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Shanghai Lockdown, Project Delays - China Clean Energy Syndicate - Issue #97

China Clean Energy Syndicate
Covid lockdowns have added challenges to China’s Fuel Cell Vehicle Demonstration projects, as the demonstration cities–mostly located in the eastern coastal provinces–face heavier supply chain and work disruptions. However, several “flagship” green hydrogen projects emerged last week, despite the ongoing project delays and lack of market visibility.
We have observed that green-hydrogen-related new deals, projects, and cooperation are steadily increasing in the past few weeks. It seems the lockdown unpredictability did not cool down the enthusiasm for green hydrogen investment–at least not yet.
We would also like to highlight a few updates that signal new trends in the market:
  • Policy: Beijing announced the determination to develop unified energy markets. But there are immense bottlenecks for the ambition, in our view.
  • Offshore Wind: Guangdong confirmed to build 17GW offshore wind between 2021-2025, and leading turbine maker Goldwind revealed an investment plan for a “floating turbine headquarters.”
  • Green: besides green hydrogen, green ammonia investment interest has increased quickly.
Please scroll down to check out the ten updates that we considered noteworthy last week.
China Clean Energy Syndicate is a weekly news update project developed by Energy Iceberg.
Our weekly analysis of China’s renewable, electricity market, hydrogen, and energy storage will be resumed soon. Check out our website to subscribe:

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Our research shows that a majority of China’s commercial-scale green hydrogen projects aim at the chemical market, while mobility (fuel cell vehicle) is another key market. Before 2025, we expect that the petrochemical and chemical industry’s pressure to deliver green products will support the growth of green hydrogen investment.
Want to get more hydrogen market insights? Contact us to get our demo reports: contact@energyiceberg.com
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Yuki Yu @ Energy Iceberg
Yuki Yu @ Energy Iceberg @energyiceberg

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