China is expanding wind and solar capacity at a pace that exceeds the rest of the world combined, hitting 2030 targets years early. However, the country continues to add coal fired power plants to ensure energy security and baseload stability, creating a contradiction in its path to carbon neutrality by 2060. Recent data suggests CO2 emissions may have finally plateaued as electrification and clean energy growth outpace demand. The focus now shifts to grid upgrades and the risk of stranded coal assets as the economy moves toward a low carbon model.
