Dear Reader,
Welcome to the first edition of Net Zero Trend’s Monthly Newsletter on China.
We launched this platform this Summer to provide timely, in-depth coverage of China’s climate policies, market trends, and tech advances. Each month, we’ll deliver a concise roundup of the most critical climate news from China—its challenges, breakthroughs, and global impact. Click the links below to read each story.
In July, three major green hydrogen–ammonia–methanol projects in northern China began commercial operations: SPIC Daan (180,000 t/y NH₃), Shanghai Electric Taonan (50,000 t/y methanol, Phase I), and Envision Chifeng (320,000 t/y NH₃, Phase I). This was followed in August by a new wave of green methanol project announcements.
China added 268 GW of renewable capacity in H1 2025, bringing the total to 2.16 TW, with grid parity achieved in nearly all provinces (~$25/MWh for utility-scale solar and $30–35/MWh for onshore wind). In storage, Hami Energy connected a 100 MW/400 MWh vanadium redox flow battery (VRFB) system to the grid in August, while Shenzhen Energy began construction of China’s first 30 MW hydrogen gas turbine storage project.
China is rapidly advancing hydrogen pipelines, with 6,582 kilometers planned and major breakthroughs in pipeline steels. In next-generation PV, Huaneng commissioned the world’s first 5 MW-scale perovskite demonstration project. In solid-state batteries (SSB), several Chinese developers unveiled large-scale pilot lines, targeting 400Wh/kg cells for EVs, eVTOLs, and robotics by 2027.
On the policy front, China released the 2025 Green Finance Catalogue, covering the full hydrogen value chain. Meanwhile, the NEA released the 2025 energy storage report and listed the first batch of pilot projects for green liquid fuels.
China is at the center of the global energy transition. Its policies and projects are shaping markets and influencing the future. Our mission is to connect policymakers, investors, and innovators with the trends driving China’s climate and energy landscape.
Thank you, and let’s track China’s path to net zero together.
Until next month,
The Net Zero Trend Team