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How much will additional U.S. tariffs affect China's clean energy industry? Not as much as you'd think. For example, the U.S. is only 7% of the global market for solar power, and even the EU&US together are less than 20%. Rapidly falling costs have catalyzed strong demand growth

China’s emissions "rose sharply in 2023 after draconian covid-19 restrictions were lifted. But they seem to have fallen since: analysis by the Asia Society Policy Institute, a think-tank, showed a 3% drop in the year to March 2024. Lauri Myllyvirta, one of the analysts behind the

Check our #COP29 summary. For 🇨🇳,🧵: a) Used the language of climate finance to talk about 🇨🇳’s overseas aid for the first time -- “provided and mobilised project funds of 177bn+ yuan". Means 🇨🇳 is on a par with🇬🇧, to become the joint fifth-largest provider of climate finance.

🇨🇳 NEW | Report: 52% of experts surveyed expect #China's #coal consumption to peak by 2025 - only 20% say the peak will take place later Those who believe China’s CO₂ #emissions have already peaked or will peak by 2025 jumped from 15% in 2022 to 21% in 2023 and 44% in 2024

How is China's EV boom affecting gasoline demand and electricity demand? It has been hard to find precise data on this so here's a thread working out some numbers.

🇨🇳 NEW | Analysis: China's coal-to-chemicals sector growth & emissions risk offsetting renewables gains Without stricter policies, this is where China’s priorities of energy security & emission reductions are most directly at odds w/Dialogue Earth dialogue.earth/en/business/an…

📆 Am 19.12.2024 dürfen wir Sie wieder zu unserer Veranstaltungsreihe "Chinas Moderne Begreifen - Europäische Reflexionen" begrüßen. 🕕 18:30 - 20:00 Uhr 📍Online 👉 tinyurl.com/4ddererf @mayer_iras, Belinda Schäpe 林孝蓓, Jost Wubbeke, Friedrich-Naumann-Stiftung für die Freiheit

China's annual economic work conference introduced two new policies related to energy: *healthy environment for the development of green and low-carbon industries *setting up zero-carbon industrial parks ...and of course key signals about macroeconomic policy in 2025. THREAD 👇

China industrial data release today reports that "large-scale" power generation grew only 1% year-on-year, with the rest of demand growth covered from solar&wind. Yet, coal&gas-fired power inched up by 1.4%.

Q&A: The global ‘trade war’ over China’s booming EV industry | Song_W @vernerviisas Anika Patel w/ comment from Yao Zhe Jacob Gunter Gregor Sebastian Belinda Schäpe 林孝蓓 @joe _Webster_CRR #CBarchive Read here: buff.ly/4f8TAYT

The IEA is now saying that global coal demand isn't expected to fall in the next three years, after predicting a fall last year. What changed? THREAD

🇨🇳 NEW | #China monthly #energy & #AirPollution snapshot out now in EN & CN👇 In December 2024, power generation growth slows; PM2.5 up in key northern capitals 💨 Wind up 8.8% ☀️ Solar up 52.8%* 📈 Coal & gas up 2.2% & 7.7% ☢️ Nuclear up 11% *Prediction; data released in Feb.

Just out: Solar power additions in China in 2024 exceeded expectations, again, with a whopping 277 GW installed in just one year! This was up 28% on the already towering 217 GW added in 2023. Wind power made a new record as well, with 79 GW added to the grid, up 5% on year.

🇨🇳 NEW | China – Coal power biannual review – H2 2024 ⚠️ Even as China's clean energy surged in 2024 & became key economic driver, coal remains strong - with approvals up in H2 2024 after slow start in H1 w/Global Energy Monitor 📄Report now available here: energyandcleanair.org/publication/wh…

🇨🇳 NEW | Analysis: Clean energy contributed a record 10% of China’s GDP in 2024 🌿 Solar, EVs, and batteries drove a quarter of the country’s GDP growth in 2024 and have overtaken real-estate sales in value ▶️ carbonbrief.org/analysis-clean… w/@LauriMyllyvirta & Carbon Brief

New from us: clean energy technologies contributed more than 10% of China’s GDP in 2024 for the first time ever, with sales and investments worth $1.9tn. Clean energy sectors drove a quarter of the country’s GDP growth and have overtaken real estate sales in value.

🇨🇳 NEW | #China must slash 15% of its #steelmaking capacity within 2025 to rescue plunging profits & meet carbon neutrality goals 📄 Report now available here: energyandcleanair.org/publication/ur… w/ Xinyi Shen & Belinda Schäpe 林孝蓓

Tomorrow, China releases numbers for CO2 and energy intensity reductions in 2024. Based on preliminary data, I expect the 2024 targets for both to be met. Yet, China will remain badly off track due to the emission surge during and after zero-Covid which caused a major shortfall.

🇨🇳 NEW | Analysis: China's share of non-fossil fuel generation rose from 28% in 2015 to 38% in 2024; progress varies across provinces China’s 3 Northeast provinces saw fastest progress, w/clean electricity up over 20%-points from 2020-2024 w/Lauri Myllyvirta & Dialogue Earth

NEW from me: a detailed look into Chinese provinces' progress towards a cleaner power mix: which provinces are making progress, why, and what are the lessons learned. The provinces vary widely in the changes in the share of non-fossil power from 2020 to 2024.