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Air conditioning during summer heatwaves drove surge in fossil fuels, report finds

Mar 6, 2025, 11:27am EST
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A man checks an air conditioner.
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Air conditioning needs driven by extreme weather in India, China, and the US last summer contributed toward a surge in coal generation to meet increased electricity demand, an Ember report found.

A chart showing year-on-year electricity demand change in the US, by contributing factor.

The research is the first to measure the precise impact of heatwaves on electricity consumption, and appears to confirm a vicious cycle that scientists have long warned about: Cooling accounted for all of the US’ year-on-year electricity demand growth in June, a third of which was supplied by coal and gas. Relying on fossil fuels in this way is a “losing strategy,” Kostantsa Rangelova, a global energy analyst at Ember told Semafor, “because it exacerbates the pressure from heatwaves, it makes [them] even more frequent, more severe.”

The good news is that clean energy generation “already plays a really big role,” particularly in China, Rangelova noted. “It’s just about scaling it up even faster” as the crisis accelerates, she said.

Rooftop solar and improving access to more energy-efficient air conditioners will also be part of the solution, the report argues. Still, low-income households — already disproportionately affected by extreme heat — face “numerous obstacles” to installing solar, from cash constraints and inadequate infrastructure to landlords’ objections, said Sheila Foster, a climate professor at Columbia University.

These groups would also require significant subsidies to switch to more efficient appliances in order to avoid heightened electricity costs, she said.

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