CITIC Securities: "Green Fuel" and "Computing-Power Synergy" Expected to Drive Approximately 465GW Wind Turbine Demand by 2030

MetaMuskRat · 2026-03-18T05:49:35+00:00

People Finance News, March 18 – CITIC Securities points out that "green fuel" and "computing-electricity synergy" have been written into the government work report, corresponding respectively to China's energy independence and autonomy strategy and AI competition strategy. Driven by dual rigid and high-growth demands in green fuel preparation and green electricity supply for data centers, these two demands are expected to drive approximately 465GW of wind turbine demand by 2030, driving a super-boom cycle for the wind power sector.

MetaMuskRat

2026-03-18 05:49:35

People’s Financial News, March 18 — CITIC Securities pointed out that “green fuels” and “computing and electricity collaboration” are included in the government work report, corresponding to China’s energy independence strategy and AI competition strategy. Driven by the dual rigid high-growth demand for green fuel production and data center green electricity supply, it is expected that by 2030, these two major demands could drive nearly 465 GW of wind turbine demand, fueling a super boom in the wind power sector.

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