Chinese export data released this weekend and statements from Chinese firms suggest that the closure of Hormuz is leading to new interest in Chinese cleantech, as we've heard in cities across Asia. www.bloomberg.com/news/article...

www.bloomberg.com/news/article... Chinese oil companies are joining the push, too. Sinopec Group, the biggest refiner, has revived a long-stalled coal-to-olefins project at a cost of over $3 billion.

China is upping its national air quality standards starting in March for the first time since 2012. The PM 2.5 targets remain far looser than the WHO's but its another step toward cleaner skies: www.bloomberg.com/news/article...

"The issue stems from a lack of clarity from the Trump administration over tax rules that restrict ties to China, according to people familiar with the matter." www.bloomberg.com/news/article...

Has China peaked emissions? We may not know for years to come, but new analysis from @laurimyllyvirta.bsky.social shows CO2 emissions fell by 0.3% last year — the first time China has recorded a decline while energy demand growth remained strong. Free link here: www.bloomberg.com/news/article...

From late last night: The EPA plans this week to repeal a policy that provides the legal foundation for a raft of rules regulating greenhouse gas emissions, marking Trump’s most consequential retreat from the fight against climate change. Gift link @bloomberg.com: www.bloomberg.com/news/article...

"Ford lost out to BYD in global vehicle sales for the first time last year as the Chinese manufacturer continued its climb up the rankings of the world’s largest automakers" www.bloomberg.com/news/article...

Some US utilities are telling data centers it will take years for them to connect to power. In contrast, connecting to the grid is “a non-issue in China” David Fishman @ Lantau Group told us. w/ Emily Forgash www.bloomberg.com/news/article...

A wonky but important development: Batteries are now eligible, along with coal plants, to receive payments to stabilize China's grid. That could put coal under more competitive pressure in the future: www.bloomberg.com/news/article...

Green debt in China: $6.8 trillion Green debt in EU: $2 trillion Expect the gap to widen. Story by @lilipike.bsky.social. 🎁🔗 www.bloomberg.com/news/article...

Wild chart: www.bloomberg.com/news/article...

"Many Western countries consider critical equipment made in China or by Chinese firms as a national security risk. But Brazil “is unlikely to see Chinese companies with this kind of fear,” said Nunes of BNEF. via @akshatrathi.bsky.social & Fabiano www.bloomberg.com/news/article...

Can't say things turned out QUITE as we predicted, but for a primer on why the Arctic is suddenly an area of geopolitical interest, @davelevitan.bsky.social, @lilipike.bsky.social and I took a swing at that for Grid a couple years ago authory.com/app/content/...

"Henan’s disaster triggered responses from residents in other parts of China, Shen’s research found. Between 17 July and 4 October, 67 adaptation-related petitions were submitted outside Henan, 13 of which referenced the province." dialogue.earth/en/climate/h...

"Those talks stalled after the Chinese company withdrew from the proposed partnership amid Beijing’s curbs on overseas technology transfers in key sectors, the people said." www.bloomberg.com/news/article...

"Those talks stalled after the Chinese company withdrew from the proposed partnership amid Beijing’s curbs on overseas technology transfers in key sectors, the people said." www.bloomberg.com/news/article...

The 2017 煤改气 story returns with a new wrinkle... As Beijing skies continue to get bluer, costs are felt outside the capital, resurfacing environmental justice and policy questions www.bloomberg.com/news/article...

“The US has traditionally contributed expertise, leadership in assessment chapters, and critical Earth‑system monitoring data. I am unsure how the IPCC can continue without the US,” said Benjamin Horton, dean of the school of energy and environment at CityUHK. www.bloomberg.com/news/article...

Happy new year all! Here's what the Bloomberg Green reporters are worried about/excited about as we enter the back half of this critical climate decade. Gift link: www.bloomberg.com/news/feature...

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