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Comment by nradov

21 hours ago

China has some coal reserves but overall they're a major net fossil fuel importer. They're quite short of crude oil and natural gas reserves relative to demand. This is a serious national security risk which is why they've been rapidly electrifying their economy and building solar, nuclear, and hydro power plants (along with coal fired power plants).

They’ve been building out every form of power generation they can. Nuclear, solar, wind and fossil. It’s all skyrocketing.

The talking point that they’re going green doesn’t stand up to scrutiny.

https://www.globalelectricity.org/china-electricity-producti...

https://en.wikipedia.org/wiki/Electricity_sector_in_China

  • That link is out of date. China's coal share fell under 50% this year (your link says 58%), and their CO2 emissions dropped 1% the first half of 2026.

    So yes, it can be reasonably claimed that China is greening. "greening", not "green" -- 49.7% coal is still a lot of CO2.

    https://finance.yahoo.com/energy/articles/china-pushes-coal-...

    • That's 50% of electricity, but not 50% of energy. Coal still provides ~80% of energy IIRC (roughly 10% is carbon-free and growing faster than the US). China burns so, so much coal, while much of the world has shifted to natural gas, which has much less carbon per energy.

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    • Maybe emissions fell because industrial activity fell instead? Maybe oil and gas have been used less because the cost has risen. Maybe that explains coal as well depending on how it is used. I’m speculating coal might be used in the production of steel - what if that product is highly tariffed in the US and EU so China had to cut back?

      China is “greening” but we should be skeptical that it’s out of some lofty moral goal. If it was they wouldn’t be hoarding the production of rare earth minerals and would be freely giving away technology for the sake of the planet.

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  • I never claimed that China is "going green" (whatever that means), merely that they're gradually reducing their dependence on imported fossil fuels.

  • China can be going green while also refusing to constrain it's economic growth on the short term.

    When you actually build things, throwing up a coal plant for 10 years because you need it while you grow your solar and battery industries or wait for reactors to cover your base load is just sensible.

    All narratives about China always have this static world baked into them: "they're currently like this, and that's all they'll ever be". But China develops fast. Shenzhen was a farming village by a ditch. 10 years ago buying a Chinese car was inconceivable - I took delivery on one yesterday, etc.

    At some point in the very near future China is going to hit a cross over point on their emissions and they'll start falling fast because reactors + renewables will be building out fast enough they'll want the coal plants gone - no one likes ruling over a polluted wasteland.

    Edit: it can also be the case that they don't care at all about going green...but renewable energy technology is the most sovereign possible energy security. No one can take away your access to the sun.