ElectroState China 101
- Executive Report
Why China's Electrification Is Now the Story of the Global Economy
The energy transition is no longer something that is happening in China. It is being designed, built and exported from China.
In 2025, the world's largest power system flipped. Fossil generation fell for the first time in a decade, clean generation outpaced demand growth, and one country emerged as the structural supplier of every component in the new electrified stack.
This short ElectroState Briefing Report explores:
- The 2025 inflection ā€” China added more new solar and wind in 1 year equal to Germany's entire electricity grid
- Why China's coal build-out was always a strategy story, not an economics story
- How three numbers (60% / 80% / 75%) explain China's grip on the global manufacturing stack
- And what investors, policymakers and executives in the West are still misreading about Beijing's intentions
