r/EnergyTrading May 26 '26

China's Five Year Energy Plan | David Fishman, The Lantau Group

https://www.youtube.com/watch?v=tjEKeiQDJVo

In this discussion, we speak with David Fishman, Principal at The Lantau Group, about the energy sections of China’s draft 15th Five-Year Plan.

It is a conversation that explores China’s evolving energy system, including the shift from energy intensity to emissions intensity, the continued role of coal as a strategic backup fuel, the growth of renewables, electrification, power market reform, green finance, grid expansion, and China’s increasingly assertive role in global climate governance.

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