Dec. 10, 2025
| Categories:
renewable-energy,
energy-economics,
market-solutions,
energy-transition,
policy-analysis,
ev-infrastructure,
china-cleantech
Picture this. A stadium full of people witnessing an epic race. After a slow start, two competitors pull ahead of the field. The one ahead seems to have all the momentum. She has the best running shoes, the latest tracksuit, and the best preparation. Meanwhile, her closest competitor started the race with beat-up shoes and was held back at the starting blocks.
Yet, after a few laps around the racetrack, the leader decides to intentionally throw out her state-of-the-art racing shoes and put on heavy, worn-out work boots. Meanwhile, her competitor is closing in fast, while putting on new, carbon-plated racing shoes with every lap she runs. She has not caught up to the leader yet, but the way things are going, it is only a matter of time.
...
Read more
Nov. 21, 2025
| Categories:
energy-economics,
market-solutions,
energy-transition,
policy-analysis,
china-cleantech
This week, at the 30th United Nations climate change conference (COP30) in the Amazonian city of Belém, while the United States sulked at home, delegates from Thailand to Tanzania queued up to enter the Chinese pavilion, by far the largest in the conference hall. They weren't lining up for souvenir Chinese flags or pictures of President Xi. They were clamouring for something far more valuable: cheap Chinese solar panels that can give their citizens cheap and abundant electricity. The irony was lost on no one: the world's largest polluter has become the planet's decarbonisation dealer, and they did it by being better capitalists than the United States.
...
Read more