
China's record solar surge and US gas expansion mark energy shift

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Global energy dynamics are shifting significantly. China achieved a record solar surge, adding nearly 370 GW in 2025. The US is expanding natural gas infrastructure with 44.9 Bcf/d of new pipeline capacity planned by 2027. Meanwhile, the EU reached a milestone where wind and solar generation overtook fossil fuels in 2025, marking a structural change in its electricity mix.

