China’s government needs to more tightly regulate the overseas activities of its SOEs.
China’s growing coal-fired power generation capacity
China’s power companies are reported to have resumed the construction of large numbers of coal-fired power plants, despite a massive excess of generating capacity. Investment in non-fossil fuel capacity also proceeds. The government continues to deploy low-carbon policies and is introducing competition … Continue Reading ››
China Shakes up its Pipeline Network
The national oil companies (NOCs), principally PetroChina, have played a central role in building up and operating China's network of pipelines over the last 20 years. However, the dominance of these enterprises over the network and the lack of an enforced third-party access … Continue Reading ››
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 ››
China as a Global Clean Energy Champion: Lifting the Veil
A year ago, I was asked by a publisher to write a book entitled “China as a Global Clean Energy Champion” as a follow up of my 2011 effort “The Governance of Energy in China. Transition to a Low … 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 ››
Geopolitics of Nuclear Energy in the Middle East
On 28 November 2017, I participated in a workshop organized by the International Institute for Strategic Studies on the geopolitics of nuclear energy in the Middle East, held in Istanbul. The event was … Continue Reading ››