Solar Set to Surpass Coal in China, But There’s a Catch
Affected assets and topics
Why it matters
China's solar generating capacity is expected to surpass coal capacity in 2023, with solar and wind accounting for half of the country's installed generating capacity by the end of 2026. This shift is driven by a significant decline in coal usage, with coal's share expected to fall to one-third of the total. The growth in solar capacity is expected to average 270 GW per year.
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Expected market reaction
Market impact analysis based on bullish sentiment with 85% confidence.
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- Provider tag
- groq-llama-3.1-8b-instant
- Analysis version
- groq-llama-3.1-8b-instant
- Article id
- 42819
Original source
China’s solar generating capacity is poised to exceed coal for the time this year, the China Electricity Council said in a report this week. The country, long dependent on coal, should get about half of its installed generating capacity from solar and wind by the end of 2026, whereas coal’s use is expected to fall to about one-third of the total. More specifically, the electricity council puts total coal capacity at about 1,333 gigawatts by Dec. 31. Solar ended 2025 at 1,200 GW and has averaged 270 GW of growth each year for the past…
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Original article published by OilPrice.com on February 7, 2026. Analysis and insights provided by AnalystMarkets AI.