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Key developments
Several dead as record rainfall hit several provinces
DEADLY DOWNPOUR: Multiple rounds of heavy rainfall have hit central and eastern China, with Agence France-Presse reporting that at least 25 people were killed in the first round, which affected provinces including Guangxi, Guizhou, Hunan and Hubei. Shortly afterwards, nine people died in south-western Chongqing province, reported finance news outlet Caixin , after receiving “nearly 300mm of rain in just two hours, a deluge local residents described as the worst in more than 60 years”. The government has dedicated 280m yuan ($41m) to support affected provinces, reported state news agency Xinhua. The Communist party-backed newspaper China Youth Daily reported that more than 20 provinces have been affected so far, with rains expected to continue throughout June.
CLIMATE CONTRIBUTION: National rainfall over 11-23 May was 46% higher than the seasonal norm, said Xinhua . Nearly 500 weather stations nationwide have logged record rainfall levels, according to state-sponsored newspaper Guangming Daily . The rains were described as “quite unusual”, according to Xinhua , with the National Climate Centre’s chief forecaster Gao Hui telling the agency that the heavy rains were caused by a combination of factors. These included a convergence of several climate systems carrying in strong flows of moisture from nearby marine regions, as well as “rapid global warming, compounded by a fast-developing El Niño” increasing the atmosphere’s moisture content.
The EU ‘overcapacity’ debate
‘CONCERNS’ REGISTERED: The EU will debate proposals in June to “step up efforts” to reduce economic reliance on China and protect its industries, including “safeguard investigations” for at-risk sectors and an “overcapacity instrument”, reported Politico . Finance news outlet Yicai said China in turn has registered its “concerns” with the World Trade Organization over the EU’s Industrial Accelerator Act (IAA), which includes local content requirements for industries including clean-energy technologies.
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PATIENCE ‘WEARING THIN’: A report by the Hong Kong-based South China Morning Post cited “some observers” as saying a trade war characterised by the EU “clos[ing] its market down to Chinese imports” may be the “only” way in which the EU can get China to fully engage with its concerns. A China Daily editorial states that China’s “patience” over the EU’s “politicisation and over-securitisation of trade and economic issues” is “wearing thin”. An editorial in the state-supporting Global Times says “erecting higher trade barriers” against Chinese cleantech is “clearly unwise”, given the Iran conflict, adding: “China will never sit idly by while the EU unreasonably suppresses Chinese companies.”
MISSING AGREEMENTS: Meanwhile, Bloomberg covered US president Donald Trump’s claims that his counterpart Xi Jinping “likes the idea of buying more US oil”, following Trump’s state visit to China. [None of the Chinese government readouts or press briefings covering trade outcomes have mentioned any energy agreements so far.] Similarly, the “Kremlin said…a general understanding” had been reached on the Power of Siberia 2 gas pipeline following Russian president Vladimir Putin’s visit to China, according to Reuters , but that there was “no mention of any oil and gas deals among documents signed” during his meeting with Xi. A joint statement published by China’s Ministry of Foreign Affairs said China and Russia will “deepen” cooperation around oil and gas, coal, nuclear and renewable energy, adding that they will “strengthen cooperation in addressing climate change”.
Coal-power generation rose in April
‘INFLEXIBLE’ COAL: Thermal power generation in China “grew for a fourth straight month in April”, rising 3.1% year-on-year in the face of reduced wind and nuclear generation, reported Bloomberg . “Unfavorable weather” was not the only reason for weaker clean-energy generation, wrote Centre for Research on Energy and Clean Air lead analyst Lauri Myllyvirta on Bluesky , with “grid congestion due to inflexible operation of coal plants and transmission lines” also a factor. Separately, research by Global Energy Monitor found that Chinese coal-plant developers “requested approval for 51 gigawatts (GW)” of new capacity in January-March 2026, reported Bloomberg .
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SOLAR SLOWDOWN: Total power demand grew 6% year-on-year in April, according to Xinhua . Total capacity rose 14% by the end of April, reported energy news outlet International Energy Net , with China’s total solar-power capac…
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