Overview
- India’s coal-fired generation fell 3.0% year-on-year in 2025, a drop of about 57 TWh, as non-fossil output expanded.
- China’s coal power output declined 1.6% in 2025, or roughly 58 TWh, even with electricity demand rising around 5%.
- India’s non-fossil capacity reached 266.78 GW, with about 35 GW solar, 6 GW wind and 3.5 GW hydro added in the first 11 months of 2025.
- Analysts attribute India’s decline primarily to record clean-energy growth alongside milder weather and slower underlying demand.
- CREA cautions that new coal projects could lift India’s coal capacity by roughly 23%, necessitating grid and market reforms, and notes the twin declines are globally significant because China and India drove 93% of power-sector emissions growth since 2015.