In 2025, China’s wind and solar capacity surpassed coal for the first time, marking a turning point with major implications for business. What began as a clean-energy expansion story is now about how low-cost renewable power shapes competitiveness, costs, and corporate strategy.

After two decades of adding renewable capacity at unprecedented scale, China’s challenge is no longer building power generation but managing a stable, affordable grid and turning that advantage into industrial strength.

For global executives, this is no longer a distant sustainability story. It is a live test of where to invest, how to manage carbon risk, and which capabilities will matter most in the years ahead.