China’s Energy Transition: Record Renewables, Persistent Coal, and an Approaching Oil-Demand Peak
EIA data show China is installing renewables at world-leading scale and has already surpassed its 2030 wind-and-solar capacity target, yet coal still dominates primary energy and power generation. EV adoption and policy-driven refinery restructuring are slowing oil-demand growth, while gas infrastructure, storage, and strategic stocks reinforce energy security.