Fossil Demand Decline In India & China Puts Canadian LNG At Risk - CleanTechnica

The article highlights a significant shift in energy demand patterns in India and China that poses risks to Canadian liquefied natural gas (LNG) exports. In India, the first half of 2025 saw a marked decline in fossil fuel-based electricity generation, with coal and gas-fired power dropping as renewable sources—particularly wind and solar—surged. Wind power grew by nearly a third year-over-year, and solar generation increased by about 25%, pushing the share of fossil fuels in India’s power mix below 70% for the first time in June. This transition is driven by economic factors: expensive and volatile LNG imports, limited domestic gas production, and cheaper coal and renewables have led to a 34% drop in gas-fired electricity generation. Consequently, India’s anticipated LNG demand growth has stalled, with LNG cargoes declining significantly. China is undergoing a parallel but distinct transformation. While its total electricity demand continues to rise, coal’s dominance is eroding both relatively and absolutely due to massive