@aiqun.bsky.social

Research analyst and senior East Asia strategist at Global Energy Monitor

In newly issued Energy Saving & Carbon reduction Plan, china signaled to “reasonably control” coal power capacity growth. Evenly significant, it suggested resolutely curbing “unreasonable” growth of energy consumption. Most likely it is to curb power- intensive industries. This is a good news.

受权发布丨中共中央办公厅 国务院办公厅关于更高水平更高质量做好节能降碳工作的意见-新华网

受权发布丨中共中央办公厅 国务院办公厅关于更高水平更高质量做好节能降碳工作的意见-

share.google

I’m thinking of those several dozens GM new gas plants relying on imported LNG in China’s coastal areas built after 2022 Russia-Ukraine war energy crisis. Are they foreseeing this to come? Did they think such crisis would not happen again? Are they too naively optimistic or simply too greedy?

John Hanger@jrfhanger.bsky.social · 5mo ago

"...fallout from the Iran war is equivalent to the two major oil crises of the 1970s and the 2022 gas crisis “put together.” Wow! 2026-2027 will feature accelerating global energy transition to non-fossil fuel generation, EVs, heat pumps, electrification. www.cnbc.com/2026/03/23/i... #energysky

"...fallout from the Iran war is equivalent to the two major oil crises of the 1970s and the 2022 gas crisis “put together.” Wow! 2026-2027 will feature accelerating global energy transition to non-fossil fuel generation, EVs, heat pumps, electrification. www.cnbc.com/2026/03/23/i... #energysky

More than 40 Middle East energy assets ‘severely damaged,’ IEA chief says

The IEA’s Fatih Birol warned that damage to energy infrastructure across the Middle East would take some time to repair.

cnbc.com

China’s LNG imports declined significantly in 2025 due to higher spot prices. The US/Israel-Iran war pushed the price going higher and also physically blocked the logistics flow. LNG does not make sense on both energy security and economy for China, especially when renewables grow so fast.

4年前国家电网宣布将要在十四五期间投资3800亿元建设24交14直特高压线路。如今十四五已经过去,成绩如何?根据GEM的统计,国家电网十四五期间投资特高压3081亿元,建成了8交8直特高压线路。其中用于可再生能源传输的直流特高压只有3条,全部在十四五的最后一年2025年投产。不论从投产总量还是对可再生能源支持力度上看,都没有完成目标。最近又有消息称国家电网计划在十五五期间建设15条直流特高压以支持可再生能源外送。可问题是,到2030年西北地区风光大基地将要投产4.55亿千瓦,外送3.15亿。以现有一条线年传输180亿度电算,需要至少21条线才行。国家电网甚至在规划阶段就已经注定要完不成任务了。

China’s known as a renewable leader, less known it’s a coal giant, even less known it’s world No.2 gas power developer, even though gas only generates 4% of total power. GEM’s new data shows the US surpassed China in new proposals in 2025. A race to the bottom continues.

globalenergymonitor.org

It’s heartbreaking to see this picture of the fire in Hong Kong. The fatality is over 80 and still growing. The cause was reportedly the bamboo-made scaffolding. When I was visiting Hong Kong this spring I was amused by these scaffolding, kidding to a friend “I hope they don’t catch fire “. 一语成谶!

Bild

Source:Forbes.The green premium is dead. China killed it with low-cost solar, wind and batteries, affordable EVs and dominance in critical minerals. Unless North Americans and Europeans wake up to this reality, their citizens will pay a hefty fossil premium with economic and political consequences.

First 3 quarters China reported 2% increase in coal production, 1.7% crude oil production, 2.6%oil imports and 6% gas production. The only decrease is gas imports (6.2%). I wonder how CO2 emissions can flat while fossil fuels burning more.

Analysis: China’s CO2 emissions have now been flat or falling for 18 months - Carbon Brief

China’s carbon dioxide (CO2) emissions were unchanged from a year earlier in the third quarter of 2025, extending a flat or falling trend that started in March 2024.

carbonbrief.org

dialogue.earth/en/digest/ch... railway line in China is now powered by solar power, so that it can transport coal sustainably. Similarly, Carbon capture technology is used to help digging more fossil oil. They reminds me my hometown once green painted a barren hill to pass “green city “ inspection.

China launches its first railway project integrating renewable energy

The 303-kilometre-long route is part of a freight line for very heavy cargo and is powered by a combination of grid electricity and solar energy

dialogue.earth

The August referendum rejected the revival of nuclear power in Taiwan, leaving an open question: What will Taiwan do next? My Taipei-based colleague Cheng Cheng and I try to answer this question—https://energytracker.asia/after-nuclear-renewables-can-power-an-energy-secure-taiwan/

After Nuclear, Renewables Can Power an Energy-secure Taiwan

After last month's defeat of a proposal to revive the country’s last nuclear power plant, Taiwan now has to decide its future energy mix.

energytracker.asia

In early 2000s, Dr. Goodall visited Beijing and I got a chance interviewed her. She started with mimicking a chimpanzee greeting. It was so loud and unexpected that I couldn’t believe it was from a quiet and amiable lady in her late 60s. Today that powerful greeting resonates again. RIP Dr. Goodall.

President Xi ‘s UN speech & NDC includes 3 numbers by 2035: 7-10%Carbon reduction; 6 folds renewable installations and 30% non fossil fuels energy consumption. 2&3 are easier than the first because China is good at doing additions, not subtractions.

GEM grew from a bold idea to a near 90 staff nonprofit isn’t only by chance or luck. It’s the sophisticated strategy Ted crafted laid foundation for it. Ted’s legacy will be carried on. Wish GEM go higher and further under new leadership of Justin. Be a pivotal org in the transition to clean energy.

Global Energy Monitor@globalenergymon.bsky.social · last yr.

After 17 years of leadership, GEM founder Ted Nace is stepping down as Executive Director. Under his guidance, GEM grew from a bold idea into a global nonprofit tracking 130,000+ energy assets. We’re excited to welcome Justin Locke as our new ED: globalenergymonitor.org/press-releas...

Unthinkable just 10 years ago: Almost 3/4 of the EU’s electricity in 2024 was from renewable energy sources and nuclear. Gas and coal electricity generation is at record low levels.

Bild

Gas power has grown quickly in the past four years in China, but geopolitical and economic uncertainties make it a vulnerability. Maggie and I wrote an op-ed to argue that betting on gas is a short-sighted strategy.

After Spain/Portugal blackout, a Chinese friend said that such things won’t happen in China because “we have coal”. Spain will learn lessons from the accident but going back to coal is not one. Seeking comfort from coal is a default solution for many Chinese in energy sector.

China permitted 10 nuclear reactors today. The 4th year in a row adding at least 10 each year. It’s passed France and only after the US, Like in a competition game. Only it’s playing an extremely deadly, extremely dirty and extremely expensive power game.