by Gareth321 | 2026-03-10 07:17:07+00:00
It should be noted that the research from this article acknowledges that official Chinese coal consumption figures are often unreliable or subject to massive retrospective revisions. To compensate, the author uses "apparent consumption" (production + imports - exports +/- inventory changes) and power generation data. This methodology assumes perfect reporting of coal production and inventory levels across thousands of mines and plants. Historically, "statistical discrepancies" in Chinese energy data have masked millions of tons of CO2. If local provinces underreport coal use to meet "Dual Control" energy targets, the "flat or falling" trend could be a reporting artifact rather than a physical reality.

The article also notes that solar and wind capacity grew significantly faster than actual generation, suggesting "unreported curtailment" (where clean energy is wasted because the grid can’t handle it). If curtailment is rising, it means the "clean energy boom" is hitting a hard infrastructure ceiling. The research assumes that if grid issues are resolved, emissions will fall further. However, if the grid cannot integrate this power fast enough, the 290GW of coal power currently under construction will be called upon to fill the gap, potentially leading to a sharp emissions rebound in 2026–2027.

Further, a major driver of the emissions drop is the 7% decline in cement and 3% decline in steel emissions, linked to the ongoing real estate slump. This is a cyclical economic event, not necessarily a green technological victory. If the Chinese government pivots to a new stimulus package (e.g. massive "New Infrastructure" or high-tech manufacturing zones) to save GDP growth, the demand for steel and cement could surge again. The research treats the real estate decline as a permanent plateau, but China’s history of state-led investment suggests that industrial emissions can be turned back on by policy shifts.

Further, the analysis focuses almost exclusively on CO2. China is the world's largest emitter of methane, primarily from coal mine leakages. Even if CO2 emissions from burning coal are flat, continued coal production to feed the coal-to-chemical industry (which grew 12% in this report) results in significant methane venting. If you account for the Global Warming Potential (GWP) of methane, the total greenhouse gas trend might look much less optimistic than the CO2-only trend.

Further, the report credits a 3% increase in hydropower for helping suppress coal. Hydropower in China is extremely volatile and dictated by weather patterns (e.g. the 2022–2023 droughts). A single dry year in the Sichuan or Yunnan provinces can force a massive, immediate pivot back to coal-fired power to prevent blackouts. The 21-month trend may be as much a result of favorable rainfall as it is of solar panels, making it fragile and reversible.

Further, the report highlights a 12% growth in emissions from the chemical industry, driven by coal-to-liquids and coal-to-gas projects. This suggests that China is not decarbonizing its economy so much as re-carbonizing its industrial feedstocks. As China seeks energy security to reduce its reliance on imported oil and gas, it is building a massive coal-based chemical infrastructure. These emissions are harder to abate than power sector emissions and could eventually offset the gains made by wind and solar.

Ultimately, China is still the largest polluter (in every sense of the word) by a large margin. It's nice to see them taking steps to curb this, but we should all remember that any environmental benefits are purely coincidental to their goals of energy independence. We should expect them to rely on a diverse mix of sources - including the 8+ "mega" coal power plants coming online every month.