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

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

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

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

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

Last week, no doubt, was a busy week with the various significant energy and renewable regulations announced, including the State Council report, 14th Five-Year Plan and several major wind/solar policies …

14th FYP Strong Signals for Hydrogen, Offshore & Storage–China Clean Energy Syndicate Read Full Article »

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Power-to-Gas Milestone; 2020 Wind OEM Ranking–China Clean Energy Syndicate Read Full Article »

Our picks of China clean energy market updates from last week: WIND: several provinces renewed their 2025 offshore wind five-year planning with enhanced targets. Notably, last week Jiangsu indicates a new …

Another Offshore Wind Great Leap Forward Ahead? –China Clean Energy Syndicate Read Full Article »

Our update this week pauses due to the lack of relevant news during the Chinese new year holiday. We will see you next week and we are expecting updates on …

Happy CNY & See You Next Week — China Clean Energy Syndicate Read Full Article »