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China Solar Capacity Poised to Surpass Coal

China is on the brink of a historic energy shift, with solar power capacity set to overtake coal-fired generation this quarter. According to the China Electricity Council, solar reached 1,274 gigawatts by late June, closing a narrow gap with the 1,275 gigawatts of coal infrastructure currently anchoring the national grid.

China Solar Capacity Poised to Surpass Coal

This crossover marks a pivotal transition for the world’s largest energy consumer. Data from the China Electricity Council confirms that renewable energy now serves as the primary engine for new capacity, with non-fossil fuel sources accounting for over 70 percent of all nationwide power growth in the first half of 2026. Hou Wenjie, director of statistics at the council, noted that this surge in clean energy generation grew by 8.5 percent compared to the previous year.

Simultaneously, the National Energy Administration reports that coal’s contribution to actual electricity output dropped below 50 percent for the first time on record, averaging 49.7 percent during the same period. While wind and solar now generate nearly a quarter of the nation's total power, the transition remains nuanced. Beijing continues to lean on coal-fired plants to stabilize the power grid and support heavy industrial demand, ensuring that fossil fuels retain a critical role in maintaining energy security despite the rapid expansion of solar infrastructure.

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