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China's Coal Expansion Risks Emission Goals and Overcapacity

2/3/2026

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Summary

Story summary

The Centre for Research on Energy and Clean Air reports 291 gigawatts of coal-fired power in China's development pipeline, risking overcapacity as cheaper renewables grow.
China's energy-security push, intensified after the 2022 drought reduced hydropower output, has approved new coal projects.
Experts warn that without a clear phase-down plan, China may fail to peak emissions before 2030 and achieve carbon neutrality by 2060, making the 15th Five-Year Plan crucial.

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Story summary

The Centre for Research on Energy and Clean Air reports 291 gigawatts of coal-fired power in China's development pipeline, risking overcapacity as cheaper renewables grow.
China's energy-security push, intensified after the 2022 drought reduced hydropower output, has approved new coal projects.
Experts warn that without a clear phase-down plan, China may fail to peak emissions before 2030 and achieve carbon neutrality by 2060, making the 15th Five-Year Plan crucial.