China’s government needs to more tightly regulate the overseas activities of its SOEs.
China's clean energy drive faces constraints
Clean energy remains at the heart of China’s strategy to reduce air pollution and constrain the rise of carbon emissions. However, constraints to the successful implementation of these policies remain in the short-term. These include moves to stimulate the economy, a relaxation of … Continue Reading ››
EU removes import duties on Chinese solar panels
The EU’s decision in September 2018 to remove trade controls on imported Chinese solar panels follows the USA move to increase tariffs. It also comes at … Continue Reading ››
ASEAN Must Act Now to Address its Energy Transition Challenges
At the recent World Economic Forum on ASEAN, I moderated a session on ASEAN's energy transition.
ASEAN is undergoing a phase of sustained economic growth and human development. Urbanisation and industrialisation … Continue Reading ››
Quo vadis China’s overseas oil and gas investors?
The NOCs scale back
Five or ten years ago, we all knew where China’s national oil companies (NOCs) were going. The answer was ‘almost everywhere, and big’. What had started as putting a toe in the water in the early 1990s had … Continue Reading ››
China fights air pollution as winter approaches
Air pollution continues to be a major political issue in China. With the winter heating season starting, the government is pursuing a number of strategies to constrain the level of air pollution in northern … Continue Reading ››
A New Chinese Giant Energy Company: The Merger between Shenhua and Guodian
At the end of August 2017, China’s government ended months of speculation by approving the merger between two large state-owned energy companies: the Shenhua Group and the China Guodian Corporation. Shenhua is a major coal-mining company that … Continue Reading ››
Nuclear fusion – on the way or false hope?
The last two years have seen a number of projects reporting “significant” progress being made towards the goal of developing nuclear fusion energy. This form of energy replicates the processes that drive … Continue Reading ››
China’s massive investments in renewable energy
In early January 2017, China’s government announced a 2.5 trillion RMB (US$ 360 billion) investment programme in renewable energy as part of its 13th Five-Year Plan (2016-2020). This marks a continuation of the twin strategies of boosting the share of non-fossil fuel in … Continue Reading ››
Coal consumption in China: where is it heading?
Coal continues to be the bugbear of China's energy sector. When China’s current leadership took office in late 2012, they laid out a number of key policy priorities directly relevant to the energy sector. These included the broad goals of requiring … Continue Reading ››