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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 coal-fired power plant in eastern China's Zhejiang province on July 15. Photo: AFP
Energy

China wasting more clean energy than its power demand growth this year: report

All new electricity needs in China could have been met if the clean energy had been absorbed by the grid, non-profit organisations say.

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Renewable energy

China’s nuclear roll-out gets a jolt with new 5-year plan for reactors

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Commodities

China’s commodities footprint guards against global energy shocks: Goldman Sachs

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US, Israel war on Iran

Iran war could still alter Beijing’s policy calculus: economist

Mao Zhenhua says impact on China has been “small”, but it could focus policymakers’ minds on domestic economic woes.

A banner featuring a picture of US President Donald Trump next to an Iranian missile battery at Azadi Square in Tehran on Thursday. Photo: WANA via Reuters

Video | China is world’s green energy leader, yet heavily reliant on coal

Report by NGO Global Energy Monitor finds loophole that keeps the country heavily reliant on coal.

Renewable energy

China’s solar surge nears milestone – even as Beijing hits brakes on sheer scale

Coal capacity is projected to lose its long-held crown this year, despite a pivot from raw solar panel expansion to quality.

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China’s carbon neutral goal

China’s 15th five-year plan for renewable energy development

Beijing unveils renewable energy targets for the next five years, aiming to increase green energy consumption by more than 50 per cent.

Photo: AP
Mainland China

Power play: CATL wades into hydropower as China opens state projects further

Battery giant’s stake in Sichuan plant reflects Beijing’s push to diversify funding and inject market discipline into public infrastructure.

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.

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Energy

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

Beijing’s energy regulator has set more modest production targets this year after a record 2025 as mature fields deplete and extraction challenges mount.

An aerial drone photo shows a view of Daqing oilfield in Daqing, northeast China’s Heilongjiang province, on December 4, 2025. Photo: Xinhua
China exports

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

Tight mandates remain in place to protect domestic energy security amid a resurgence of war in the Middle East.

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Fuel tankers are loaded onto a ship for export to Mali at the port in Yantai, in China’s eastern Shandong province on May 18. Photo: AFP
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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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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Illustration: Kaliz Lee
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.

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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.

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.

A tanker unloads imported crude oil at a terminal port in Qingdao, in eastern China’s Shandong province, on June 25. Photo: AFP
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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