They have more coal power plants planned and your data hickup worked out during recensions and covid.
- China is also decommissioning older plants.
- These new coal plants aren't running 24x7
- Peak coal usage is likely to be very soon in China (this year even according to some); after that coal usage flatten and start declining; all the way to a planned net zero in the 2060s.
The newer plants are designed to be more efficient, more flexible, and less polluting than the older ones. They are better at starting/stopping quickly/cheaply. Older coal plants used big boilers that had to heat up to build up steam before being able to generate power. This makes stopping and starting a plant slow and expensive. Because they consume a lot of fuel just to get the plant to the stage where it can actually generate power. The more often plants have to be stopped and started, the more wasteful this is. With the newer plants this is less costly and faster.
This makes them more suitable to be used in a non base load operational model where they can be spun up/down on a need to have basis. This is essential in a power grid that is dominated by the hundreds of GW of solar, wind, and battery.
This means that global consumption will decline too which coincides with both factories and power plants shutting down
https://www.eia.gov/international/analysis/country/chn
Their existing grid uses coal because they have coal, just like the US uses gas because it has gas. And obviously as old coal plants are retired they're going to build new ones. They don't use the new plants for additional capacity. As they add more solar and storage, which they're building a lot of, they're going to absolutely crush the coal burning too. It's literally a national security issue for them.
China is more electrified than most Western nations and getting more so faster than Europe or the US:
https://ourworldindata.org/grapher/electricity-as-a-share-of...
But look at the data. They are building clean energy solutions at a faster rate than any other country on the planet - by a huge margin. Scaling clean energy solutions is what we need, and it has to be done alongside the gradual phase-out of coal and gas.
The population of China has been decreasing since 2022.
https://duckduckgo.com/?t=ffab&q=population+of+china+is+decr...
And if your minimum unit size is 1GW then you lose the flexibility to roll out the tech incrementally - the average modern coal plant requires 3 to 5 weeks per year for scheduled downtime for maintenance - so your first 1GW coal plant requires a bunch of other generation sources to cover demand during these periods.
Solar and batteries are the obvious solution for rural electrification: scaleable, cheaper/simpler to deploy - no large scale civil engineering involved, trivial to "operate", effective without the support of big transmission systems and it's possible to buy everything off-the-shelf.
Coal requires transport and extraction which are both pretty expensive processes.
In my home town of ~300 people, there was just a couple of houses which used coal for heating. That's because sourcing and transporting coal was quiet expensive.
Electric heating was much more common. Even the old expensive baseboard resistive heaters.
When we talk about extreme rural areas, what you end up finding is solar and batteries end up being the most preferred energy sources. This has been true for decades. That higher upfront cost is offset by not having to transport fuel.
It's why you'll find a lot of cabins in pretty remote locations are ultimately solar powered. This is long before the precipitous price drop of solar.
Setting that aside, China has also dramatically pushed the electrification of their transportation sector like no one else. Considering BEVs and other electric modes of transport require less primary energy than fossil fuel equivalents, this checks out.