China
China pulls ahead in power capacity as US AI expansion faces grid constraints
China pulls ahead in power capacity as US AI expansion faces grid constraints
China has increased electricity generation by nearly 9% annually over the past 25 years.
1 day ago
China wind OEMs take 78% of 176 GW additions in record 2025
Global wind additions rose 45% across over 60 countries.
4 days ago
Envision Energy closes $600m sustainability-linked loan in Hong Kong
It involved 13 banks and included a $100m greenshoe option.
China’s coal power to peak by 2030
Coal capacity projected to fall 75% by 2060.
China to continue building coal plants until 2030 as renewable expansion accelerates
Rising electricity and CHP heating demand drives ongoing coal construction.
China activates 600-MW salt cavern energy storage project
The station is expected to generate 792 million kilowatt-hours of electricity annually.
China advances coal fleet retrofitting amidst energy transition
The country’s entire coal fleet is projected to be fully flexible by 2027.
China’s CTF Solar tapped to manufacture SunHydrogen panels
The initial goal is to produce 1,000 full-size 1.92 m² hydrogen modules.
China’s solar power capacity to surpass coal in 2026
Over 400 GW of new generation capacity is expected in 2026
China hikes grid investment by 40% to $575b under 15th five-year plan
AI data centres are driving record China grid investments.
China’s coal buildout surges in 2025 despite falling emissions
New and revived coal plans surged to 161 GW.
AI, overseas orders to drive new China renewable growth cycle
Energy storage returns are set to rise 37% CAGR amidst spike in high-margin overseas orders.
Longi Solar, Sino Green commit 1GW to Zambia’s national solar rollout
100 MW pilot plant in Itezhi-Tezhi to start construction in April.
$200m Egypt-China deal targets domestic energy storage battery industry
Kemet to localise battery production using domestic raw materials.
China issues guidelines for industrial green microgrids expansion
Renewable power projects at industrial sites must ensure that 60% of their electricity is consumed locally.
China issues roadmap for comprehensive energy meteorology services
Twenty specific tasks will build a whole-process energy meteorological operations system.
China's solar inverter market projected to decline in 2025
Global solar inverter market is expected to contract for two consecutive years post-2024.
Thought Leadership Centre
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