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Benchmark: battery supply chain hit by Chinese energy cuts

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Hunan and Inner Mongolia are among the most affected areas of the battery supply chain, with the former a production hub for cathodes and the latter a hub for synthetic graphite anode processing. In the long-term, China seeks to guarantee resource security by addressing the structural issues behind the current electricity supply shortage.

Supplies 186
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Utility solar dethrones coal as the cheapest power source in Asia

Baua Electric

Photo: China News Service Renewable energy costs in Asia last year were 13% cheaper than coal and are expected to be 32% cheaper by 2030, according to a new study. This is significant because it marks a shift toward making renewables increasingly competitive with coal, a mainstay in APAC’s energy mix.

Asia 52
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Rostec and Shenhua to invest up to $10B into coal mine development and infrastructure in Russian Far East; coal and power

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Russian State Corporation Rostec, one of the largest Russian industrial conglomerates, and Chinese State Corporation Shenhua, the world’s leading producer and distributor of coal, have signed a Memorandum of Understanding. High calorific value coal concentrate will be exported to Asia-Pacific countries, mainly to China.

Coal 210
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$1.1B Huineng SNG plant goes on-stream transforming coal into natural gas in China

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Topsoe has designed the methanation section of this plant, which is the company’s second large-scale coal-based industrial SNG reference to begin operations in China following last years’ opening of Qinghua, the world’s largest SNG plant located in the Xinjiang region. Block diagram with major units of an SNG plant. Click to enlarge.

Coal 231
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Wood Mackenzie: China thermal coal demand to double to nearly 7btpa by 2030

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In a new report, energy, mining and minerals consultancy Wood Mackenzie projects that despite efforts to limit coal consumption and seek alternative fuel options, China’s strong appetite for thermal coal will lead to a doubling of demand by 2030. It is very unlikely that demand for thermal coal in China will peak before 2030.

Coal 218
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Aquatech awarded a Zero Liquid Discharge (ZLD) contract for a major Chinese coal-to-chemicals project

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Water purification technology company Aquatech has been awarded a contract for a Zero Liquid Discharge (ZLD) plant for a coal-to-chemicals facility in Hailer in Inner Mongolia. The coal-to-chemicals plant is owned by Hulunbeier New Gold Chemical Co. before taking it to the Brine Concentrator and subsequent evaporation pond.

Coal 210
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Tsinghua University provincial-level lifecycle study finds fuel-cycle criteria pollutants of EVs in China could be up to 5x those of natural gas vehicles due to China’s coal-dominant power mix

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Consumption-based power mixes and NG transmission distances by Chinese province in 2010. In regions where the share of coal-based electricity is relatively low, EVs can achieve substantial GHG reduction, the team reports in a paper in the ACS journal Environmental Science & Technology. Credit: ACS, Huo et al. Click to enlarge.

Coal 231