I write about climate change and the energy transition in China for @business
Beijing
Joined May 2009
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Working from home, avoiding airplanes, online shopping, using more plastic -- many of the behaviors we’re learning in lockdown will stay with us beyond it. That will reshape the future of oil demand.
But how?
Dan Murtaugh retweeted
My thoughts on international #ClimateFinance: “We recognize our responsibility. We just think that others that also have wealth and contributed emissions historically should also do the same.”
Read more in the @BW @climate article below 🗞️⤵️
bloomberg.com/news/articles/…
In December 2020, Xi Jinping set a goal for China to have 1,200 GW of wind and solar generating capacity by 2030
It's the middle of 2024, and the country just hit it. @luzdingyu
Dan Murtaugh retweeted
She’s a Four-Time Olympian. Her Parents Want Her to Get a Real Job.—Lily Zhang is the most decorated American ever in her sport. Even she can’t escape parental career pressure. ‘Being a ping-pong athlete is not stable.’
@stuwoo
wsj.com/sports/olympics/lily…
wsj.com/sports/olympics/lily…
Some good climate news from China Electricity Council's latest forecast:
⚡️Power demand growth will slow in the second half of the year just because of base effect
🌍That probably makes it more likely that new clean energy will meet new demand, allowing emissions to drop
And in an unrelated note, China's petroleum fuel demand might fall 3.8% in the second half this year and mark a “turning point” for the world's biggest oil importer, according to researcher's at the country's biggest oil company mp.weixin.qq.com/s?__biz=MzA…
There's a joke at oil conferences about how @TheEconomist's "End of Oil" covers always come before massive rallies. So the timing for this solar cover is ... interesting
An energy-rich future is not just some environmentalist fever dream. Our special issue explores how the exponential rise of solar power will change the world econ.st/3KYy0tn
GOOD CLIMATE NEWS: China's thermal power generation in May fell on an annual basis by the most since the pandemic. One more piece of evidence that China has probably already peaked emissions well ahead of its 2030 target
Read more of @laurimyllyvirta's analysis on peaking here bloomberg.com/news/articles/…
Important research from @laurimyllyvirta -- China may have already peaked emissions years before its 2030 deadline bloomberg.com/news/articles/…
And check out the full research here at @CarbonBrief nitter.cf/laurimyllyvirta/status…
BREAKING: China's CO2 emissions fell by 3% in March, after a surge lasting 14 months that followed the lifting of zero-Covid controls, showing the country has the ability to peak emissions imminently.
carbonbrief.org/analysis-mon…
Dan Murtaugh retweeted
Xi Jinping (and all of the government): “There’s absolutely no overcapacity in China’s new energy sector.”
China’s solar sector:
How bad are things for Chinese solar companies? An American firm with a fraction of their output is now more valuable than them by market cap bloomberg.com/news/articles/…
This is such a great story with so many amazing details. I particularly appreciated the Swiss shade thrown at a subpar cafe au lait
Mystery in the Alps: A Chinese Family, a Swiss Inn and the World’s Most Expensive Weapon
Fantastic read by @drewhinshaw @JoeWSJ @lizalinwsj
wsj.com/world/asia/chinese-f…
wsj.com/world/asia/chinese-f…
