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
On Wednesday morning, the EU ETS price held steady at above €82, after weekly CoT data showed Funds have further increased net length to 110 Mt as of last week.
Further volatility will come from year-end repositioning/options and futures expiry/shifting weather outlook
Further volatility will come from year-end repositioning/options and futures expiry/shifting weather outlook
December 3, 2025 at 11:27 AM
On Wednesday morning, the EU ETS price held steady at above €82, after weekly CoT data showed Funds have further increased net length to 110 Mt as of last week.
Further volatility will come from year-end repositioning/options and futures expiry/shifting weather outlook
Further volatility will come from year-end repositioning/options and futures expiry/shifting weather outlook
Chart of Monthly solar additions 2024/2025 via PV-perspective
https://mp.weixin.qq.com/s/pgez7qjEInVghzQnE34CNw
https://mp.weixin.qq.com/s/pgez7qjEInVghzQnE34CNw
November 24, 2025 at 7:43 AM
Chart of Monthly solar additions 2024/2025 via PV-perspective
https://mp.weixin.qq.com/s/pgez7qjEInVghzQnE34CNw
https://mp.weixin.qq.com/s/pgez7qjEInVghzQnE34CNw
☀️ +253GW solar capacity
By October, China has added a total of 253 GW this year (+12.5GW in October) , data from NEA show
By October, China has added a total of 253 GW this year (+12.5GW in October) , data from NEA show
November 24, 2025 at 7:41 AM
☀️ +253GW solar capacity
By October, China has added a total of 253 GW this year (+12.5GW in October) , data from NEA show
By October, China has added a total of 253 GW this year (+12.5GW in October) , data from NEA show
⚡️China's total power consumption increased 5.1% y-o-y in the first 10 months
...this is in line with latest forecast of +5% in 2025 by China Electricity Council from late October
...this is in line with latest forecast of +5% in 2025 by China Electricity Council from late October
November 21, 2025 at 11:54 AM
⚡️China's total power consumption increased 5.1% y-o-y in the first 10 months
...this is in line with latest forecast of +5% in 2025 by China Electricity Council from late October
...this is in line with latest forecast of +5% in 2025 by China Electricity Council from late October
💬New frontiers of communication 'Climate, Nature' evolve from rhetoric into tangible market drivers, analyzed using LLM model
Paper: The ECB’s 'Green Put': From Cheap Talk to Priced Action
papers.ssrn.com/sol3/papers....
Paper: The ECB’s 'Green Put': From Cheap Talk to Priced Action
papers.ssrn.com/sol3/papers....
November 20, 2025 at 5:31 PM
💬New frontiers of communication 'Climate, Nature' evolve from rhetoric into tangible market drivers, analyzed using LLM model
Paper: The ECB’s 'Green Put': From Cheap Talk to Priced Action
papers.ssrn.com/sol3/papers....
Paper: The ECB’s 'Green Put': From Cheap Talk to Priced Action
papers.ssrn.com/sol3/papers....
⬆️China national carbon price rebounded strongly after regulator tightened next year's allocation for industrial sectors and considered further price stabilization measures
Allowance price (CEA composite) jumped 8.3% to CNY66.86 on 19 Nov, rallying 30% since the low in late Oct
Allowance price (CEA composite) jumped 8.3% to CNY66.86 on 19 Nov, rallying 30% since the low in late Oct
November 19, 2025 at 1:07 PM
⬆️China national carbon price rebounded strongly after regulator tightened next year's allocation for industrial sectors and considered further price stabilization measures
Allowance price (CEA composite) jumped 8.3% to CNY66.86 on 19 Nov, rallying 30% since the low in late Oct
Allowance price (CEA composite) jumped 8.3% to CNY66.86 on 19 Nov, rallying 30% since the low in late Oct
💰In the EU Carbon market, Investment Funds' net long positions rose further last week to 102 Mt
The EU ETS price softened slightly in the morning after the CoT data release, on expectations that the longs might get maxed out (or soon)
The EU ETS price softened slightly in the morning after the CoT data release, on expectations that the longs might get maxed out (or soon)
November 19, 2025 at 9:41 AM
💰In the EU Carbon market, Investment Funds' net long positions rose further last week to 102 Mt
The EU ETS price softened slightly in the morning after the CoT data release, on expectations that the longs might get maxed out (or soon)
The EU ETS price softened slightly in the morning after the CoT data release, on expectations that the longs might get maxed out (or soon)
✈️Expansion of China Carbon market to more sectors
On 18 November, the ETS authority released the final 2024-2025 allocation plan for 3 new sectors: aluminum, cement and steel
It also mentioned that chemicals, petrochemicals, civil aviation and papermaking sectors will be included later
On 18 November, the ETS authority released the final 2024-2025 allocation plan for 3 new sectors: aluminum, cement and steel
It also mentioned that chemicals, petrochemicals, civil aviation and papermaking sectors will be included later
November 18, 2025 at 4:06 PM
✈️Expansion of China Carbon market to more sectors
On 18 November, the ETS authority released the final 2024-2025 allocation plan for 3 new sectors: aluminum, cement and steel
It also mentioned that chemicals, petrochemicals, civil aviation and papermaking sectors will be included later
On 18 November, the ETS authority released the final 2024-2025 allocation plan for 3 new sectors: aluminum, cement and steel
It also mentioned that chemicals, petrochemicals, civil aviation and papermaking sectors will be included later
on 10 November, China's state planner issued 'Guiding Opinions on Promoting the Consumption and Regulation of New Energy' , aka another important policy to promote #Renewables integration with targets for 2030 and 2035
November 10, 2025 at 9:52 AM
on 10 November, China's state planner issued 'Guiding Opinions on Promoting the Consumption and Regulation of New Energy' , aka another important policy to promote #Renewables integration with targets for 2030 and 2035
November 9, 2025 at 6:14 AM
🎉China’s First "Book and Claim” system on sustainable transportation fuel is launched on 7 November
by Tiangong Think Tank of Tsinghua University and Smart Freight Centre China 🚢✈️
by Tiangong Think Tank of Tsinghua University and Smart Freight Centre China 🚢✈️
November 7, 2025 at 12:30 PM
🎉China’s First "Book and Claim” system on sustainable transportation fuel is launched on 7 November
by Tiangong Think Tank of Tsinghua University and Smart Freight Centre China 🚢✈️
by Tiangong Think Tank of Tsinghua University and Smart Freight Centre China 🚢✈️
October 2, 2025 at 7:58 AM
⚡️The scale and speed of infrastructure deployment are breathtaking. This is how climate goals are turned into concrete action.
October 2, 2025 at 7:49 AM
⚡️The scale and speed of infrastructure deployment are breathtaking. This is how climate goals are turned into concrete action.
While the heavy traffic was expected, the journey became an unexpected and powerful case study in China's accelerating energy transition.
👀 On the road: insights from the carbon conference and China’s newly announcd new #NDC/ 2035 climate target came to life before my eyes:
👀 On the road: insights from the carbon conference and China’s newly announcd new #NDC/ 2035 climate target came to life before my eyes:
October 2, 2025 at 7:28 AM
While the heavy traffic was expected, the journey became an unexpected and powerful case study in China's accelerating energy transition.
👀 On the road: insights from the carbon conference and China’s newly announcd new #NDC/ 2035 climate target came to life before my eyes:
👀 On the road: insights from the carbon conference and China’s newly announcd new #NDC/ 2035 climate target came to life before my eyes:
🚙 More Than a Road Trip: A Front-Row Seat to China's Energy Transition
This week: fresh from the carbon market conference in Shanghai, I embarked on a 1000km road trip back to my hometown in Henan during the National Day Holiday Week rush 🇨🇳
This week: fresh from the carbon market conference in Shanghai, I embarked on a 1000km road trip back to my hometown in Henan during the National Day Holiday Week rush 🇨🇳
October 2, 2025 at 7:27 AM
🚙 More Than a Road Trip: A Front-Row Seat to China's Energy Transition
This week: fresh from the carbon market conference in Shanghai, I embarked on a 1000km road trip back to my hometown in Henan during the National Day Holiday Week rush 🇨🇳
This week: fresh from the carbon market conference in Shanghai, I embarked on a 1000km road trip back to my hometown in Henan during the National Day Holiday Week rush 🇨🇳
⬆️China wind power ⬆️
🚗 I am on my China energy transition roadshow and passing by Anhui province today #energysky
3600GW wind and solar by 2035
🚗 I am on my China energy transition roadshow and passing by Anhui province today #energysky
3600GW wind and solar by 2035
October 1, 2025 at 7:54 AM
⬆️China wind power ⬆️
🚗 I am on my China energy transition roadshow and passing by Anhui province today #energysky
3600GW wind and solar by 2035
🚗 I am on my China energy transition roadshow and passing by Anhui province today #energysky
3600GW wind and solar by 2035
On 30 September, China released the draft ETS allocation plan (2024-2025) for the three industry sectors: Steel, Cement, Aluminum #CBAM for public consultation
www.mee.gov.cn/xxgk2018/xxg...
www.mee.gov.cn/xxgk2018/xxg...
September 30, 2025 at 12:17 PM
On 30 September, China released the draft ETS allocation plan (2024-2025) for the three industry sectors: Steel, Cement, Aluminum #CBAM for public consultation
www.mee.gov.cn/xxgk2018/xxg...
www.mee.gov.cn/xxgk2018/xxg...
Today Australia announced its new NDC
#ParisAgreement #COP30
to reduce emissions by 62-70% below 2005 levels by 2035
www.dcceew.gov.au/climate-chan...
#ParisAgreement #COP30
to reduce emissions by 62-70% below 2005 levels by 2035
www.dcceew.gov.au/climate-chan...
September 18, 2025 at 6:02 AM
Today Australia announced its new NDC
#ParisAgreement #COP30
to reduce emissions by 62-70% below 2005 levels by 2035
www.dcceew.gov.au/climate-chan...
#ParisAgreement #COP30
to reduce emissions by 62-70% below 2005 levels by 2035
www.dcceew.gov.au/climate-chan...
💡Progress in China's market-oriented Renewables pricing reform
More than 20 provinces have issued implementing rules and parameters for the Renewables auctioning /CfD, following the release of policy this February
More than 20 provinces have issued implementing rules and parameters for the Renewables auctioning /CfD, following the release of policy this February
September 11, 2025 at 8:33 AM
💡Progress in China's market-oriented Renewables pricing reform
More than 20 provinces have issued implementing rules and parameters for the Renewables auctioning /CfD, following the release of policy this February
More than 20 provinces have issued implementing rules and parameters for the Renewables auctioning /CfD, following the release of policy this February
Link to the insightful summary of Shandong renewables auctioning by Zhihui PV
mp.weixin.qq.com/s/SdY76CpGsc...
Link to the full list of the projects selected by China power newspaper
mp.weixin.qq.com/s/uo14xN0TXc...
mp.weixin.qq.com/s/SdY76CpGsc...
Link to the full list of the projects selected by China power newspaper
mp.weixin.qq.com/s/uo14xN0TXc...
September 11, 2025 at 7:26 AM
Link to the insightful summary of Shandong renewables auctioning by Zhihui PV
mp.weixin.qq.com/s/SdY76CpGsc...
Link to the full list of the projects selected by China power newspaper
mp.weixin.qq.com/s/uo14xN0TXc...
mp.weixin.qq.com/s/SdY76CpGsc...
Link to the full list of the projects selected by China power newspaper
mp.weixin.qq.com/s/uo14xN0TXc...
🚩NEW Milestone for China's market-oriented Renewables deployment reform, following this February's policy release
Results from the first provincial auctioning (Shandong province):
25 Wind projects cleared at CNY0.319/kWh
1175 Solar PV projects cleared at CNY 0.225/kWh
Results from the first provincial auctioning (Shandong province):
25 Wind projects cleared at CNY0.319/kWh
1175 Solar PV projects cleared at CNY 0.225/kWh
September 11, 2025 at 7:21 AM
🚩NEW Milestone for China's market-oriented Renewables deployment reform, following this February's policy release
Results from the first provincial auctioning (Shandong province):
25 Wind projects cleared at CNY0.319/kWh
1175 Solar PV projects cleared at CNY 0.225/kWh
Results from the first provincial auctioning (Shandong province):
25 Wind projects cleared at CNY0.319/kWh
1175 Solar PV projects cleared at CNY 0.225/kWh
In the EU carbon market, Investment funds added massive 22Mt net long positions in EUA derivatives on ICE exchange last week, shown in the latest CoT data
This explains, at least partly, the recent #EUETS price rally to €77 #newpositions #shortageahead
This explains, at least partly, the recent #EUETS price rally to €77 #newpositions #shortageahead
September 10, 2025 at 8:02 AM
In the EU carbon market, Investment funds added massive 22Mt net long positions in EUA derivatives on ICE exchange last week, shown in the latest CoT data
This explains, at least partly, the recent #EUETS price rally to €77 #newpositions #shortageahead
This explains, at least partly, the recent #EUETS price rally to €77 #newpositions #shortageahead
🏒back to ice hockey rink 👧🏻
helpful to keep my head cool 🧊 after a day watching screen 💻 and market movements 📈📉
helpful to keep my head cool 🧊 after a day watching screen 💻 and market movements 📈📉
September 9, 2025 at 4:46 PM
🏒back to ice hockey rink 👧🏻
helpful to keep my head cool 🧊 after a day watching screen 💻 and market movements 📈📉
helpful to keep my head cool 🧊 after a day watching screen 💻 and market movements 📈📉
📢 NEW: my podcast with CGTN on 'what's next for China's carbon market?'
I am delighted to be invited to record this episode, right after the release of the high-level Opinions on strengthening the national carbon market 🥳
🔗 Link: radio.cgtn.com/podcast/news...
I am delighted to be invited to record this episode, right after the release of the high-level Opinions on strengthening the national carbon market 🥳
🔗 Link: radio.cgtn.com/podcast/news...
September 5, 2025 at 10:20 AM
📢 NEW: my podcast with CGTN on 'what's next for China's carbon market?'
I am delighted to be invited to record this episode, right after the release of the high-level Opinions on strengthening the national carbon market 🥳
🔗 Link: radio.cgtn.com/podcast/news...
I am delighted to be invited to record this episode, right after the release of the high-level Opinions on strengthening the national carbon market 🥳
🔗 Link: radio.cgtn.com/podcast/news...