Understand this place to understand China's energy transition Our dispatch from Inner Mongolia, China's top wind power generator, where the coal industry is evolving -- not disappearing. Read below in @bloomberg.com
Lili Pike
@lilipike.bsky.social
China & climate reporter @bloomberg.com
🔖A few months into the Iran War, @akshatrathi.bsky.social @sstapczynski.bsky.social and co tie together threads from Europe and Asia here, showing the significant accelerations in the energy transition that are underway, featuring loads of cool data, history &📊 www.bloomberg.com/graphics/202...
Iran Shock Jolts Asia and Europe to Speed Up Energy Transition
From the Yom Kippur war to Russia’s attack on Ukraine, history shows that major events in the oil and gas markets can drive enduring changes to the global energy mix.
bloomberg.com
Wasted wind and solar power helped drive China's CO2 emissions +2% in the first quarter of the year, while still below 2024 highs -- via new analysis from @laurimyllyvirta.bsky.social www.bloomberg.com/news/article...
China’s Emissions Rise as More Clean Electricity Goes to Waste
China’s carbon dioxide emissions increased in the first three months of the year as a rising volume of electricity generated by renewables was left unused, according a new report.
bloomberg.com
How are Chinese greentech companies pivoting to catch new demand from the global fuel crunch? My latest with insights from Nigeria to Vietnam: www.bloomberg.com/news/article...
China Green Tech Firms Target New Consumers Hit by Iran War Energy Shock
Suppliers of batteries, solar panels and electric cars are pushing to capitalize on rising demand.
bloomberg.com
"Canadian government officials are debating how to divide up the new low-tariff quota for Chinese-made electric vehicles, including whether to cap how much space each company can use." www.bloomberg.com/news/article...
BYD, Tesla May Face Import Caps as Canada Works Out China EV Quota
Canadian government officials are debating how to divide up the new low-tariff quota for Chinese-made electric vehicles, including whether to cap how much space each company can use.
bloomberg.com
At the Beijing auto show last week, one EV stood out among the frenzy -- a massive silver all electric heavy duty truck. Read on for more on e-trucks and their breakout moment in China as passenger EVs are mired in 内卷: www.bloomberg.com/news/article...
Chinese Truck Drivers Are Going Electric as Gas Prices Soar
As electric car sales soften in China after years of breakneck growth, electric trucks are taking off, with the emerging industry expected to get a boost from the Iran war.
bloomberg.com
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. www.bloomberg.com/news/article...
www.bloomberg.com/news/article... 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’s Coal Giants Bet on Chemicals as War Curbs Oil Supplies
Chinese coal companies are turning to chemicals manufacturing for growth, as war in the Persian Gulf constrains supply of the liquid fossil fuels more commonly used by the industry.
bloomberg.com
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: www.bloomberg.com/news/article...
China to Tighten Air Quality Rules That Have Helped Slash Smog
China is planning its first major tightening of national air quality standards since 2012, as it seeks to extend a largely successful anti-pollution campaign that’s reshaped parts of its economy.
bloomberg.com
"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." www.bloomberg.com/news/article...
US Clean Energy Deals Face Financing Risk as Big Banks Hold Back
JPMorgan Chase & Co. and Morgan Stanley are among leading investment banks hesitating to provide a critical source of financing for US renewables projects.
bloomberg.com
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...
China’s Emissions Fell Last Year in First Decline Since 2022
China’s carbon dioxide emissions fell 0.3% in 2025, the first annual decline since Covid-era restrictions in 2022 — and more importantly, a reduction that’s happened even as energy demand growth remai...
bloomberg.com
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...
Trump’s EPA to Scrap Landmark Emissions Policy in Major Rollback
The US Environmental Protection Agency plans this week to repeal a policy that provides the legal foundation for a raft of rules regulating greenhouse gas emissions, marking President Donald Trump’s m...
bloomberg.com
"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...
Ford Falls Behind China’s BYD in Global Sales For the First Time
Ford Motor Co. lost out to BYD Co. 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.
bloomberg.com
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 www.bloomberg.com/news/article...
China Ramps Up Energy Boom Flagged by Musk as Key to AI Race
New data on China’s relentless energy installations underscore warnings from Elon Musk and Jensen Huang that the nation’s world-beating power network will deliver a major advantage over the US in the ...
bloomberg.com
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: www.bloomberg.com/news/article...
China to Boost Batteries Sector with New Grid Backup Policy
The Chinese government will help underpin the nationwide boom in large-scale batteries by expanding its subsidies for energy storage.
bloomberg.com
Green debt in China: $6.8 trillion Green debt in EU: $2 trillion Expect the gap to widen. Story by @lilipike.bsky.social. 🎁🔗 www.bloomberg.com/news/article...
"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 www.bloomberg.com/news/article...
Brazil Is Set for a Battery Boom. China Is Poised to Benefit
Multiple Chinese companies, including Huawei, are expected to bid in an upcoming Brazilian energy-storage auction.
bloomberg.com
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/...
Is an Arctic ‘Cold War’ coming? How climate change and the war in Ukraine are driving tensions.
What are 360s? Grid’s answer to stories that deserve a fuller view. On medieval European maps, the Arctic was often simply labeled Oceanus innavigabilis — unnavigable ocean — and regarded by scholars ...
authory.com
"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." dialogue.earth/en/climate/h...
How is the Chinese public engaging in climate adaptation?
While government message boards and NGOs are growing in importance, community self-organising remains crucial
dialogue.earth
"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." www.bloomberg.com/news/article...
Reliance Halts Cell-Making Plans After Failed Bid for China Tech
Reliance Industries Ltd. has paused plans to make lithium-ion battery cells in India after failing to secure Chinese technology, said people familiar with the matter, reflecting how even the country’s...
bloomberg.com
"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." www.bloomberg.com/news/article...
Reliance Halts Cell-Making Plans After Failed Bid for China Tech
Reliance Industries Ltd. has paused plans to make lithium-ion battery cells in India after failing to secure Chinese technology, said people familiar with the matter, reflecting how even the country’s...
bloomberg.com
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 www.bloomberg.com/news/article...
Chinese Villagers Shiver in Winter as Gas Subsidies Phased Out
Villagers near China’s capital are facing a bitter winter, with many unable to afford gas heating after the phaseout of local subsidies intended to relieve the cost of Beijing’s campaign for cleaner a...
bloomberg.com
“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. www.bloomberg.com/news/article...
Trump Expands US Climate Retreat With Exits From UN Bodies
President Donald Trump extended the US retreat from global cooperation on climate action by signaling a withdrawal from flagship international organizations, including the main United Nations and scie...
bloomberg.com
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: www.bloomberg.com/news/feature...
The 14 Global Trends That Will Shape the Climate in 2026
From a split in the global electric vehicle market to how China will factor climate into its five-year plan, these are the themes Bloomberg News reporters are watching.
bloomberg.com
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: www.bloomberg.com/news/article...
Why Ford Is Expanding Its Partnership With Top Chinese Battery Maker
An existing deal with CATL will allow the US automaker to tap into the growing demand for utility-grade batteries.
bloomberg.com
"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." www.bloomberg.com/news/article...
China’s Polysilicon Giants Join Forces to Tackle Overcapacity
Several major Chinese polysilicon producers have set up a joint venture to help ease overcapacity in the raw material used in the solar supply chain, according to company registration data.
bloomberg.com