Are we replacing infrastructure or are we just adding capacity?
They are ultimately going to wind up as one and the same. We need to add more capacity before we can rid ourselves entirely of fossil fuel. Using grid power for things like HVAC, cooking, and electric vehicles means those devices get more CO2 efficient as the grid generation gets more efficient.
What is this number if you exclude China?
According to this source, largely unchanged. China’s a touch above the average, but relies heavily on fossil fuel, with a large share of that being very dirty coal. Its campaign to install renewables is encouraging, though.