In two separate pieces coming, we will be talking about international developers’ current activities in the Chinese offshore wind market and the reasons behind some’s hesitation–the different risk profile. Shell …
Last week I had the privilege to moderate a panel discussion for DNV GL’s Energy Transition Outlook 2019 (ETO19). There are two conclusions (out of hundreds) in the report that …
Risks in China’s Hydrogen Boom: Bullish Local Plans VS. Unclear National Policy Read Full Article »
Supply Shortage, Seller’s Market China is in the midst of an offshore wind installation dash where developers are rushing to install a large number of offshore wind turbines, as some …
As expected, Beijing announced the scrap the existing pricing mechanism– a fixed-rate benchmark pricing (标杆电价) adopted since15 years ago. A new pricing formula has been introduced to the coal-fired power …
One of the unique phenomena in China’s offshore wind development is the central role of power design & engineering companies (D&E) in project development. For foreign companies that hope to …
Chinese Electricity Engineers Active in Offshore Wind Read Full Article »
Many of you already know that eastern Chinese provinces have unleashed ambitious plans to build offshore wind along the eastern coastline. Specifically, Guangdong, Fujian, Zhejiang, Shanghai, and Jiangsu are the …
Energy Storage Needed for China’s East Coast Offshore Wind— Opportunities? Read Full Article »
Last weeks I was working on an article on the changes zero-subsidy brought to the Chinese wind market, after an interview with the boss of a leading Chinese turbine maker. …
Speaking of power utilities, what people in the Chinese industry usually think of are, often time, the two “grid companies”: China State Grid (SGCC) and China Southern Power Grid (CSG). …
China’s State-Owned Power Generation Utilities, Who Are They? Read Full Article »
Energy Applications of Rare Earth Rare earth is a group of 17 minerals that critical to multiple high-tech areas. It is highly relevant in several energy sectors: in wind: the …
Is Rare Earth a Real Chokepoint? — Trade War’s Energy Impact Read Full Article »
Key Take Away This Week: The trade war will cut off US LNG from the Chinese market—a “must-win” market in the future. But for both sides, the near-term effect is …
Trade War on Energy: Long-Term Changes in the LNG Market Read Full Article »
