中印燃煤发电量半世纪来首次同步减少

Core Insights - China and India, the world's largest coal consumers, are expected to reduce their reliance on coal-fired power generation for the first time in nearly 50 years by 2025, with China's coal power generation decreasing to 5735 TWh (down 1.6%) and India's to 1472 TWh (down 3%) [6][7] - The rapid growth of renewable energy sources, particularly solar and wind, is driving this shift, with China's solar power expected to increase by 43% and wind power by 13% in 2025 [6][7] - The decline in coal demand is impacting coal prices, leading to a supply surplus and prompting major coal-exporting countries like Indonesia to cut production targets and impose export limits [6] Group 1 - The increase in renewable energy generation is expected to create a turning point in the trend of rising global CO2 emissions, with over 90% of the increase from 2015 to 2024 attributed to the power sectors of China and India [4][7] - Despite the reduction in coal power generation, China is projected to add 78 GW of new coal power capacity by 2025, the highest in the past decade, which raises concerns about potential increases in global CO2 emissions if operational rates remain unchanged [7] - The transition to a low-carbon society hinges on whether coal power can shift from being a primary energy source to a supportive role for variable renewable energy sources [7]