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China energy security

China energy security
China must ensure an adequate supply of energy, including coal, gas and crude oil, to support its 1.4 billion people. According to the 14th five-year plan for 2021-25, China must supply more of its own energy needs by 2025, while advocating for larger domestic oil and gas production and clean energy cooperation with other countries, including the United States.
A PetroChina logo at a petrol station in Beijing. Photo: Reuters
PetroChina

China ramps up output of ‘industrial gold’ ethylene amid Iran war disruptions

PetroChina’s Xinjiang hub shifts output to the western interior region to rebalance coastal-heavy sector and hit green goals as Middle East conflict flares.

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Shanghai

Shanghai’s computing-grid coordination marks a national first

US, Israel war on Iran

Tanker transit through Strait of Hormuz plunges as US-Iran ceasefire fractures

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China’s carbon neutral goal

Beijing’s evolving carbon road map balances climate targets and energy security

State Council’s new plan prioritises nuclear and renewable growth to balance surging AI power demand, with climate pledges and aims to overhaul industrial sectors.

China has plans to sustain a massive buildout of clean-energy bases, including wind and solar hubs in the northwest. Photo: Getty Images
Science

China achieves microwatt milestone with self-reliant carbon-14 nuclear battery

Cross-sector team says device, which marks significant step in long-life power sources, was developed without foreign tech or parts.

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Business of climate change

Peak oil: China’s crude demand set to fall as EV bets ease Hormuz fears

China now faces the challenge of persistent refining overcapacity as ongoing electrification slashes fuel demand, CNPC official says.

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Mainland China

China’s latest nuclear reactor connects to grid, set to supply power to 1m

New reactor at Taipingling Nuclear Power Plant launches as Guangdong sees a growing number of reactors built across the province.

The Taipingling Nuclear Power Plant in China’s southern Guangdong province. Photo: Xinhua
China consumption

China unveils recycling push to bolster resource security, shore up green shift

The nation seeks to narrow the gap with regional peers such as Japan and South Korea by establishing a more comprehensive, granular recycling infrastructure.

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Science

Energy expert Yang Tao returns from Norway to China University of Petroleum

Yang looks to cooperation with Europe in areas such as low-carbon technologies, digital energy and emerging sustainable solutions.

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Renewable energy

Global hydropower outlook report puts China at the head of the pack

Centrepiece of country’s efforts is Yarlung Tsangpo project, expected to generate roughly three times as much power as Three Gorges Dam.

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A staff member directs the loading of the world’s first 500 megawatt impulse turbine onto a truck at the Harbin Electric Machinery factory in Harbin, Heilongjiang province, in July last year. It was shipped to the Datang Zala Hydropower Station in the Tibet autonomous region. Photo: Xinhua
Energy

China to generate 50% of electricity from nuclear and non-fossil sources by 2030

Recent oil shocks have strengthened Beijing’s resolve as it tries to balance decarbonisation efforts with securing future energy demand.

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Solar panels at the Dalad Banner Photovaltic Base in Ordos, Inner Mongolia autonomous region. Photo: Reuters
Renewable energy

China green-energy costs seen undercutting traditional energy as capacity soars

Energy-storage chairman eyes ‘0.1-yuan era’ for equipment as solar and wind projects gradually sideline coal in the nation’s power-generation mix.

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China consumption

Open Questions | Nomura economist on China’s deflation woes, fraught Japan ties

Richard Koo on the difficulty of raising consumption spending, why fraying Tokyo ties should worry Beijing, Trump’s weakness and fallout from Iran war.

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China trade

Is China a defender or disrupter of global supply chains? Beijing makes its case

Beijing warns against using the “China shock” narrative to justify protectionist measures and also calls for an open global energy market.

Vice-Premier Ding Xuexiang at the end of his speech during the opening ceremony for the fourth China International Supply Chain Expo in Beijing on Monday. Photo: Reuters
CATL

China leads charge in energy storage, powered by battery progress

Battery-based grid storage is set for 150 per cent growth in China, as Beijing prioritises energy security and firms eye global markets.

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Illustration: Henry Wong
US, Israel war on Iran

Macroscope | Investors focused on Hormuz miss bigger threat to world economy

As energy security becomes a more potent force, stress tests for countries vulnerable to supply disruptions are likely to become more severe.

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Solar energy

China’s green energy buildout lowers odds of El Nino power outages

Manufacturers less fearful of electricity rationing following big changes to the national grid since earlier power crises.

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China manufacturing

How China plans to make heavy industry greener through higher costs

Beijing’s latest road map aims to cut carbon emissions by 200 million tonnes by 2028 – but analysts say implementation may vary across regions.

A coal-powered power station belches smoke in Datong, China’s northern Shanxi province, on November 4, 2021. Photo: AFP
China trade

After US-Iran deal, tanking oil prices, analysts see ‘grey area’ for China firms

‘There’s still uncertainty on the longevity of this deal’, ING analyst says as traders wait to see if sanctions will be lifted while weighing potential for Israeli interference.

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US, Israel war on Iran

Strait of Hormuz still eerily quiet as doubts remain over ‘fragile’ peace deal

The only vessel moving in the waterway on Monday morning was a patrol ship, as analysts warned uncertainty lingered over the US-Iran agreement.

Nuclear fusion

Driven by AI demand, China on track to pass US as top nuclear energy producer

Beijing is building new reactors at unrivalled speed – but the US still holds an edge in nuclear fusion research, analyst says.

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Workers are seen at the installation site of a reactor pressure vessel at China National Nuclear Corporation’s Fuqing nuclear power plant in southeast China’s Fujian province on January 28, 2018. Photo: Xinhua
Mainland China

How China is cashing in on a global scramble for offshore oil and gas

Chinese firms dominate the global market for machinery used to extract offshore energy – a sector that is booming amid the Iran war.

Visitors view a model of the Haikui No 1, a new Chinese floating offshore facility, at a shipping industry expo in Tianjin. Photo: Xinhua
US-China relations

Opinion | Energy now a focus of US-China contest of the century

As China and the US race towards energy dominance, attention to climate resilience and resource security can ensure positive outcomes for all.

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Science

Why wind and solar power is going to ‘waste’ in China in the global energy crisis

Use of renewables held back by ‘inflexible management of coal power plants and power grids, not a lack of grid infrastructure’: CREA.

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Mainland China

Global oil stockpiles could fall to ‘critical levels’ by summer, IEA warns

Even China’s inventories are now starting to decline, with Gulf oil supplies likely to take months to recover even if a peace deal is agreed.

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An oil pumpjack is seen in the US state of North Dakota. The US-Israel war on Iran has upended global oil markets, with stockpiles likely to fall to “critical levels” by summer, according to the International Energy Agency. Photo: AFP
China trade

‘Unsustainable’: firms face huge spike in shipping costs amid Hormuz crisis

Shipping lines say they have no choice but to pass on steep cost rises, as the Iran war sparks a fuel crisis that could last well into next year.

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A container ship is moved into position at a port in China’s eastern Shandong province. Photo: AFP
Environment

Video | Are we on the verge of another nuclear age?

Industry leaders predict China will become the world’s largest nuclear power producer by 2030.

CATL

CATL set to boost global energy storage with world’s largest testing facility

The firm says it has completed a 3 billion yuan research facility for testing energy storage systems.

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