{"id":36316,"date":"2026-06-26T07:10:36","date_gmt":"2026-06-26T07:10:36","guid":{"rendered":"https:\/\/assetphysics.com\/?p=36316"},"modified":"2026-07-03T11:36:36","modified_gmt":"2026-07-03T11:36:36","slug":"china-risks-grid-reliability-challenges-as-renewables-ramp-up-says-globaldata","status":"publish","type":"post","link":"https:\/\/assetphysics.com\/de\/china-risks-grid-reliability-challenges-as-renewables-ramp-up-says-globaldata\/","title":{"rendered":"China risks grid reliability challenges as renewables ramp up, says GlobalData"},"content":{"rendered":"\n\t<section class=\"snk-section snk-section_xs\" >\n\t\t<div class=\"container container-xs\">\n\n\t\t\t\n\n\t\t\t\n\t\t\t\t<div class=\"row snk-textColumns\">\n\t\t\t\t\t\n\t\t\t\t\t\t<div class=\"col col-12 snk-textColumn\">\n\t\t\t\t\t\t\t<div class=\"snk-textBlock\">\n\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<p>China is witnessing a sweeping energy transformation as rapidly rising electricity demand, aging coal infrastructure, and international climate commitments converge. Renewables, led by solar PV, wind, and storage, along with nuclear power, are increasingly central to China&rsquo;s electricity future through 2030. Without strengthened grid flexibility, upgraded transmission capacity, and tighter regulatory coherence, China risks bottlenecks, curtailment, and reliability challenges, according to GlobalData ( , a leading intelligence and productivity platform.<\/p>\n\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t\t\n\t\t\t\t<\/div>\n\n\t\t\t\t\t\t\t\t\t<\/div>\n\t<\/section>\n\n\n\n\t<section class=\"snk-section snk-section_xs\" >\n\t\t<div class=\"container container-xs\">\n\n\t\t\t\n\n\t\t\t\n\t\t\t\t<div class=\"row snk-textColumns\">\n\t\t\t\t\t\n\t\t\t\t\t\t<div class=\"col col-12 snk-textColumn\">\n\t\t\t\t\t\t\t<div class=\"snk-textBlock\">\n\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<p><span data-olk-copy-source=\"MessageBody\">GlobalData\u2019s latest report, \u201c<\/span><a title=\"https:\/\/u7061146.ct.sendgrid.net\/ls\/click?upn=u001.gqh-2BaxUzlo7XKIuSly0rC502qyvSaH8suunkkct0v9mQHYoL1-2Bp6ahcv9DOa-2FFF0OfbPgMx3ox6uxsIo3jwD-2Fsgm-2FLznwrppm1EdN2kBf7zI7CWsXYYGr0YbG3mrWPOBLS6mZ0JY52nxDQs5b1kEHVrP6Xm07BnNC-2BicJv7A7GHEaKrGws-2Bc-2BLvNAoIWax-2Bo5eZLPqRddJ60DSE88IDSlQuUpvU8hYL9RuyVti0QPO67fitnxRA9xBDMWZ6tg5OJuICs_sq-2BlObBZTal7XxWb37cPgTFwcXr8ZCguLZqvjiU1XIrJqXSdhcCn0UOpsKHaO3s538mqkX-2FMALOrJxuKzuZ2PPhwYnF41pquVkIrSK9vwQHOnnyFlKIYVllbg6GG-2BpvYEfIxaRXf5yJ7RIzuyUSjW4uNUIAqh9-2FYMm3IWMqmt4M2ssThJZjAevqwnuHvCNFpHY-2FUdecP4JAtt77NQAtqh2TcjUOplpTdYse3VC4hT-2FH9naRK-2FEajVEtTzGIDdXJ01Eh9q0BUUsqG-2Bqzn0U2tZ9BFLK0ngCtsvS5Nby6K-2FjnUaivXqyTjEhfMvFy5wtw-2Bfy7TXoQyn1cJWRxAissRlA-3D-3D\" href=\"https:\/\/u7061146.ct.sendgrid.net\/ls\/click?upn=u001.gqh-2BaxUzlo7XKIuSly0rC502qyvSaH8suunkkct0v9mQHYoL1-2Bp6ahcv9DOa-2FFF0OfbPgMx3ox6uxsIo3jwD-2Fsgm-2FLznwrppm1EdN2kBf7zI7CWsXYYGr0YbG3mrWPOBLS6mZ0JY52nxDQs5b1kEHVrP6Xm07BnNC-2BicJv7A7GHEaKrGws-2Bc-2BLvNAoIWax-2Bo5eZLPqRddJ60DSE88IDSlQuUpvU8hYL9RuyVti0QPO67fitnxRA9xBDMWZ6tg5OJuICs_sq-2BlObBZTal7XxWb37cPgTFwcXr8ZCguLZqvjiU1XIrJqXSdhcCn0UOpsKHaO3s538mqkX-2FMALOrJxuKzuZ2PPhwYnF41pquVkIrSK9vwQHOnnyFlKIYVllbg6GG-2BpvYEfIxaRXf5yJ7RIzuyUSjW4uNUIAqh9-2FYMm3IWMqmt4M2ssThJZjAevqwnuHvCNFpHY-2FUdecP4JAtt77NQAtqh2TcjUOplpTdYse3VC4hT-2FH9naRK-2FEajVEtTzGIDdXJ01Eh9q0BUUsqG-2Bqzn0U2tZ9BFLK0ngCtsvS5Nby6K-2FjnUaivXqyTjEhfMvFy5wtw-2Bfy7TXoQyn1cJWRxAissRlA-3D-3D\" data-auth=\"NotApplicable\" data-linkindex=\"1\" target=\"_blank\" rel=\"noopener\"><u>China Power Market Trends and Analysis by Capacity, Generation, Transmission, Distribution, Regulations, Key Players and Forecast to 2035<\/u><\/a>,\u201d reveals that clean power capacity pipelines are expanding aggressively in the country, while coal\u2019s role is being repositioned from baseload toward backup. Solar and wind investment now dominate new construction and permitting, and ultra-high-voltage lines and storage. Grid constraints, however, persist without faster deployment of system-wide flexibility solutions.<\/p>\n\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t\t\n\t\t\t\t<\/div>\n\n\t\t\t\t\t\t\t\t\t<\/div>\n\t<\/section>\n\n\n\n\t<section class=\"snk-section snk-section_xs\" >\n\t\t<div class=\"container container-xs\">\n\n\t\t\t\n\n\t\t\t\n\t\t\t\t<div class=\"row snk-textColumns\">\n\t\t\t\t\t\n\t\t\t\t\t\t<div class=\"col col-12 snk-textColumn\">\n\t\t\t\t\t\t\t<div class=\"snk-textBlock\">\n\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<p><span data-olk-copy-source=\"MessageBody\">Attaurrahman Ojindaram Saibasan,\u00a0<\/span><a title=\"https:\/\/u7061146.ct.sendgrid.net\/ls\/click?upn=u001.gqh-2BaxUzlo7XKIuSly0rC502qyvSaH8suunkkct0v9lofDPNwrDGFYfP82zNrmbdL5ukIGRqZ5zNvkPM-2BwjfVluq40CchZ5flGcTIuyJ7-2B1j02tdOc7EOhDlyw4XnqeqlWi81dDGI585MixQma0caLFzswUqpLybdh6bn924TOO56VNrmKUiacb6JGRDh4w3p08-2FKWzHg-2FN-2B4rrb7mUgSj5OPN9xi9hL0EdrkEC3OC4z8ojw8WAM8yqetp0M1JZqGBcx_sq-2BlObBZTal7XxWb37cPgTFwcXr8ZCguLZqvjiU1XIrJqXSdhcCn0UOpsKHaO3s538mqkX-2FMALOrJxuKzuZ2PPhwYnF41pquVkIrSK9vwQHOnnyFlKIYVllbg6GG-2BpvYEfIxaRXf5yJ7RIzuyUSjW4uNUIAqh9-2FYMm3IWMqmt4M2ssThJZjAevqwnuHvCNFpHY-2FUdecP4JAtt77NQAtqh40tUk-2FXsQlCws1iXr413Mf-2Baa4wrGzg3zoVISTYfqpRBsQ9x30lfGpkxsHcbKAcCCeJUdPs3tVDi1rRj0b8RrtgMh9BcplxhbXY-2FdqnerLEJ210tSM2LprM5nPFCUAzzQ-3D-3D\" href=\"https:\/\/u7061146.ct.sendgrid.net\/ls\/click?upn=u001.gqh-2BaxUzlo7XKIuSly0rC502qyvSaH8suunkkct0v9lofDPNwrDGFYfP82zNrmbdL5ukIGRqZ5zNvkPM-2BwjfVluq40CchZ5flGcTIuyJ7-2B1j02tdOc7EOhDlyw4XnqeqlWi81dDGI585MixQma0caLFzswUqpLybdh6bn924TOO56VNrmKUiacb6JGRDh4w3p08-2FKWzHg-2FN-2B4rrb7mUgSj5OPN9xi9hL0EdrkEC3OC4z8ojw8WAM8yqetp0M1JZqGBcx_sq-2BlObBZTal7XxWb37cPgTFwcXr8ZCguLZqvjiU1XIrJqXSdhcCn0UOpsKHaO3s538mqkX-2FMALOrJxuKzuZ2PPhwYnF41pquVkIrSK9vwQHOnnyFlKIYVllbg6GG-2BpvYEfIxaRXf5yJ7RIzuyUSjW4uNUIAqh9-2FYMm3IWMqmt4M2ssThJZjAevqwnuHvCNFpHY-2FUdecP4JAtt77NQAtqh40tUk-2FXsQlCws1iXr413Mf-2Baa4wrGzg3zoVISTYfqpRBsQ9x30lfGpkxsHcbKAcCCeJUdPs3tVDi1rRj0b8RrtgMh9BcplxhbXY-2FdqnerLEJ210tSM2LprM5nPFCUAzzQ-3D-3D\" data-auth=\"NotApplicable\" data-linkindex=\"2\" target=\"_blank\" rel=\"noopener\"><u>Power<\/u><\/a>\u00a0Analyst at GlobalData, comments: \u201cChina is at a critical juncture: as the emissions peak approaches and demand surges across industrial, residential, and transport sectors, the structure of its power market, especially how it handles seasonal variation, long-distance transmission, and system balancing, will determine whether clean energy targets are met without compromising supply security.\u201d<\/p>\n\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t\t\n\t\t\t\t<\/div>\n\n\t\t\t\t\t\t\t\t\t<\/div>\n\t<\/section>\n\n\n\n\t<section class=\"snk-section snk-section_xs\" >\n\t\t<div class=\"container container-xs\">\n\n\t\t\t\n\n\t\t\t\n\t\t\t\t<div class=\"row snk-textColumns\">\n\t\t\t\t\t\n\t\t\t\t\t\t<div class=\"col col-12 snk-textColumn\">\n\t\t\t\t\t\t\t<div class=\"snk-textBlock\">\n\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<p>China has embedded ambitious non-fossil energy and emissions peaking targets within its national climate strategy, accelerating regulatory approvals and subsidy programs for renewable generation, energy storage, and efficient clean manufacturing. Under its Five-Year Plans, many newly approved renewable projects are now required to include co-located storage. Research and development (R&#038;D) and production standards for solar, wind, and battery systems are tightening, emphasizing efficiency and sustainability.<\/p>\n\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t\t\n\t\t\t\t<\/div>\n\n\t\t\t\t\t\t\t\t\t<\/div>\n\t<\/section>\n\n\n\n\t<section class=\"snk-section snk-section_xs\" >\n\t\t<div class=\"container container-xs\">\n\n\t\t\t\n\n\t\t\t\n\t\t\t\t<div class=\"row snk-textColumns\">\n\t\t\t\t\t\n\t\t\t\t\t\t<div class=\"col col-12 snk-textColumn\">\n\t\t\t\t\t\t\t<div class=\"snk-textBlock\">\n\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<p>Saibasan adds: &ldquo;Electricity demand is projected to grow strongly through 2030, driven by expanding industrial electrification, rising residential cooling\/heating loads, EV adoption, and burgeoning digital infrastructure.&rdquo;<\/p>\n\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t\t\n\t\t\t\t<\/div>\n\n\t\t\t\t\t\t\t\t\t<\/div>\n\t<\/section>\n\n\n\n\t<section class=\"snk-section snk-section_xs\" >\n\t\t<div class=\"container container-xs\">\n\n\t\t\t\n\n\t\t\t\n\t\t\t\t<div class=\"row snk-textColumns\">\n\t\t\t\t\t\n\t\t\t\t\t\t<div class=\"col col-12 snk-textColumn\">\n\t\t\t\t\t\t\t<div class=\"snk-textBlock\">\n\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<p>Grid congestion and renewable curtailment are becoming recurring issues, particularly in resource-rich western provinces where transmission capacity to demand centers lags behind the construction of solar and wind farms.<\/p>\n\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t\t\n\t\t\t\t<\/div>\n\n\t\t\t\t\t\t\t\t\t<\/div>\n\t<\/section>\n\n\n\n\t<section class=\"snk-section snk-section_xs\" >\n\t\t<div class=\"container container-xs\">\n\n\t\t\t\n\n\t\t\t\n\t\t\t\t<div class=\"row snk-textColumns\">\n\t\t\t\t\t\n\t\t\t\t\t\t<div class=\"col col-12 snk-textColumn\">\n\t\t\t\t\t\t\t<div class=\"snk-textBlock\">\n\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<p>Saibasan concludes: &ldquo;Regulatory fragmentation across national and provincial levels, overlapping authority, and inconsistent cost&dash;recovery treatment for transmission and ancillary services create uncertainty for investors and slow the roll&dash;out. Coal-fired plants continue to play essential backup roles during low&dash;renewable or adverse weather periods, but many plants are under-utilized or inflexible, making them ill-suited for the fast adjustments needed in a low-carbon energy system.&rdquo;<\/p>\n\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t\t\n\t\t\t\t<\/div>\n\n\t\t\t\t\t\t\t\t\t<\/div>\n\t<\/section>\n","protected":false},"excerpt":{"rendered":"<p>GlobalData warnt: Ohne mehr Flexibilit\u00e4t, Netzausbau und klare Regulierung drohen Chinas Stromnetz bei wachsendem Ausbau der Erneuerbaren Engp\u00e4sse und Abregelungen. Solar, Wind und Speicher wachsen stark, Kohle r\u00fcckt zur Reserve; \u00dcbertragungsl\u00fccken und Fragmentierung bremsen.<\/p>\n","protected":false},"author":395,"featured_media":36355,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"_co_authors":[],"footnotes":""},"categories":[37,24],"tags":[],"type_content":[170],"class_list":["post-36316","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-energy","category-markets","type_content-news"],"acf":{"homepage_featured_article":false},"_links":{"self":[{"href":"https:\/\/assetphysics.com\/de\/wp-json\/wp\/v2\/posts\/36316","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/assetphysics.com\/de\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/assetphysics.com\/de\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/assetphysics.com\/de\/wp-json\/wp\/v2\/users\/395"}],"replies":[{"embeddable":true,"href":"https:\/\/assetphysics.com\/de\/wp-json\/wp\/v2\/comments?post=36316"}],"version-history":[{"count":2,"href":"https:\/\/assetphysics.com\/de\/wp-json\/wp\/v2\/posts\/36316\/revisions"}],"predecessor-version":[{"id":36359,"href":"https:\/\/assetphysics.com\/de\/wp-json\/wp\/v2\/posts\/36316\/revisions\/36359"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/assetphysics.com\/de\/wp-json\/wp\/v2\/media\/36355"}],"wp:attachment":[{"href":"https:\/\/assetphysics.com\/de\/wp-json\/wp\/v2\/media?parent=36316"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/assetphysics.com\/de\/wp-json\/wp\/v2\/categories?post=36316"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/assetphysics.com\/de\/wp-json\/wp\/v2\/tags?post=36316"},{"taxonomy":"type_content","embeddable":true,"href":"https:\/\/assetphysics.com\/de\/wp-json\/wp\/v2\/type_content?post=36316"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}