China’s Renewable Energy Boom Is Shaking Up Energy Markets

January 29, 2026

According to Jeremy Wallace at Wired, China can now produce about a terawatt of solar panels a year, and the global spillover is already here.

On paper, it looks like a clean win. Rooftops, deserts, and high plains fill with solar and wind. Power gets cheaper. Some communities can finally ditch diesel and cut fossil dependence. Still, the transition is not neat.

China’s surge is stressing its own grid. Solar can arrive faster than the rules that keep supply and demand in balance. When midday output spikes, operators sometimes curtail solar so steadier coal or nuclear units can keep running. In some places, prices even fall below zero.

The shockwaves spread abroad. In parts of Europe, very cheap panels contribute to negative prices on sunny days. In Pakistan, millions have installed solar to escape an unreliable grid, and that shift can push utilities into a death spiral of rising fees and fleeing customers.

Storage is the obvious pressure valve. Batteries can save midday solar for evening peaks. China makes most of the world’s batteries, yet grid storage still lags behind the pace of new solar.

Meanwhile, the same industrial engine is pushing electric vehicles into global markets. That cuts tailpipe Pollution, but it also threatens legacy auto jobs if policy does not protect workers. Cleaner air supports public health, and it helps the animals and wildlife that struggle as heat and smog rise. Heat waves hit pets too. A stable ecosystem is a basic form of resilience.

The United States now has a choice. We can build modern grids and lean into cheap renewables, or we can slow walk progress and accept more climate damage on this planet.

Support clean power, and back a plant based vegan lifestyle that lowers Pollution and defends the environment.

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