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Solar Power-to-Gas Rising - Energy Iceberg Syndicate 2022 Vol.2

China Clean Energy Syndicate
Last week the energy regulator disclosed some of the data of China’s electricity industry performance. One of the key trends to notice is the rise-to-power of solar PV. The nation, unsurprisingly, remains the world’s largest PV power builder, with 53GW added last year. While the whole-year data of wind and other power sectors are not yet officially revealed, it is most likely that solar contributed the largest part of China’s electricity capacity growth (based on Jan-Nov data). The role of solar in the power mix is likely to be further cemented in the coming years.
Solar becoming the “mainstream” power brings challenges. Last week five regulators established a plan to promote PV hybrid development, where hydrogen production is one of the key directions to consider.
Some important updates of last week that are noteworthy:
  • Hydrogen: Sinopec and Cummins’ PEM electrolyzer manufacturing project starts construction–the JV underscores the growing interest in the industry to develop a domestic electrolyzer supply capability.
  • Wind: China Three Gorges has become the largest offshore wind developer in China; CEIC remains the world’s largest renewable developer
  • Battery: By introducing the “chocolate” battery swapping system, the world’s battery making frontrunner CATL set foot in China’s battery swapping market
Please scroll down to check out the 9 updates that we considered noteworthy last week.
For those who do not know us: China Clean Energy Syndicate is a weekly news update project developed by Energy Iceberg. We also offer free analysis on China’s renewable, electricity market, hydrogen, and energy storage. The analytical articles are shared every fortnight. Check out our website to subscribe:

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Hydrogen
Wind
Battery
Solar
A 200 GW solar year in 2022
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Yuki Yu @ Energy Iceberg
Yuki Yu @ Energy Iceberg @energyiceberg

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