China’s Dual-Track Energy Transition: Renewables Surge as Coal Repositions for Grid Stability
According to the source, China is expanding renewables at record speed while simultaneously increasing coal production and coal-power project activity to manage reliability under rapidly rising electricity demand. This dual-track approach reduces near-term system risk but raises the prospect of coal overcapacity and a larger policy adjustment burden later to meet 2030 and 2060 climate targets.