China’s Energy Pivot: The Turning Point Investors Can’t Ignore

For a decade (2012–2022), China drove two-thirds of the rise in global fossil demand. Now, it’s approaching a peak, and potentially decline, in fossil energy use. That flips the global narrative. If the world’s largest energy consumer bends its fossil curve, commodity exporters, investors, and policymakers everywhere will need new playbooks. The real story is not “China adds more renewables.” It’s that electrification + industrial scale + integration are changing the structure of energy demand itself. And once demand shifts, supply follows. That’s the moment we should all be paying attention to.