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David Fishman Profile picture
@pretentiouswhat
Jun 20, 2021 • 18 tweets • 5 min read • Read on X
Hi! I often tweet long threads about China's energy sector, mostly grid, renewables, and nuclear.

This is a master collection of my favorites, from oldest to newest.

I will add more as they are created and remove oudated ones.
1. The messy recent history of China's nuclear power industry:

2. A summary of China's regional power grids and dispatch model:

3. A discussion of China's renewable power subsidies and tariff structure:

4. A pretty nerdy and niche summary of how engineers design nuclear power plants to be safe from airplane strikes.

5. An introduction to China's UHV transmission network:

6. China's power shortages in December 2020: Translation of Caixin article + commentary.

7. A short thread about barriers to increased Chinese RE investment in BRI:

(was hoping to expand on this, but my project's funding was yanked and I started doing other things).

8. Everything you wanted to know about nuclear waste:

9. A short thread about the competitiveness of Chinese nuclear exports:

10. Helping out a confused man who didn't know much about nuclear power or China:

(got myself blocked for my efforts)
11. A thead about pumped hydropower storage in China:

12. A history of renewable energy Feed-in-Tariffs in China.

13. Why the Fukushima wastewater release really isn't that big of a deal:

14. Commentary on new RE consumption quotas for Chinese provinces in 2021:

15. A commentary on the Taishan radioactivity release alarmism:

16. Translation/commentary of the subsequent NNSA press release re: Taishan

17. A commentary on Guangdong's new direct power purchase rules for Renewable Energy - important for corporates.

• • •

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More from @pretentiouswhat

David Fishman Profile picture
Apr 26
Ghana and China ink a deal for China National Nuclear Company (CNNC) to supply an HPR1000 reactor to Ghana (!)

I knew this was working in the background, but I guess I never really expected it to happen for real...

Great news for both countries.

A 🧵

energynewsafrica.com/ghana-signs-de…
I've been tracking Ghana's progress towards building a civil nuclear power sector for a few years now.

By 2021, they'd operated a miniature neutron source reactor for many years and had also established a long working history with CNNC.

By 2022, President Akufo-Addo officially declared nuclear would be part of the Ghanaian energy mix, and domestic media reported site selection was underway, with 4 potential sites being considered.

gna.org.gh/2022/08/presid…
Read 14 tweets
David Fishman Profile picture
Apr 20
I translated this post and sent it to a friend here in China working at a company that builds industrial rooftop solar projects.

His reactions were interesting and illuminating as to the relative market state of solar power installations in the USA vs. China here in 2024...
Me: "See this picture? I found it online, from a rooftop solar installation in the United States. The turnkey cost was 610,000 USD. I guess there are about 1000 panels here, at 380W. What do you think?"

Him: "I think the math has some problem. That number can't be right."
Me: "Oh really...? Let me count again". *a minute later* "No, it's exactly 1002 panels.

Him: "That implies 1.6 USD/W. Perhaps American costs are a little higher than ours, but that's really too high. Assuming an exchange rate of 7.24:1, in China we are currently at 0.6 USD/W."
Read 11 tweets
David Fishman Profile picture
Apr 17
This is a massive discrepancy - over 45 TWh of "missing" generation betweenChinese power generation stats and the power consumption stats.

I asked around and found the answer - but it was also something I wasn't aware of myself, so I learned something in the process...
Short 🧵
Previously, my understanding had been that National Bureau of Statistics powergen data (reported monthly) excludes distributed generation (like rooftop solar) because they report facilities "at-scale" 规模以上, meaning installations of 6MW or larger.

Actually this is wrong.
The NBS definition of "at scale" is actually "all businesses with revenues of 20M CNY or larger".

Tha China Electricity Council (CEC) is the organization that uses the definition of 6MW of larger for "at-scale".

So the NBS cutoff point is MUCH higher than the CEC cutoff point. Image
Read 10 tweets
David Fishman Profile picture
Apr 16
Rather than me just saying "lmao Noah's a dope", (which believe me, is always my first instinct) let us make this into a learning opportunity and take a detailed look at the thing he has misidentified as a government-run social credit system: Alipay's Zhima Credit platform.

🧵
So yes, that was a screenshot of his friend's Zhima Credit score (aka Sesame Credit) within Alipay.

Alipay, the financial transactions platform developed by Alibaba, is one of the two largest digital payment platforms in China (the other one is WeChat Pay, developed by Tencent). Image
Alipay assigns its users a credit score based on their history of transactions and behavior within its payment ecosystem.

This score is used the same way a credit score is used by financial institutions in the rest of the world: to assess users' creditworthiness or lending risk.
Read 22 tweets
David Fishman Profile picture
Apr 1
An influential Chinese think tank: "Energy Security and New Strategies Institute" (operated by state-owned China Energy Media Group) published its 2024 power report, a comprehensive summary of 2023 data.

I've pulled out some of their key items and added very brief comments 🧵
A note before I begin: I know a lot has been written about 2023 already...most of this isn't new.

It's all good stuff, but I'm mostly writing this to have a handy place on Twitter to store these facts, if anyone (including me) wants to reference them again later this year...
Okay. 2023 China Annual Power Data:

- Power generation increased 6.9% YoY (nice)

- Installed capacity of renewables hit 1450 GW, exceeding the installed capacity of thermal power
(a meaningless milestone)

- Renewable energy met 30% of power consumption (a big milestone)
Read 21 tweets
David Fishman Profile picture
Mar 26
A juicy solar scandal is unfolding in Hubei, as reported by CCTV.

Their investigation reveals a large solar PV + agriculture farm in Anlu City, Hubei was likely built on "Prime Farmland" (基本农田).

This land is supposed to be reserved for food production.

(ht @crushspread) Image
The CCTV Caijing Investigations report is titled:

"Exposed by CCTV! Spending 8 million RMB to Develop High-Standard Farmland, Two Years Later Converted to Solar PV; Rice Yield Plummets!"

It's honestly some of the best stuff I've ever seen on CCTV.

news.cctv.com/2024/03/25/ART…
To understand why this is a big deal, you have to appreciate the fundamental sensitivities around food security and rural land development in China.

Certain types of land are absolutely forbidden to be developed for industrial purposes and must be preserved for food production. Image
Read 21 tweets

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