
Global energy access drifts off track as China’s solar surge reshapes development race
A UN-backed report finds 655 million still lack electricity and the 2030 target slipping away, while China’s record renewable expansion and satellite ambitions close the SDG gap with the United States.
The world is falling behind on its promise of universal energy access by 2030, with 655 million people still without electricity and two billion relying on polluting cooking fuels, according to the latest Tracking SDG 7 report. Sub-Saharan Africa accounts for 560 million of those lacking power, and the pace of electrification there must triple to meet the goal. The same week, data from Germany’s BSW Solar showed China brought 382 gigawatts of new solar capacity online in 2025—more than the rest of the top ten markets combined—cementing its role as the dominant force in the global clean-energy supply chain.
China’s expansion is not confined to renewables. Private satellite manufacturers backed by firms such as Geely are racing to build low-earth-orbit constellations, aiming to challenge SpaceX’s Starlink. This dual push in energy and space technology has accelerated China’s overall sustainable-development trajectory. A UN Sustainable Development Solutions Network index shows the gap between China and the United States in SDG performance has shrunk to just 0.63 points out of 100, from a much wider margin in 2015. Beijing’s planners view the build-out of solar, battery and satellite manufacturing as a single industrial ecosystem that lowers global hardware costs while securing export markets, though the shift from fixed feed-in tariffs to competitive auctions is now raising the risk profile of new renewable projects inside China.
Viewed from African capitals, the energy deficit is inseparable from deeper governance strains. Analysts on the continent point out that conflict and forced displacement—Africa hosts nearly half of the world’s 118 million forcibly displaced people—systematically erode the institutional and physical infrastructure needed for rural electrification and clean-cooking programmes. International public financial flows for clean energy in developing countries edged up to $24.6 billion in 2024, but flows to least-developed nations fell to $3.7 billion. The World Bank’s infrastructure vice-president, Valerie Levkov, stressed that constrained public budgets mean significantly greater private-sector investment is required to close the gap.
The next factual milestone is the trajectory of electrification in Sub-Saharan Africa through 2026, which will indicate whether the required tripling of pace is achievable. The International Energy Agency and the International Renewable Energy Agency have called for coordinated policy action and targeted subsidies, particularly for clean cooking, where 1.8 billion people may still use polluting fuels by 2030, contributing to an estimated three million premature deaths each year. China’s auction-driven renewables framework and its continued export of low-cost solar modules will be closely watched as variables that could either accelerate or complicate the global push toward SDG 7.
How the same story is told elsewhere.
2 editorial groups · 4 languages
The world is off track to achieve universal energy access by 2030. More than 650 million people still lack electricity, with Sub-Saharan Africa sinking into a deepening energy crisis. The global gap is widening despite record growth in renewables.
China dominates global solar energy expansion, installing more capacity than the rest of the top ten countries combined. This cements China's leadership in the clean energy transition, while the rest of the world struggles to keep up.
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