2026 will be a record investment year in energy in China

According to the 2026 Global Energy Transformation Report published by the China Enterprise Reform and Development Association, China will invest 940 billion dollars in energy in 2026.

China, which has become the epicenter of the global energy transformation, continues to lead the sector with its giant steps towards clean energy infrastructure. While the country's latest production and capacity statistics show that the dependence on fossil fuels has experienced a historic break, billions of dollars of infrastructure projects planned for 2026 indicate that the global green transformation has entered a new phase.

Green Capacity Peak and Coal's Historic Decline

According to the current tables shared by the official broadcaster CCTV, the Beijing administration reached a renewable energy installed capacity of 2.337 billion kilowatts as of the close of 2025. While this volume constituted 60.1 percent of the country's total energy power, it also constituted 63.6 percent of the new clean energy plants implemented worldwide. Electricity produced from clean sources amounted to 3.99 trillion kilowatt-hours, accounting for 38.3 percent of the overall production; This new production capacity put into operation alone accounted for the entire net increase in national consumption. Thanks to the momentum, the weight of coal-fired thermal power plants in production was reduced to 49.7 percent in the first half of 2026, falling below the 50 percent threshold for the first time in history. This transformation enabled energy-related carbon emissions to decrease by 0.5 percent in 2025.

Grid Modernization and Global Supply Domination

Not content with just expanding its production capacity, China is shifting its strategy to smart grid and infrastructure projects in order to transmit clean energy without loss. According to International Energy Agency data, the country's grid modernization investments are expected to rise to approximately 140 billion dollars in 2026. The country, which maintains its clear leadership in the hardware market of the sector, reinforces its decisive power in the global supply chain by supplying 80 percent of the world's photovoltaic panel equipment and 70 percent of the global wind turbine hardware.