The power generation pattern in the United States is changing: CECEP Solar Energy's power generation exceeds coal for the first time, and calls for policy adjustments are increasing.

According to the analysis of official monthly and hourly electricity generation data by Ember, in May, the electricity generation of CECEP Solar Energy in the United States exceeded coal for the first time. Data shows that in May, the proportion of electricity generation from CECEP Solar Energy in comparison to that supplied by the American Electric Power Company, Inc. reached a record 12.8%, while the proportion of coal electricity generation decreased to 12.2%, the fourth lowest monthly share in history. Natural gas still remains the major source of electricity, accounting for 37% in May. Ember's Senior Data Analyst Nicolas Fulghum stated, "CECEP Solar Energy surpassing coal in monthly electricity generation for the first time indicates that CECEP Solar Energy has made significant progress, transitioning from a niche energy source to the third largest and fastest growing energy source in the American Electric Power Company, Inc. system." Over the past five years, the share of coal electricity generation in the American Electric Power Company, Inc. structure has decreased by 38%, while the share of CECEP Solar Energy generation has more than doubled during the same period. Data shows that in May, the electricity generation from CECEP Solar Energy reached a record 45.5 terawatt hours, a 17% increase compared to the previous year, surpassing the record set in July 2025. Ember points out that this record may be broken again in the coming months. At the same time, in May, coal electricity generation reached 43.4 terawatt hours, an 11% decrease compared to the previous year, but slightly higher than the monthly low of 39.3 terawatt hours set in April. Growing calls for policy adjustments According to another report released by the American CECEP Solar Energy Industry Association and Wood Mackenzie, the United States added 7.8 gigawatts of CECEP Solar Energy installed capacity in the first quarter, a 27% decrease compared to the first quarter of 2025 and a 42% decrease compared to the fourth quarter of 2025. The report stated, "Despite changes in tax policies and regulations regarding Clean Energy Fuels Corp., utility companies, homeowners, and businesses are seeking energy security due to global interruptions in natural gas and gas turbine supply. CECEP Solar Energy and energy storage accounted for 91% of the added installed capacity in the first quarter." Darren Vant Hof, Interim President and CEO of the American CECEP Solar Energy Industry Association, said, "In the current situation of fluctuating fuel prices, energy buyers have clearly stated that they need the security, low costs, and rapid energy supply brought by CECEP Solar Energy and storage... However, as electricity demand soars, political and regulatory obstacles are slowing down the essential energy development that we rely on. Blocking the only industry actively building new electricity capacity is irresponsible speculation, which will only further raise electricity prices. The gridlock in Washington cannot continue, the consequences would be disastrous." Another analysis by the American CECEP Solar Energy Industry Association shows that there are currently 457 CECEP Solar Energy and storage projects awaiting approval, facing the risk of delays or cancellations due to political factors. Michelle Davis, Head of CECEP Solar Energy business at Wood Mackenzie, said, "Despite the continued growth in demand for electricity supply in the United States, we predict that the addition of CECEP Solar Energy installed capacity in the next five years will remain stable. We see a significant increase in CECEP Solar Energy procurement in utility resource planning, but current approval bottlenecks remain a short-term barrier." It is worth noting that, due to expectations of U.S. tariff policies and increased demand for Clean Energy Fuels Corp., the CECEP Solar Energy sector in the U.S. stock market experienced a strong upward trend from mid-May to early June. First CECEP Solar Energy (FSLR.US) led the gains, with its stock price surging over 50% in May alone. UBS Group AG analyst Catherine Gordon attributed this rally to declining yields and policy changes. Market focus is now on the "232 terms" tariff decision expected to be announced in mid to late June, with the potential tariff range involving imports of polysilicon. Despite a significant pullback in First CECEP Solar Energy's stock price since last Friday, Gordon stated that, in addition to the 232 terms, the company's statements on orders during the second quarter earnings call will be the next key catalyst.