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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.
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
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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Mainland China

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

US-China relations

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

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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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A new report says China’s “wasted” wind and solar energy stems from inflexible grid management that continues to position coal as a stabilising source of power and stymies a clean energy expansion. Photo: Xinhua
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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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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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.

Thumbnail for DeepDive video: Are we on the verge of another nuclear age?
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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.

China economy

Stockpiles, distribution hubs: inside China’s drive to Hormuz-proof its economy

Beijing is bolstering strategic reserves and accelerating the buildout of distribution hubs, as China rushes to adapt to the Middle East crisis.

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China technology

AI is testing global energy grids. China wants it to help fix the problem

Top energy firms and tech companies are being drawn into state-backed pilots to align surging computing demand with more efficient energy usage.

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An aerial drone photo taken on May 19 shows a nickel-metal hydride energy storage demonstration project in Tongxin county, northwest China’s Ningxia Hui autonomous region. Photo: Xinhua
China trade

How China could benefit as US-Iran talks raise hopes of oil sanctions relief

Beijing’s support is seen as critical to peace negotiations – and analysts believe this could push Washington to relax sanctions on Chinese oil buyers.

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China’s imports of Iranian oil have fallen sharply in recent months, according to the US think tank Middle East Forum, citing data from commodity intelligence firm Kpler. Photo: Reuters
China-Russia relations

Putin left China, with no pipeline deal. Why is the valve still closed?

Though this week’s China-Russia summit featured many agreements, none progressed the long-delayed Power of Siberia 2 natural gas pipeline.

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China-Russia relations

China-Russia: energy ties

Chinese President Xi Jinping has met Russian leader Vladimir Putin more than 40 times since taking office, highlighting close ties between the two nations. Still, plans for the long-delayed Power of Siberia 2 gas pipeline remain on hold.

US, Israel war on Iran

As Chinese supertankers cross Strait of Hormuz, is the crisis starting to ease?

Two Chinese tankers were among group of vessels transiting vital waterway on Wednesday, but was it a one-off or the start of a new trend?

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Ships and swimmers are seen in the Strait of Hormuz on Thursday. The strategic waterway has been largely closed to traffic since the Iran war began. Photo: WANA via Reuters
China technology

AI gives China ‘God’s-eye view’ of green sector as data-centre demand booms

Alibaba and Peking University map nation’s extensive green-energy sites – a move that could help stabilise national grid amid surge in computing-power needs.

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Rows of solar panels are seen at a photovoltaic farm in Datong, China. Photo: AP
China-Russia relations

Xi-Putin summit leaves gas pipeline plan in limbo

A presidential summit in Beijing did little to advance plans to build Power of Siberia 2 even as the two leaders reiterated their nations’ strong ties.

China-Russia relations

China turns to Russian oil as Gulf supply drops – but is it too expensive?

Prices are rising as demand for Russian supply spikes amid Middle East instability.

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Russia

Putin is pushing for a ‘serious’ new energy deal in China. Will he get it?

The Russian leader arrives in China days after Trump in search of an energy deal, with yuan settlements, pricing potentially on the table.

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Illustration: Lau Ka-kuen
War and conflict

Opinion | Malacca Strait could be the next hinge point if Asia isn’t careful

Straits like Hormuz and Malacca are pressure points where commerce and power converge. What once defined success now defines vulnerability.

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2026 Xi-Trump summits

Calls grow for US-China energy trade expansion – but is it feasible?

Business leaders back deeper bilateral energy trade after the US president floated new agreements in Beijing, but analysts question commercial viability.

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China-Russia relations

China and Russia hold trade expo as Putin and Trump visits draw global attention

Expo in Harbin highlights expanding economic ties amid rising geopolitical and trade uncertainties.

Attendees learn about Russian food products at the 10th China-Russia Expo in Harbin, northeastern China’s Heilongjiang province, on Saturday. Photo: Xinhua
China exports

Australian trade minister to visit China to secure fuel during Iran war crunch

Beijing tightened jet fuel exports after the war broke out, forcing Canberra to seek alternative suppliers.

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Australian Trade Minister Don Farrell attends a press conference following a meeting with Commerce Minister Wang Wentao in May 2023, in Beijing. Photo:
China trade

Asia needs ‘institutional toolbox’ to survive global shocks, China experts warn

Ahead of Trump’s China visit, experts at an RCEP forum discuss a supply-chain overhaul, looking to insulate the world’s biggest trading bloc.

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US, Israel war on Iran

China’s shipping firms brace for a new ‘era of chaos’ as Iran war drags on

Chinese shipping giants are signing long contracts and rejigging their networks, as they hedge against prolonged disruptions to global trade routes.

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China economy

Opinion | China wants its provinces to compete, but not get in each other’s way

Beijing wants provinces to compete, but not across identical wish lists. Whether that works will become visible over the next five years.

An aerial view of the Maerdang Hydropower Station on the upper reaches of the Yellow River in Qinghai province in 2024. The central government wants provinces like Qinghai to find their rightful place in national development, instead of becoming yet another manufacturing base. Photo: Xinhua
China-EU relations

Beijing vows action after EU cuts funding for projects using Chinese inverters

The commerce ministry warns the move will backfire on the EU, hitting its energy security and green transition.

The European Commission announced the funding ban on Monday, prompting Beijing to warn it could take retaliatory measures. Photo: Shutterstock
Energy storage

China’s energy security plan expands south: how Hainan is becoming an LNG hub

Global supply shocks have intensified in recent months – reaffirming Beijing’s years-long strategy.

Solar energy

China powers up first green energy project with direct link to data centre

The development in Ningxia is intended to balance AI-driven demand for computing capacity with the drive to cut carbon emissions.

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