Ford is doubling down on its partnership with Chinese battery giant CATL to make grid-scale batteries. Could it be the industrial policy solution the US needs to cut reliance on Chinese imports? 🎁 link: www.bloomberg.com/news/article...

"China’s solar sector is struggling with overcapacity, which has squeezed profit margins and fueled price wars. In response, the polysilicon producers have been planning a $7 billion fund to buy and shut down more than 1 million tons of capacity." www.bloomberg.com/news/article...

From Trump's new National Security Strategy: "We reject the disastrous “climate change” and “Net Zero” ideologies that have so greatly harmed Europe, threaten the United States, and subsidize our adversaries." www.whitehouse.gov/wp-content/u...

By 2040, "plastic-related greenhouse gas emissions are expected to surge by 58%, to 4.2 gigatons of carbon dioxide equivalent per year — enough that, if plastic production were a country, it would be the current third-largest emitter." - @leslieatlarge.bsky.social www.bloomberg.com/news/article...

China’s former vice minister of industry estimated China "had built capacity for 20 million EVs and plug-in hybrids annually but remained saddled with enough factories for 30 million gasoline vehicles – far more than its domestic market needs." www.reuters.com/investigatio...

"Taiwan may restart one of its atomic power plants in 2028 if safety reviews proceed smoothly, a government minister said, in another sign the island may reverse its anti-nuclear policy." www.bloomberg.com/news/article...

normal planet [🎁] www.nytimes.com/2025/12/01/w...

"The move would enable CSI to remain compliant with US restrictions including direct tariffs on Chinese solar panels and batteries, as well as prohibitions on tax incentives for Chinese companies investing in the manufacturing of renewable power equipment in the US" www.bloomberg.com/news/article...

"The two agencies, which usually release the data on the last day of every month, were told by China’s housing bureau to suspend making such figures publicly available until further notice, the people familiar said." www.bloomberg.com/news/article...

"Nearly 200 nations agreed Saturday to new efforts meant to help guide their transitions away from the fossil fuels driving global warming, even while dodging an explicit mention of them." Read @jendlouhy.bsky.social on COP30's final deal: www.bloomberg.com/news/article...

🆕 As COP enters its final(ish) hours, China's has rightfully gotten a lot of good press for the emissions cuts linked to its massive greentech exports, but as one source told me, in climate negotiations its position lags years behind that green economic dominance. www.bloomberg.com/news/article...

"Liu argued that as the world aims to collectively reach net-zero in 2050, the EU and other developed countries should achieve this milestone “before 2040” in order to give developing nations more time to industrialize." www.politico.eu/article/chin...

“You can’t insist that China has to lower its emissions” and then, later, “complain that China is putting cheap E.V.s all over the world,” Mr. Corrêa do Lago said. “If you are worried about climate, this is good news.” www.nytimes.com/2025/11/10/c...

With the US retreating from global climate efforts, China and Brazil are expected to step up. But the kind of climate leadership the two countries are offering is far from a climate purist's dream. The latest for @bloomberg.com from @lilipike.bsky.social and myself www.bloomberg.com/news/article...

"Chinese officials maintained that developed nations should bear primary responsibility for funding global efforts, two of the people said. Brazil and Indonesia, two developing countries, were the earliest backers of the TFFF." www.bloomberg.com/news/article...

69% of experts surveyed by CREA, mostly based in China, say that Beijing will exceed its new climate targets. That backs up our initial reporting from Sept on the headline target (7-10% GHG cut by 2035), with experts widely saying it was conservative. www.bloomberg.com/news/article...

COP30 Leaders' Summit in Belem this am Vice Premier Ding Xuexiang: "China is a country that honors its commitments." Pointed to the ahead of schedule achievement of its renewables and forest targets. No mention, though, of falling behind on carbon intensity target webtv.un.org/en/asset/k14...

China submitted its official NDC to the UN today, reiterating the targets that Xi announced in September. It confirms that China will reduce emissions 7-10% by 2035 from an unknown starting point—whenever it reaches peak GHG emissions: “以温室气体净排放量达峰年为基准年，以 2035 年为目标年” unfccc.int/sites/defaul...

Story update: @cocojournalist.bsky.social & I covered the significant threat of China's new battery export restrictions to US clean energy development a few weeks ago. With the new US-China trade deal, it appears the restrictions have been paused for a year (alongside REE curbs). bloom.bg/4q0nDIV

In China's 15th five-year plan proposals, released yesterday, coal gets a softer treatment. Our quick piece on the shift in tone and concerns about rising coal use in the chemical industry even as the grid goes green. time zone tag team w/ Dan Murtaugh www.bloomberg.com/news/article...

"At first glance, it might look like the US has exited the climate fight...But don’t be confused: America is still in the arena; it’s just fighting for the other side." From @jendlouhy.bsky.social @akshatrathi.bsky.social www.bloomberg.com/news/article...

Trump's EPA says its proposal to stop greenhouse gas reporting for big polluters could save oil and gas companies up to $256 million a year. Some of them are countering that it could hurt their business instead. Tagteam w/Ruth Liao @bloomberg.com, gift link: www.bloomberg.com/news/article...

Good rundown of the debate over whether China can maintain its breakneck solar/wind additions in light of pricing reforms, w/ various competing projections here. "Analysts disagree about what impact the “Document 136” policy will have on the pace of China’s clean-energy additions."

"With its plan, the EU is mimicking Beijing, which has long put strict parameters on outside firms wanting to enter its market." www.bloomberg.com/news/article...

"Chinese electric vehicle maker BYD Co. plans to invest in as many as 300 fast-charging stations in South Africa by the end of 2026" www.bloomberg.com/news/article...

China's rare earth restrictions were in the spotlight last week, but the new restrictions on battery exports, announced simultaneously, could be a major headache for the US, especially for Trump's AI ambitions. w/ @cocojournalist.bsky.social

With all of Trump's recent funding cuts for green hydrogen, the always daunting task of competing against China's cleantech juggernaut is looking more challenging for the US industry. W/ the wonderful @cocojournalist.bsky.social Gift link below: www.bloomberg.com/news/article...

Some personal news: I'm now @bloomberg.com's lead EPA reporter, tracking everything climate -- and so much more. So if you're following a particular rule or proposal, program office or anything else EPA related (biofuels, PFAS, coal ash, etc), I want to know. bsky.app/profile/did:...

A double news update after a summer respite from social media: 1) I’ve joined @bloomberg.com to report on China & climate! 2) Just in time for China’s new climate targets, announced by Xi today. I’m thrilled to cover this special beat—and to be diving right in: www.bloomberg.com/news/article...

So much has changed in the last 6 months that it's hard to keep track of the moving parts. In my latest FP deep dive, I assessed how Trump's 2nd term "move fast and break things" approach has cumulatively impacted China policy so far, from the NSC to human rights: foreignpolicy.com/2025/07/02/t...

‘Tiger-fighter’ takes helm at China-backed development bank Former anti-corruption official Zou Jiayi will lead Beijing’s answer to the World Bank www.ft.com/content/6536...

"China moved to tighten controls over two chemicals that can be used to make fentanyl, in an apparent olive branch to the US that may help maintain their fragile trade truce." www.bloomberg.com/news/article...

"But China has not budged on specialized rare earths, including samarium, which are needed for military applications and are outside the fast-track agreed in London, the two people said." www.reuters.com/world/china/...

“I think we’re in the first inning of a new game. The rare earths have really changed the goalposts here in a big way,” @pstasiatech.bsky.social told me re the latest US-China trade deal potentially signaling a broader reckoning over export controls in the future foreignpolicy.com/2025/06/11/u...

"Biden officials were so concerned about the U.S. military’s lack of a domestic samarium supply that they issued large contracts for the construction of two samarium production facilities. Neither was built because of commercial concerns" www.nytimes.com/2025/06/09/b...

"Rather than duplicating China’s model, countries endowed with critical minerals should carve out strategic niches by building regional hubs where processing is viable and cost-effective." www.sinicapodcast.com/p/ignoring-c...

“China’s found an economic tool that really bites, so the president has got a variety of reasons to frame this in a positive light,” @kennedychina.bsky.social told me re: today's Xi-Trump call: foreignpolicy.com/2025/06/05/t...

美方欢迎中国留学生来美学习。 ^This stands out from the Chinese readout. "The US welcomes Chinese students to come study in the US." www.xinhuanet.com/politics/lea...

so many people wrote in appreciation about this, clearly it needed fixing.

@beijingpalmer.bsky.social out this week with a very important piece of service journalism, on Washington's oddly common "Gee" Jinping problem: link.foreignpolicy.com/view/66744b4...

"In a research report, Natixis said that if U.S. tariffs stayed at their current levels of at least 30 percent, exports to the United States would fall by half, resulting in a loss of up to six million manufacturing jobs" www.nytimes.com/2025/05/27/b...

HFC-23, a restricted pollutant 14,700 times worse for the climate than CO2, is being emitted at levels far higher than countries admit, sparking a global “whodunit” over the source of emissions insideclimatenews.org/news/2105202... My latest, w/ @foreignpolicy.com's @lilipike.bsky.social

Climate advocates rejoiced when Beijing signed onto the Kigali Amendment in 2021, with the promise of cutting the super pollutant in China. However, the atmosphere now tells a different story, @lilipike.bsky.social and @mckennapr.bsky.social‬ write.

In 2021, China joined the Kigali Agreement, and pledged to stop emitting HFC-23, a climate super pollutant 14,700x stronger than CO2. The latest atmospheric readings show China is way off track, @mckennapr.bsky.social & I report in our deep dive: foreignpolicy.com/2025/05/21/c...

"The perception of Trump was negative in 82 of the 100 countries surveyed, higher than Russian President Vladimir Putin and Chinese President Xi Jinping, who were viewed negatively in 61 and 44 countries, respectively." www.reuters.com/world/global...

What goes up must come down—for now at least. On the surprise US-China deal: foreignpolicy.com/2025/05/12/u...

Bill Gates on Musk: "He could go on to be a great philanthropist. In the meantime, the world’s richest man has been involved in the deaths of the world’s poorest children." www.nytimes.com/2025/05/08/m...

Trump punts AI diffusion rule: "BIS is working on a separate rule to crack down on countries diverting chips to China, according to a person familiar with the plan." www.wsj.com/tech/ai-chip...