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China and India Log First Dual Decline in Coal Power Since 1973 as Clean Energy Surges

Analysts say sustaining the drop requires faster renewable integration plus restraint on new coal capacity.

Overview

  • Coal-fired generation fell 1.6% in China (about 58 TWh) and 3.0% in India (about 57 TWh) in 2025, according to new CREA analysis published by Carbon Brief.
  • China set records with more than 300 GW of new solar and roughly 100 GW of new wind in 2025, while India added 35 GW solar, 6 GW wind and 3.5 GW hydro in the first 11 months.
  • In India, milder weather and slower underlying demand further curbed coal use, while in China rapid non-fossil generation growth outpaced roughly 5% demand growth.
  • Both countries kept expanding coal plant fleets; completing permitted and under-construction projects would lift capacity by 28% in China and 23% in India, risking lower run-hours and financial strain.
  • Because their power sectors drove about 93% of the global CO2 increase from 2015 to 2024, the declines raise the prospect of a near-term emissions peak if clean power keeps outpacing demand and grids grow more flexible.