China sits at an energy crossroads – where they are installing large volumes of renewables into their energy systems while also continuing to grow their coal facilities. And the government’s main message is that coal power is a key way for them to combat the looming energy shortages and curbs on industrial activity.
This panel begins with some insight into the impact of the invasion of Ukraine on commodities supply and demand, both within China and globally.
Coal still figures quite prominently in China’s energy systems and so the panellists speak on the evolving role of coal in China, its production, import, and use. We also look at the ways to make coal a greener fuel and the role of carbon capture.
Moving onto the energy transition thematic, the panel looks at the role of nuclear generation and use in China and the role the fuel will play moving forward. We also look at the growth in the renewables space and the key metals/minerals needed to fuel this energy shift. And finally, the panellist offer some short-term outlooks and perspectives on the energy dynamics in China moving forward.
Panellists:
- Yan Chen, Head of Materials Research, China International Capital Corporation (CICC)
- Clyde Russell, Asia Commodities and Energy Columnist, Thomson Reuters
- Alexander Whitworth, Head of Asia Pacific Power & Renewables Research, Wood Mackenzie