China's Clean Energy Surge Squeezes Out Coal as Global Transition Accelerates

China’s clean energy machine is now moving so fast that it’s meeting soaring electricity demand and pushing coal power backward at the same time. In 17 of 26 Chinese provinces, coal generation has stopped growing, and thermal generation fell 0.7% in 2025 even as electricity demand jumped 5%—a historic shift that marks the start of the “building while breaking” phase of the energy transition.

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