China’s Energy and Carbon
Emissions Outlook to 2050
Nan Zhou, David Fridley, Michael McNeil, Nina Zheng,
Jing Ke, and Mark Levine
China Energy Group
Energy Analysis Department
Environmental Energy Technologies Division
Lawrence Berkeley National Laboratory
February 2011
This work was supported by the China Sustainable Energy Program of the
Energy Foundation through the U.S. Department of Energy under Contract
No. DE-AC02-05CH11231.
ERNEST ORLANDO LAWRENCE
BERKELEY NATIONAL LABORATORY
Disclaimer
This document was prepared as an account of work sponsored by the United States Government.
While this document is believed to contain correct information, neither the United States
Government nor any agency thereof, nor The Regents of the University of California, nor any of
their employees, makes any warranty, express or implied, or assumes any legal responsibility for
the accuracy, completeness, or usefulness of any information, apparatus, product, or process
disclosed, or represents that its use would not infringe privately owned rights. Reference herein to
any specific commercial product, process, or service by its trade name, trademark, manufacturer,
or otherwise, does not necessarily constitute or imply its endorsement, recommendation, or
favoring by the United States Government or any agency thereof, or The Regents of the University
of California. The views and opinions of authors expressed herein do not necessarily state or reflect
those of the United States Government or any agency thereof, or The Regents of the University of
California.
The Ernest Orlando Lawrence Berkeley National Laboratory is an equal opportunity employer.
i
Table of Contents
List of Tables .......................................................................................................... iii
List of Figures .......................................................................................................... iv
Abstract .................................................................................................................... vi
Executive Summary .............................................................................................. vii
Introduction .............................................................................................................. 1
Drivers of Energy Demand ..................................................................................... 2
Scenarios ......................................................................................................................................... 2
Continued Improvement Scenario (in energy and carbon intensity) .............................................. 2
Accelerated Improvement Scenario (in energy and carbon intensity) ............................................ 3
Continued Improvement with CCS Scenario .................................................................................... 3
Macro Economic Drivers ................................................................................................................. 4
Key Drivers ....................................................................................................................................... 4
Sensitivities ...................................................................................................................................... 5
Drivers of Residential Energy Demand ........................................................................................... 6
Key Drivers ...................................................................................................................................... 6
Sensitivities ...................................................................................................................................... 9
Drivers of Commercial Energy Demand ........................................................................................ 10
Key Drivers ..................................................................................................................................... 10
Sensitivities .................................................................................................................................... 13
Drivers of Industrial Energy Demand ............................................................................................ 14
Key Drivers ..................................................................................................................................... 14
Sensitivities .................................................................................................................................... 18
Drivers of Transportation Energy Demand ................................................................................... 19
Key Drivers ..................................................................................................................................... 19
Sensitivities .................................................................................................................................... 23
Drivers of Transformation Sector ................................................................................................. 24
Fossil Fuel Power Generation ........................................................................................................ 24
Non-Fossil Fuels and Renewables .................................................................................................. 26
Sensitivities .................................................................................................................................... 27
Drivers of Energy Extraction ......................................................................................................... 28
Coal Mining .................................................................................................................................... 28
Oil and Natural Gas Extraction ....................................................................................................... 29
ii
Coking ............................................................................................................................................ 30
Oil Refining ..................................................................................................................................... 31
Aggregated National Results ................................................................................. 32
Energy Consumption ..................................................................................................................... 32
Carbon Emissions .......................................................................................................................... 37
Coal ............................................................................................................................................... 41
Oil .................................................................................................................................................. 42
Electricity ....................................................................................................................................... 43
Sectoral Results ..................................................................................................... 43
Residential Buildings ..................................................................................................................... 43
Commercial Buildings ................................................................................................................... 45
Industry ......................................................................................................................................... 47
Transportation .............................................................................................................................. 49
Power Generation ......................................................................................................................... 55
Energy Extraction .......................................................................................................................... 58
Uncertainties ................................................................................................................................. 60
Assumptions behind Fossil Energy Supply Scenarios ........................................ 63
Coal ............................................................................................................................................... 63
Oil .................................................................................................................................................. 65
Natural Gas ................................................................................................................................... 65
Conclusions ............................................................................................................. 66
Acknowledgments .................................................................................................. 67
References ............................................................................................................... 68
iii
List of Tables
Table 1 Key Assumptions of Two Scenarios .................................................................................................. 3
Table 2 Key Macroeconomic Parameters for All Scenarios .......................................................................... 5
Table 3 Cement Production and Energy Use Scenario Assumptions .......................................................... 15
Table 4 Key Assumptions of Power Sector Scenarios ................................................................................. 27
Table 5 Sensitivity Analysis Scenarios ......................................................................................................... 60