Clean energy generated a record-high 44% of China’s electricity in May 2024, pushing coal’s share down to a record low of 53%, despite continued growth in demand.
The new analysis for Carbon Brief, based on official figures and other data that only became available last week, reveals the true scale of the drop in coal’s share of the mix.
Coal lost seven percentage points compared with May 2023, when it accounted for 60% of generation in China.
Other key insights revealed by the analysis include:
- Monthly National Bureau of Statistics (NBS) data on generation by technology is now severely limited for wind and solar. For example, it excludes “distributed” rooftop solar and smaller centralised solar plants, capturing only about half of solar generation.
- This mismatch becomes clear when comparing the NBS total for monthly electricity generation of 718 terawatt hours (TWh) with reported monthly electricity demand of 775TWh, according to the National Energy Administration (NEA). In reality, electricity generation must be higher than demand due to losses at power plants and on the grid.
- Media reports have speculated that the record renewable capacity additions would have run into grid constraints in May, but the new data shows this is not the case.
- China’s electricity demand in May 2024 grew by 49TWh (7.2%) from a year earlier.
- At the same time, generation from clean energy sources grew by a record 78TWh, including a record rise from solar of 41TWh (78%), a recovery from earlier drought-driven lows for hydro of 34TWh (39%) and a modest rise for wind of 4TWh (5%).
- With clean energy expanding by more than the rise in electricity demand, fossil fuel output was forced into retreat, seeing the largest monthly drop since the Covid 19 pandemic. Gas generation fell by 4TWh (16%) and that from coal by 16TWh (4%).
- Falling generation from fossil fuels point to a 3.6% drop in CO2 emissions from the power sector, which accounts for around two-fifths of China’s total greenhouse gas emissions and has been the dominant source of emissions growth in recent years.
The new findings show a continuation of recent trends, which helped send China’s carbon dioxide (CO2) emissions from fossil fuels and cement into reverse in March 2024.
If current rapid wind and solar deployment continues, then China’s CO2 output is likely to continue falling, making 2023 the peak year for the country’s emissions.
Monthly mismatch
Every month, the NBS publishes data on China’s electricity generation by technology. The figures for May 2024 came out nearly a month ago, in mid-June, and were widely reported.
However, this data is increasingly limited because it excludes, among other things, “distributed” solar sites, such as those on the roofs of homes and businesses. Analysis for this article shows this misses out about half of the electricity generated by solar overall.
The fact that the NBS data on power generation is incomplete is obvious when looking at consumption numbers: the NEA reported electricity consumption in May was 775TWh, while the NBS reported generation at only 718TWh. In reality, generation must be significantly larger than consumption because of losses at power plants and in transmission.
The seemingly small amount of power generation from solar and wind reported by the NBS has caused confusion and has led to claims that the performance of wind and solar in China is poor.
The performance of wind and solar generation is tracked by “utilisation” data collected by China Electricity Council (CEC), showing actual output relative to the maximum potential. These figures are normally included in monthly statistics released by the NEA.
The NEA omitted this data from its May release, which led to speculation from Bloomberg and Reuters that the reason would be poor numbers for wind and solar. This proved to be largely untrue when the data became available directly from the CEC, with solar power utilisation increasing significantly and wind power utilisation falling, but within normal year-to-year variation.
Another dataset, tracking the fraction of solar and wind power wasted due to grid inflexibility, showed small increases of 0.8 percentage-points for solar and 1.7 points for wind. This is problematic for plant operators, but well short of a spike that would notably affect the utilisation numbers – they typically vary by more than 5% from year to year.
There is now enough data to work around the limitations in the NBS power generation data and give a complete picture of China’s power generation mix in May.
The first thing to note is that the NBS numbers are normalised to a 30-day month, which accounts for a fraction of the mismatch. The rest of this article uses normalised 30-day numbers.
Instead of using the NBS numbers, it is possible to estimate generation from solar and wind based on reported capacity and utilisation. Combining these estimates with reported generation for other technologies yields total generation of 783TWh and year-on-year growth of 8%.
Reported electricity consumption of 750TWh – when normalised to a 30-day month – is consistent with estimated generation of 783TWh, with the 4.2% difference being due to transmission losses.
Monthly data on transmission losses is not available, but the average for 2023 was 4.5%, matching closely with the difference between reported consumption and estimated generation.
Record results
Putting the various figures together shows that, far from the modest 29% year-on-year increase in the incomplete NBS data, there was a record 78% rise in solar generation in May 2024.
Installed solar capacity increased by 52% to 691 gigawatts (GW) and capacity utilisation improved from 16% to 19%. This delivered the largest increase in China’s electricity generation for any technology, with solar generation rising 41TWh from 53TWh in May 2023 to 94TWh in May 2024.
The second-largest increase was from hydropower, where capacity only increased 1%, but utilisation jumped from 31% to 41%, as the sector recovers from the record drought seen in 2022-23. This led to a 39% or 34TWh increase in power generation, which hit 115TWh.
Wind power saw a strong increase in capacity of 21%. Utilisation fell, however, likely due to month-to-month variations in wind conditions. As a result, power generation grew by a relatively modest 5%, or 4TWh, reaching 83TWh. Nuclear and biomass-fired power generation also saw small increases in capacity, but the utilisation of nuclear plants fell from 87% to 85%.
In total, clean power generation grew 78TWh, as shown in the figure below. This was more than enough to exceed the 49TWh increase in demand.
As a result, gas-fired generation plummeted by 16%, despite a 9% increase in capacity, driving a steep 24% drop in utilisation. Coal-fired generation capacity increased by 3% while power generation from coal fell 3.7%, resulting in average plant utilisation falling by 7%. Falling demand could temper investment in new coal capacity, which has run hot in the past two years.
The changes in coal and gas-fired generation, combined with a slight degradation in the thermal efficiency of coal-fired power plants, imply a 3.6% drop in CO2 emissions from the power sector.
After these changes in output, China’s power generation mix shifted significantly away from fossil fuels in May 2024. The share of coal-fired generation fell to 53%, down from 60% at the same time last year and the lowest share on record, as shown in the figure below.
Meanwhile, solar rose to 12%, up from 7% a year earlier and the highest on record. The remainder was made up of wind (11%), hydropower (15%), nuclear (5%), gas (3%) and biomass (2%).
The overall non-fossil energy share was a record 44% and there was also a new record-high share for variable renewable – solar and wind – which reached 23%.
Solar and wind are gaining share in China’s power mix very rapidly, despite rising demand, as shown in the figure above. In May 2016, they accounted for just 7% of the total.
Meanwhile, strong clean-energy capacity growth continued in May 2024, with 19GW of solar being added, 3GW of wind and 1.2GW of nuclear.
In the first five months of 2024, China has added some 79GW of solar and 20GW of wind. These additions are up 29% and 21% respectively from last year’s numbers, which were already record-breaking, as shown in the figure below.
Looking at solar specifically, monthly additions in May 2024 were higher than the previous month of April and also increased year-on-year compared with May 2023.
The rapid growth in power generation from solar shows that the solar capacity boom is delivering new electricity supplies at a scale sufficient to cover much of China’s demand growth.
This reinforces the view that China’s CO2 emissions are in a period of structural decline.
If clean energy additions are kept at the level reached in 2023 and early 2024, then CO2 output is likely to keep falling, which would confirm 2023 as the peak year for the country’s emissions.
With China due to announce new climate targets by early next year, the government’s level of ambition for clean energy growth remains an open question.
About the data
Wind and solar output, and thermal power breakdown by fuel, was calculated by multiplying power generating capacity at the end of each month by monthly utilisation – the proportion of maximum possible output – using data reported by China Electricity Council through Wind Financial Terminal.
Total generation from thermal power, hydropower and nuclear power was taken from National Bureau of Statistics monthly releases. Monthly utilisation data was not available for biomass, so the annual average of 52% for 2023 was applied.
CO2 emissions from power generation were calculated by applying emissions factors from China’s latest national greenhouse gas emissions inventory, for the year 2018, as well as the monthly average coal power plant heat rate reported by National Energy Administration, and by assuming average thermal efficiency of 50% for gas-fired power plants.
The post Analysis: China’s clean energy pushes coal to record-low 53% share of power in May 2024 appeared first on Carbon Brief.
Analysis: China’s clean energy pushes coal to record-low 53% share of power in May 2024
Kicking off proceedings at the mid-year climate talks in Bonn amid fraught global geopolitics, UN climate chief Simon Stiell told delegates that tackling the global climate crisis is “the hardest, but most important, thing humanity has ever tried to do together”.
Perhaps hoping to forestall the usual diplomatic wrangling that routinely bogs down the talks, he warned governments that there is no time to “re-open past debates or renegotiate commitments already made”.
Instead, he added, there is an imperative to accelerate real-world action as deadly heat intensifies and the fossil-fuel cost crisis sparked by the Iran war strangles economies, “taking a wrecking ball to lives and prosperity”.
That message seemed to sink in with the negotiators in Bonn, where the opening session kicked off only an hour late and was not marred by agenda rows, which delayed the start of the talks by a day last year.
On bridging the gap between the negotiations and the real economy, Stiell called for elevating the Global Climate Action Agenda, a goal long promised but never fully delivered.
But, he added, Türkiye – working with Australia – is now building on the efforts by last year’s COP30 presidency to streamline this process into six thematic areas, including boosting energy and food security, curbing methane and strengthening the resilience of cities.
Stiell was also keen to stress that the formal negotiations remain central to driving implementation of the Paris Agreement. He urged governments in Bonn to advance key issues including the Global Goal on Adaptation, the delivery of the outcomes of the first Global Stocktake and the development of a new just transition mechanism.
The first Global Stocktake was an assessment of countries’ collective progress in meeting the goals of the Paris Agreement, which led to a 2023 agreement to transition away from fossil fuels in energy systems and a 2030 goal to triple renewable energy, among other things.
Hinting at upcoming reforms to the UN climate regime – which has often been accused of failing to keep pace with advancements in the real world – Stiell said all institutions must continuously evolve and improve. The UN climate secretariat has heard countries’ calls to work more efficiently, support access to climate finance and reduce the reporting burden on governments, he added.
Türkiye to outline targets for Action Agenda
While Australia will run the negotiations at COP31, for co-host Türkiye – which is organising the talks in Antalya – the focus is on the so-called Global Climate Action Agenda. This is a sprawling smorgasbord of around 500 voluntary initiatives bringing together governments, businesses, investors, cities and civil society. It covers everything from strengthening power grids for clean energy, to restoring degraded forests and land, and reducing emissions from buildings.
COP31 President-Designate Murat Kurum told the opening session of the Bonn talks his team will present the “main framework” of the Action Agenda on Tuesday, adding it will be “based on concrete and tangible targets”. He also said Türkiye will announce a roadmap for translating what happens in the negotiations into the real world, which will ”point to a science-based process with highly clear and defined outcomes” and steps for getting there.
“In the second decade of the Paris Agreement, the COP31 Action Agenda will bring the outcomes of the first Global Stocktake to life, and we will make a strong start to the second decade,” Kurum said.
In a joint letter issued in May, the two host nations said COP31 will be shaped as an “Implementation COP” and a “COP of the Future,” aimed at translating commitments into tangible and trackable progress. They outlined priority areas – to be achieved through the six axes of the Action Agenda defined ahead of COP30 – including electrification, zero waste, resilient cities, sustainable agriculture, green industrial transformation and climate finance.
Chiming with this, Australia’s Chris Bowen, the COP31 president of negotiations, made the global energy transition the centerpiece of his opening intervention in Bonn.
This year’s climate summit, he said, must send investors and corporations the message that countries are “collectively committed” to building up renewable energy and reducing fossil fuel reliance. Fossil fuels were not directly mentioned in the main outcome at COP30 last year after countries failed to agree on developing a global transition roadmap, which Brazil is now putting together outside of formal negotiations.
Bowen, Australia’s minister of climate change and energy, said that, while energy crises like the one the world is going through now will become more frequent and more unpredictable, accelerating the shift to cleaner sources will “ease shocks to our energy systems”.
He identified progress on electrification as a priority for COP31, pointing to an assessment by the International Energy Agency (IEA) that electricity’s share of final energy consumption needs to reach 35% by 2035 to keep the 1.5C temperature goal in sight.
“In a world of geopolitical uncertainty and energy disruption, the transition is not a risk,” Bowen added, “it is the solution and an immense opportunity”.
Tensions around trade and climate surface again
Over the weekend, it became clear that discussions on trade and climate would once again become a source of contention between countries – if not as explosively as they did at the start of the talks a year ago.
As agreed in the COP30 Global Mutirão decision, a series of dialogues on trade and climate will be held in Bonn yearly from 2026 to 2028. Climate Home News understands that the G77 + China has expressed discontent about the organisation of the first dialogue that will take place on June 13, because it plans to incorporate contributions from a range of organisations rather than just governments.
In a statement at the opening plenary, Uruguay, on behalf of the G77 group of developing nations, “encouraged Parties [countries] to engage constructively in the dialogue in a robust and structured manner”. Many in the Global South are concerned that international trade measures to make products greener, such as the European Union’s carbon levy on imports, could end up discriminating against them.
Russia warned during its opening statement that the new dialogue should not be used to create trade barriers.
Comment: Indonesia’s failing Just Energy Transition Partnership is a cautionary tale
Avantika Goswami, climate change and green economy programme manager at the India-based Centre for Science and Environment, told Climate Home News that the UN climate secretariat has been unclear and untransparent about what will be discussed at the dialogue. “We don’t know if observers and civil society are going to be able to contribute,” she added.
After the three mid-year dialogues, in 2028 there will be a high-level event for countries to exchange their views and experiences, and the officials in charge will have to present a report summarising these discussions.
At Monday’s opening session, Antwi-Boasiako Amoah, the Ghanian chair of the African Group of Negotiators, said it would be “important to provide clarity on how they intend to present the report” and suggested that the co-chairs of the Bonn talks should consult with countries on how best to do that.
The post Bonn Bulletin: Tackling climate crisis is “hardest” challenge ever, Stiell says appeared first on Climate Home News.
Bonn Bulletin: Tackling climate crisis is “hardest” challenge ever, Stiell says
Climate Change
Bowen urged to lead with vision and ambition to accelerate fossil fuel phase out at Bonn climate meeting, as global energy crisis bites
Bonn, Germany, Monday 8 June 2026 — As the UN climate negotiations in Bonn commence, Greenpeace Australia Pacific is calling on Climate and Energy Minister Chris Bowen to lead with vision and ambition to advance multilateral climate cooperation, and use his unique position to drive concrete progress at COP31 and ensure a meaningful partnership with the Pacific.
In the context of a global energy crisis and turbulent geopolitics, the Bonn Climate Change Conference will be a critical moment to sustain emerging political momentum towards a just transition away from fossil fuels. The midway point on the road to COP31 in Türkiye in November, Bonn will be the first time Minister Bowen has attended a major UN conference in his role as COP31 President of Negotiations.
The start of the Bonn meetings also marks 100 days since the illegal US-Israel war on Iran sparked a global energy shock and after 57 countries including Australia met in Santa Marta, Colombia in April for the world’s first conference on the transition away from fossil fuels — a landmark moment signalling political winds of change in the face of threats to multilateralism.
Speaking from Bonn, Dr Simon Bradshaw, COP31 Lead at Greenpeace Australia Pacific, said: “Amidst a global energy crisis, accelerating climate disasters and a looming super El Niño, the urgency to accelerate climate action and break free from fossil fuel dependence has never been clearer.
“Minister Bowen has been telling Australia and the world that we are in a global ‘fossil fuel crisis’, and that unhooking from fossil fuels is fundamental both to tackling the climate crisis and to ensuring secure and affordable energy. It’s time to match that message with a clear vision and agenda for COP31 — one that has the transition away from fossil fuels at its heart.
“As COP31 President of Negotiations, Australia has both the opportunity and responsibility to build on the momentum of COP30 in Belém and the recent landmark conference in Santa Marta on transitioning away from fossil fuels. This includes leading by example at home, with an immediate halt to new fossil fuel projects — including the mammoth proposed Browse gas project — and committing to develop a national roadmap away from fossil fuel production.”
“Few countries have as much skin the game as Australia: we are a country highly vulnerable to extreme heat, fires, floods and other impacts of climate change, we are suffering the consequences of fossil fuel dependency in terms of our energy security and affordability, but we have some of the world’s best renewable energy opportunities.
“Bonn is a key moment for the incoming Presidency to start shaping the vision, building the necessary trust, and actively setting priorities and expectations for the COP. We therefore hope and expect our Minister to be much more vocal and active in Bonn.
“Australia, in partnership with the Pacific, is taking the reins of global climate cooperation at a critical moment in the world’s transition away from fossil fuels. There is no more time to lose.”
Also in Bonn, Shiva Gounden, Head of Pacific at Greenpeace Australia Pacific, said: “Multilateral cooperation is the antidote to climate and geopolitical chaos. At Bonn, Pacific nations’ legacy of leadership from the frontlines of the climate crisis can be our guiding star as we build a more peaceful and secure world for all.
“We must build on the progress at Santa Marta and break the hold fossil fuels have on our global security and economies. Pacific nations are already facing the brunt of a global climate crisis, but now facing the compounding injustice of an energy crisis brought on by fossil fuel dependence. We did not create either of these crises, but are among the most exposed to both.
“The International Court of Justice made clear that responsibility to address the climate crisis extends beyond borders and that continuing to expand fossil fuel production, including for export, could constitute an internationally wrongful act — a ruling that has now been overwhelmingly endorsed by the UN General Assembly. Continuing down the fossil fuel path, and failing to align efforts with limiting warming to 1.5C, is a breach of our international legal obligations.
“We must not lose sight of what’s needed — by elevating the voices of Pacific leaders, backing Pacific-led solutions, and maximising the opportunity of the Pacific pre-COP, we can ensure the 1.5°C imperative and the transition away from fossil fuels are central to the agenda at COP31, and that communities are granted the finance they need to build a strong, resilient future beyond fossil fuels.”
Ahead of SB64, Greenpeace International has produced a policy briefing outlining the core elements of a just transition away from fossil fuels and the urgent, priority actions needed from national governments and through global co-operation to make it a reality.[1]
ENDS
[1] A Just Transition Away from Fossil Fuels: Policy Briefing
Photos in the Greenpeace Media Library
Media contact
Kate O’Callaghan on +61 406 231 892 (Whatsapp/Signal) or kate.ocallaghan@greenpeace.org
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Bowen urged to lead with vision and ambition to accelerate fossil fuel phase out at Bonn climate meeting, as global energy crisis bites
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