From Words to Watts: How Green-Oriented Policy Narratives Affect Urban Energy Intensity

Reducing energy intensity is critical for combating climate change, yet current progress remains insufficient to meet international targets. Green-oriented policy narratives hold significant potential for mitigating energy intensity, but existing research lacks regional-level quantitative analysis. This study examines how green-oriented policy narratives influence urban energy intensity. We analyze textual data from Chinese provincial Party newspapers using large language models and LDA topic modeling to measure narrative-related variables, then combine these measures with panel data from 288 Chinese cities spanning 2010–2022. The findings reveal that green-oriented policy narrative exposure significantly reduces urban energy intensity through promoting green credit development and stimulating green innovation, with the negative effect strengthening as the prominence of the public and narrativity of narratives increase. Heterogeneity analysis further shows that narrative effectiveness is amplified in cities with higher internet penetration and marketization levels. This study broadens research on energy intensity determinants beyond traditional policy instruments, extends green-oriented narrative effects from the micro to macro level, and offers insights for leveraging narratives and contextual conditions to promote energy conservation.