The energy industry went through an “earthquake” last week, as Beijing reshuffled six top executive positions in five state-owned energy utilities. The headman of State Grid Company of China (SGCC) …
Last week I had the privilege to moderate a panel discussion for DNV GL’s Energy Transition Outlook 2019 (ETO19). There are two conclusions (out of hundreds) in the report that …
Risks in China’s Hydrogen Boom: Bullish Local Plans VS. Unclear National Policy Read Full Article »
Energy Applications of Rare Earth Rare earth is a group of 17 minerals that critical to multiple high-tech areas. It is highly relevant in several energy sectors: in wind: the …
Is Rare Earth a Real Chokepoint? — Trade War’s Energy Impact Read Full Article »
Key Take Away This Week: The trade war will cut off US LNG from the Chinese market—a “must-win” market in the future. But for both sides, the near-term effect is …
Trade War on Energy: Long-Term Changes in the LNG Market Read Full Article »
Key Take Away This Week: the 2019 foreign investment catalog did not make significant changes regarding renewable investment upstream material and mining sectors were further opened to foreign investment, of …
Key Take Away This Week: China lifts foreign investment bans in several critical energy sectors which used to be controlled by state-owned monopolies. A key sector embracing foreign investment liberation …
China Opens up More Energy Business for Foreign Investment: What & Why Read Full Article »
Energy Iceberg: CA Weekly News Intake and Analysis China’s power industry is now in agony. Bankruptcy, stranded assets, and high debt ratio now haunt the power utilities, but these are …
Coal Will be Further Pushed out in China Read Full Article »
The wind of change seems unstoppable Last week I had the honor to moderate two panels during Singapore International Energy Week—one during Annual Asia Wind Energy Conference and the other …
Asia’s Collective Move to Renewable, and the Long Goodbye to Nuclear Read Full Article »
China is facing a potential financial crisis. For anyone who is following the country’s economic development, this is hardly any surprising news. Systematic Risks Beijing knows for years that there …
Chinese Energy Sector under “Deleveraging” Read Full Article »
The future shape of several crucial energy sectors in China may have been changed, as the US-China trade war gradually rolls out. “It is unlikely that there will be any …
