China's Installed Solar Capacity Passes Coal — A Global Structural Milestone
China's total installed solar generating capacity has for the first time surpassed its installed coal capacity — a milestone that would have seemed implausible a decade ago, though coal still generates more electricity due to higher utilisation rates.
- Capacity milestone: installed solar MW now exceeds installed coal MW; generation crossover remains ahead
- China added roughly 230 GW of solar last year — more than the entire US solar fleet accumulated in one year
- Coal utilisation (~50%) still exceeds solar (~15-20%); the generation crossover is the next gate