{"id":52238,"date":"2025-08-08T06:21:09","date_gmt":"2025-08-08T06:21:09","guid":{"rendered":"https:\/\/www.newsbeep.com\/au\/52238\/"},"modified":"2025-08-08T06:21:09","modified_gmt":"2025-08-08T06:21:09","slug":"guest-post-what-an-ambitious-2035-electricity-target-looks-like-for-china","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/au\/52238\/","title":{"rendered":"Guest post: What an \u2018ambitious\u2019 2035 electricity target looks like for China"},"content":{"rendered":"

China\u2019s power sector is both the world\u2019s largest emitter<\/a> and the largest source of clean-energy growth, making it essential to global climate efforts.<\/p>\n

This means it will be a key part of China\u2019s next nationally determined contribution<\/a> (NDC) \u2013 its climate pledge under the Paris Agreement for 2035\u00a0\u2013\u00a0which all countries are expected to publish by this year.\u00a0<\/p>\n

Yet, at the same time, Chinese policymakers are grappling with perceived tensions<\/a> between ensuring<\/a> a reliable energy<\/a> supply<\/a> amid uncertain demand<\/a> growth<\/a> and future cost<\/a> trajectories<\/a>, which have the potential to weigh down climate ambition.\u00a0<\/p>\n

In our new study, co-authored with experts from Tsinghua University<\/a> and published in Cell Reports Sustainability<\/a>, we model pathways for China\u2019s power system up to 2035 that are consistent with its wider climate goals, incorporating a wide range of scenarios and uncertainties currently being debated in the country.\u00a0<\/p>\n

We find that China would need to deploy 2,350-2,780 gigawatts (GW) of wind and solar by 2030 and 2,910-3,800GW by 2035\u00a0\u2013\u00a0roughly double current<\/a> levels\u00a0\u2013 to be consistent with a target of limiting the rise in global temperatures to 2C this century.\u00a0<\/p>\n

Furthermore, ensuring that the share of wind and solar generation reaches around 40% by 2030 and 50% by 2035 would set the power sector up for the longer-term transition to carbon neutrality by 2060.<\/p>\n

Electricity generation from non-fossil fuels more broadly would reach around 50% by 2030 and more than 70% by 2035.<\/p>\n

China\u2019s climate ambitions<\/p>\n

China\u2019s \u201cdual-carbon<\/a>\u201d goals, announced<\/a> in 2020, aim to peak carbon emissions by 2030 and reach carbon neutrality by 2060. The country has already surpassed its 2030 renewable deployment target \u2013 1,200GW of wind and solar \u2013 six years ahead of schedule, due to record-breaking<\/a> annual additions of around 300GW of new capacity for two years in a row.\u00a0<\/p>\n

However, new coal-power developments and rapid growth in electricity demand pose a threat to meeting China\u2019s other targets<\/a>, such as emissions intensity and share of non-fossil fuel in the energy mix.\u00a0<\/p>\n

China began building<\/a> nearly 95GW of new coal capacity in 2024, representing 93% of the world\u2019s new coal capacity under construction.\u00a0<\/p>\n

If completed, China\u2019s coal fleet \u2013 already the largest in the world \u2013 would expand to an installed capacity of 1,190GW.<\/p>\n

This resurgence stems in large part<\/a> from concerns surrounding energy security<\/a>. China faced unprecedented power shortages<\/a> in 2021 and 2022, while annual electricity demand has recently reached 10 petawatt-hours (PWh, or 10,000 terawatt hours) \u2013 a level that most<\/a> studies<\/a> predicted<\/a> would not be reached until 2030.<\/p>\n

This keeps the door open to continued growth in China\u2019s electricity generation and emissions from coal, unless the expansion of clean energy is able to keep pace.<\/p>\n

Setting the renewable energy pace<\/p>\n

Our research looks at the rate of growth from clean energy that would be required to not only meet China\u2019s rapidly rising demand for electricity, but also to push down its coal generation and squeeze emissions from the power sector.<\/p>\n

We simulate a range of system \u201cbaselines\u201d for 2030 and \u201cscenarios\u201d for 2035, under varying assumptions about electricity demand growth, carbon emissions limits, renewable energy costs and meteorological conditions.\u00a0<\/p>\n

The model includes detailed representations of where renewable energy capacity could be built and how the power sector could be operated efficiently.<\/p>\n

It evaluates wind and solar resources and deployment potential at a level that is detailed enough to help capture regional differences and localised impacts, such as land use, socio-economic benefits and infrastructure needs.<\/p>\n

The results are organised into 15 scenarios, categorised into three main groups: moderate growth in electricity demand (group A); rapid electrification (group B); and ambitious decarbonisation (group C).<\/p>\n

The modelling is based around two different scenarios for China that are compatible with a global limit of 2C warming this century.<\/p>\n

The basic 2C trajectory would see China\u2019s power-sector emissions fall to 36% below 2024 levels by 2035, whereas the more ambitious 2C trajectory has a 42% decline.<\/p>\n

The chart below shows recent electricity demand (left) and the carbon dioxide (CO2)\u00a0 emissions of China\u2019s power sector (right), as well as how these might evolve under the different scenarios modelled for the paper.\u00a0<\/p>\n

The modelling accounts for recent trends suggesting that China\u2019s electricity demand could reach 13.5PWh by 2035 (groups A and C). However, accommodating faster demand growth under a rapid electrification scenario (group B) would require China to deploy low-carbon energy even more rapidly, if it is to maintain pace with climate targets.<\/p>\n

\"Chart:Left: Historical (solid line) national electricity demand and projected demand under three different baselines (dotted line), PWh. Right: Historical power-sector CO2 emissions (solid line) and projected future emissions under two different scenarios (dotted line), MtCO2. Source: Zhang (2025)<\/p>\n

The modelling shows that wind and solar energy would need to supply around 40% of China\u2019s electricity by 2030, if the country aims to remain on track for 2C of global warming. Solar and wind power generation would need to then rise to 50% by 2035 \u2013 up from 17.9%<\/a> in 2024.\u00a0<\/p>\n

This growth would substantially reduce the system\u2019s reliance on coal and other fossil fuels, which would decrease to 35% of generation in 2030 and 25% in 2035.\u00a0<\/p>\n

The more ambitious scenario, which targets limiting global warming since the pre-industrial period to between 1.5C and 2C, would lead to even higher wind and solar generation shares of 44% by 2030 and 54% by 2035.<\/p>\n

Under the different scenarios, China\u2019s wind and solar capacity would rise from around 1,700GW<\/a> today to 2,350-2,780GW by 2030 and 2,910-3,800GW by 2035. Meeting this level of renewable deployment would require annual additions of 120-220GW.\u00a0<\/p>\n

Recent wind and solar additions have already exceeded<\/a> this pace, but challenges<\/a> with grid integration and supporting infrastructure could, nevertheless, slow future large-scale buildouts.<\/p>\n

According to industry reports, 6.8% of wind and 6.1% of solar power generation were \u201ccurtailed<\/a>\u201d in the first four months of 2025, meaning the output could not be accommodated by the electricity grid and was wasted.<\/p>\n

At the provincial level, wind and solar curtailment rates exceeded 10% in renewable-rich regions, such as Xinjiang, Gansu and Qinghai. To achieve the cost-efficient pathways modeled here, curtailment rates fall to 3-6%.<\/p>\n

To achieve this level of integration, energy storage and transmission infrastructure will be necessary to shift renewable generation towards when and where it is needed.<\/p>\n

Battery and grid capacity would need to rise by 6% and 5% per year from current levels out to 2035, respectively, in order to better integrate renewables into the grid.<\/p>\n

Boosting wind and solar generation share<\/p>\n

In order to explore the implications of uncertainty on China\u2019s power system in 2030, the modelling includes three core scenarios (groups A-C).<\/p>\n

Within these core groups, the modelling looks at the impact of further uncertainties on system outcomes by 2035, labelled A1, A2 and so on. This results in a \u201cdecision-tree<\/a>\u201d structure that outlines a range of possible futures.<\/p>\n

The lines on the chart below show the share of China\u2019s electricity that would be generated by wind and solar by 2030 and 2035, under each of these different futures. The coloured columns show the share of electricity generated by wind (red), solar (yellow), hydro (blue), nuclear (pink) and biomass (grey) in one specific scenario, namely, the \u201creference\u201d case for renewable costs with moderate demand growth (A1).<\/p>\n

The bands in the right-hand margin indicate the ranges of the 2035 results under all of the future scenarios, depending on variables such as the cost of renewables or batteries (cases two to four) and a larger rise in demand (case five).\u00a0<\/p>\n

At a minimum, for each of the 2C-compatible scenarios, wind and solar would take up around 50% of total generation by 2035.<\/p>\n

\"Chart:Top: Historical generation shares of wind and solar power (black line) and minimum future generation shares under moderate growth (light blue), rapid growth (dark blue) and rapid electrification (orange) scenarios, %. Bottom: Projected generation shares of different clean-energy resources in 2030 and 2035 under the baseline \u201cA1\u201d scenario, %. Source: Zhang (2025)<\/p>\n

Another consistent result across all scenarios is the need for more transmission capacity to shift generation from renewable-rich regions to those with high demand for power. By 2030, at least 225GW of new inter-provincial transmission capacity would be required, further enhancing electricity trading and grid reliability.<\/p>\n

China is already expanding its \u201cultra-high-voltage<\/a>\u201d (UHV) transmission network at breakneck speed. As of the end of 2024, there were 42 UHV projects in operation<\/a>, with a combined capacity exceeding 300GW.<\/p>\n

Another assumption in the modelling is that electricity can flow freely and efficiently across regions<\/a>, up to the transmission capacity limits. But, in reality, institutional and regulatory barriers<\/a> complicate regional electricity trading.<\/p>\n

China plans<\/a> to establish a national unified power market by 2029. As such, deregulating<\/a> the power sector is seen as an essential measure to enhance the power system\u2019s operational efficiency and facilitate renewable energy integration.\u00a0<\/p>\n

Looking ahead to the NDC and beyond<\/p>\n

Many experts have weighed in<\/a> on China\u2019s NDC target-setting, largely focusing on economy-wide emissions targets and non-CO2 greenhouse gases.\u00a0<\/p>\n

While these are indeed important elements of China\u2019s next international climate pledge, our study seeks to identify robust power-sector targets that could support the country\u2019s overall ambition and provide credible signals to energy planners.<\/p>\n

Due to the rapidly evolving economic and geopolitical situation, there are good reasons<\/a> to expect that China\u2019s topline emissions number may be underwhelming.\u00a0<\/p>\n

On the other hand, there is an opportunity to emphasise and expand ambition within the power sector through additional sectoral targets. This would put a focus on quantifiable metrics that can guide investments and planning by state-owned enterprises and local governments.<\/p>\n

While China has previously set a target for the absolute capacity of wind and solar, a goal for the share of electricity generation from these technologies, or for clean energy more broadly, would set a narrower range for future emissions from the power sector.<\/p>\n

Given current uncertainties around the pace of power demand growth, for example, a target for clean energy share might provide greater confidence to policymakers than a capacity target alone.<\/p>\n

Regardless of what targets are set, achieving the growth of clean energy modelled in our study would support China\u2019s long-term climate commitments and demonstrate the nation\u2019s intent to be a clean-energy powerhouse.<\/p>\n

Zhang, Z. et al. (2025) Ratcheting up wind and solar targets for decarbonizing the power sector in China and beyond, Cell Reports Sustainability, doi:10.1016\/j.crsus.2025.100389<\/a> <\/p>\n","protected":false},"excerpt":{"rendered":"China\u2019s power sector is both the world\u2019s largest emitter and the largest source of clean-energy growth, making it…\n","protected":false},"author":2,"featured_media":52239,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[22],"tags":[64,63,75,128],"class_list":["post-52238","post","type-post","status-publish","format-standard","has-post-thumbnail","category-environment","tag-au","tag-australia","tag-environment","tag-science"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/posts\/52238","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/comments?post=52238"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/posts\/52238\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/media\/52239"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/media?parent=52238"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/categories?post=52238"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/tags?post=52238"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}