Kaare Sandholt 

Chief International Expert, China Energy Transformation Programme, Energy Research Institute of NDRC

[Kaare Sandholt  @Sandholt]

Hmm, so X do not allow me to leave! Maybe I should take X to court for keeping me hostage?

[Kaare Sandholt  @Sandholt]

Bye, bye X. See you on Bluesky.

[Lauri Myllyvirta @laurimyllyvirta]

China's electricity demand only grew 2.8% on year in November, a sharp deceleration from the blistering 7.9% growth in year to September. Industrial power demand has been slowing since summer so this is expected now that air conditioning isn't driving growth.

[China Climate Action @ClimateCN]

The China Energy Transformation Outlook 2024 was released #COP29 China Pavilion, saying the energy transformation can make a decisive contribution to China's carbon-neutral economic and social system before 2060.

[Ember @ember_energy]

Falling renewable costs = secure and affordable energy for ASEAN 🔋

As solar, hydro, and geothermal become cheaper, they offer a cost-effective path for ASEAN's energy transition. Meanwhile, bioenergy remains the priciest option in the region. 🌞

https://t.co/vvJ2hYSsYA

[David Leavitt 🎲🎮🧙‍♂️🌈 @DavidLeavitt]

Cry baby Elon Musk is threatening to suspend my account for posting this picture

[Michael S. Taylor @mtaylor_nz]

@IRENA 'Renewable Power Generation Costs in 2023' was released yesterday at the @GRA_Renewables Global Renewable Summit by DG @flacamera

As alumni, and lead until end-July. A quick thread on why renewable power just keeps on costing less...

1/
https://t.co/FE2zD8mfSI

[Kaare Sandholt  @Sandholt]

Godt at se, at Draghi er enig med mig: køb løs af kinesiske solceller men pas på den europæiske vindindustri :). https://t.co/iewfCSkRpr

Se side 37 i Draghi’s rapport https://t.co/KiCxQwqA1L

[Sander Tordoir @SanderTordoir]

Draghi’s strategic economic growth agenda for the EU does not disappoint.

It channels aspects of the thinking of Jean Monnet (EU defense integration), Jacques Delors (EU single market) and Bidenomics (cleantech / economic security).

But above all, Draghi’s own vision.

🧵

[Kaare Sandholt  @Sandholt]

@SteffenFrolund Hvilket atomkraftværk drejer det sig om?

[Kaare Sandholt  @Sandholt]

@laurimyllyvirta @CleanPowerDave IEA has a nice graphic on this. From the report World Energy Employment 2023.

[Kaare Sandholt  @Sandholt]

@KristiaRPoulsen Så konklusionen er altså at folk er mindre optaget af at spare på forbruget nu på grund af lavere priser og mindre offentlig krisefokus?

[Yan Qin @YanQinyq]

🇨🇳China released work plan on accelerating the construction of Carbon Dual Control system, marking a new era in its climate policy

3⃣ stages:
1. Establish carbon accounting system
2. Implement carbon dual control
3. Total CO2 emissions as main focus

[Lauri Myllyvirta @laurimyllyvirta]

Media reporting continues to exaggerate the role of clean energy manufacturing in China's electricity&energy demand growth. See this from Bloomberg / @JavierBlas
"In China, mass production of solar photovoltaic panels, electric vehicles and batteries is one of the main reasons why electricity consumption is rising."

Contrast this with my analysis, using actual data and numbers:
"Manufacturing of the “big three�� products – batteries, EVs and solar-power equipment – is responsible for approximately 3% of China’s CO2 emissions, and was behind an estimated 2% increase in emissions out of the 12% total increase from 2020 to 2023, based on a calculation using the reported production volume and emissions intensity for each product."

The same calculation for electricity yields a contribution of 0.7%-points or one tenth to electricity demand growth of 6.7% in 2023, and the contribution has fallen in 2024 as output growth rates have moderated.

It's important for non-mainland reporters and analysts to recognize that most Chinese reporting on the causes of the recent surge in China's energy demand rattles off the politically acceptable causes, not the ones that are quantitatively the biggest.

I've analyzed this in detail here:
https://t.co/QxoOiP3cX5

[Kaare Sandholt  @Sandholt]

@"This report is essential for European decision-makers strategizing for a greener future! "https://t.co/tpva0dkPOY på @LinkedIn

[Dr. Genevieve Guenther (she / they) @DoctorVive]

In all the drama over Biden, & all the mockery of Trump's unhinged (yet super-boring) convention speech, I haven't seen much attention to the language of climate politics during the Republican Convention.

But the GOP did unveil new climate propaganda, so let's take a look!

🧵

[FT Energy @ftenergy]

EU hydrogen targets are ‘unrealistic’, says audit body https://t.co/Jku01mnRu7

[David Fishman @pretentiouswhat]

☀️⚡️CHINA SOLAR PV DATA DUMP THREAD:

Industry website BJX just released a very interesting statistical analysis report of solar PV project tenders from the first half of 2024, with tender analysis: project volume, owners, EPC costs and more

I'll cover highlights here: 🧵

[Lauri Myllyvirta @laurimyllyvirta]

Great article by my colleagues at CREA highlights inflexible grid operation as a key cause of China's power shortages and perceived need to build more coal power. Electricity trade between provinces is based on rigid quotas rather than sending power where and when it's needed. Regulators and provinces have taken the first more steps towards flexible operation which will help keep the lights on already this summer.
https://t.co/F7XzeGdsan

[Kaare Sandholt  @Sandholt]

Dagens grin @Winther12 @jacobjensenMF @L_Aagaard #dkpol