China's Coal-to-Gas Industry Set to Triple by 2030, Rystad Says

AI Summary

China is set to triple its coal-to-gas (CTG) industry by 2030 as part of its 15th Five-Year Plan, aiming to build a strategic buffer against geopolitical supply shocks. This large-scale synthetic gas production from coal is unique globally and strengthens China's domestic energy security.

As nations race to cut import exposure to geopolitical tensions, China is building the world’s only large-scale coal-to-gas (CTG) industry as a strategic buffer against supply shocks. No other country has developed synthetic gas from coal at any meaningful scale. China’s 15th Five-Year Plan, covering 2026 to 2030, strengthens CTG’s role in its domestic supply architecture, signaling a move from consideration to active execution. Rystad Energy estimates China’s CTG capacity is on track to reach 9.4 billion cubic meters (Bcm)…