The Problem With “Overcapacity” in China’s Automotive Industry
The debate over China’s auto exports is bedeviled by narrow definitions and mis-measurement that risks encouraging the wrong policy response.
The Green Leap
From solar panels to electric vehicles, China dominates several of the technologies needed for the green energy transition. But can the U.S. find a way...
Black Prices for White Gold
China’s largest lithium producers have warned of losses this year despite expected strong demand for the key battery ingredient.
The Solar Flood
Chinese companies dominate the global solar industry, yet rising capacity has sent prices plummeting.
Chinese Battery Makers Get Solid Support
Braving the frigid cold of the Chinese winter last December, William Li, chief executive of Chinese automaker NIO, drove for 14 hours from Shanghai to...
The Great EV Glut
The new U.S. tariffs on Chinese-made EVs are both unprecedented and largely performative since Chinese EVs haven't yet penetrated the U.S. market. The European Union,...
Who’s Who in the EV Battery Supply Chain
More than any other country, China finds itself at the epicenter of the lithium-ion battery revolution.
Putting the Gas into Hydrogen
Western governments fear China could take the lead in another major green energy market, but the hydrogen industry picture is far from settled.
A Vital Year Ahead for U.S.-China Climate Engagement
Disagreements loom on how to fund the global fight against climate change, but there’s plenty of room this year for both countries to entrench recent...
Breaking the Ice
Russia and China’s shifting relations are helping to encourage a flood of Chinese companies into the Arctic.
How a Battery Metals Supply Glut is Deepening China’s Dominance
Crashing metals prices are making it hard for Western miners to justify new investments in the minerals needed for clean energy.
Ernest Scheyder on the Tough Choices around Critical Minerals
The journalist discusses the trade-offs involved in sourcing the minerals needed to power the clean energy transition, and how the U.S. fell behind China in...