[jillesvangurp]

It's all connected of course.

It's much easier to just look at the global consumption of coal. Peak coal usage was in 2022 (a brief spike caused by the Russian invasion of the Ukraine). With the exception of China and India, coal usage has declined pretty much everywhere. And in many western countries, like the UK and US it is being phased out rapidly; mostly for economical reasons. It's just no longer cost competitive.

China is still building coal plants but their usage seems to have peaked as well or be close to that as they have aggressively accelerated deployment of wind and solar there and are of course responsible for producing most of the growth of that. Also, there's a sense of urgency there because coal related pollution was making their cities unlivable. This is similar to what happened in the UK mid last century. Also, they are pursuing some aggressive short term goals to reduce dependence on coal.