
The shift is being driven by rapid solar capacity expansion across Texas as electricity demand rises from data centers, cryptocurrency mining, industrial activity, and the energy sector. Solar’s share of ERCOT’s power mix has steadily increased in recent years, while coal’s share has declined, and no new coal plants are currently planned for the grid.
The report also notes that Texas is expected to account for about 40% of all US solar capacity additions in 2026, supported by large new projects including combined solar and battery storage systems.


