Comment by seanmcdirmid
1 day ago
HVCD Was supposed to be the answer for china’s big renewable energy surplus out west while most of its energy needs are in the east, but for some reason it hasn’t worked out so they are leaning on nuclear and coal more for eastern power needs. I guess when the imbalance is huge, it’s not that easy. They could move more manufacturing out west, and I think they are doing that to a point, but water supply becomes an issue at that point (and it will always be easier to move energy than water!). Still, I wonder if we will see the rise of cities like Lanzhou that have cheap electricity, the same thing happened for Seattle and aluminum smelting via cheap hydro power (also why boeing started there)
They don’t invest in gas much because they have to import it all, though it will be a long time before they use electricity for cooking as opposed to natural gas or propane.
UHVDC is progress is "fine", I think utilization is 60-70%, ideally it would be 80-90% but hurdles now mostly political, many central govs still want to prop up local coal, so new policies on national unified electric / spot market by 2026. Current UHVDC capacity is ~150GW, utilization around ~100GW, PRC peak demand ~1000GW, i.e. UHVDC transmitting like 10% national power, could be 15%. Rollout for next 10 years is to hit ~25%, something like 300GW (70-80% from western renewables), assuming peak power demand grows to peak 1200-1500GW. But this is based on outdated 14th 5-year plan projections (~2021), PRC currently on trend to 1800-2000GW peak. Don't know if there's new policies to scale UHVCD accordingly.
This seems to be quite far from reality?
Nuclear power is a minuscule part of the Chinese grid. 4.4% and shrinking and with their recent number of construction starts will likely land on ~2% of the grid mix.
Their coal usage has started to shrink.
How can they lean on technologies they have started to replace with renewables and storage?
UHV (both AC and DC) has worked out as planned in China, so much so that there's still more under construction today and scheduled for the future.
It seems premature to write that all off given it's ongoing.
Nuclear is also expanding as planned, as a small percentage of renewable power, and China's coal use is peaking and starting to level and planned to fall in the short term future.
The interesting nuclear project to watch in china is their third generation salt reactors .. their small pilot has been running for a whilke, their second gen is completed (?) and starting to return data at the next scale up, and the third generation plant is in the initial construction phase (to be modified on the fly as results come back from the pilot and second gen plant.
https://en.wikipedia.org/wiki/Ultra-high-voltage_electricity...