Syndicate

Recycling PV and Floating Wind Demos the Key 14th FYP Tasks –China Clean Energy Syndicate

Momentum for offshore wind development seems to continue, although we have stepped into the zero-subsidy era. The annual Offshore Wind Summit and Guangxi’s ambitious wind development plan (18GW) are undoubtedly the highlights of last week.

Other noteworthy updates of China’s clean energy market in our view:

  • Net Zero Investment: Beijing released the Circular Economy 14th Five-Year Plan (14th FYP); recycling of photovoltaic and power batteries are heavily under-invest.
  • Wind: NEA official said the “far and deep sea” (floating) offshore wind demos are the emphasis, while Guangxi Province unleashes +8GW OW projects
  • Hydrogen: a review of China’s refuelling station figure suggest that the country is just a step away from being at the global top. In June, the FCV sale record finally bounced.
  • Energy Storage: China’s first 10 GW renewable+storage project kicks off; China Huaneng said it would focus on, among others–CCUS.

Scroll down to check out the 9 updates that we considered noteworthy last week.

For those who do not know us: China Clean Energy Syndicate is a weekly news update project developed by Energy Iceberg. We also offer free analysis on China’s renewable, electricity market, hydrogen, and energy storage. The analytical articles are shared every fortnight. Check out our website to subscribe:

https://energyiceberg.com/tip-of-the-iceberg/

Recycling PV and Floating Wind Demos the Key 14th FYP Tasks –China Clean Energy Syndicate

“First-of-its-Kind” Energy Storage Tech Fest –China Clean Energy Syndicate

Three “first-of-this-kind” energy storage projects made breakthroughs last week.

Hydrogen Power-to-Gas: on hydrogen storage, a Zhejiang University research team completed a test for ocean energy power-to-gas project;

Electrochemical Storage: China Three Gorges’ storage verification project that consists of 8 types of storage technologies (NaS, Lithion-ion, VRB, supercapacitor, etc.) have been unveiled.

Mechanical Storage: Henan is planning to build the world’s largest salt cavern compressed air project of 100MW.

Besides different exiting storage project announcements. Other critical updates include:

RE Regulation: the “1+N” decarbonized policy package and MIIT’s standardization effort for the fuel cell vehicle industry

Market: the ranking of China’s Top-10 Turbine OEMs seem to be changing in the first half of this year

Scroll down to check out the 8 updates that we considered noteworthy last week.

For those who do not know us: China Clean Energy Syndicate is a weekly news update project developed by Energy Iceberg. We also offer free analysis on China’s renewable, electricity market, hydrogen, and energy storage. The analytical articles are shared every fortnight. Check out our website to subscribe:

https://energyiceberg.com/tip-of-the-iceberg/

“First-of-its-Kind” Energy Storage Tech Fest –China Clean Energy Syndicate

Be Aware of the Major Energy Storage Policy Changes –China Clean Energy Syndicate

A major policy change this week is Beijing’s suspension, for now, energy storage new-build plant based on recycled EV batteries. The suspension is seen as Beijing’s reaction towards the BESS station explosion a month ago. (See China Clean Energy Syndicate Issue 59, April 19)

However, we will like to point out that there are several policy shakeups announced in the past months regarding energy storage pricing, safety operation and grid access. The active shakeup indicates Beijing’s intention to promote the area. Be aware.

Other highlights of the Chinese clean energy market last week include:

  • Green Bonds: China Development Bank set aside ¥500 b in loans to finance renewable and hydrogen, while PBoC said it needs to be much more green loan allocated to support clean energy investment.
  • Hydrogen: series of major cooperation deals were announced this week including Sinopec and Trina Solar in terms of PV-to-Gas; meanwhile, the first regional FC ship targets is unleashed.

Please scroll down for the 9 updates.

For those who do not know us: China Clean Energy Syndicate is a weekly news update projects developed by Energy Iceberg. We also offer free analysis on China’s renewable, electricity market, hydrogen, and energy storage. The analytical articles are shared every fortnight. Check out our website to subscribe:

https://energyiceberg.com/tip-of-the-iceberg/

Be Aware of the Major Energy Storage Policy Changes –China Clean Energy Syndicate

“RE Plus” Investment Boom–China Clean Energy Syndicate

Below are 8 critical updates of what happened in the Chinese clean energy policymaking and market progress last week. Some of the highlights include:

  • RE Regulation: NDRC’s new policy for the government offices may lead to a distributed solar construction boom; Qinghai announced +46GW “renewable hybrid” and “renewable plus storage” projects, setting the tone for the next round of RE+ investment boom in China.
  • Hydrogen: two signals suggest that Beijing could soon make the final confirmation of the first cities selected for the FCV application demonstration, as Shanghai concluded a 7-party city alliance cooperation agreement and MIIT issued an FCV testing standard.
  • Energy Storage: Guangdong confirmed to add 2GW new storage capacity in 14th FYP, and Zhejiang plans 1GW. The provincial plans pave the way for the storage investment scene.

Please scroll down for the 8 updates.

For those who do not know us: China Clean Energy Syndicate is a weekly news update projects developed by Energy Iceberg. We also offer free analysis on China’s renewable, electricity market, hydrogen, and energy storage. The analytical articles are shared every fortnight. Check out our website to subscribe:

https://energyiceberg.com/tip-of-the-iceberg/

“RE Plus” Investment Boom–China Clean Energy Syndicate

New Threats to RE Investment–China Clean Energy Syndicate

Several first-of-this-kind renewable, hydrogen and storage projects were announced to reach critical milestones. Our picks of what happened in the China clean energy market last week include: 

  • RE Regulation: a critical renewable pricing policy is unleashed by NDRC, possibly putting assault to the injures of China’s renewable developers. The “833” policy marks the renewable market entering a new phase, in our view.
  • Policy & Energy Storage: meanwhile, Hubei province announced a new renewable policy that set precedence. The policy publically announced to exchange (renewable project) resource for (manufacturing) investment–noteworthy.
  • Hydrogen: solar PV company LONGi continues its aggressive approach investing in green hydrogen, with another project launched; State Grid and Envision are working towards an interesting fuel cell CHP project for a fruit farm in Zhejiang;

Please scroll down for the 9 updates from last week.

New Threats to RE Investment–China Clean Energy Syndicate

Crossovers of the Renewable Titans– China Clean Energy Syndicate

Last week is all about cross-over: the No.1 battery maker CATL announced to set foot in renewable power development; the major wind and solar players revealed plans regarding green hydrogen investment; the iron&steel makers are zooming into hydrogen; then, the PV makers unveil new products combing PV and battery storage…

The game and players of China’s new energy market are under reshuffle.

Our picks of China clean energy market updates from last week: 

  • Wind: CATL to work with China National Nuclear Corp to set up JV for wind and solar project development; Windey announced 7MW offshore wind prototype
  • Hydrogen: Zhangzhou of Fujian eyes on developing offshore wind green hydrogen production and nuclear-based pink hydrogen; GLC, Angang Steel and other industry players unveiled new hydrogen strategies.
  • Energy Storage: Huawei presented a revolutionary battery storage product Fusion Solar All-scenario PV & Storage Solution.

Please scroll down for the 10 updates from last week.

Crossovers of the Renewable Titans– China Clean Energy Syndicate

Energy Game Reshuffled with Big-techs, China Clean Energy Syndicate

Last week is, as usual, a hectic week with various hydrogen new deals and milestone projects. However, do keep an eye on the existing development in the new policy boosting storage sector, too.

Our picks of China clean energy market updates from last week: 

  • Net-Zero Investment: China’s big-techs have participated in the crowded clean energy market, with growing interest in energy storage, distributed renewables and other sectors–the most recent development is a cooperation deal between JD and wind company Goldwind
  • Hydrogen: investment scene remains heated, with new major development announced by Sinopec, CNPC and Jinko; Meanwhile, Guangdong launched its first fuel cell ship.
  • Wind: while China’s offshore wind market has exceeded 10GW installed capacity, the first floating turbine comes into the spotlight
  • Energy Storage: China’s data centre constructions are set to benefit EV battery recycling business

Please scroll down for the 10 updates from last week.

Meanwhile, Energy Iceberg will be speaking on the Hydrogen Blue Talks Programme of Nor-Shipping (Oslo June 2, 2021). We will briefly talk about China’s opportunity to international shipping companies. Stay tuned.

Energy Game Reshuffled with Big-techs, China Clean Energy Syndicate

EVs to Join Power Trading –China Clean Energy Syndicate

Our picks of China clean energy market updates from last week: 

  • Net-Zero Policy: Net-zero action plans for specific industries, including iron&steel, building, transportation, petrochemical, and power, are under development.
  • Wind Power: At least 90 GW wind and solar capacity will hook to the grid in 2021.
  • Hydrogen: China’s first “Hydrogen Society” project kicked off in Shandong. Inner Mongolia’s Ulanqab strives to become a green hydrogen base to the Beijing-Tianjin-Hebei region.
  • Energy Storage: Beijing aims to explore EVs taking part in the electricity market trading, with battery changing stations the key players

Please scroll down for the 10 updates from last week.

Contact Energy Iceberg to get to know our research services and information product launch for offshore wind, energy storage, and hydrogen: 

https://calendly.com/energyiceberg/30min

EVs to Join Power Trading –China Clean Energy Syndicate

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