Logo 24 May 2025

Power market reforms drive frontloaded, but likely unsustainable, solar installation boom

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China's solar installations are going ballistic. On Thursday, the energy regulator (NEA) released national energy installation statistics showing the country added 104.9 GW of new solar capacity in the first four months of the year – representing a staggering 75% y/y increase off an already high bas...



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Logo February 13, 2026
Domestic NEV sales stall on new-year policy rollback

As anticipated, January proved a rough reset for China's domestic new energy vehicle (NEV) market. Per the China Passenger Car Association's (CPCA) January data, across the month, China recorded: 1.544 million passenger auto retail sales Just 596,000 NEV sales –… Read More »

Logo February 13, 2026
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