Skip to main content

Error message

An error occurred while searching, try again later.
Morning Star Conference
China’s energy transition is a world historical breakthrough

As new wind, solar and nuclear capacity have displaced coal generation, China has been able to drastically lower its CO2 emissions even as demand for power has increased — the world must take note and get ready to follow, writes NICK MATTHEWS

LEADING THE WAY: Wind power plants in Xinjiang, China. Photo: Chris Lim/Creative Commons

WHILE most news this year has been nothing short of bleak, we have had a piece of news that is of world historical significance. I am not sure how many Morning Star readers are regular readers of the Carbon Brief, a British website that covers the latest developments in climate science, climate policy and energy policy.

The news I am referring to not that the British output of solar energy this year has increased by 42 per cent due to the driest spring on record, welcome as that is. The even better news was: “For the first time, the growth in China’s clean power generation has caused the nation’s carbon dioxide (CO2) emissions to fall despite rapid power demand growth.

“The new analysis for Carbon Brief shows that China’s emissions were down 1.6 per cent year-on-year in the first quarter of 2025 and by 1 per cent in the latest 12 months. Electricity supply from new wind, solar and nuclear capacity was enough to cut coal-power output even as demand surged, whereas previous falls were due to weak growth.”

The reduction in China’s first-quarter CO2 emissions in 2025 was due to a 5.8 per cent drop in the power sector. While power demand grew by 2.5 per cent overall, there was a 4.7 per cent drop in thermal power generation, mainly coal and gas.

Increases in solar, wind and nuclear power generation, driven by investments in new generating capacity, more than covered the growth in demand. The increase in hydropower, which is more related to seasonal variation, helped push down fossil power generation.

This is not some small country making the clean energy transition. This is the world’s largest manufacturing economy.

China is way ahead in electrifying heating and transport, and building electrolyser capacity. In 2023, China’s electricity demand from the charging and battery swapping service industry grew by 78 per cent and added an estimated 56 TWh to China’s electricity demand, 3.5 times more than the rest of the world.

What that means is measured in terms of power consumed. China’s electrification of road transport is 3.5 times larger than that of the rest of the world put together.

It is this revolution that has Western governments and automakers in a panic. China accounts for 60 per cent of the world’s electric light-vehicle sales, but this segment represents only an estimated 18 TWh of the 56 TWh demand increase, with the rest coming from electric vans, trucks, buses and two-wheelers, which China dominates globally. It is also the largest heat pump market in the world, with more installations per year than any other country.

The significance of this news is hard to overestimate. At Cop28 in 2023, many countries around the world committed to tripling global renewable electricity capacity by 2030. If undertaken, this has the potential to almost halve power sector emissions by 2030, as coal-fired power generation will be replaced first. Furthermore, it will provide enough new electricity to drive forward the electrification of transport, home and industrial heating with a 32 per cent increase in electricity demand.

Many thought that this was something of a pipedream. But as leading economic historian Adam Tooze has said: “China’s huge surge in renewable energy, above all in solar power, actually puts us on track for the first time to meet these objectives.”

As the clean energy think tank Ember reports, it has taken experts around the world by surprise. What we are witnessing is the most rapid take-up of a significant energy technology in history.

It’s worth looking in detail at what China is achieving. The Carbon Brief report by Lauri Myllyvirta, lead analyst at the Centre for Research on Energy and Clean Air and senior fellow at the Asia Society Policy Institute, goes into a lot of detail and is well evidenced.

We are not quite on the road to a carbon-neutral world, as Ember points out, the drama of green electrification is only just beginning. It is one thing to replace dirty power generation for existing uses with solar and wind. It is another to build out the entire electricity system to meet the new demands for electricity in data-processing, transport, domestic and industrial uses.

The challenges of switching to renewables and the restructuring of energy grids have only just begun, and balancing supply across a myriad of renewable sources clearly represents a significant challenge. China’s example, however, shows that with political will, it is possible. So mark May 2025 in your calendar; thanks to China, we can now see the outline of what a carbon-free energy future looks like.

The 95th Anniversary Appeal
Support the Morning Star
You have reached the free limit.
Subscribe to continue reading.
More from this author
Billionaires: Facebook CEO Mark Zuckerberg, Amazon CEO Jeff
Features / 25 January 2025
25 January 2025
The government needs to raise its game when it comes to the tech giants who behave like the robber barons of old, argues NICK MATTHEWS
Lenin speaking in Moscow's Red Square on May Day, 1919
Features / 25 February 2024
25 February 2024
NICK MATTHEWS looks at the great Bolshevik leader’s intense three-week period of furious study in the British Library in 1908 and the timeless classic on Marxism and philosophy it produced: Materialism and Empirio-Criticism
Album review / 24 November 2023
24 November 2023
NICK MATTHEWS recommends a vivacious blend of classical and traditional Cuban music that brings swing to Mozart
At Braunston the Grand Union Canal and the Oxford Canal meet
Features / 31 October 2023
31 October 2023
NICK MATTHEWS looks back to the historic 14-week dispute which was to form a significant early test for the then-recently formed Transport and General Workers Union