Yan Qin
@yanqin.bsky.social
620 followers 1.4K following 670 posts
Carbon analyst at ClearBlue Markets, Research Associate at OIES, China energy analyst living in Oslo 🇳🇴, 🇨🇦🇳🇱 |EnergyTransition•SustainableFuels•SupplyChain #carbonsky #energysky
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yanqin.bsky.social
There are 3-tiered pricing ,peak/offpeak. I think we paid between CNY 1.4 to CNY 1.8 /kWh, so EUR 0.17-0.22/kWh , mostly along the highway in Anhui province
yanqin.bsky.social
🌬️ wind farm in my hometown Xinxiang city of Henan province in China 🇨🇳

#roadtrip #greenenergy
yanqin.bsky.social
⚡️The scale and speed of infrastructure deployment are breathtaking. This is how climate goals are turned into concrete action.
yanqin.bsky.social
🏡 This wasn't just a trip home

What I witnessed on the ground gives me immense confidence that China is not just on track to meet its climate goals—it's building the foundation to exceed them.

The future of energy is already here, and it's unfolding along China's highways 🛣️
yanqin.bsky.social
🔌 In numbers China's National Day holiday saw record-breaking EV adoption: On October 1, charging power on highways hit 17.49 GWh, a 42% year-on-year increase. This milestone is monitored across 48,400 charging points mp.weixin.qq.com/s/MjHFSm-oJw...
“十一”国庆节当日高速公路新能源汽车充电量达1748万千瓦时,创历史新高
mp.weixin.qq.com
yanqin.bsky.social
🔌 Charging the Future: Service stations, once just pit stops, are now hubs of innovation, crowded with #EV charging facilities—a clear testament to surging consumer adoption by the government to boost EV adoption
yanqin.bsky.social
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:
yanqin.bsky.social
🚙 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 🇨🇳
yanqin.bsky.social
⬆️China wind power ⬆️

🚗 I am on my China energy transition roadshow and passing by Anhui province today #energysky

3600GW wind and solar by 2035
yanqin.bsky.social
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...
yanqin.bsky.social
🚗Years of subsidies and other government policies have aimed to make China a global automotive power and the world’s electric-vehicle leader. Domestic automakers have achieved those goals and more – and that’s the problem.
www.reuters.com/investigatio...
www.reuters.com
yanqin.bsky.social
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...
yanqin.bsky.social
The Australian Government has committed $1.1 billion to support the production of low carbon liquid fuels (LCLF) in Australia.

LCLF - such as renewable diesel, sustainable aviation fuel #SAF and e-fuels

www.dcceew.gov.au/about/news/n...
www.dcceew.gov.au
Reposted by Yan Qin
cleanenergywire.bsky.social
Shall the CBAM be expanded further downstream?

Report from Germany's environment agency assesses products along the automotive value chain

www.umweltbundesamt.de/publikatione...
www.umweltbundesamt.de
yanqin.bsky.social
💡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
yanqin.bsky.social
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...
yanqin.bsky.social
🚩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
yanqin.bsky.social
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