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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.
An offshore solar farm in Zhangzhou, in southeastern China’s Fujian province, on July 6. Photo: Xinhua
Energy

China’s power grid no longer keeping up with green energy capacity: study

Bottlenecks in wind and solar power may drag out the country’s reliance on coal.

Energy

China broke oil and gas output records in 2025 – but Beijing is staying cautious

China exports

As Iran war drags on, China keeps tight grip on fuel exports despite eased curbs

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China economy

Opinion | China won’t waste its reserves to cushion oil price impact of Iran war

On the contrary, conserving strategic reserves and letting prices spike in the short term may bring long-term benefits.

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An oil tanker unloads imported crude at Qingdao port, in China’s eastern Shandong province, on July 16. Photo CN-STR / AFP
Energy

China’s June Gulf crude imports plunge amid slump in demand, higher prices

Chinese imports of liquefied natural gas rose 8.3 per cent year on year in June, while the country purchased nearly 30 per cent more coal in the month.

China-Russia relations

Opinion | Can Russia and China ever have a truly equal relationship?

In a partnership in which one side relies on the other for both export revenues and critical imports, the notion of equality is questionable.

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Artificial intelligence

Changzhou says it is building China’s first city-level green token factory

Project is expected to churn out 60 trillion tokens a year, driving the country’s AI clean-power ambitions forward.

People visit the World Artificial Intelligence Conference in Shanghai on July 17. 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

Led by State Grid’s local subsidiary, trial marks the largest single city-level adjustment of computing power load, says official newspaper.

US, Israel war on Iran

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

Renewed hostilities could undermine credibility of future ceasefires with long-term impact on global energy markets, inflation and risk premiums, analyst says.

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Vessels at the Strait of Hormuz, as seen from Musandam, Oman, on July 8. Photo: Reuters
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.

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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Waste batteries are pooled for recycling at a facility in China’s Anhui province. Photo: Xinhua
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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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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A tanker is seen unloading imported crude oil at a terminal port in China’s Shandong province on Tuesday. Photo: AFP
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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