China’s coal-fired electricity generation took an unexpectedly sharp turn downward in the first quarter of 2025, signaling a potentially profound shift in the world’s largest coal-consuming economy. This wasn’t merely a seasonal dip or economic distress signal; rather, it represented a clear and structural turning point. Coal generation fell by … [continued]
Imagine a future scenario unfolding through 2025, where global semiconductor alliances—long carefully coordinated by the United States—begin to fracture dramatically. This speculative future doesn’t hinge on new technological breakthroughs or sudden security crises, but instead arises from political and economic miscalculations by an increasingly isolated and confrontational United States. The … [continued]
A gigantic 2-gigawatt agrivoltaic project in China will generate clean power while restoring vegetation in a desert.
The world is in the middle of a structural reset—one where global capital can no longer pretend geopolitics, climate, and industrial policy are background noise. From liquefied gas to lithium, from advanced chips to artificial intelligence, the foundations of the global economy are now strategic terrain. It’s in this moment—when … [continued]
China has just suspended all LNG imports from the United States. No warning, no phasedown, just an apparent state directive that Chinese buyers, including the national oil companies, were no longer to sign, lift, or receive U.S. liquefied natural gas. The decision comes in the wake of a rapidly escalating … [continued]
China has begun a major crackdown on autonomous driving claims following a deadly crash that killed three people in March.
A COMAC C919 rolls to the end of the runway at Shanghai Pudong, a clean-lined aircraft shimmering in the haze as ground crews finish their checks. In the background, a row of pristine Boeing 737 MAX aircraft sit unused, tails high, their future uncertain. The scene is an imagined one, … [continued]
China has begun testing V2G technology on a large scale. What it learns could have implications that apply to other nations.
The global clean energy transition has been throttled by an unlikely villain: the humble transformer. This once-overlooked piece of grid infrastructure has become one of the most critical bottlenecks in the race to electrify everything. As wind and solar projects stack up, as data centers expand to meet AI-driven demand, … [continued]
The leading Chinese solar manufacturer LONGi aims to shake up the global solar industry with a new 24.8% efficiency rating for its Hi-MO 9 solar module.
