Letter from China: Energy security ambitions get a wake-up call
Widespread energy and electricity shortages over the past two months amid exceptionally cold weather serve as a bruising reality check
Beijing’s strategy for greater energy security via greater domestic production and reduced reliance on imports has rarely seemed so prescient, or so far from reality. Multiple provinces in the world’s biggest energy consumer have been grappling with crippling midwinter shortfalls of electricity, coal and natural gas, as demand during the critical period surged from an extended cold snap across much of northeast Asia. Nationwide blackouts—described as the worst in nearly a decade—were seen all the way from the economic powerhouse of Zhejiang province on the eastern seaboard, through the landlocked provinces of Hunan and Jiangxi, in central China, to the southern manufacturing hub of Guangdong
Also in this section
19 January 2026
Newfound optimism is emerging that a dormant exploration frontier could become a strategic energy play and—whisper it quietly—Europe’s next offshore opportunity
16 January 2026
The country’s global energy importance and domestic political fate are interlocked, highlighting its outsized oil and gas powers, and the heightened fallout risk
16 January 2026
The global maritime oil transport sector enters 2026 facing a rare convergence of crude oversupply, record newbuild deliveries and the potential easing of several geopolitical disruptions that have shaped trade flows since 2022
15 January 2026
Rebuilding industry, energy dominance and lower energy costs are key goals that remain at odds in 2026






