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Dr. Liz Dennett is joined by Andy Klump and Alex Whitworth to discuss 2021 as China's boom year and the drivers for their growth in renewables.
China just re-wrote the global energy record book. Driven by the country’s surging economic growth, 2021 saw China record the largest ever absolute annual increase in electricity demand by any country in history.
There is little doubt the Beijing 2022 organisers have gone to great lengths to achieve carbon neutrality, but does it actually matter?
But are China’s consumers ready to pay a premium?
What can Asia Pacific governments do to ensure the ramp up in new CCUS projects, which countries are showing the most progress and what role can oil and gas companies play in delivery?
Where in Asia is demand at greatest risk, can suppliers still count on Asian LNG demand recovery, and what do Asian buyers really want from suppliers amidst the current crisis?
A preview of our Energy & Natural Resources Summit: APAC
A deep-dive into the supply-demand, cost, supply chain, tech and policy trends for battery storage
Excess capacity has sent solar panel prices tumbling. In the early 2010s, the stretch goal was to get the cost down to 50c a watt. Now they are selling in China for just 11c. That is great for solar deployment, but less good for manufacturers.
Simplified tariffs will facilitate supply optimisation and gas-on-gas competition
A startup backed by Bill Gates hopes to accelerate copper development in Zambia, to increase supplies needed for low-carbon energy.
Collaboration between governments and markets in the region spanning Africa, the Middle East, Central Asia and South Asia can unlock the Super Region's full metals and mining potential. In this ebook, we explore the many opportunities for the region to play a vital role in the energy transition – and the challenges it must overcome.
With fossil fuel demand resilient and emissions rising, a change in direction is needed
Retail fuel markets in APAC are set for continued growth – and big oil is taking notice.
As demand for gas grows, it poses challenges for global climate goals. Suppliers will come under increased pressure to curb their emissions.
China’s regas terminals have progressed fast recently, supporting supply diversification. But low utilisation rates are challenging business models
Economic expansion, urbanisation and population increases have already made Asia the key driver of global gas market growth over the past decade. So, what can be expected over the next ten years, and what investment opportunities will be created as a result?
Tariffs and tax credits are leading to a surge in US production capacity for solar equipment and batteries, but put upward pressure on costs
In a new report, we look at China’s electrolyser market and explore its potential to redefine hydrogen production by driving down costs
Guangdong is China’s largest gas-consuming province and LNG importer. And there’s still considerable room for growth. We use the newly developed China Regional Gas Model to study its gas market balance and LNG potential.
Can Chinese producers of ternary cathodes and precursors look abroad to solve domestic oversupply?
A turbulent period of change has seen many legal and fiscal changes as Australia tries to balance its gas and energy transition strategy
China takes only a tiny share of the US markets for EVs, solar modules and steel. The Biden administration is signaling that it intends to keep it that way.
Amidst increasing global solar capacity, new industry players, transitions in cell technology, and the rising cost of polysilicon are behind supply chain challenges in APAC
While it may well claim the crown of world’s largest LNG exporter in 2021, Australia faces rising problems with its gas.
So, when freezing conditions hit the southern US last week, resulting in feedgas into LNG plants collapsing from above 10 bcfd to just below 2 bcfd, and with some Texas price markers soaring north of US$400/mmbtu, anxiety levels should have been rising.
At present, China accounts for almost 75% of global lithium-ion battery manufacturing capacity and this share is set to increase through the short term with its build-out of new facilities.
Japan’s power prices were on an unprecedented rally in the first two weeks of 2021. What’s behind these historical highs, and what does it mean for the energy transition?
Japan’s trading houses are re-thinking their long-term strategies around upstream investment.
When President Xi Jinping spoke of the risks of ‘tech wars’ at the World Economic Forum’s virtual Davos Agenda event on Monday, there was little doubt who he was aiming at. At a White House briefing later that day, press secretary Jen Psaki stated that “Technology is of course at the centre of US-China competition.”
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