Analysissolar manufacturingcoal dependencycarbon leakage
China Powers Green Manufacturing With Coal
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5.1
Analysts report that China’s recent renewable expansion—renewables doubled in three years and overtook coal capacity in early 2025—coexists with coal-fired factories that power much of global solar-panel and EV supply chains. Coal still generated 53% of China’s electricity in 2024 and China builds nine of every ten new coal plants, creating a 'green arbitrage' that shifts emissions offshore while preserving cheap manufacturing.
Scoring Rationale
Balanced analysis highlights crucial supply-chain emissions, but limited novelty and low direct relevance to AI/DS professionals.
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