yes, very good summary by Lauri.
I agree that this is clarifications wrt the 15 FYP, not new.
I think there are some new signals from the recent State Council study session on 20 April www.news.cn/politics/202...
China will “significantly increase” the supply of non-fossil energy by 2030 and double it by 2035 compared with 2025 levels
www.bloomberg.com/news/article...
A visual showing green landscape where the shape of a factory with a smoking chimney is carved out of the hill, juxtaposed with the text "The balance we need, the change we work for."
We're proposing an update to the Market Stability Reserve Decision to ensure a stable, well-functioning carbon market.
The EU ETS is key for decarbonisation, reducing fossil fuel consumption, lowering import dependence and driving investments ↓
link.europa.eu/nXnwGc
Market reaction:
EU carbon price posted relief rally and hit near EUR 75 after the release. This implied significantly less impactful market changes to the EUETS (increase in short-term supply) than previously anticipated.
On 1 April, the EU announced new measure to reinforce the stability and predictability of its carbon market EUETS
The Commission proposes to stop the invalidation mechanism in MSR, allowing these allowances to be kept as a buffer that can support market stability
🚢 🇨🇳 posts by Chinese crew from one vessel currently stranded in the Strait of #Hormuz on social app Xiaohongshu (Rednote)
Demand for electric vehicles is high at a BYD Co. car dealership in Manila, with a month's worth of orders in just two weeks, according to salesman Matthew Dominique Poh.
Clients are replacing gas-powered vehicles with electric vehicles due to oil price hikes
www.bloomberg.com/news/article...
Disruption in the Strait of Hormuz: Implications for China’s energy markets and policies
new report by OIES reviews China’s exposure to supply outages from Iran, the disruptions to the Strait of Hormuz and how it impacts energy flows.
www.oxfordenergy.org/publications...
China “clean energy bases” plan
...from the draft outline of the 15th Five-Year Plan (2026-2030) for national economic and social development, submitted to top legislature on 5 March for review. #TwoSessions2026
China set a new climate target to cut carbon emissions per unit of gross domestic product by 17% by the end of the decade.
#TwoSessions2026 #155
www.bloomberg.com/news/article...
China's government has told the country's largest oil refiners to suspend exports of diesel and gasoline due to an escalating conflict in the Persian Gulf.
www.bloomberg.com/news/article...
⛽ China signals new strategic push into #Sustainble fuels
...at this time with energy security high on the agenda amid heightening geopolitical risks #Hormuz 🚢
China 2025 Statistical Communiqué on National Economic and Social Development
CO2 emissions/GDP (10kCNY) fell 5% y-o-y
❄️☀️ Winter
China to dismantle local power protectionism in push to electrify national grid
“basically” establish a unified national power market by 2030 and to have the system “fully in place” by 2035.
www.scmp.com/economy/chin...
🐴 New Year’s Eve today 🧨 🥟
#ChineseNewYear2026
INTERVIEW of Jos Delbeke by @nkurmayer.bsky.social
Why Europe shouldn’t give up on carbon pricing just yet
Jos Delbeke on why renewables are the answer to high electricity prices, and how the EU needs to up its diplomatic game
www.euractiv.com/news/intervi...
For months, European capitals have attacked the EU's environmental policies, arguing onerous green rules were strangling their economies. But the bloc's single biggest weapon for slowing global warming remained off-limits.
That taboo was broken last week.
The Chinese environment ministry has asked petrochemicals plants, copper smelters, airlines and other heavy polluters to report their emissions, a key step to expanding the nation’s carbon market.
www.bloomberg.com/news/article...
✈️China national Carbon market prepares further sectoral expansion, to more industrial sectors and civil Aviation, likely by 2027
The 9 Feb 'Notice on 2026 national ETS work tasks' mandates reporting of 2025 GHG emissions by key enterprises in six more sectors by 31 Mar:
China already has the power grid of the future, writes @davidfickling.bsky.social
The problem is that it’s being used in a grossly inefficient manner:
www.bloomberg.com/opinion/arti...
Europe's energy paradox is undermining the continent's competitiveness and energy security due to bottlenecks within and between national grids.
www.bloomberg.com/opinion/arti...
🏒🏒🏒 in sync with #MilanoCortinaOlympic2026
Sunday visit to 1994 Olympic city Lillehammer 🇳🇴 for daughter’s ice-hockey tournament #hockeymum
🔆 🔆 🔆
China to add 180 to 240 GW Solar capacity in 2026
...latest forecast by China PV industry association released on 5 February.
It also projects China to add 265 to 300 GW solar in 2028, 270 to 320 GW in 2030, avg 238-287 GW/yr during 2026-2030
