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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.
A model of an oil pump is seen in front of the Opec logo in this illustration taken January 9. Photo: Reuters
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

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US, Israel war on Iran

China orders maritime security research as Hormuz crisis exposes trade risks

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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A humanoid robot is modified at a facility in China’s Shandong province last month. The nation has seen rapid developments in artificial intelligence and semiconductor-related industries. Photo: Xinhua
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.

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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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.

Explaining China’s new carbon emissions reduction plan
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.

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.

Tankers and bulk carriers are anchored in the Strait of Hormuz on April 18. Photo: AP
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.

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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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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A view of the Taipingling nuclear power project in China’s Guangdong Province. Photo: Xinhua
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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Workers install solar panels in China’s eastern Jiangsu province. Photo: Reuters
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, 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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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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A person points at a page on the Marine Traffic website that shows commercial boats traffic on the edge of the Strait of Hormuz near the Iranian coast, in Paris on March 4. Photo: TNS
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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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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Diesel heavy trucks are responsible for about 50 per cent of all diesel and petroleum consumed in China’s road transport sector, according to Sany Truck chairman Liang Linhe. Photo: AFP
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.

Hydrogen energy

China fast-tracks hydrogen strategy to ‘scale-up’ phase to boost energy security

China targets ‘bold innovation’ as falling renewable-energy costs allow it to leverage 50 per cent share of global green hydrogen production capacity.

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North Korea

Opinion | After years of neglect, China emerges as North Korea’s ‘top priority’

In a world of shrinking options and rising risks, Pyongyang recognises its alliance with Beijing is too important to ignore.

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Illustration: Craig Stephens
US, Israel war on Iran

US officials claim China is ‘hoarding’ oil. What does the data say?

While US Treasury Secretary Scott Bessent said China is stockpiling crude amid the Iran war, the numbers suggest Beijing is facing a supply crunch.

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A woman walks past a giant billboard reading “The Strait of Hormuz remains closed” at Revolution Square in Tehran, Iran. Photo: TNS
US, Israel war on Iran

Hormuz blockade: shipping body slams transit fees as 20,000 seafarers stranded

A ‘retrograde’ toll proposal by Tehran risks similar charges in other vital waterways, warns global association for merchant shipowners and operators.

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US, Israel war on Iran

Which countries are most vulnerable as US imposes Persian Gulf blockade?

Nomura says more than 90 per cent of the crude oil imported by Japan and the Philippines comes from the Middle East.

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