China Energy Policy Newsletter – May 2025

In this month’s newsletter:

China energy transition updates

  • China will release its 2035 NDC targets before COP30
  • Wind and solar power capacity historically exceeds that of thermal power
  • NEA defines key tasks of the energy sector for 2025
  • National ETS involves steel, cement, and aluminium smelting industries
  • The national GHG emission factor database is officially online
  • NDRC releases three-year action plan for coal power unit upgrade
  • China Green Certificate Development Report 2024 released
  • China’s new-type energy storage capacity is expected to reach over 200 GW in 2030

Special column

  • CEC releases 2024 electrochemical energy storage industry statistics

Policy monitoring

  • MoT defines the energy development goals of the transport industry in 2035
  • MEE deploys work on the national carbon market in 2025
  • NDRC sets 2030 VPP regulation capacity target
  • Six ministries jointly issue the 2030 heat pump development action plan
  • NEA puts forward new requirements for distributed solar PV projects
  • The first batch of large-scale V2G application pilots determined

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