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China Accelerates State-Led Energy Overhaul to Bolster Security

The move prioritizes energy security in response to global supply shocks from the Middle East war.

Overview

  • Xi Jinping ordered a faster buildout of a new national energy system, state TV reported.
  • His plan elevates hydropower and ecological protection and calls for a safe, orderly expansion of nuclear power.
  • China General Nuclear began building a solar thermal power plant in Tibet at 4,550 meters of elevation, according to state media.
  • Xi said coal remains the backbone of China’s power supply but reaffirmed a goal of clean, low‑carbon growth.
  • Analysts say China can better absorb oil price spikes because coal supplies more than half its energy and only about 5% of consumption transits the Strait of Hormuz.