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China Coal Power Rebounds 2026 Amid Renewables Lag

6/24/2026

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Story summary
  • China’s coal-fired power generation will rebound in 2026, with thermal output up 3.4% to 2.53 trillion kWh.
  • S&P Global Energy, Wood Mackenzie and Kpler project coal output to rise 1.5%–2% to 5.4 trillion kWh and consumption to increase 3% to 2.7 billion tons in 2026.
  • Agora Energy says coal’s share fell to 51.4% in 2025.
  • Renewable growth slowed in 2026 because of weak wind, low solar use in western provinces and slower installations.