China’s power crisis: will climate, economy and public trust prove too tough to balance?
- With power to factories cut in two-thirds of the country just before winter, millions of residents are in a panic over surviving without electric heat
- The tension between the economy and climate, simmering since Xi’s 2060 carbon neutrality pledge, is now hitting home and fuelling public scepticism
That panic is being shared by millions, as power to factories is being cut in nearly two-thirds of the country months before the onset of winter.
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On Weibo, a popular social media platform, topics on the power crunch have attracted tens of millions of views. People share how their lives have been affected: no tap water, no cellphone service, no traffic lights, and a rush to buy candles.
Wang, 61, who has spent his life farming rice and corn, says he does not know what has caused the power shortage. But his son has passed along the rumours from the local steel mill where he works: it is because of “environmental protection.”
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In mid-August, the National Development and Reform Commission issued a report showing nine regions, including economic powerhouses such as Jiangsu, were failing. Those areas were told to proactively cut power to some industries in order to meet their targets.
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Power consumption in the country has been surging to meet the demands of the global economic recovery and mine output has been suppressed by safety inspections and capacity limitations.
In northeast China, for example, where energy consumption and intensity are well on track to meet climate targets, the power crisis is so severe the government-backed water supply company has said that blackouts will happen “at any moment” and “without notice.”
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“While energy consumption control targets likely play a role in some provinces, their role is being exaggerated to attack the climate policies,” said Lauri Myllyvirta, lead analyst at Centre for Research on Energy and Clean Air.
“There is absolutely no reason why suddenly about every province decides that they have to cut power to meet this energy control targets, including those that are on track in the first half year.”
“There are so many voices out there now made by different interest groups,” said Qin Yan, lead carbon analyst for Refinitiv. “Some people arguing for coal’s role to ‘secure energy’ forget the other side of the story, that coal is associated with so much risk now that it is important for the power sector to move away from it.”
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Wang, for example, lost a coal furnace in the 2017 campaign and all the state-owned coal sellers have also disappeared. But he still has his fireplace and is planning to take matters into his own hands to procure some old-fashioned fuel for this winter.
“If I have to choose between environmental protection and winter heating, of course, I choose the latter,” he said.