China’s New Green Energy Targets for Industry
China has set ambitious green energy targets for steel, cement, and polysilicon industries. The National Development and Reform Commission announced that by 2025 and 2026, these sectors must meet 25% to 70% of their energy demand with renewable sources. This follows the 2024 focus on electrolytic aluminum, signaling broader industrial decarbonization. These targets align with China’s growing solar and wind energy capacity, aiming to increase renewable energy consumption nationwide.
Renewable Energy Growth and Policy Impact
China’s provinces must also reach 10.7% to 30% renewable energy use in 2025, rising slightly by 2026, excluding hydropower. The renewable sector experienced a surge in installations in early 2025, driven by policy expectations and government support speculation. By May, China’s installed renewable capacity surpassed 2.09 billion kW, doubling previous targets. Currently, green energy accounts for one-third of the country’s electricity consumption, highlighting rapid progress.
SuperMetalPrice Commentary:
China’s expanded green energy mandates mark a decisive step toward industrial decarbonization. Including steel, cement, and polysilicon industries in renewable consumption and emissions trading signals strong regulatory commitment. This shift will pressure global supply chains and metal markets, especially as China tightens carbon credit requirements. Investors and stakeholders must watch how these policies influence pricing, production costs, and sustainability strategies worldwide.
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