Utility-scale solar tops natural gas on 82% of CAISO days from January–May 2026

In the first five months of 2026, utility-scale solar in California’s CAISO generated more electricity than natural gas on 82% of days, up from 21% in the same period in 2024 and 2025. Over that span, natural-gas generation fell 60% while gas capacity stayed flat at 29 GW. Battery discharges tripled compared with the same period in 2024, alongside higher hydropower inflows and a doubling of wind imports from New Mexico. The shift points to faster structural replacement across the region, directly weighing on demand for natural-gas fuel.

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