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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.
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 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-Russia relations

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

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China-Russia relations

China-Russia: energy ties

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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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.

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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.

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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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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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.

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.

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.

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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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A humanoid robot is modified at a facility in China’s Shandong province last month. The nation has seen rapid developments in artificial intelligence and semiconductor-related industries. Photo: Xinhua
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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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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Chinese authorities are pushing for greener digital infrastructure, including data centre and communication network upgrades. Photo: Shutterstock

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.

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