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China energy security

China energy security
China must ensure an adequate supply of energy, including coal, gas and crude oil, to support its 1.4 billion people. According to the 14th five-year plan for 2021-25, China must supply more of its own energy needs by 2025, while advocating for larger domestic oil and gas production and clean energy cooperation with other countries, including the United States.
The oil tanker Odessa, carrying carrying crude from the United Arab Emirates, navigates the waters near South Korea after passing through the Strait of Hormuz. Photo: Reuters
US, Israel war on Iran

China’s shipping firms brace for a new ‘era of chaos’ as Iran war drags on

Chinese shipping giants are signing long contracts and rejigging their networks, as they hedge against prolonged disruptions to global trade routes.

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China economy

Opinion | China wants its provinces to compete, but not get in each other’s way

China-EU relations

Beijing vows action after EU cuts funding for projects using Chinese inverters

Energy storage

China’s energy security plan expands south: how Hainan is becoming an LNG hub

Global supply shocks have intensified in recent months – reaffirming Beijing’s years-long strategy.

China’s first bonded LNG terminal, in Hainan, could turn the island province into a regional energy hub. Photo: CCTV
Solar energy

China powers up first green energy project with direct link to data centre

The development in Ningxia is intended to balance AI-driven demand for computing capacity with the drive to cut carbon emissions.

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US, Israel war on Iran

Why China may benefit from the UAE’s Opec withdrawal

Beijing may have access to increased supply – though Strait of Hormuz disruption remains a serious constraint, analysts say.

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US, Israel war on Iran

Opinion | Why an era of managed Hormuz disruption wouldn’t bode well for Asia

As the Gulf moves from war to managed disruption, the risk may become more enduring for markets, governments and companies.

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Illustration: Craig Stephens
US, Israel war on Iran

China orders maritime security research as Hormuz crisis exposes trade risks

The research agenda will also focus on safeguarding port access and critical mineral investments amid rising threats to global trade.

China manufacturing

China’s industrial profits hit 6-month high amid Iran war price spikes

Fuel-processing sector pivots to profit while tech gains shield margins from modest revenue growth, highlighting an efficiency-led rally over a demand recovery.

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Zimbabwe

Tianqi Lithium favours China’s salt lakes over Africa amid resource nationalism

In response to Zimbabwe’s export ban, two Chinese companies have promised to build a domestic lithium sulphate plant.

Mining trucks load lithium sulphate in Atacama Salt Flat, Chile, on July 29, 2024. Photo: Anadolu via Getty Images
Mainland China

Why China is spending billions on a robot army to run its power grid

China’s grid operators plan to purchase thousands of robots in 2026 alone, including devices to inspect and maintain vital infrastructure.

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An employee of China Southern Power Grid demonstrates controlling a humanoid robot at the company’s robotics laboratory in Guangzhou. Photo: Reuters
China technology

Explaining China’s new carbon emissions reduction plan

SCMP Plus annotates the 18-point plan issued by the Central Committee and State Council for carbon emissions reductions across strategic sectors.

China technology

China targets greener AI data centres, heavy industry to meet 2030 climate goals

New emission rules for strategic sectors come as the Iran war reinforces the need for energy security.

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Video | How China is surviving the global oil shock

Decades of targeted energy strategies and diversification of power sources have shielded China from fuel shortages other nations now face.

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Energy

Nuclear power revival gets boost from Iran war

China is set to open seven nuclear reactors this year, and other countries are reconsidering atomic energy as the Strait of Hormuz shutdown disrupts oil and gas supplies.

Construction work at a nuclear power plant in Jiangsu province. Photo: Xinhua
US, Israel war on Iran

Opinion | Iran crisis casts light on energy security from the US to Asia

Rhetoric aside, the US is just not that energy-independent. As for Europe and Asia, it’s time they pursued true energy independence.

Energy

China’s slowing oil imports

The war on Iran that has shut the Strait of Hormuz highlights China’s reliance on foreign energy supplies and shows why geopolitical risk is spurring its efforts to lower that dependence even as its economy grows.

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Energy

China confronts Middle East supply shock, as State Council mulls energy strategy

Premier Li Qiang urges ‘bottom-line mentality’ to secure power as Beijing sees coal and Russian gas among options to offset reliance on imported crude.

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Premier Li Qiang presides over a State Council group study session on energy development on Monday. Photo Xinhua
Energy

China’s vast nuclear power sector now able to build 50 reactors at a time

China has more reactors under construction than the rest of the world combined, as it aims to become a global leader in nuclear power.

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Energy

Turning point? Clean energy met 100% of world’s new power needs in 2025: report

World has ‘firmly entered’ the clean growth era, with renewables overtaking coal as a power source for the first time last year, report finds.

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Asean

Opinion | How new US-Indonesia defence pact sharpens China’s ‘Malacca dilemma’

The US is investing in the systems, skills and relationships that would matter if access to the Strait of Malacca ever came under pressure.

US Defence Secretary Pete Hegseth hosts an honour cordon for Indonesia’s Defence Minister Sjafrie Sjamsoeddin at the Pentagon, in Washington, US, on April 13. Photo: Reuters
US, Israel war on Iran

‘Hormuz moment’ could herald decline of US dominance: analysts

Drawing comparisons with UK’s watershed ‘Suez moment’ in 1950s, report says US now ‘wedged’ in strait and searching for a way out.

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Tankers anchored in the Strait of Hormuz off the coast of Qeshm Island, Iran, on Saturday. Photo: AP
US, Israel war on Iran

As the Hormuz crisis exposes ‘fragile’ supply chains, how will China respond?

Beijing has so far managed to contain fallout from the Iran war – but policymakers are still moving to reinforce resilience.

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US, Israel war on Iran

China’s trade with Iran, Gulf states plunges as Hormuz crisis hits energy flows

But increased shipments from Russia, Malaysia and Indonesia help to partially offset the shortfall, official data shows.

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US, Israel war on Iran

Is Malacca Strait at risk from Hormuz ‘chain reaction’ after Iranian warning?

Chinese analyst says the Mideast crisis has made the world start ‘thinking about the security of shipping routes again’.

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“The era of imposing security from across the oceans has come to an end,” Iran’s senior adviser Ali Akbar Velayati has said. Photo: EPA
China exports

Iran war energy shock threatens Southeast Asia’s supply chains. A win for China?

US and European importers are shifting some orders back to China – but not everyone is optimistic.

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Workers at an auto parts factory in Sihong, in eastern China’s Jiangsu province, on March 3. Photo: AFP
Science

Chinese trucks could go 100% electric, halving road transport oil use: industry

China’s industrial supply chains and engineering expertise provide a distinct competitive advantage, CiDi CEO Albert Hu says.

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Electric & new energy vehicles

China’s energy mismatch

China’s renewables drive depends on connecting power-hungry provinces in the south and east with generating regions thousands of kilometres away in the north and west.

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