China is making rapid progress in scaling up clean energy, tentatively boosting hopes that the world’s largest carbon emitter could soon start to curb greenhouse gas pollution.
A massive wave of permits for new coal-fired capacity poses a significant challenge to the country’s climate goals, with Beijing seen as “the glaring exception to the ongoing global decline in coal plant development,” according to the Global Energy Monitor.
Research from the Center for Research on Energy and Clean Air and GEM published late last month showed China approved the highest number of new coal-fired plants since 2015 last year.
Beijing authorized 106 gigawatts of new coal power capacity in 2022, four times higher than a year earlier and the equivalent of 100 large-fired power plants, the research said.
The extraordinary speed at which China approved the projects was thought to have been driven by energy security considerations, namely electricity shortages following a historic drought and heatwave last summer.
The major additions of new coal-fired capacity may not necessarily mean that carbon emissions from the power sector will increase in China, CREA and GEM analysts said, particularly given the country’s rapid progress in scaling up clean energy.
China was found to have permitted 106 gigawatts of new coal power capacity in 2022, four times higher than a year earlier and the equivalent of 100 large-fired power plants.
Vcg | Visual China Group | Getty Images
China is recognized as the undisputable global leader in renewable energy expansion, adding new projects to the grid almost as fast as the rest of the world combined in 2022.
The build-out comes as part of the government’s strategy to cut its energy intensity and reach peak emissions “in a well-planned and phased way.”
“When we look around the world today, we can firmly see that the energy transition is in progress,” said Mike Hemsley, deputy director at the Energy Transitions Commission think tank.
“China is building renewables at such a staggering rate [that] it is said to outperform the targets they have set themselves,” Hemsley said at International Energy Week in London last week. He added that around 50% of all renewables built every year were built in China.
“To put that into context, we’ve heard the really admirable goal of Masdar to build 100 gigawatts of renewables by 2030 [but] China every year is building around 75 gigawatts of wind and in excess 100 gigawatts of solar every year,” Hemsley said. Masdar is the UAE’s state-owned renewables developer.
On its current trajectory, Hemsley said that Beijing is on track to reach 1,800 gigawatts of total renewables by 2030. That would be 50% higher than Chinese President Xi Jinping‘s target of 1,200 gigawatts of total renewables by the end of the decade.
“The implications of that being [that] they will outperform their Nationally Determined Contribution, and they are likely to peak emissions way before 2030, some say around 2025 [or] 2026,” Hemsley said, describing this as “really positive news.”
‘A hot, still summer evening is the worry’
The International Energy Agency said earlier this month that, while still rising, global carbon emissions may at least be reaching a plateau.
Energy-related carbon emissions added less than 1% in 2022 to a new high of more than 36.8 billion tons. The increase was less than expected, as renewables helped limit the impact of a global rise in coal and oil consumption. Comparatively, global emissions from energy gained by 6% in 2021.
China’s emissions, the IEA said, were broadly flat in 2022, as Covid-19 measures and declining construction activity led to weaker economic growth.
“Getting China’s emissions to peak has an indispensable role in peaking and declining global emissions — and the success of the overall global effort,” said Lauri Myllyvirta, lead analyst at CREA.
In 2020, China’s Xi announced plans for the world’s second-largest economy to strive for peak carbon emissions in 2030 and for carbon neutrality by 2060.
Myllyvirta told CNBC via telephone that, depending on one’s perspective, China’s climate targets could either be seen as flexible or as lacking in ambition, noting it is important to keep in mind that they allow for a “huge range of outcomes.”
“The grid planners believe that there are going to be some hours or days or weeks during the summer [when] they are going to need more coal-fired power plants,” Myllyvirta said.
China’s power system remains dependent on coal, the world’s dirtiest fossil fuel, to meet electricity peak loads and to manage the variability of demand and of clean power supply.
Burning fossil fuels, such as coal, oil and gas, is the chief driver of the climate crisis.
“A hot, still summer evening is the worry. Where are [they] going to get enough power to keep the lights on? That’s why they think they need more coal-fired power plants, because that’s traditionally the way they’ve met the demand in that situation,” Myllyvirta said.
If China is going to meet its climate commitments — as CREA expects — then the think tank says that the country’s new coal power plants will “end up as short-lived and under-utilized malinvestments.”
That network of dependable high-speed chargers, paired with solid app integration that makes it easy for Tesla drivers to find available chargers just about anywhere in the US, gave the brand a leg up – but no more. By opening up the Supercharger network to brands like Ford, Hyundai, Kia, and others, Tesla has given away its biggest competitive advantage.
Add in charging and route-planning apps like Chargeway, that make navigating the transition from CCS to NACS easier than ever with its intuitive colors and numbers and easy on/off switch for vehicles equipped with NACS adapters, and it feels like the time is right to start suggesting alternatives to the old EV industry stalwarts. As such, that’s exactly what I’m going to do.
Here, then, are my picks for the best Tesla S3XY (and Cybertruck) alternatives you can buy.
Less Model S, more Lucid Air
Lucid Air sedans; via Lucid.
Developed by OG Tesla Model S engineers with tunes from Annie Get Your Gun playing continuously in their heads, the Lucid Air promises to be the car Tesla should and could have built, if only Elon had listened to the engineers.
With panel fit, material finish, and overall build quality that’s at least as good as anything else in the automotive space, the Lucid Air is a compelling alternative to the Model S at every price level – and I, for one, would take a “too f@#king fast” Lucid Air Sapphire over an “as seen on TV” Model S Plaid any day of the week. And, with Supercharger access reportedly coming later this quarter, Air buyers will have every advantage the Supercharger Network can provide.
HONORABLE MENTIONS
Less Model 3, more Hyundai IONIQ 6
2025 Hyundai IONIQ 6 Limited; via Hyundai.
Hyundai has been absolutely killing it these days, with EVs driving record sales and new models earning rave reviews from the automotive press. Even in that company the IONIQ 6 stands out, with up to 338 miles of EPA-rated range and lickety-quick 350 kW charging available to make road tripping easy – especially now that the aerodynamically efficient IONIQ 6 has Supercharger access through a NACS adapter (the 2026 “facelift” models get a NACS port as standard).
Once upon a time, Mrs. Jo Borrás and I were shopping three-row SUVs and found ourselves genuinely drawn to the then-new Model X. Back then it was the only three-row EV on the market, but it wasn’t Elon’s antics or access to charging, or even the Model X’s premium pricing that squirreled the deal. It was the stupid doors.
We went with the similarly new Volvo XC90 T8 in denim blue, and followed up the big PHEV with a second, three years later, in Osmium Gray. When it’s time to replace this one, you can just about bet your house that the new 510 hp EX90 with 310 miles of all-electric range will be near the top of the shopping list.
The sporty EV6 GT made its global debut by drag racing some of the fastest ICE-powered cars of the day, including a Lamborghini, Mercedes-AMG GT, a Porsche, even a turbocharged Ferrari – and it beat the pants off ’em. Combine supercar-baiting speed with an accessible price tag, NACS accessibility, $10,000 in customer cash on remaining 2024 models ($3,000 on 2025s) and just a hint of Lancia Stratos in the styling, the EV6 is tough to beat.
If you disagree with that statement and feel like driving a new Tesla Cybertruck is the key to happiness, I’m not sure an equally ostentatious GMC Hummer EV or more subtle Rivian R1T will help you scratch that particular itch – but maybe therapy might!
HONORABLE MENTIONS
COMMENTER FAVORITES
Not getting the USAF joke.
Projecting obsessions onto the author.
Feeling butthurt about the Pit Vipers and tribal tats.
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Komatsu-Dimag mobile charger at work; rendering via ChatGPT.
There’s no question that electric construction equipment is safer, more precise, and generally better than the diesel equipment it’s replacing, but getting power to that equipment remains a logistical challenge that hasn’t been solved for. With this new mobile Megawatt charging station, however, Komatsu think they’ve found a solution — with up to 6 MW of power!
Developed by Tesla co-founder Ian Wright, Dimaag, and Japanese equipment giant Komatsu, the groundbreaking Mobile Megawatt Charging System (MWCS) promises to bring electricity where it’s needed, anywhere on the job site, then quickly dispense enough energy to get the electric machines under its care back up and running.
And, with Megawatt power delivery on tap, the new Komatsu-Dimaag MWCS can power up equipment assets between shift changes — if it even takes that long!
Komatsu Dimaag mobile charger
Mobile Megawatt charger; via Dimaag.
The MWCS boasts a compact, high-efficiency DC-DC converter and a long-life, high-discharge-rate Battery Energy Storage System (BESS) on board that can be connected to a DC fast charger itself, or get “trickle charged” between shifts. Both the battery and its control systems make use of an advanced thermal management solution that Komatsu and Dimaag say optimizes both safety and battery life during high-power delivery.
To make sure the MWCS can get all that power where it needs to, wherever it needs to, the machine is equipped with with stout, construction-grade AT tires, 4-wheel drive, and 4-wheel steering to navigate tight surroundings and rough terrains that other solutions wouldn’t be able to get to. And, while it isn’t mentioned in the press release, there’s a common sense idea here that you could, in a pinch, use the MWCS to tow less capable vehicles out of the mud and snow, if needed.
For their part, it seems like the people at Dimaag are pretty happy with the results. “Dimaag is excited to collaborate with Komatsu, introducing our advanced ESS and DC-DC architecture to revolutionize electrification in construction,” stated Ian Wright, VP Engineering at Dimaag. “Off-road vehicle electrification demands practical solutions that not only meet but exceed the performance of equivalent large diesel engine vehicles, while also providing substantial Total Cost of Ownership (TCO) savings. Dimaag’s electrification and high-power megawatt charging systems are designed to achieve this.”
The prototype MWCS shown, above, features a 295 kWh battery pack and an MCS connector delivering up to 1,500 amps and 1,000 volts of power. Komatsu envisions a scenario wherein the mobile charger makes its rounds on the job site charging up equipment and heading back to grid power (if available) to charge itself.
Conceptually similar to the mobile power platform being developed by American firm Dannar, this new mobile Megawatt charging unit has some heavy-hitting names behind it that make it impossible to ignore. Combine that with Komatsu’s ever-increasing push towards full electrification (the two machines shown, above, are all-new in the last 60 days, with more to come) and it really feels like the MWCS is going to be A Real Thing™️somewhat sooner than later.
Your personalized solar quotes are easy to compare online and you’ll get access to unbiased Energy Advisors to help you every step of the way. The best part? No one will call you until after you’ve elected to move forward. Get started, hassle-free, by clicking here.
FTC: We use income earning auto affiliate links.More.
That network of dependable high-speed chargers, paired with solid app integration that makes it easy for Tesla drivers to find available chargers just about anywhere in the US, gave the brand a leg up – but no more. By opening up the Supercharger network to brands like Ford, Hyundai, Kia, and others, Tesla has given away its biggest competitive advantage.
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Add in charging and route-planning apps like Chargeway, that make navigating the transition from CCS to NACS easier than ever with its intuitive colors and numbers and easy on/off switch for vehicles equipped with NACS adapters, and it feels like the time is right to start suggesting alternatives to the old EV industry stalwarts. As such, that’s exactly what I’m going to do.
Here, then, are my picks for the best Tesla S3XY (and Cybertruck) alternatives you can buy.
Less Model S, more Lucid Air
Lucid Air sedans; via Lucid.
Developed by OG Tesla Model S engineers with tunes from Annie Get Your Gun playing continuously in their heads, the Lucid Air promises to be the car Tesla should and could have built, if only Elon had listened to the engineers.
With panel fit, material finish, and overall build quality that’s at least as good as anything else in the automotive space, the Lucid Air is a compelling alternative to the Model S at every price level – and I, for one, would take a “too f@#king fast” Lucid Air Sapphire over an “as seen on TV” Model S Plaid any day of the week. And, with Supercharger access reportedly coming later this quarter, Air buyers will have every advantage the Supercharger Network can provide.
HONORABLE MENTIONS
Less Model 3, more Hyundai IONIQ 6
2025 Hyundai IONIQ 6 Limited; via Hyundai.
Hyundai has been absolutely killing it these days, with EVs driving record sales and new models earning rave reviews from the automotive press. Even in that company the IONIQ 6 stands out, with up to 338 miles of EPA-rated range and lickety-quick 350 kW charging available to make road tripping easy – especially now that the aerodynamically efficient IONIQ 6 has Supercharger access through a NACS adapter (the 2026 “facelift” models get a NACS port as standard).
Once upon a time, Mrs. Jo Borrás and I were shopping three-row SUVs and found ourselves genuinely drawn to the then-new Model X. Back then it was the only three-row EV on the market, but it wasn’t Elon’s antics or access to charging, or even the Model X’s premium pricing that squirreled the deal. It was the stupid doors.
We went with the similarly new Volvo XC90 T8 in denim blue, and followed up the big PHEV with a second, three years later, in Osmium Gray. When it’s time to replace this one, you can just about bet your house that the new 510 hp EX90 with 310 miles of all-electric range will be near the top of the shopping list.
The sporty EV6 GT made its global debut by drag racing some of the fastest ICE-powered cars of the day, including a Lamborghini, Mercedes-AMG GT, a Porsche, even a turbocharged Ferrari – and it beat the pants off ’em. Combine supercar-baiting speed with an accessible price tag, NACS accessibility, $10,000 in customer cash on remaining 2024 models ($3,000 on 2025s) and just a hint of Lancia Stratos in the styling, the EV6 is tough to beat.
If you disagree with that statement and feel like driving a new Tesla Cybertruck is the key to happiness, I’m not sure an equally ostentatious GMC Hummer EV or more subtle Rivian R1T will help you scratch that particular itch – but maybe therapy might!
Your personalized solar quotes are easy to compare online and you’ll get access to unbiased Energy Advisors to help you every step of the way. The best part? No one will call you until after you’ve elected to move forward. Get started, hassle-free, by clicking here.
FTC: We use income earning auto affiliate links.More.