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...



More recent developments

Logo September 2, 2025
Premier Li Qiang gives critical market-oriented reform a second chance

At Friday’s State Council executive meeting, Premier Li Qiang backed pilot reforms to give market forces greater weight in allocating "production factors." Translation: Beijing wants economic inputs – like land, labor, money, tech, data, and other resources – to flow… Read More »

Logo September 2, 2025
PMIs edge up in August

Producer price deflation may be starting to ease. This is our main takeaway from the August manufacturing PMI data, released by the stats bureau (NBS) and RatingDog – a Shenzhen-based bond ratings agency who is the new sponsor of the… Read More »

Logo August 30, 2025
Russia uses China LNG delivery to test US resolve

China just cracked open the door to sanctioned Russian LNG. On Thursday, a tanker carrying LNG from a US-sanctioned Russian LNG project docked at a terminal in Guangxi province. If it discharged the fuel – as we presume it did… Read More »