As Trump Shreds Climate Rules, China’s Emissions Start to Fall. The decline in China’s emissions was driven by factors including strong electric vehicle sales and clean power generation. In contrast, US emissions increased last year after a two-year decline.

From 2018 to 2025, solar and wind increased their share of China’s power supply from ~8% to ~23%. In absolute terms +1.9 PWh (>4x). Over the same period of time, national average end user prices (¥/kWh) have stayed flat in nominal terms for residential users (~¥0.52) and declined by ~15% (from ~¥0.75 to ~¥0.63) for industrial users. Accounting for inflation (cumulative ~10%), the real cost of electricity has gone down, and quite significantly for industry.

What is interesting is that emissions fell in most sectors except chemicals despite strong growth in manufacturing such as EVs, batteries and solar, showing that you can power industry with renewables.