Yan Qin
@yanqin.bsky.social
Carbon analyst at ClearBlue Markets, Research Associate at OIES, China energy analyst living in Oslo 🇳🇴, 🇨🇦🇳🇱 |EnergyTransition•SustainableFuels•SupplyChain #carbonsky #energysky
The expiry of Dec-25 options on 10th has pinned price to a narrow range lately.
Next week will see the expiry of Dec-25 futures on Monday: year-end rollingover of positions ends.
The holiday break for daily auctions starts from Tuesday, injecting support.
Next week will see the expiry of Dec-25 futures on Monday: year-end rollingover of positions ends.
The holiday break for daily auctions starts from Tuesday, injecting support.
December 12, 2025 at 8:30 AM
The expiry of Dec-25 options on 10th has pinned price to a narrow range lately.
Next week will see the expiry of Dec-25 futures on Monday: year-end rollingover of positions ends.
The holiday break for daily auctions starts from Tuesday, injecting support.
Next week will see the expiry of Dec-25 futures on Monday: year-end rollingover of positions ends.
The holiday break for daily auctions starts from Tuesday, injecting support.
Link to story: www.wsj.com/tech/china-a...
China’s AI Power Play: Cheap Electricity From World’s Biggest Grid
Government push for power supremacy transforms Inner Mongolia. Tech leaders worry about a U.S.-China “electron gap.”
www.wsj.com
December 11, 2025 at 1:09 PM
Link to story: www.wsj.com/tech/china-a...
more in Xinhua news: www.news.cn/politics/lea...
中央经济工作会议在北京举行 习近平发表重要讲话-新华网
中央经济工作会议在北京举行 习近平发表重要讲话-会议强调，做好明年经济工作，要以习近平新时代中国特色社会主义思想为指导，深入贯彻党的二十大和二十届历次全会精神，完整准确全面贯彻新发展理念，加快构建新发展格局，着力推动高质量发展，坚持稳中求进工作总基调，更好统筹国内经济工作和国际经贸斗争，更好统筹发展和安全，实施更加积极有为的宏观政策，增强政策前瞻性针对性协同性，持续扩大内需、优化供给，做优增量、盘...
www.news.cn
December 11, 2025 at 10:44 AM
more in Xinhua news: www.news.cn/politics/lea...
They are in the process of transiting to EAF :) 💫 EU CBAM has certainly played a role
December 10, 2025 at 11:13 PM
They are in the process of transiting to EAF :) 💫 EU CBAM has certainly played a role
Yes, the aluminium facilities in west Sichuan/Yunnan province located near hydro power plants have quite low co2 intensity for their electricity consumption. The default values are punitive to be 0.605.
however, indirect emissions of Alu are not yet covered in CBAM.
however, indirect emissions of Alu are not yet covered in CBAM.
December 10, 2025 at 10:49 PM
Yes, the aluminium facilities in west Sichuan/Yunnan province located near hydro power plants have quite low co2 intensity for their electricity consumption. The default values are punitive to be 0.605.
however, indirect emissions of Alu are not yet covered in CBAM.
however, indirect emissions of Alu are not yet covered in CBAM.
entire steel production process, from vessels carrying iron ore in Brazil to the ferry in inland river to the furnaces, to the end product, all LIVE... the control room can click into 4 layers and find instructions of each part of the machinery.
December 10, 2025 at 10:46 PM
entire steel production process, from vessels carrying iron ore in Brazil to the ferry in inland river to the furnaces, to the end product, all LIVE... the control room can click into 4 layers and find instructions of each part of the machinery.
During my visits to various steel and aluminium production sites in China this October, I had extensive discussions with local operators about the looming reality of the EU CBAM. We talked about CO2 data, decarbonization, and moving toward rigorous, actual emissions tracking.
December 10, 2025 at 10:00 PM
During my visits to various steel and aluminium production sites in China this October, I had extensive discussions with local operators about the looming reality of the EU CBAM. We talked about CO2 data, decarbonization, and moving toward rigorous, actual emissions tracking.
www.cti-cert.com
December 1, 2025 at 3:36 PM
Chart of Monthly solar additions 2024/2025 via PV-perspective
https://mp.weixin.qq.com/s/pgez7qjEInVghzQnE34CNw
https://mp.weixin.qq.com/s/pgez7qjEInVghzQnE34CNw
November 24, 2025 at 7:43 AM
Chart of Monthly solar additions 2024/2025 via PV-perspective
https://mp.weixin.qq.com/s/pgez7qjEInVghzQnE34CNw
https://mp.weixin.qq.com/s/pgez7qjEInVghzQnE34CNw
NEA Data
www.nea.gov.cn/20251121/6f2...
Expert attributed to the 10.4% growth in October month to early cold spell in north/extended hot weather in south, 8-day national day-mid-autumn holiday boosting consumption
www.nea.gov.cn/20251121/6f2...
Expert attributed to the 10.4% growth in October month to early cold spell in north/extended hot weather in south, 8-day national day-mid-autumn holiday boosting consumption
2025年10月份全社会用电量同比增长10.4%---国家能源局
国家能源网
www.nea.gov.cn
November 21, 2025 at 12:14 PM
NEA Data
www.nea.gov.cn/20251121/6f2...
Expert attributed to the 10.4% growth in October month to early cold spell in north/extended hot weather in south, 8-day national day-mid-autumn holiday boosting consumption
www.nea.gov.cn/20251121/6f2...
Expert attributed to the 10.4% growth in October month to early cold spell in north/extended hot weather in south, 8-day national day-mid-autumn holiday boosting consumption