
ALT Oil demand in China is structurally declining. Transpor fuel consumption has peaked, NEVs dominate new car sales (52.4% in 2026), and domestic oil/gas output keeps rising. Energy self‑sufficiency hit 84.4% in 2025, with record domestic production of oil, gas, and renewables. Renewables now dominate China’s power system: - 4+ billion kW installed capacity - 62% non‑fossil - Coal <50% of generation for the first time - Renewables >40% New energy plan (2025–2030) accelerates nuclear, solar, hydrogen, storage, offshore wind, and green industrial systems. China’s clean tech exports avoided 374 million tonnes of CO₂ in 2025, with lifetime avoidance projected at 6.9 billion tonnes—twice India’s annual emissions. Experts say the U.S.–Iran conflict proved China’s strategy works: the geopolitics of energy are shifting from oil control to electrified industrial systems, where China has a head start.



























