Changjiang County Advances 6.2 GW Offshore Wind, Nuclear Expansion and Rare Earth Materials Hub

Highlights

• Changjiang Li Autonomous County is building clean energy, green computing, and advanced materials as three industrial pillars through 2030.
• The Chenguang Rare Earth New Materials project, acquired by Shenghe Resources, anchors a shift from primary to higher-value rare earth processing.
• Nuclear Units 3 and 4 are set for operation, with Units 5 and 6 under construction, alongside 6.2 GW of planned offshore wind capacity.
• Officials expect clean energy to exceed 60% of Hainan's electricity consumption by end of China's 15th Five-Year Plan in 2030.
• REEx analysts warn the West risks losing the industrial competition if mines, power, processing, and customers develop on separate timelines.