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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.
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
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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Business of climate change

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

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China-Russia relations

Xi-Putin summit leaves gas pipeline plan in limbo

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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Visitors learn about an oil and gas exploration system at the 10th China-Russia Expo in Harbin, northeast China’s Heilongjiang province, on Monday. Photo: Xinhua
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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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 summit

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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An American flag flies in front of the Texas Voyager oil and chemical tanker, anchored in the Pacific Ocean off the coast of the Chevron El Segundo refinery, on April 23. Photo: AFP
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.

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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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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Chi Fulin, president of the China Institute for Reform and Development, speaks at an RCEP forum in Hainan on Saturday. Photo: Handout
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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The oil tanker Odessa, carrying carrying crude from the United Arab Emirates, navigates the waters near South Korea after passing through the Strait of Hormuz. Photo: Reuters
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.

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.

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.

China’s first bonded LNG terminal, in Hainan, could turn the island province into a regional energy hub. Photo: CCTV
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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The project is located in Ningxia, a major centre for renewable energy. Photo: Handout
US, Israel war on Iran

Why China may benefit from the UAE’s Opec withdrawal

Beijing may have access to increased supply – though Strait of Hormuz disruption remains a serious constraint, analysts say.

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US, Israel war on Iran

Opinion | Why an era of managed Hormuz disruption wouldn’t bode well for Asia

As the Gulf moves from war to managed disruption, the risk may become more enduring for markets, governments and companies.

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US, Israel war on Iran

China orders maritime security research as Hormuz crisis exposes trade risks

The research agenda will also focus on safeguarding port access and critical mineral investments amid rising threats to global trade.

The Strait of Hormuz, through which one-fifth of the world’s oil supply travels, has been repeatedly sealed off since the US-Israeli strikes on Iran began in late February. Photo: AP
China manufacturing

China’s industrial profits hit 6-month high amid Iran war price spikes

Fuel-processing sector pivots to profit while tech gains shield margins from modest revenue growth, highlighting an efficiency-led rally over a demand recovery.

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Zimbabwe

Tianqi Lithium favours China’s salt lakes over Africa amid resource nationalism

In response to Zimbabwe’s export ban, two Chinese companies have promised to build a domestic lithium sulphate plant.

Mainland China

Why China is spending billions on a robot army to run its power grid

China’s grid operators plan to purchase thousands of robots in 2026 alone, including devices to inspect and maintain vital infrastructure.

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An employee of China Southern Power Grid demonstrates controlling a humanoid robot at the company’s robotics laboratory in Guangzhou. Photo: Reuters
China technology

Explaining China’s new carbon emissions reduction plan

SCMP Plus annotates the 18-point plan issued by the Central Committee and State Council for carbon emissions reductions across strategic sectors.

Explaining China’s new carbon emissions reduction plan
China technology

China targets greener AI data centres, heavy industry to meet 2030 climate goals

New emission rules for strategic sectors come as the Iran war reinforces the need for energy security.

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Video | How China is surviving the global oil shock

Decades of targeted energy strategies and diversification of power sources have shielded China from fuel shortages other nations now face.

Energy

Nuclear power revival gets boost from Iran war

China is set to open seven nuclear reactors this year, and other countries are reconsidering atomic energy as the Strait of Hormuz shutdown disrupts oil and gas supplies.

Construction work at a nuclear power plant in Jiangsu province. Photo: Xinhua
US, Israel war on Iran

Opinion | Iran crisis casts light on energy security from the US to Asia

Rhetoric aside, the US is just not that energy-independent. As for Europe and Asia, it’s time they pursued true energy independence.

Tankers and bulk carriers are anchored in the Strait of Hormuz on April 18. Photo: AP
Energy

China’s slowing oil imports

The war on Iran that has shut the Strait of Hormuz highlights China’s reliance on foreign energy supplies and shows why geopolitical risk is spurring its efforts to lower that dependence even as its economy grows.

Energy

China confronts Middle East supply shock, as State Council mulls energy strategy

Premier Li Qiang urges ‘bottom-line mentality’ to secure power as Beijing sees coal and Russian gas among options to offset reliance on imported crude.

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