中美印发电量差距断崖：美国4.63万亿度，印度2.03万亿，中国呢？

Core Insights - The article discusses the global electricity generation landscape, highlighting the contrasting energy policies and production capacities of the United States, India, and China, particularly in the context of climate change and energy transition [2][5][23]. Group 1: United States Energy Landscape - In 2024, the United States generated approximately 4.63 trillion kilowatt-hours of electricity, accounting for nearly 15% of global electricity generation [5][23]. - Coal's share in the U.S. electricity generation has drastically decreased from nearly 50% in 2005 to below 15% in 2024, marking a historic low [4][5]. - Natural gas has become the dominant source of electricity in the U.S., contributing about 43% to the total generation in 2024, largely due to the shale gas revolution [4][5]. - Renewable energy sources, including wind and solar, have surpassed coal for the first time, making up over 22% of total generation, with solar energy leading the growth [7][23]. Group 2: India's Energy Challenges - India generated approximately 2.03 trillion kilowatt-hours of electricity in 2024, representing 6.5% of global generation, but only about one-fifth of China's output [13][23]. - Coal remains the dominant energy source in India, accounting for 74.4% of the electricity generation mix, despite a slow increase in renewable energy to 12.1% [15][23]. - The Indian government aims to increase the share of renewable energy to 50% by 2030, while also planning to expand coal power capacity significantly in the coming years [15][18]. Group 3: China's Energy Transition - China achieved a record electricity generation of 10.09 trillion kilowatt-hours in 2024, representing nearly one-third of global electricity generation, surpassing the combined output of the U.S. and India [23][25]. - Wind power generation in China reached approximately 991.6 billion kilowatt-hours in 2024, accounting for 9.4% of total generation, a significant increase from 1.1% in 2010 [25][28]. - The rapid growth of renewable energy in China is supported by cost advantages and policy backing, with the country being the largest manufacturer of wind power equipment globally [25][28]. - China's energy structure is shifting, with coal's share decreasing from 74% in 2000 to 43% in 2024, while clean energy sources are growing at an irreversible pace [31][33].