Chinese export data released this weekend and statements from Chinese firms suggest that the closure of Hormuz is leading to new interest in Chinese cleantech, as we've heard in cities across Asia.
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Chinese oil companies are joining the push, too. Sinopec Group, the biggest refiner, has revived a long-stalled coal-to-olefins project at a cost of over $3 billion.
China is upping its national air quality standards starting in March for the first time since 2012. The PM 2.5 targets remain far looser than the WHO's but its another step toward cleaner skies:
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"The issue stems from a lack of clarity from the Trump administration over tax rules that restrict ties to China, according to people familiar with the matter."
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Has China peaked emissions? We may not know for years to come, but new analysis from @laurimyllyvirta.bsky.social shows CO2 emissions fell by 0.3% last year — the first time China has recorded a decline while energy demand growth remained strong. Free link here: www.bloomberg.com/news/article...
From late last night: The EPA plans this week to repeal a policy that provides the legal foundation for a raft of rules regulating greenhouse gas emissions, marking Trump’s most consequential retreat from the fight against climate change.
Gift link @bloomberg.com: www.bloomberg.com/news/article...
"Ford lost out to BYD in global vehicle sales for the first time last year as the Chinese manufacturer continued its climb up the rankings of the world’s largest automakers" www.bloomberg.com/news/article...
Some US utilities are telling data centers it will take years for them to connect to power. In contrast, connecting to the grid is “a non-issue in China” David Fishman @ Lantau Group told us.
w/ Emily Forgash
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A wonky but important development: Batteries are now eligible, along with coal plants, to receive payments to stabilize China's grid. That could put coal under more competitive pressure in the future:
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Green debt in China: $6.8 trillion
Green debt in EU: $2 trillion
Expect the gap to widen. Story by @lilipike.bsky.social.
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Wild chart:
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"Many Western countries consider critical equipment made in China or by Chinese firms as a national security risk. But Brazil “is unlikely to see Chinese companies with this kind of fear,” said Nunes of BNEF.
via @akshatrathi.bsky.social & Fabiano
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Can't say things turned out QUITE as we predicted, but for a primer on why the Arctic is suddenly an area of geopolitical interest, @davelevitan.bsky.social, @lilipike.bsky.social and I took a swing at that for Grid a couple years ago authory.com/app/content/...
Hebei announced new subsidies today after all the reporting on poor villagers forgoing winter heating due to high gas prices:
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"Henan’s disaster triggered responses from residents in other parts of China, Shen’s research found. Between 17 July and 4 October, 67 adaptation-related petitions were submitted outside Henan, 13 of which referenced the province."
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This comes after Ford stepped up its partnership with CATL in the US. My story with Keith Naughton from last month:
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"Those talks stalled after the Chinese company withdrew from the proposed partnership amid Beijing’s curbs on overseas technology transfers in key sectors, the people said."
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"Those talks stalled after the Chinese company withdrew from the proposed partnership amid Beijing’s curbs on overseas technology transfers in key sectors, the people said."
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The 2017 煤改气 story returns with a new wrinkle... As Beijing skies continue to get bluer, costs are felt outside the capital, resurfacing environmental justice and policy questions
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“The US has traditionally contributed expertise, leadership in assessment chapters, and critical Earth‑system monitoring data. I am unsure how the IPCC can continue without the US,” said Benjamin Horton, dean of the school of energy and environment at CityUHK.
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Happy new year all! Here's what the Bloomberg Green reporters are worried about/excited about as we enter the back half of this critical climate decade.
Gift link:
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“You have to learn from the best, that’s what they did,” @bentleyallan.bsky.social told me, describing China’s history of licensing IP and acquiring technology from Western cleantech companies.
Now Ford is trying to reverse that history.
Ford is doubling down on its partnership with Chinese battery giant CATL to make grid-scale batteries. Could it be the industrial policy solution the US needs to cut reliance on Chinese imports? 🎁 link:
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"China’s solar sector is struggling with overcapacity, which has squeezed profit margins and fueled price wars. In response, the polysilicon producers have been planning a $7 billion fund to buy and shut down more than 1 million tons of capacity."
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From Trump's new National Security Strategy:
"We reject the disastrous “climate change” and “Net Zero” ideologies that have so greatly harmed Europe, threaten the United States, and subsidize our adversaries."
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By 2040, "plastic-related greenhouse gas emissions are expected to surge by 58%, to 4.2 gigatons of carbon dioxide equivalent per year — enough that, if plastic production were a country, it would be the current third-largest emitter."
- @leslieatlarge.bsky.social
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