Phyrex|May 20, 2026 10:00
I really can't understand why there are so many people criticizing the fact that China's structural power shortage is objectively explained.
In 2026, the National Energy Administration's own judgment is also "national balance, but some provinces in East China, Central China, and South China have tight peak demand", which is basically equivalent to the official recognition that it is not a total power shortage, but a regional and peak power shortage.
This is what the Chinese authorities said themselves. How did it turn into my own nonsense, or was it information from ten years ago, pretending to understand when I didn't understand?
Moreover, the Chinese government has also stated that due to the increasing demand for AI computing power, China has launched the "East West Computing" project to guide the rational layout of computing power facilities in areas rich in new energy resources. This not only indicates that the electricity demand in eastern China is more tight, but also hopes to shift power consuming households to the direction of abundant electricity in the west.
There are abundant scenic resources in the western, northern, and desert areas of China, but the main electricity demand is in the eastern, southern, coastal, and urban agglomerations. Having electricity in Xinjiang, Gansu, Qinghai, and Inner Mongolia does not mean that data centers, factories, and air conditioners in Shanghai, Guangdong, Zhejiang, and Jiangsu can be used immediately during peak hours.
Electricity is not a commodity inventory, it's not that there were too many shipments in the western region today, and tomorrow the eastern region can pick up the goods at will. It requires the coordination of transmission channels, substation capacity, distribution network carrying capacity, peak shaving power sources, energy storage, and electricity market dispatch.
Energy storage is not omnipotent. By the end of 2025, the scale of new energy storage in China has reached 136 million kilowatts/351 million kilowatt hours, with an average storage time of about 2.58 hours. This scale is already large, but it mainly solves short-term peak shaving, peak shaving and valley filling, and new energy fluctuations, rather than storing solar energy from summer noon for a long time until evening or winter, or unlimited allocation across provinces.
Simply put, 351 million kilowatt hours may seem large, but if we look at the possibility of the country's maximum load reaching 1.575 billion to 1.6 billion kilowatts by 2026, the total electricity generated by these new energy storage systems would theoretically only be equivalent to the national peak load of just over ten minutes. In reality, it is also constrained by energy storage distribution, grid connection location, call rules, discharge power, lifespan, and commercial benefits, so it cannot be understood as' China has energy storage, so electricity can be stored indefinitely '.
As for the statement 'can be sold to foreign countries', it is also very misleading. China does have cross-border power mutual assistance, such as the cumulative cross-border power mutual assistance between China and ASEAN in recent years exceeding 75 billion kilowatt hours. However, compared to China's annual electricity consumption of over 10 trillion kilowatt hours, this is not a scale that can change the national supply and demand structure.
China's power configuration is indeed very advanced, but it does not mean it is perfect. No matter how we talk about regional power shortages, they are not enough? Once again, this is not what I said, it is what the Chinese authorities said themselves, to curse at the National Energy Administration.
Original address: https://www.nea. (gov.cn)/20260427/09f3dbc015664a74b9cbe2444c4891bf/c.html
It's like having a mental illness!
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