0.230 Cd.

Inside, the G7 embraces minimalism, replacing conventional buttons with a large 15.6-inch central touchscreen powered by Qualcomm’s Snapdragon 8295 chipset. A standout interior feature is the expansive 87-inch augmented reality head-up display (AR-HUD), developed in collaboration with Huawei, that significantly enhances navigation and driving assistance.

Practicality is emphasized with ample cargo space: an 819-liter trunk that expands to 2,277 liters with the seats folded, plus an additional 120-liter compartment beneath the trunk floor and a modest 42-liter front trunk (frunk).

Xpeng is touting an adaptive AI-driven suspension system that actively adjusts to road conditions within milliseconds, allegedly surpassing comfort benchmarks set by the Mercedes-Benz GLE and Tesla Model Y. Cabin quietness also ranks high on Xpeng’s list of priorities.

Luxury and convenience features include dual 50W wireless phone chargers, a 20-speaker premium audio system, and a panoramic sunroof. Passengers in the second row enjoy premium touches like an 8-inch control screen, individual climate settings, a foldable table, and wireless charging.

The top-tier “Ultra” variant employs two proprietary Turing AI chips capable of delivering a massive 2,250 TOPS of computing power, enabling advanced Level 3 autonomous driving capabilities set to become active via an OTA update by December 2025, pending regulatory approval. Standard versions use dual Nvidia Orin-X chips with 508 TOPS.

The Xpeng G7 starts at 195,800 yuan ($27,325 USD) for the base “Max” variant with 602 km of range, stepping up to 205,800 yuan ($28,720 USD) for the longer-range “Max” (702 km) and topping out at 225,800 yuan ($31,510 USD) for the high-end “Ultra” trim.

Customers ordering the G7 Ultra before July 31 will receive complimentary upgrades including Nappa leather and power door handles.

G7 quickly demonstrated its popularity by securing 10,000 pre-orders in just 46 minutes.

Electrek’s Take

It’s not 200,000 orders within 3 minutes like the YU7, but Xpeng doesn’t have the brand power that Xiaomi has.

Nonetheless, it is pretty impressive.

The price is insane. The specs are competitive with the Model Y, which starts at 263,500 yuan and ranges up to 313,500 yuan ($36,770 – 43,750 USD), but the price starts at about $10,000 USD less.

Between this, the YU7 last week, and a few more models launching this month, the premium crossover segment is about to get crowded in China.

I think the Model Y is in serious trouble in China. We are about to see how it fares with real competition.

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Tesla Optimus is in shambles as head of program exits, production delayed

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Tesla Optimus is in shambles as head of program exits, production delayed

Tesla’s humanoid robot program, Optimus, is reportedly in disarray amid the departure of the senior vice president in charge, Milan Kovac.

Production has been delayed due to a new redesign, as the robot has yet to prove useful in Tesla’s factories.

Elon Musk has previously set a goal for Tesla to produce 5,000 to 10,000 Optimus humanoid robots this year.

The goal has reportedly been delayed as sources within the Chinese supply chain report Tesla informed suppliers of a 2-month halt on orders.

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AI Invest first reported the news, and The Information later corroborated the report:

Two supplier sources said Tesla has not explicitly stated it will reduce robot parts orders but will wait until the Optimus design adjustments are completed before finalizing a new mass production plan and resuming procurement. The adjustments may take two months. Musk recently stated on social media that the new version of Optimus has seen significant improvements over the second-generation Optimus unveiled in 2023 and now includes voice interaction powered by Grok.

The news came after we learned that Milan Kovac, the head of the Optimus program left Tesla last month, just months after being promoted to senior vice-president by Musk.

The new reports confirm that Ashok Elluswamy, who was elevated to senior vice-president in charge of self-driving at the same time as Kovac, is taking over responsabilities.

AI Invest reported some concerns from Tesla about Optimus that reportedly trickled down to Chinese suppliers:

According to Tesla’s feedback to suppliers, Optimus still faces hardware challenges, including overheating in some joint motors, low load capacity in dexterous hands, short lifespan of transmission components, and limited battery life. Tesla is currently evaluating samples from multiple dexterous hand suppliers, testing at least three different technical approaches. On the software side, Tesla may use more synthetic data to train the robot model, improving Optimus’ autonomous operation capabilities and success rate in performing complex tasks.

According to the report, Tesla had secured parts to build over 1,000 Optimus robots earlier this year and built quite a few, but they are currently only used “for moving batteries in Tesla’s battery workshops, with efficiency less than half that of human workers.”

The redesign is expected to delay plans by at least two months and could push many of Tesla’s goals.

However, Tesla is expected to still move ahead with the prgroam and it is likely to unveil the new generation of Optimus robots at its shareholders meeting this year.

Electrek’s Take

As I previously stated, I’m actually quite hyped for humanoid robots, but I don’t think they will be nearly as big as Musk claims and I simply don’t see Tesla having a significant advantage over the competition, which is significant.

Companies like Unitree are already selling robots, Figure has made impressive progress and poached from Tesla, then there’s Boston Dynamics and dozens more.

Kovac leaving just as Tesla is supposed to ramp-up production to 50,000 units next and make this a “multi-trillion-dollar” product is a red flag.The engineer would have certainly received sweet stock option packages when he was elevated to SVP and would have likely made a fortune if he would have been able to deliver on Musk’s goals.

But I think the real product at Tesla now is the stock – hence why they reportedly plan to unveil the next generation of the robot at the shareholders meeting and have it do another shady demostration, like it did at the ‘We, Robot’ event where the robots were remotely controlled by humans.

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Honda’s new electric two-wheeler doubles the power and range

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Honda's new electric two-wheeler doubles the power and range

Honda is stepping up its electric scooter game with the launch of its second electric model for Europe, the CUV e:. Following Honda’s previous debut of the EM1 e:, a compact, city-focused moped, the CUV e: brings more power, more range, and more real-world usability to riders who want a practical electric alternative to a 125cc scooter.

Now finally ready for the spotlight, the CUV e: is built on an underbone-style frame and powered by a 6 kW side-mounted electric motor producing 22 Nm of torque. That puts it squarely in the 125cc-equivalent category, allowing it to reach a top speed of 83 km/h (52 mph).

It’s not built for the highway, but rather for urban and suburban riders who want to achieve speeds seen on the fastest of urban roads and keep up with just about any traffic in the city. For that role, it looks like a solid performer – more than capable of keeping up with city traffic or carrying a second passenger.

One of the most useful features, especially for urban residents and apartment dwellers, is its use of Honda’s Mobile Power Pack e: swappable battery system. The scooter carries two of these Gogoro-style removable battery units, each rated at 50 V and 1.3 kWh. Combined, they offer over 70 km (43 miles) of WMTC-rated range. Compared to the Honda EM1 e:’s single Mobile Power Pack battery, the dual batteries of the CUV e: give Honda the chance to pull twice as much power or offer twice the range.

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Honda’s swappable battery standard is designed for portability and long life, with each pack weighing around 10 kg (22 lb) and rated for 2,500 full charge cycles. Honda has been slowly building a swappable battery ecosystem, and the CUV e: is clearly meant to be part of that larger infrastructure play.

Charging of the batteries is designed to be done easily off-board, either at home or at a battery station (where available). A full charge from 0 to 100% takes about six hours per pack, but Honda says 75% can be reached in just three hours. While fast charging would be nice, the swappable format means riders can keep an extra pair charged and ready if necessary, eliminating downtime altogether.

Honda didn’t skimp on features, either. The CUV e: offers three ride modes (Sport, Standard, and Econ), plus Reverse Assist for easier maneuvering. It includes a fairly spacious flat floorboard, under-seat storage, LED lighting, a USB-C port, and keyless ignition. Buyers can choose between a five-inch color TFT display or an upgraded seven-inch “RoadSync Duo” screen, which supports turn-by-turn navigation, music control, Bluetooth phone integration, and EV-specific ride data.

Positioned as a mid-range electric scooter, the CUV e: fills the space between low-speed mopeds and larger, premium e-motorcycles. It’s a key piece in Honda’s broader electrification strategy, which aims to introduce 10 or more electric motorcycle models globally by 2025 and reach full carbon neutrality in its motorcycle division by the 2040s.

With anticipated pricing starting at around €4,000 (approximately US $4,300), the CUV e: is expected to roll out in Europe first, with other global markets potentially following. Its combination of practical range, moderate speed, high build quality, and swappable batteries could make it an appealing option in cities where electric two-wheelers are on the rise.

If the EM1 e: was Honda dipping a toe into the electric waters, the CUV e: feels like a confident step forward. It’s not flashy, but it’s functional, well-designed, and undeniably useful, which is exactly the kind of machine that could help electric scooters go mainstream.

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