Despite ongoing conflict in Iran, China's coal consumption is not expected to rise significantly, according to energy analysts. The country's rapid expansion of renewable energy sources, including solar and wind, has reduced its reliance on coal for power generation.
China has also built up strategic oil reserves and diversified its energy imports, mitigating the impact of potential supply disruptions from the Iran war. In 2025, China added over 300 gigawatts of renewable capacity, the highest ever in a single year.
While coal remains a key part of China's energy mix, its share has been declining. The government's commitment to peak carbon emissions by 2030 and achieve carbon neutrality by 2060 further limits any long-term increase in coal use.
