Key points:
- Global fossil fuel consumption, not renewable capacity, continues to set new records year after year, undercutting the "energy transition" narrative.
- The Energy Institute's 2025 Statistical Review found that in 2024 every major energy source, fossil and renewable alike, hit record consumption simultaneously.
- Wind, solar and electric vehicles demand enormous quantities of mined minerals, concrete and land, undermining claims that renewables are a lighter footprint.
- Prominent energy historian Daniel Yergin and colleagues concluded in Foreign Affairs that decades of hydrocarbon dominance have barely budged.
- Even climate alarm's own founding father, James Hansen, has dismissed the idea that renewables alone can meet global energy needs.
- U.S. Interior Secretary Doug Burgum told a G20 gathering that what was called "energy transition" was really energy subtraction.
- Rising global energy demand, driven largely by developing nations, is outpacing anything solar and wind can supply on their own.
The record that keeps breaking records
Independent researcher Grant Lukies recently circulated a chart tracking energy sources through August of 2025, and it exposed an uncomfortable truth for the CO2 mitigation crowd. The slope of fossil fuel use simply has not bent. There is no downward inflection point anywhere on the graph, despite the panic-fueled proclamations of thirty-three years of Intergovernmental Panel on Climate Change stewardship and untold billions funneled into green infrastructure. What has happened instead is addition, plain and simple. Wind turbines and solar panels got built, and the coal plants, gas wells and oil refineries kept humming right alongside them.
That pattern is confirmed in the industry's own bookkeeping. The Energy Institute's Statistical Review of World Energy for 2025, drawing on 2024 figures, found that for the first time since 2006, every major category of energy, renewables included, reached record consumption levels in the same year. Fossil fuels still supply roughly the overwhelming bulk of global primary energy - a share that has hardly moved in decades even as solar and wind installations multiplied. Total worldwide energy demand itself hit an all-time high. Renewables were not substituted for anything. They were simply piled on top of a system that kept growing regardless.
This addition, not substitution, dynamic carries a heavy and often overlooked cost. Energy historian Daniel Yergin documented in his Pulitzer-winning book "The New Map" that a single onshore wind turbine demands roughly fifteen hundred tons of iron, twenty-five hundred tons of concrete and forty-five tons of plastic, while a single electric vehicle battery requires around half a million pounds of raw material to be mined and processed. That means more mountains scraped open, more forests cleared for mining access and more diesel-burning machinery working around the clock, all in service of a green technology sold to the public as inherently gentler on the planet.
When the believers start admitting the obvious
Perhaps the most telling sign that the transition narrative has collapsed is who is now saying so out loud. Yergin, together with Lazard chief Peter Orszag and energy strategist Atul Arya, wrote in Foreign Affairs earlier this year that the shift toward renewables has proven far more difficult and uneven than promised, and that the share of hydrocarbons in the global primary energy mix has hardly budged across more than three decades. These are establishment voices who once championed the very transition they are now quietly walking back.
Even James Hansen, the NASA scientist widely credited with launching the modern climate alarm movement, has broken ranks. He has called the notion that batteries and renewables alone could supply all needed energy fantastical, comparing the belief that the world could rapidly abandon fossil fuels to childhood tales of the Easter Bunny and the Tooth Fairy. British Prime Minister Keir Starmer has likewise conceded that oil and gas will remain part of the fuel mix for a long time to come. And at a G20 meeting held this week in Houston, the undisputed energy capital of the world, Interior Secretary Doug Burgum put it most bluntly of all, telling attendees that what had been marketed as an energy transition was, in practice, energy subtraction.
None of this should be read as a defeat. A world enriched with more carbon dioxide is a greener world, one in which plant life flourishes and crop yields benefit, a far cry from the mountains of mined minerals and industrialized landscapes that wind and solar buildout demand. As developing nations across the Global South continue to industrialize and their appetite for reliable power grows, the honest path forward is not chasing a transition that never materialized. It is recognizing that re-carbonizing, rather than decarbonizing, the world's energy grid may be exactly what human flourishing requires in the years ahead.
Sources include:
Please contact us for more information.
