China Clean Energy Syndicate

By Yuki Yu @ Energy Iceberg

Weekly Curated Links & Commentaries on Chinese renewable & clean energy market

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#79・

Price Reform Amidst Crisis-- China Clean Energy Syndicate

China has taken a meaningful step forward in electricity market reform, as the top economy planner NDRC unleashed a critical power pricing policy last week. The regulator inked the policy swiftly after the State Council reached conclusions on addressing the l…

 
#78・

New Rules! Significant Changes Amidst Energy-Crisis -- China Clean Energy Syndicate

State Council's policy decision addressing China's current energy crisis--made in last week's council meeting--demands a lot of attention. The decision has significant implications on China's energy policies (at least for electricity) in the next years to com…

 
#77・

Long-waited Price Raise amidst Power Crunch -- China Clean Energy Syndicate

The power crunch in China begins to ripple in different industries and in the global markets. A relatively positive development is that the local government begins to allow increases in electricity price (generation-side) for the first time after China change…

 
#76・

"Net-Zero Great Leap Forward" the Culprit for the Worst Power Shortage? -- China Clean Energy Syndicate

President Xi's announcement to halt coal-fired investment overseas might have occupied the headline last week. However, a bigger story is the severe power crunch that occurred again. While the nation eyes on multiplying everything "clean" in the next decade, …

 
#75・

Electrolysis, NaCI, Heavy-Duty FCVs the Investment Directions -- China Clean Energy Syndicate

Chinese policymakers have unleashed several critical net-zero energy and industry policies in recent months (and more are expected to be announced by the end of 2021). The policy changes, against the backdrop of China's "Dual Carbon" revolution, has triggered…

 
#74・

Fuel cell ships speed up; China's first H2 Liquefier Came to Light--China Clean Energy Syndicate

We have an interesting mix of news updates to share with you on China's clean energy industry this week. Some of the highlights in our point of view:Net-Zero: China kicked off the first green electricity trading; State Grid pledged to invest $350 Billion in u…

 
#73・

First Floating Turbine, First Offshore CCS, & SGRE Farewells--China Clean Energy Syndicate

We have an interesting mix of news updates to share with you on China's clean energy industry this week. Some of the highlights in our point of view:Wind: China's first floating offshore turbine, developed by China Three Gorges and Mingyang, is on track to co…

 
#72・

FCV Demo National Funding, 22 Cities Involved --China Clean Energy Syndicate

New energy, renewable, decarbonized are topics of China's politics now. The top authority's push to achieve an emission peak by 2030 has given new momentum to the Chinese renewable and new energy next-stage development, as a rare statement last week from Chin…

 
#71・

Recycling PV and Floating Wind Demos the Key 14th FYP Tasks --China Clean Energy Syndicate

Momentum for offshore wind development seems to continue, although we have stepped into the zero-subsidy era. The annual Offshore Wind Summit and Guangxi's ambitious wind development plan (18GW) are undoubtedly the highlights of last week.Other noteworthy upd…

 
#70・

"First-of-its-Kind" Energy Storage Tech Fest --China Clean Energy Syndicate

Three "first-of-this-kind" energy storage projects made breakthroughs last week.Hydrogen Power-to-Gas: on hydrogen storage, a Zhejiang University research team completed a test for ocean energy power-to-gas project;Electrochemical Storage: China Three Gorges'…

 
#69・

Be Aware of the Major Energy Storage Policy Changes --China Clean Energy Syndicate

A major policy change this week is Beijing's suspension, for now, energy storage new-build plant based on recycled EV batteries. The suspension is seen as Beijing's reaction towards the BESS station explosion a month ago. (See China Clean Energy Syndicate Iss…

 
#68・

"RE Plus" Investment Boom--China Clean Energy Syndicate

Below are 8 critical updates of what happened in the Chinese clean energy policymaking and market progress last week. Some of the highlights include: RE Regulation: NDRC's new policy for the government offices may lead to a distributed solar construction boom…

 
#67・

New Threats to RE Investment--China Clean Energy Syndicate

Several first-of-this-kind renewable, hydrogen and storage projects were announced to reach critical milestones. Our picks of what happened in the China clean energy market last week include: RE Regulation: a critical renewable pricing policy is unleashed by …

 
#66・

Crossovers of the Renewable Titans-- China Clean Energy Syndicate

Last week is all about cross-over: the No.1 battery maker CATL announced to set foot in renewable power development; the major wind and solar players revealed plans regarding green hydrogen investment; the iron&steel makers are zooming into hydrogen; then…

 
#65・

Energy Game Reshuffled with Big-techs, China Clean Energy Syndicate

Speaking about fuel cell ships, on June 2, Energy Iceberg will be speaking at the Hydrogen Blue Talks session of the "Ocean Now" programme of Nor-Shipping (2021 Oslo). We will brief on the opportunity of China's hydrogen market for the international maritime …

 
#64・

EVs to Join Power Trading --China Clean Energy Syndicate

Our picks of China clean energy market updates from last week: Net-Zero Policy: Net-zero action plans for specific industries, including iron&steel, building, transportation, petrochemical, and power, are under development.Wind Power: At least 90 GW wind …

 
#63・

New Hydrogen Funding & Subsidy --China Clean Energy Syndicate

Our picks of China clean energy market updates from last week: Renewable: after "Zero-Subsidy," renewable power projects in China is soon to take part in market competition and, thus, face further price reduction, as new policy shows. Hydrogen: new funding sc…

 
#62・

Would over-investment in H2 trigger policy changes?--China Clean Energy Syndicate

Our picks of China clean energy market updates from last week:Electricity Market Reform: a new pricing mechanism set for pump hydro storage is expected to kick start a ¥900 billion market; it also signals Beijing's emphasis on energy storage HYDROGEN: the fir…

 
#61・

Price Drops: from Turbines to Green H2 --China Clean Energy Syndicate

Our picks of China clean energy market major updates:HYDROGEN: SPIC invested ¥10b to develop its PEM Electrolyzer manufacturing base; The White Paper on China Hydrogen and Fuel Cell Industry 2020 estimated green H2 cost will drop to ¥25/kg in 2025WIND: 2021 Q…

 
#60・

Strong Policy Signals to Battery Energy Storage --China Clean Energy Syndicate

Our picks of China clean energy market major updates:Energy Storage: China’s top policy planners announced the country would introduce a national electrochemical energy storage policy, ramp up energy storage capacity and improve pricing mechanisms.HYDROGEN: S…