Developing Nations Lead Clean‑Energy Shift

Updated: 2026.01.14 14D ago 4 sources
A global analysis shows renewables surpassed coal in electricity for the first time, but the drive came mainly from developing countries, with China in front. Meanwhile, richer countries (US/EU) leaned more on fossil power, and the IEA now expects weaker renewable growth in the U.S. under current policy. The clean‑energy leadership map is flipping from West to emerging economies. — This reverses conventional climate narratives and reshapes trade, standards, and financing debates as the South becomes the center of energy transition momentum.

Sources

Coal Power Generation Falls in China and India for First Time Since 1970s
msmash 2026.01.14 90% relevant
The article reports the same phenomenon the idea highlights: rapid renewable rollouts in China and India causing coal generation declines. It supplies the specific data points (China −1.6% coal generation, India −3%; China added ~300 GW solar and ~100 GW wind; India added ~35 GW solar) that concretely instantiate the 'developing world now leading the transition' claim.
Bioenergy and Biofuels
Pablo Rosado 2026.01.12 62% relevant
The article documents South America (notably Brazil’s sugarcane ethanol and residues) as a major regional user of biofuels and bioenergy—matching the existing idea that developing countries are driving particular clean‑energy technologies and showing where biofuel production is regionally important versus where it is not.
Africa possibility of the day
Tyler Cowen 2026.01.05 62% relevant
Both pieces identify a structural shift of economic and technological leadership from high‑income regions to the Global South; Cowen’s note that Africa may outgrow Asia this year is a broader manifestation of the same ‘South becomes central’ dynamic that the clean‑energy piece documents for renewables (China/emerging markets driving transition). The connection is that rising growth in Africa—powered by commodity prices and external macro conditions—changes where strategic investment and industrial policy attention should focus.
Renewables Overtake Coal As World's Biggest Source of Electricity
BeauHD 2025.10.08 100% relevant
Ember’s report: renewables overtook coal globally in H1 2025, led by developing countries; IEA forecast of slower U.S. renewables growth under Trump policies.
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