Why China Is Building More Power Than It Can Use

China is executing the world's largest renewable energy buildout, adding over 500 gigawatts of capacity in 2025 alone to support a net-zero target by 2060. This rapid expansion aims to create a layer of "infinite" cheap, clean electricity to power a new economic era driven by AI, robotics, and automated manufacturing, exemplified by Ceres' intelligent EV "super factories." However, the transition faces a significant "balancing problem" where intermittent wind and solar supply often exceeds grid capacity, leading to massive energy curtailment. To resolve this, Beijing is shifting from a rigid, state-controlled grid model toward a flexible, unified national power market by 2030. This transformation requires overcoming a deep-seated reliance on coal contracts and provincial protectionism, effectively repowering the national economy like a "super tanker" at sea to ensure energy security and industrial competitiveness.