China wants to boost domestic oil and gas production, but self-sufficiency may prove elusive
Letter from China: Coal phase-out raises energy security risk
Coal’s long goodbye means Beijing will need to brace for reduced energy security
President Xi Jinping’s commitment to start curbing coal consumption after 2025 means the beginning of the end for China’s coal era is finally in sight. Xi pledged at the White House’s climate summit in April that China would “strictly control coal-fired power generation projects and strictly limit the increase in coal consumption” through to 2025, before ramping down coal use from 2026-2030. The timeline is later than many climate-change activists had hoped, but nevertheless represents a major turnaround for the world’s largest coal consumer. 202.5bn m³ – China’s 2021 gas target China has been making steady, if slow, progress on reducing coal as a percentage of its energy mix.
Also in this section
4 December 2025
Time is running out for Lukoil and Rosneft to divest international assets that will be mostly rendered useless to them when the US sanctions deadline arrives in mid-December
3 December 2025
Aramco’s pursuit of $30b in US gas partnerships marks a strategic pivot. The US gains capital and certainty; Saudi Arabia gains access, flexibility and a new export future
2 December 2025
The interplay between OPEC+, China and the US will define oil markets throughout 2026
1 December 2025
The North African producer’s first bidding round in almost two decades is an important milestone but the recent extension suggests a degree of trepidation
