{"id":60118151,"date":"2026-01-29T18:10:49","date_gmt":"2026-01-29T18:10:49","guid":{"rendered":"https:\/\/dialogue.earth\/?p=60118151"},"modified":"2026-02-03T18:17:17","modified_gmt":"2026-02-03T18:17:17","slug":"what-can-china-learn-from-californias-coal-power-exit","status":"publish","type":"post","link":"https:\/\/dialogue.earth\/en\/energy\/what-can-china-learn-from-californias-coal-power-exit\/","title":{"rendered":"What can China learn from California\u2019s coal power exit?"},"content":{"rendered":"\n<p>When California stopped using coal power late last year, the momentous departure was the culmination of long-term policy designed to transition the state to clean energy.<\/p>\n\n\n\n<p>On climate action California has consistently maintained a cooperative stance with China, unlike the US federal government.<\/p>\n\n\n\n<p>As China watches its partner make major progress towards an energy transition from fossil fuels, what lessons can it draw from the experience?<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-coal-s-historical-role-in-california\">Coal\u2019s historical role in California<\/h2>\n\n\n\n<p>In December 2025, the city of Los Angeles <a href=\"https:\/\/www.aol.com\/news\/los-angeles-says-long-coal-222320574.html\">stopped<\/a> importing coal-fired electricity from the Intermountain power plant in Utah. This cut the city\u2019s, and California\u2019s, final link to coal-fired generation.<\/p>\n\n\n\n<p>Mayor Karen Bass <a href=\"https:\/\/www.publicpower.org\/periodical\/article\/los-angeles-announces-full-divestment-coal-city-power-supply\">described<\/a> the move as a \u201cdefining moment\u201d in Los Angeles\u2019 clean energy transition and a \u201cmilestone\u201d that will \u201caccelerate our transition to 100% clean energy by 2035\u201d.<\/p>\n\n\n\n<p>Christine Shearer is project manager of the Global Coal Plant Tracker at Global Energy Monitor, a California-based NGO. She tells Dialogue Earth the state only had limited in-state coal generation to begin with, \u201cwhich reduced some of the political and economic barriers seen elsewhere\u201d.<\/p>\n\n\n\n<p>According to state data, coal accounted for just <a href=\"https:\/\/www.energy.ca.gov\/data-reports\/energy-almanac\/california-electricity-data\/2024-total-system-electric-generation\">2%<\/a> of the power mix in 2024, compared with 34% from natural gas, a share that itself is steadily <a href=\"https:\/\/www.eia.gov\/todayinenergy\/detail.php?id=66704\">declining<\/a>.<\/p>\n\n\n\n<p>Meanwhile, the share of renewable energy <a href=\"https:\/\/www.energy.ca.gov\/data-reports\/energy-almanac\/california-electricity-data\/2021-total-system-electric-generation\/2015\">grew<\/a> from 22% in 2015 to 41% in 2024.<\/p>\n\n\n\n<p>\u201cCalifornia\u2019s political will in pursuing the energy transition has remained consistent, at least by American standards, through multiple administrations and governors,\u201d says Li Shuo. He directs the China Climate Hub at the Asia Society Policy Institute, a nonprofit headquartered in New York City.<\/p>\n\n\n\n<p>California has <a href=\"https:\/\/img3.gelonghui.com\/pdf201707\/pdf20170707153120788.pdf\">raised<\/a> its renewable-energy targets several times since 2002, when it <a href=\"https:\/\/www.cpuc.ca.gov\/%E2%80%8Crps\/\">set<\/a> the goal of 20% of electricity sales being served by renewables by 2017.<\/p>\n\n\n\n<p>That goal later became 33% by 2020 and <a href=\"https:\/\/www.energy.ca.gov\/rules-and-regulations\/energy-suppliers-reporting\/clean-energy-and-pollution-reduction-act-sb-350\">currently stands<\/a> at 50% by 2030. By 2045, the <a href=\"https:\/\/legiscan.com\/CA\/text\/SB100\/id\/1819458\">aim<\/a> is for renewables to supply 100% of retail sales of electricity to \u201cend-use\u201d customers, and 100% of state agencies\u2019 power needs.<\/p>\n\n\n\n<p>Shearer explains that California\u2019s exit from coal followed \u201can incremental process\u201d spanning two decades. Clear renewable targets and measures, multiple policies, and market developments all reduced coal\u2019s role in California.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-california-the-federal-government-and-china\">California, the federal government and China<\/h2>\n\n\n\n<p>The state\u2019s path away from coal is quite distinct in the US context.<\/p>\n\n\n\n<p>Yang Fuqiang is senior adviser on the Climate Change and Energy Transition Programme at the Beijing Rock Environment and Energy Institute. He tells Dialogue Earth: \u201cUnder the US constitution, states and the federal government exercise distinct powers. California can formulate its own coal-reduction policies and measures, but it cannot speak for the federal government.\u201d<\/p>\n\n\n\n<p>US president Donald Trump has described coal as <a href=\"https:\/\/www.nbcnewyork.com\/news\/national-international\/fact-check-donald-trump-climate-change-renewables\/6396557\/\">\u201cclean\u201d and \u201cbeautiful\u201d<\/a> and his government has repeatedly extended the operation of ageing coal power plants.<\/p>\n\n\n\n<p>At the end of 2025, the last coal-fired facility in Washington <a href=\"https:\/\/washingtonstatestandard.com\/2025\/12\/18\/feds-order-wa-power-plant-to-keep-burning-coal-setting-up-clash-with-state\/\">received<\/a> an emergency order to continue burning coal for 90 days, despite <a href=\"https:\/\/washingtonstatestandard.com\/2025\/12\/09\/washingtons-last-coal-power-plant-will-transition-to-natural-gas\/\">plans<\/a> to switch to gas-fired generation.<\/p>\n\n\n\n<p>US energy secretary Chris Wright <a href=\"https:\/\/washingtonstatestandard.com\/2025\/12\/18\/feds-order-wa-power-plant-to-keep-burning-coal-setting-up-clash-with-state\/\">explained<\/a> the decision resulted from increasing electricity demand and \u201caccelerated retirement of generation facilities\u201d. However, Dennis Wamsted, energy analyst at the Institute for Energy Economics and Financial Analysis, tells Dialogue Earth there was no \u201cemergency situation\u201d with the electricity supply.<\/p>\n\n\n\n<a class=\"wp-block-cd-related-news alignright block--related-news loading\" data-post-id=\"118608\"><div class=\"block--related-news__image\"><\/div><div class=\"block--related-news__content\"><span class=\"block--related-news__heading\">Recommended<\/span><span class=\"block--related-news__title\"><\/span><\/div><\/a>\n\n\n\n<p>\u201cHistorically, \u2018emergency situations\u2019 have only been used in truly imminent crises, like the grid might collapse tomorrow,\u201d says Wansted. \u201cNow the government is simply requiring plants to continue operating because there might be a problem in the future. This has never happened before.\u201d<\/p>\n\n\n\n<p>He says many of the plants ordered to remain online were too old to maintain cheaply, or already had replacement plans. Forcing consumers to pay twice \u2013 for active plants that were due to retire and new replacements sitting idle \u2013 does not make long-term sense, he adds. &nbsp;<\/p>\n\n\n\n<p>A 63\u2011year\u2011old coal power plant in Michigan, for example, has <a href=\"https:\/\/earthjustice.org\/press\/2025\/trump-administration-issues-a-third-sham-emergency-order-to-force-the-j-h-campbell-power-plant-to-keep-burning-coal\">received<\/a> emergency orders twice, <a href=\"https:\/\/www.theguardian.com\/us-news\/2025\/nov\/28\/trump-michigan-power-plant\">costing<\/a> USD 113 million to continue operating. In December, the US court of appeals <a href=\"https:\/\/earthjustice.org\/press\/2025\/does-illegal-extension-of-coal-plant-challenged-in-court-for-the-first-time\">received<\/a> an appellate brief to overturn that order.<\/p>\n\n\n\n<p>Besides, Trump has disparaged renewables, fancifully <a href=\"https:\/\/www.nbcnewyork.com\/news\/national-international\/fact-check-donald-trump-climate-change-renewables\/6396557\/\">calling<\/a> wind the \u201cmost expensive energy ever conceived\u201d, and falsely claiming that China exports wind turbines but barely uses them at home.<\/p>\n\n\n\n<p>By contrast, California has embraced collaboration with China on clean technology. \u201cCalifornia has long been a climate leader and aims to show differences when the federal government falls behind,\u201d Li says.<\/p>\n\n\n\n<p>Despite California-China collaboration \u201cde-escalating\u201d under Trump\u2019s administration, the partnership has spanned three governors and developed a \u201cmuscle memory\u201d, Li adds.<\/p>\n\n\n\n<p>In 2019, former governor Jerry Brown established the California-China Climate Institute. In 2023, California\u2019s current governor Gavin Newsom <a href=\"https:\/\/english.www.gov.cn\/news\/202310\/26\/content_WS6539bf31c6d0868f4e8e0af4.html\">signed<\/a> a memorandum of understanding on low-carbon collaboration with China\u2019s National Development and Reform Commission. This included collaboration on carbon capture, utilisation and storage technologies, and regional cooperation with Guangdong and Hainan provinces.<\/p>\n\n\n\n<div class=\"wp-block-cd-article-image aligncenter block--article-image block--article-image--article\" itemscope itemtype=\"http:\/\/schema.org\/ImageObject\"><div class=\"block--article-image__column\"><div class=\"hide-expand block--article-image__image\"><img class=\"lazy\" data-src=\"https:\/\/dialogue.earth\/content\/uploads\/2026\/01\/Governor-Newsom-meets-President-Xi-Jinping-in-2023_Office-of-the-Governor-of-California_ce9bc2bd6b.jpeg\" data-srcset=\"https:\/\/dialogue.earth\/content\/uploads\/2026\/01\/Governor-Newsom-meets-President-Xi-Jinping-in-2023_Office-of-the-Governor-of-California_ce9bc2bd6b-768x512.jpeg 768w, https:\/\/dialogue.earth\/content\/uploads\/2026\/01\/Governor-Newsom-meets-President-Xi-Jinping-in-2023_Office-of-the-Governor-of-California_ce9bc2bd6b-1024x682.jpeg 1024w, https:\/\/dialogue.earth\/content\/uploads\/2026\/01\/Governor-Newsom-meets-President-Xi-Jinping-in-2023_Office-of-the-Governor-of-California_ce9bc2bd6b.jpeg 1923w\" data-sizes=\"(max-width: 600px) 768px, (max-width: 1024px) 1024px, 1923px\" alt=\"Gavin Newsom and Xi Jinping shake hands in a conference room \"\/><\/div><div class=\"block--article-image__content\"><div itemprop=\"caption\" class=\"block--article-image__caption\">The current governor of California, Gavin Newsom, with China&#8217;s president Xi Jinping during a Beijing meeting in 2023 (Image:\u00a0<a href=\"https:\/\/www.flickr.com\/photos\/194934606@N03\/53283448512\/in\/album-72177720312190474\">Office of the Governor of California<\/a>\u00a0\/\u00a0<a href=\"https:\/\/creativecommons.org\/licenses\/by-nc-nd\/2.0\/\">CC BY-NC-ND<\/a>)<\/div><\/div><\/div><meta itemprop=\"contentUrl\" content=\"https:\/\/dialogue.earth\/content\/uploads\/2026\/01\/Governor-Newsom-meets-President-Xi-Jinping-in-2023_Office-of-the-Governor-of-California_ce9bc2bd6b.jpeg\"\/><meta itemprop=\"contentSize\" content=\"545 KB\"\/><meta itemprop=\"height\" content=\"1281\"\/><meta itemprop=\"width\" content=\"1923\"\/><meta itemprop=\"author\"\/><meta itemprop=\"representativeOfPage\" content=\"true\"\/><\/div>\n\n\n\n<p>Li believes that in renewing its partnership with California, China aimed to prevent a complete \u201cdecoupling\u201d with the US. It even added subnational cooperation into the <a href=\"https:\/\/dialogue.earth\/en\/climate\/wind-in-the-sails-us-china-climate-agreement-can-boost-global-action\/\">2023 Sunnylands Statement<\/a>.<\/p>\n\n\n\n<p>Yang says both governments expect \u201cbottom-up\u201d initiatives. The ports of Shanghai and Los Angeles have launched a \u201cgreen shipping corridor\u201d, which involves <a href=\"https:\/\/news.qq.com\/rain\/a\/20251020A08BKT00\">expanding capacity<\/a> to refill ships with sustainable fuel, among other measures. Meanwhile, the Chinese firm BYD operates in California, where its electric school buses <a href=\"https:\/\/ride.co\/byd-ride-type-c-the-creator-welcomed-into-california-hvip-voucher-program-by-carb\/\">started<\/a> receiving state subsidies in 2024.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-coal-s-future-and-lessons-from-the-us\">Coal\u2019s future and lessons from the US<\/h2>\n\n\n\n<p>While coal\u2019s story has ended in California, its decline is still ongoing in the rest of the US.<\/p>\n\n\n\n<p>Data from Global Energy Monitor <a href=\"https:\/\/globalenergymonitor.org\/projects\/global-coal-plant-tracker\/dashboard\/\">shows<\/a> coal-fired capacity has dropped from a peak of 340 gigawatts (GW) in 2011 to 190 GW in 2025.<\/p>\n\n\n\n<p>Former president Joe Biden <a href=\"https:\/\/www.bbc.co.uk\/news\/world-us-canada-53411506\">set out<\/a> a plan to eliminate emissions from the country\u2019s power sector by 2035. Shearer says: \u201cWhile that commitment currently faces challenges under the Trump administration, more than 60% of remaining US coal-fired capacity is still planned to retire over the coming decades.\u201d<\/p>\n\n\n\n<p>About 7 GW was retired in 2024 and that figure is likely to have been even larger in 2025.<\/p>\n\n\n\n<p>\u201cThe main obstacle facing the US today is policy uncertainty,\u201d says Shearer. \u201cOver the longer term, however, the shift away from coal is clear, due to the advanced age of many US coal plants and the pressure from market forces and competing technologies.\u201d<\/p>\n\n\n\n<a class=\"wp-block-cd-related-news alignright block--related-news loading\" data-post-id=\"88885\"><div class=\"block--related-news__image\"><\/div><div class=\"block--related-news__content\"><span class=\"block--related-news__heading\">Recommended<\/span><span class=\"block--related-news__title\"><\/span><\/div><\/a>\n\n\n\n<p>Many US coal plants were not permanently retired but converted to fuels like gas.<\/p>\n\n\n\n<p>Wamsted says this was often done to lower costs rather than reduce emissions. \u201cWe do not favour doing that, because it still keeps fossil fuels in the system,\u201d he adds. Gas emits less CO2 than coal when burned but it also comes with methane leakage risks. Methane has a much stronger short-term greenhouse effect than CO2, making its climate impact nearly as bad as coal over 20 years.<\/p>\n\n\n\n<p>Wamsted believes replacing coal and gas with renewables and storage is the most direct approach \u2013 and this is precisely California\u2019s method.<\/p>\n\n\n\n<p>Since 2019, the state has added about 40 GW of renewable power and battery storage, with battery storage now 2.5 times its 2022 level, according to <a href=\"https:\/\/www.theguardian.com\/us-news\/2025\/dec\/20\/california-renewable-energy\">The Guardian<\/a>.<\/p>\n\n\n\n<div class=\"wp-block-cd-pull-quote block--pull-quote\"><div class=\"block--pull-quote__wrapper\"><blockquote class=\"block--pull-quote__quote\">Coal is neither the only nor the most effective way to ensure reliability<\/blockquote><cite class=\"block--pull-quote__cite\">Christine Shearer, Global Energy Monitor project manager<\/cite><\/div><\/div>\n\n\n\n<p>\u201cIt is hard to have 1 v 1 lessons,\u201d Li says, \u201cbut China can learn from California\u2019s long-term planning \u2013 scaling up storage and renewable energy to accelerate the phase-out of coal. China\u2019s energy transition boils down to coal reduction and phase-out. Large-scale energy storage is essential to enable mass and effective coal retirement.\u201d<\/p>\n\n\n\n<p>China still needs coal in the short term. Yang notes that Beijing municipality\u2019s coal use has fallen from 30 million tonnes in 2000 to under 600,000 tonnes today. \u201cI believe Beijing\u2019s de-coalification is essentially complete. The remaining coal is mainly for heating in rural areas, which is dispersed and requires switching to electric, gas or developing renewable heating to reach carbon zero.\u201d<\/p>\n\n\n\n<p>China\u2019s National Energy Administration <a href=\"https:\/\/www.nea.gov.cn\/20251031\/7b6f39feb2d24ecb91783e282ed64f75\/c.html\">pledged<\/a> to secure coal supply for residential heating and electricity at a press conference late last year. The government <a href=\"https:\/\/www.greenpeace.org\/eastasia\/press\/68510\/chinas-power-sector-emissions-peak-within-reach-as-new-coal-power-approvals-decline-to-41-77-gw-in-q1-q3-2025-greenpeace-report\/\">approved<\/a> at least 42 GW of coal projects in 2025, but coal consumption did not rise.<\/p>\n\n\n\n<p>Yang explains: \u201cThese coal projects mainly address short-term, fluctuating demand growth and replace old coal plants. Thus, new approvals do not proportionally increase total carbon emissions.\u201d<\/p>\n\n\n\n<p>Wamsted says that in China, new coal replaces old coal, while in the US, ageing coal is kept as expensive power \u201cinsurance\u201d.<\/p>\n\n\n\n<p>Both nations\u2019 concerns over grid reliability have kept coal in place, says Shearer, \u201cbut coal is neither the only nor the most effective way to ensure reliability\u201d. Grid resilience can be built through battery storage, pumped hydro, as well as more flexible market rules.<\/p>\n\n\n\n<p>According to Wamsted, Texas\u2019s \u201c<a href=\"https:\/\/viotas.com\/energy-glossary-in-the-texas-ercot-market\/\">energy-only market<\/a>\u201d proves renewables can scale in a free electricity market where buyers and sellers trade freely by need and price. As a result, the state\u2019s <a href=\"https:\/\/ieefa.org\/resources\/summer-solar-and-battery-storage-records-texas\">renewable share<\/a> in electricity generation has risen from 15% a decade ago to nearly 38% today.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>With the right policy, coal is not essential to ensuring a reliable electricity supply<\/p>\n","protected":false},"author":50000909,"featured_media":60118265,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[761,757],"tags":[520,17073,580,585],"hashtags":[],"country":[20000110,50040700],"class_list":["post-60118151","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-climate","category-energy","tag-coal","tag-energy-transition","tag-policy","tag-renewables","country-china","country-united-states-of-america"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast 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