Yarlung Zangbo hydropower dam project: transforming China's commodity markets and regional growth

Source: Mysteel Aug 14, 2025 10:30

On July 19, the Yarlung Zangbo Hydropower Dam project broke ground in Nyingchi, Tibet Autonomous Region, marking the start of an unprecedented infrastructure undertaking in China. Based on official statements and industry sources, the estimated construction timeline is 10 to 15 years, which places projected completion and full commercial operation between 2035 and 2040. With an investment of approximately RMB 1.2 trillion and planned capacity of 70-81 GW, triple that of the Three Gorges Dam, this initiative stands as a new benchmark for China's hydropower, commodity demand, and economic influence.

1. Driving Demand Across Multiple Industries In the early stages of construction, the project will primarily involve cement, construction materials, industrial explosives, and supporting transport infrastructure. According to public data, the installed capacity of the Yarlung Zangbo Hydropower Dam project is expected to reach 70-81 GW, equivalent to three Three