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    Twilight in the Nuclear Fusion Industry: Rise of Private Companies

    In the recent years, there have been more fusion activities than ever, and not just in the government/national research labs. There is also an emerging private fusion industry that attracted billions of dollars in capitals. Investment in the global fusion industry has now reached a cumul...

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    The CCUS Hub: An Essential Business Model to Reach Carbon Neutrality

    1. With the number of CCUS demo projects increasing in China, oil companies take the majority of demo projects now, taking the sole operator role under vertically integrated CCUS mode. It is expected that value chains will be broken down and allocated to various kinds of market participa...

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    Swapping Station: A Better Energy-Refilling Solution for Electric Truck?
     classification:Digitalization & Energy EV Power Industry 

    1. In China, heavy-duty electric trucks are in the momentum mainly due to the high transport efficiency over charging electric trucks, which drives the demand for more swapping stations.
    2. The swapping station is considered the preferred solution for heavy-duty e-trucks and has the adv...

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    Supply Chain Challenge in China’s Offshore Wind: The Vessel Shortage
     classification:Decarbonization Digitalization & Energy Power Industry Wind Power 

    1. The primary challenge is still the supply chain pressure. Vessel as an important part of the offshore wind supply chain significantly matters to project completion.
    2. There is a shortage of vessels in China and will get worse when the Chinese turbine size continues to increase, and ...

  • WechatIMG959
    China's Offshore Wind Turbine Manufacturers Pioneering the Global Market: What Does it Mean for the Rest of the World?
     classification:Wind Power 

    1. China has secured its leading position within the offshore wind energy sector, displaying consistent growth in recent years. This sustained progress persists even with the cessation of China's "feed-in-tariff" premium for wind energy in 2021, signifying a shift from subsidy-dependent ...

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    Navigating climate disclosures in China -- An in-depth comparison of Scope 1, 2 and 3 emissions reporting criteria between CDP and China’s national ETS
     classification:Decarbonization Fuel Cell Hydrogen 

    1. Scope 1 emissions reporting: Compared with China’s national ETS, CDP requires a lower level of emission breakdown. Emission data collected for CDP could provide a reference for China’s ETS reporting, but it cannot be directly copied.
    2. Scope 2 emissions reporting: Both location-bas...

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    VPP (Virtual Power Plant): Growing as China’s Energy Market
     classification:Digitalization & Energy Power Industry 

    1. China’s VPP construction, in which most of VPPs are invitation type, falls behind world’s advanced energy markets, exposing market opportunities for experienced VPP players. Chinese VPP market size is expected to exceed RMB 30 bn in 2025.
    2. The load modulation market leads to good ...

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    China’s Path to Green Steel: Varies Technologies Can Have a Chance

    1. International policies such as CBAM and US’s Global Agreement with the EU will further accelerate a low-carbon transition for China’s steel export business. Although the immediate impact is low now, steel exporters better pay close attention to its long-term impact.
    2. Three main op...