The national energy strategy of China has been shifting, amid geopolitical and global market changes that define 2020–including the trade war and the coronavirus outbreak. Last week, the country’s energy …
China’s Energy Strategy 2020: Shifting Focus & Future Directions Read Full Article »
China last week kicked off the belated annual political gathering “Two Sessions”–meetings of the country’s top legislature and political advisory board National People’s Congress (NPC) and Chinese People’s Political Consultative …
Two Sessions 2020 – Clean Energy Policy Review Read Full Article »
In China, the development of new energy appears to be indifferent to the recent global oil price slump, although there are much more nuances on the matter. We examine the …
The Oil Price Slump’s Impacts on Chinese Clean Energy Sectors Read Full Article »
China kicks off a “New Infrastructure” investment stimulation strategy to combat the looming economic downturn. If you have not heard of the buzzword “new infrastructure” before, you will hear about …
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 »
