For weeks now, a power crunch caused by a record heat wave and accompanying drought has wreaked havoc across Sichuan, a province home to 80 million people in southwestern China.
It's dimmed skyscrapers, shut factories, darkened subways, and plunged homes and offices into rolling blackouts, forcing air conditioning to be unplugged — and killed thousands of poultry and fish at farms hit by electricity cuts.
The impact has been felt far and wide, from the neighboring mega city of Chongqing and the eastern provinces along the Yangtze River to the financial hub of Shanghai — where the iconic skyline went dark this week to save energy.
In a country that prides itself on economic growth and stability, the acute power shortage has come as a shock to residents who in recent decades have grown used to improved living conditions and infrastructure.
To many, extended power cuts revive memories of the distant past — a bygone era before China's economic rise ushered in its glitzy metropolises and lifted millions out of poverty.
And now, climate change is threatening to disrupt that sense of security and economic growth.
The ongoing heat wave is the worst China has seen since records began more than 60 years ago. It has stretched over 70 days, sweeping through large swathes of the country and smashing temperature records at hundreds of weather stations.
The sheer size of China's economy and population means any major disruption to its power supply can cause massive loss and suffering.
"These so-called extreme weather events will have more impact on our lives and electricity supply," said Li Shuo, climate adviser with Greenpeace in Beijing. "And perhaps we all need to reconsider whether these extreme events will become the new normal."
Experts say the Sichuan power crunch is an example that China's energy system is far less robust than it needs to be to face the growing challenges from climate change.
Some believe the industry is heading in the right direction toward reform, while others worry it will turn to building more coal-fired power plants to secure energy supply — and risk undermining China's pledges to reach peak carbon by 2030 and carbon neutrality by 2060.
How did the power crunch happen?
Located along the upper reaches of the Yangtze, China's longest and largest river, Sichuan is famous for its rich water resources and relies mostly on hydropower.
Amid scorching temperatures and a prolonged drought, reservoirs across Sichuan are drying up — crippling the hydropower stations that account for nearly 80% of the province's power generation capacity.
This month, Sichuan has seen its hydroelectricity capacity plunge by 50%, according to the state grid. Meanwhile, the unrelenting heat wave has pushed power demand to unprecedented highs, as residents and businesses blast their air conditioning to stay cool.
"China's electricity demand has been incredibly flat in the past, because so much of it has come from the industry, not from households or services. Now with air conditioning becoming more common, the demand is becoming higher," said Lauri Myllyvirta, lead analyst at the Centre for Research on Energy and Clean Air in Helsinki, Finland (CREA).
"At the same time, rains are becoming more errant. Heavy rains and periods of drought make hydropower much less reliable as a source of available capacity during those peaks."
To make matters worse, Sichuan is traditionally a huge exporter of power during the rainy season, sending about a third of its hydropower generation to provinces in eastern China, according to David Fishman, an analyst on Chinese energy at consultancy The Lantau Group.
Despite its crippled power generation capacity, Sichuan must still honor its export contracts with other provinces, which Fishman said could "be really hard to get out of."
"But even if they could, the generating facilities in Sichuan were built to export power to the east coast," he said. "They don't really have great connectivity to the rest of the Sichuan grid. They were never intended to serve Sichuan power consumption needs."
'Quenching a thirst with poison'
To ease the energy crunch, Sichuan is firing up its coal power plants, raising concerns among environmentalists about the potential increase in greenhouse gas emissions.
Sichuan Guang'an Power Generation, the region's biggest coal-fired power plant, has been operating at full capacity for 21 consecutive days. Its electricity generation for August is expected to jump 313% from a year earlier, the company said.
The province is also mining more coal. Sichuan Coal Industry Group, its largest coal miner, has more than doubled its thermal coal production since mid-August. And last week, Sichuan opened its first national coal reserve.
Nationwide, the daily consumption of coal at power plants was up 15% in the first two weeks of August compared with the same period last year, according to the National Development and Reform Commission.
Last week, Chinese vice-premier Han Zheng said the government would step up support for coal plants to ensure stable power supply.
While the jump in coal consumption is likely a temporary fix, Li, the Greenpeace adviser, feared the hydropower crisis could be used by coal interest groups to lobby for more coal plants.
"There is a possibility that power shortages caused by future extreme weather events might become a new motivation for China to approve more (coal-fired power) projects," he said.
Last year, after a coal shortage caused a series of power outages across China, the government began to signal a renewed focus on "energy security." By the last quarter of the year, new-approved coal capacity surged back, especially in state-owned enterprises, Greenpeace said in a report published last month.
In the first quarter of this year, provincial governments approved plans to add a total of 8.63 gigawatts of new coal power plants, nearly half the amount seen in all of 2021, according to the report.
"Energy security has become a sort of code word for coal, rather than for reliable supply of energy," the report said.
Yu Aiqun, China researcher at Global Energy Monitor, likened turning to coal — the largest cause of global warming — for energy security to "quenching a thirst with poison."
"China has an obsession with coal power — there is a very strong sense of dependence. Whenever an energy problem occurs, it always tries to seek answer from coal power ...This is running in the opposite direction from its climate goals," she said.
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