China’s Waning Oil Thirst
China’s oil imports are showing signs of reaching a peak.
Beijing’s Uranium Edge
China has the upper hand in the battle for nuclear fuel but is on the hunt for more.
Anders Hove on China’s Energy Security
The analyst discusses the impact of the Ukraine war on China’s energy supply, how China has taken the lead in renewable energy and what effect...
Patrick Jenevein on Tangling with a State-Owned Chinese Giant
The businessman talks about his long history of investing and operating in China’s energy industry and being caught between the U.S. and Chinese systems.
How the ‘China Threat’ Could Help Preserve Biden’s Legacy
Invoking the challenge from the U.S.’s main rival could bolster support for investments begun over the last four years.
The Problem With “Overcapacity” in China’s Automotive Industry
The debate over China’s auto exports is bedeviled by narrow definitions and mis-measurement that risks encouraging the wrong policy response.
The Green Leap
From solar panels to electric vehicles, China dominates several of the technologies needed for the green energy transition. But can the U.S. find a way...
Black Prices for White Gold
China’s largest lithium producers have warned of losses this year despite expected strong demand for the key battery ingredient.
The Solar Flood
Chinese companies dominate the global solar industry, yet rising capacity has sent prices plummeting.
Chinese Battery Makers Get Solid Support
Braving the frigid cold of the Chinese winter last December, William Li, chief executive of Chinese automaker NIO, drove for 14 hours from Shanghai to...
The Great EV Glut
The new U.S. tariffs on Chinese-made EVs are both unprecedented and largely performative since Chinese EVs haven't yet penetrated the U.S. market. The European Union,...
Who’s Who in the EV Battery Supply Chain
More than any other country, China finds itself at the epicenter of the lithium-ion battery revolution.