S.v. N.SönmezChina's LNG imports are recovering after Middle East conflict disruptions. Buyers are stepping in to fill gaps, stabilising the market. It signals a resilient supply chain and growing confidence. Keep following for market updates.
NewsletterTFChina Ascendant in Wake of Middle East Turmoil: Electrification Becomes Geopolitical Lever
China is becoming a leader in green energy. The conflict in the Middle East is making oil and gas more expensive, helping China's electric power use grow.
#ChinaEnergy, #GreenEnergy, #MiddleEastConflict, #OilPrices, #Electrification
https://newsletter.tf/china-leads-green-energy-as-middle-east-conflict-raises-oil-prices/
China's use of electricity for energy is over 30%, much higher than the world average. This helps them deal with higher oil prices.
#ChinaEnergy, #GreenEnergy, #MiddleEastConflict, #OilPrices, #Electrification
https://newsletter.tf/china-leads-green-energy-as-middle-east-conflict-raises-oil-prices/
bsmall2...
> Since the United States and Israel launched attacks on Iran in February, the Chinese battery maker CATL has seen its Hong Kong-listed shares jump 29.5 percent and its Shenzhen-listed shares rise 13.6 percent. The electric car giant BYD’s exports and overseas vehicle sales rose 65 percent in March year over year, according to the company’s chief executive. And Jinko Solar, one of the world’s largest solar panel manufacturers, says exports have grown since the war.
#ChinaEnergy #JinkoSolar #BYDCars
https://www.washingtonpost.com/world/2026/04/06/iran-war-china-renewable-energy/
> Since the United States and Israel launched attacks on Iran in February, the Chinese battery maker CATL has seen its Hong Kong-listed shares jump 29.5 percent and its Shenzhen-listed shares rise 13.6 percent. The electric car giant BYD’s exports and overseas vehicle sales rose 65 percent in March year over year, according to the company’s chief executive. And Jinko Solar, one of the world’s largest solar panel manufacturers, says exports have grown since the war.
#ChinaEnergy #JinkoSolar #BYDCars
https://www.washingtonpost.com/world/2026/04/06/iran-war-china-renewable-energy/
Yonhap Infomax NewsMichael Burry warns that US reliance on Nvidia's power-intensive AI chips could leave it trailing China, which is rapidly expanding its energy infrastructure and AI capabilities.
#YonhapInfomax #MichaelBurry #Nvidia #AIChips #ChinaEnergy #ShortPosition #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=96746
#YonhapInfomax #MichaelBurry #Nvidia #AIChips #ChinaEnergy #ShortPosition #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=96746
🌊Sany Joins Offshore Wind Race!
🔧 Lands 200MW project with 13.6MW turbines
🇨🇳 Big debut with Guangdong Energy Group
Contact EnkiAI to get such insights.
Don't forget to follow for more developments.
#OffshoreWind #ChinaEnergy #EnergyTransition #CleanTech
enkiai.com
China's Sany enters offshore w...
China's Sany enters offshore w...
Anders HoveEnvironment China has a new podcast out today with Erlend Ek of China Policy, who speaks with us about SOEs and the Chinese low-carbon energy transition.
Erlend is optimistic on SOEs being able to lead the energy transition; he sees the central govt moving away from "project economy" (KPI is projects completed) to performance evaluation based on contribution to low-carbon, tax revenue, innovation.
#environment #china #energytransition #chinapolicy #chinaenergy #climate
Wind and solar combined share grew to over 14%, by my calculations. (Will have to adjust when NEA releases more info later.)
That's up from around 12% in 2021, so this share is rising around 2 percentage points annually.
Unfortunately, it was the worst hydro year since 1961, so the overall non-fossil share didn't do very well.
Wind and solar combined capacity grew 120 GW, almost as much as the prior 2020 record of 121 GW. CEC expects 165 GW combined wind and solar additions in 2023.
Michal BoguszNowa mega elektrownia szczytowow-pompowa
ChRL, jak wiele innych państw rozwijających odnawialne źródła energii, ma problem z magazynowaniem energii w okresach szczytu produkcji, której brakuje, kiedy z powodu pogody maleje produkcja OZE.
https://wp.me/p3fv0T-eD9 #China #Chiny #ChRL #hydroelektrownia #OZE #energia #ChinaEnergy
