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TODAY'S CLIMATE AND ENERGY HEADLINES

Briefing date 29.09.2021
‘Wave of power curtailment’ expands to 20 provinces across the country, three provinces in the north-west begin to restrict residential electricity

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News.

China: ‘Wave of power curtailment’ expands to 20 provinces across the country, three provinces in the north-west begin to restrict residential electricity
Jiemian News Read Article

The latest round of power cuts in China continues to attract a lot of media coverage, especially within China. Jiemian News, a Shanghai-based website, has three articles about the widespread electricity outages. One of them says that around 20 provinces, autonomous regions and municipalities have experienced electricity curtailment or rationing of various levels over the past month. It adds that the three provinces in north-western China – Liaoning, Heilongjiang and Jilin – have started restricting residents’ electricity usage. A second article asks why the north-west – “a traditionally power-rich region” – has been witnessing sudden large-scale blackouts. The piece notes that the “most direct cause” is the “imbalance” between electricity generation and consumption, leading to a power shortage. Several anonymous sources also tell the outlet that a coal shortfall has caused a drop in electricity generation. The outlet adds that a “sudden decrease” in wind power generation is a contributing factor, too. A third piece from Jiemian highlights that the causes behind the power rationing vary in different regions. It notes that the compounding phenomena of a tight power supply and high coal prices could propel the country’s reform of the electricity price mechanism.

Meanwhile, both Caijing and Caixin, two influential Chinese financial publications, explore the causes behind the power cuts in the north-west. Caijing underscores that the blackouts “have nothing to do” with the “dual-control” policy and are the results of power supply shortfalls. In an opinion piece for Caixin, Xia Chun, managing director and chief economist of Noah Holdings International Ltd, says that a mismatch between power supply and demand as well as electricity price caps are to blame for the power shortage. Xia writes: “There are clear causes: shrinkage in coal inventory in many provinces and increasing generator failures. Meanwhile, rising prices for global bulk commodities – especially coal – and the relatively low electricity price set by the government mean that the more electricity power plants generate, the more economic losses they sustain.” South China Morning Post reports that 23 workers from a metalwork company in Liaoning in north-eastern China were taken to hospital after a sudden power outage in a factory led to carbon monoxide poisoning.

According to Climate Home News, climate analysts are concerned that the power cuts, “which have been attributed to environmental policies by many media outlets, could lead to a backlash against climate action”. It notes that people and businesses are “calling on the government to increase coal imports” to ensure an ample power supply, a point also reported by Reuters. The newswire says that the governor of Jilin province has “called for a surge in coal imports, while a power company association said supply was being expanded ‘at any cost’.

Elsewhere, Prof Zou Ji, chief executive and president of Energy Foundation China, tells China Urban Energy Weekly in an “exclusive” that there is a “high probability” that China will peak its carbon emissions before 2028. Prof Zou states that, according to his organisation’s judgement, China’s carbon emissions have “begun to enter a plateau period”. “[China] is very close to a carbon peaking status,” he says to the outlet.

Moreover, Reuters reports that China may replace its green car credit system with a new policy focusing more broadly on reducing carbon emissions. The newswire cites “industry executives”. Xinhua, the state news agency, reports that China and the EU agreed to “deepen green cooperation” during a call between Han Zheng, China’s vice premier, and Frans Timmermans, the EU’s climate commissioner.

Reuters covers a new report by Greenpeace, which concludes that “new” Chinese infrastructure developments including 5G technology, electric vehicles and high-speed railways, still rely on “carbon-intensive supply chains”, although their emissions are 7.24% lower than in traditional infrastructure. Finally, the Times reports that US president Joe Biden is planning a US-led alternative to China’s “Belt and Road” infrastructure scheme, primarily in South America, “to thwart Beijing’s global ambitions”. The piece also lists “solar power plants in India” as some of the potential projects supported and says that the Biden administration contends that the US will ensure greater environmental care than China.

(See Comment below for more reaction and analysis.)

‘Blah, blah, blah’: Greta Thunberg mocks world leaders over empty climate change pledges
The Daily Telegraph Read Article
UK’s home gas boilers emit twice as much CO2 as all power stations – study
The Guardian Read Article
EU says carbon market cash can ease cost of energy crisis
Bloomberg Read Article

The EU’s emissions trading system (ETS) could be used to mitigate the impact of high energy prices on the most vulnerable consumers in the region, according to Bloomberg. It reports on comments by EU energy commissioner Kadri Simson, who told the news outlet that current high revenues from permit auctions, which have soared with the price of pollution, could be used in this way. “While national governments are obliged to use half of the funds for climate purposes, they are also allowed to use them to financially support middle- and low-income households,” the piece notes. Reuters reports that leaders of EU nations will discuss the ongoing surging energy prices when they meet next month, noting that benchmark European gas prices have increased by more than 300% this year. Bloomberg has a piece titled: “Making sense of the narratives around Europe’s energy crunch.” It notes that while there are “a host of reasons behind” the current crisis, “if you wanted was a simple narrative, there are plenty of facts to cherry pick to suit your worldview”.

Meanwhile, the Guardian has a piece about European parliament’s industry committee voting to prolong subsidies for gas pipelines until 2027, as long as it is “mixed with an unspecified amount of hydrogen”. The article adds that this opens a “potential backdoor for pollution that campaigners said would be a disaster for the climate if it becomes law”. Separately, a piece in Reuters reports that the European parliament’s environment committee “rallied behind” EU plans to make oil and gas companies report their methane emissions and find and fix leaks, “indicating lawmakers are likely to back upcoming legislation to clamp down on the potent greenhouse gas”.

UK plans to force sale of Chinese-owned nuclear stake to investors
FInancial Times Read Article

Comment.

China's energy crisis will rock the whole world
Ambrose Evans-Pritchard, The Daily Telegraph Read Article
To solve the carbon crisis, we need to talk nuclear power
David Von Drehle, The Washington Post Read Article

Science.

Physical processes controlling the rifting of Larsen C Ice Shelf, Antarctica, prior to the calving of iceberg A68
Proceedings of the National Academy of Sciences Read Article

A new study finds that thinning of ice shelf melange – a slushy mixture of snow and ice chunks – may have enabled the giant A68 iceberg to break off from the Larsen C ice shelf in 2017. The authors “model the response of the ice shelf stress balance to ice shelf thinning and thinning of the ice mélange encased in and around pre-existing rifts”. They find that thinning of the melange by 10-20 metres is “sufficient to reactivate the rifts and trigger a major calving event”. In contrast, the authors find that ice shelf thinning does not reactive rifts, but instead “heals” them.

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