Yan Qin
@yanqin.bsky.social
Carbon analyst at ClearBlue Markets, Research Associate at OIES, China energy analyst living in Oslo 🇳🇴, 🇨🇦🇳🇱 |EnergyTransition•SustainableFuels•SupplyChain #carbonsky #energysky
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...
“basically” establish a unified national power market by 2030 and to have the system “fully in place” by 2035.
www.scmp.com/economy/chin...
China to dismantle local power protectionism in push to electrify national grid
State Council directive eyes unified power market, curbing provincial fragmentation to boost green energy expansion and optimise resource flow.
sc.mp
February 17, 2026 at 12:20 PM
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...
“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
#ChineseNewYear2026
February 16, 2026 at 10:31 AM
🐴 New Year’s Eve today 🧨 🥟
#ChineseNewYear2026
#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...
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...
INTERVIEW: Why Europe shouldn’t give up on carbon pricing just yet | Euractiv
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
February 16, 2026 at 10:28 AM
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...
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...
Reposted by Yan Qin
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.
That taboo was broken last week.
The week the EU’s climate foundations started to shake
An assault on Europe’s most important climate law, the Emissions Trading System, took the fight against green rules to a whole new level.
www.politico.eu
February 16, 2026 at 8:40 AM
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.
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...
www.bloomberg.com/news/article...
China Steps Up Carbon Reporting for Petchems, Copper, Airlines
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
February 10, 2026 at 7:28 AM
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...
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:
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:
February 9, 2026 at 10:34 AM
✈️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:
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...
The problem is that it’s being used in a grossly inefficient manner:
www.bloomberg.com/opinion/arti...
China’s Energy Future Still Runs on Old Technology
From the way some talk about it, China sounds like a vision of a zero-carbon future: A clean utopia churning out millions of electric vehicles and billions of solar panels, connected by bullet trains,...
www.bloomberg.com
February 9, 2026 at 8:51 AM
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...
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...
www.bloomberg.com/opinion/arti...
Europe’s Electricity Grids Need a Major Boost
On a sunny afternoon, solar farms in Spain can generate far more electricity than local consumers need. But only some of that surplus can flow north to other parts of Europe because transmission links...
www.bloomberg.com
February 9, 2026 at 8:49 AM
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...
www.bloomberg.com/opinion/arti...
🏒🏒🏒 in sync with #MilanoCortinaOlympic2026
Sunday visit to 1994 Olympic city Lillehammer 🇳🇴 for daughter’s ice-hockey tournament #hockeymum
Sunday visit to 1994 Olympic city Lillehammer 🇳🇴 for daughter’s ice-hockey tournament #hockeymum
February 8, 2026 at 7:39 PM
🏒🏒🏒 in sync with #MilanoCortinaOlympic2026
Sunday visit to 1994 Olympic city Lillehammer 🇳🇴 for daughter’s ice-hockey tournament #hockeymum
Sunday visit to 1994 Olympic city Lillehammer 🇳🇴 for daughter’s ice-hockey tournament #hockeymum
Link to the slides mp.weixin.qq.com/s/UZg6HmEE-3...
王勃华：“十五五”光伏制造端坚持智能化、绿色化、融合化发展方向
mp.weixin.qq.com
February 7, 2026 at 2:29 PM
Link to the slides mp.weixin.qq.com/s/UZg6HmEE-3...
🔆 🔆 🔆
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
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
February 7, 2026 at 2:28 PM
🔆 🔆 🔆
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
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
In 2025, total coal-fired power generation decreased by 1.9% year-on-year, New energy sources (wind, solar, and biomass) accounted for the majority of incremental electricity generation.
Link: mp.weixin.qq.com/s/TUdmpyF5IV...
Link: mp.weixin.qq.com/s/TUdmpyF5IV...
中电联发布《2025-2026年度全国电力供需形势分析预测报告》
mp.weixin.qq.com
February 3, 2026 at 9:52 AM
In 2025, total coal-fired power generation decreased by 1.9% year-on-year, New energy sources (wind, solar, and biomass) accounted for the majority of incremental electricity generation.
Link: mp.weixin.qq.com/s/TUdmpyF5IV...
Link: mp.weixin.qq.com/s/TUdmpyF5IV...
🔆China electricity consumption to grow 5%-6% in 2026
said China Electricity Council in its latest 2025-2026 analysis and outlook report
For 2026, it also expects power peak load to rise to 1570-1630 GW, and Solar capacity to take over Coal
said China Electricity Council in its latest 2025-2026 analysis and outlook report
For 2026, it also expects power peak load to rise to 1570-1630 GW, and Solar capacity to take over Coal
February 3, 2026 at 9:43 AM
🔆China electricity consumption to grow 5%-6% in 2026
said China Electricity Council in its latest 2025-2026 analysis and outlook report
For 2026, it also expects power peak load to rise to 1570-1630 GW, and Solar capacity to take over Coal
said China Electricity Council in its latest 2025-2026 analysis and outlook report
For 2026, it also expects power peak load to rise to 1570-1630 GW, and Solar capacity to take over Coal
On Tuesday morning, the EU carbon price rebounded above €84, tracking the broad recovery in stocks and metals, as well as sustained support from funds rebuilding #EUETS positions, as I discussed in this Bloomberg news story from yesterday.
February 3, 2026 at 8:16 AM
On Tuesday morning, the EU carbon price rebounded above €84, tracking the broad recovery in stocks and metals, as well as sustained support from funds rebuilding #EUETS positions, as I discussed in this Bloomberg news story from yesterday.
January 30, 2026 at 11:31 AM
NEW: China power market: the shift to 'Energy + Capacity'
On 30 Jan, NDRC and NEA released 'Notice on enhancing the capacity mechanism for power generation'
🔑 For the first time at a national level, #energystorage and #gas power are explicitly included in capacity mechanism
On 30 Jan, NDRC and NEA released 'Notice on enhancing the capacity mechanism for power generation'
🔑 For the first time at a national level, #energystorage and #gas power are explicitly included in capacity mechanism
January 30, 2026 at 11:30 AM
NEW: China power market: the shift to 'Energy + Capacity'
On 30 Jan, NDRC and NEA released 'Notice on enhancing the capacity mechanism for power generation'
🔑 For the first time at a national level, #energystorage and #gas power are explicitly included in capacity mechanism
On 30 Jan, NDRC and NEA released 'Notice on enhancing the capacity mechanism for power generation'
🔑 For the first time at a national level, #energystorage and #gas power are explicitly included in capacity mechanism
China adds more power capacity in a year than most countries have total
“The build-out remains very strong, with super robust numbers going from record to record,” said Michal Meidan, the head of China energy research at OIES
www.bloomberg.com/news/article...
“The build-out remains very strong, with super robust numbers going from record to record,” said Michal Meidan, the head of China energy research at OIES
www.bloomberg.com/news/article...
January 28, 2026 at 11:36 AM
China adds more power capacity in a year than most countries have total
“The build-out remains very strong, with super robust numbers going from record to record,” said Michal Meidan, the head of China energy research at OIES
www.bloomberg.com/news/article...
“The build-out remains very strong, with super robust numbers going from record to record,” said Michal Meidan, the head of China energy research at OIES
www.bloomberg.com/news/article...
In 2025, China added
☀️ 315 GW Solar capacity
💨 119 GW Wind capacity
Total installed capacity as of 2025
☀️ 315 GW Solar capacity
💨 119 GW Wind capacity
Total installed capacity as of 2025
January 28, 2026 at 5:59 AM
In 2025, China added
☀️ 315 GW Solar capacity
💨 119 GW Wind capacity
Total installed capacity as of 2025
☀️ 315 GW Solar capacity
💨 119 GW Wind capacity
Total installed capacity as of 2025
Covered enterprises must convert old allowances (2019-2024) to the new 2025 vintage. Old CEAs cannot be used for 2025 compliance later in 2026.
Regulators began handling carryover requests on Jan 5, so the new vintage might hit the market imminently
Regulators began handling carryover requests on Jan 5, so the new vintage might hit the market imminently
January 6, 2026 at 12:54 PM
Covered enterprises must convert old allowances (2019-2024) to the new 2025 vintage. Old CEAs cannot be used for 2025 compliance later in 2026.
Regulators began handling carryover requests on Jan 5, so the new vintage might hit the market imminently
Regulators began handling carryover requests on Jan 5, so the new vintage might hit the market imminently
China's national #carbon market has quietly hit the RESET button in 2026
with surplus being curbed by allowance carryover rules
Since Jan 5, the "composite price" tracks only CEA-2025. Old vintages still trade, but they no longer influence the composite index
with surplus being curbed by allowance carryover rules
Since Jan 5, the "composite price" tracks only CEA-2025. Old vintages still trade, but they no longer influence the composite index
January 6, 2026 at 12:52 PM
China's national #carbon market has quietly hit the RESET button in 2026
with surplus being curbed by allowance carryover rules
Since Jan 5, the "composite price" tracks only CEA-2025. Old vintages still trade, but they no longer influence the composite index
with surplus being curbed by allowance carryover rules
Since Jan 5, the "composite price" tracks only CEA-2025. Old vintages still trade, but they no longer influence the composite index
Cheap Solar Is Transforming Lives and Economies Across Africa
What’s happening in South Africa is repeating across the continent. Key to this shift: China’s ambition to lead the world in clean energy.
www.nytimes.com/2025/12/30/c...
What’s happening in South Africa is repeating across the continent. Key to this shift: China’s ambition to lead the world in clean energy.
www.nytimes.com/2025/12/30/c...
Cheap Solar Is Transforming Lives and Economies Across Africa
www.nytimes.com
January 2, 2026 at 1:54 PM
Cheap Solar Is Transforming Lives and Economies Across Africa
What’s happening in South Africa is repeating across the continent. Key to this shift: China’s ambition to lead the world in clean energy.
www.nytimes.com/2025/12/30/c...
What’s happening in South Africa is repeating across the continent. Key to this shift: China’s ambition to lead the world in clean energy.
www.nytimes.com/2025/12/30/c...
The European Union’s carbon border levy is “unfair” and “discriminatory,” China’s Ministry of Commerce said in a statement on Thursday #CBAM
www.bloomberg.com/news/article...
www.bloomberg.com/news/article...
China Calls EU Carbon Border Tax Unfair, Warns of Counter-Moves
The European Union’s carbon border levy is “unfair” and “discriminatory,” China’s Ministry of Commerce said in a statement on Thursday, vowing to take countermeasures to defend the country’s interests...
www.bloomberg.com
January 1, 2026 at 12:09 PM
The European Union’s carbon border levy is “unfair” and “discriminatory,” China’s Ministry of Commerce said in a statement on Thursday #CBAM
www.bloomberg.com/news/article...
www.bloomberg.com/news/article...