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 December 19, 2025
County-level governments have low fiscal self-sufficiency

China’s county-level governments are dangerously reliant on fiscal transfers to fund expenditure. Per a report by the Southwestern University of Finance and Economics, analysis of all 2,774 county-level governments found that, on average, only 38% of general public budget expenditure… Read More »

Logo December 19, 2025
Chinese exports to Africa skewed toward capital equipment and intermediate goods

Africa is China’s largest export growth market – but what is the continent buying? ICYDK: Between 2019 and 2025, China’s exports to Africa surged by a staggering 119%, compared with 48% growth for China’s exports to the rest of the… Read More »

Logo December 19, 2025
New steel export controls will curb low-quality exports, ratchet up standards

We're starting to get a clearer picture of how Beijing's new steel export controls will actually work. ICYMI: The commerce ministry (MofCom) announced new export license requirements for some 300 steel products on December 12. Important to note, these are… Read More »