Energy

BYD Co. E5 electric vehicles in taxi livery at a lot in Shenzhen, China, on 17 January 2024. (Qilai Shen/Bloomberg)

[Big read] Unseating China? The global race to make cheaper and better EVs

Car manufacturers from Europe, America, Japan, and South Korea not only have to contend with the intense competition from Chinese electric vehicles (EVs), but also with the fallout from the drop in global EV demand. We take a look at what various parties are doing to safeguard their market shares.
Transmission lines pass in front of the construction site of Shenmu Shenxin power station, a coal-fired power plant, in Shenmu, Shaanxi province, China, on 20 November 2023. (Colleen Howe/Reuters)

China’s ambitious clean energy development raises questions on efficiency

The expansion of renewable energy in China has been driven by the government’s 2020 pledge to reach peak carbon dioxide emissions by 2030 and become carbon neutral by 2060. But the reshaping of a new energy order still has a long way to go.
Climate activists protest after a draft of a negotiation deal was released, at the United Nations Climate Change Conference COP28 in Dubai, United Arab Emirates, on 13 December 2023. (Rula Rouhana/Reuters)

China has reasons to smile about the COP28 climate summit

Erik Baark takes stock of China’s gains at COP28 in Dubai in December 2023. The status of China in the negotiations was clearly enhanced by the compromise achieved by the US and China with the Sunnylands Statement in November 2023. On the difficult matter of establishing an international consensus on the approach to fossil fuels, China also seems to have found room to manoeuvre in the call for countries to commit to “transitioning away from fossil fuels in energy systems”.
A motorcyclist passes an advertisement for electric vehicle at the Car Valley area in Wuhan, China, on 24 October 2023. (Bloomberg)

EV battery race: Has China won?

Lianhe Zaobao journalist Liu Sha notes that while China currently seems to be ahead of the competition in terms of electric vehicles and batteries, questions of cost, quality and sustainability have to be taken into account in considering how China can maintain its lead in the battery industry.
The construction site of the China Contemporary Amperex Technology Co. (CATL) electric vehicle (EV) battery plant in Debrecen, Hungary, on 16 August 2023. (Akos Stiller/Bloomberg)

[Big read] Global fight for lithium battery raw materials heats up

Amid the global electric vehicle (EV) race, European countries and the US are doubling down on their efforts and investment towards building an even more localised vertically integrated battery supply chain. This comes amid China dominance over the global lithium-ion battery supply chain. As the race for raw materials continues, Southeast Asian countries such as Indonesia and Singapore can play an increasingly significant role. Lianhe Zaobao business correspondent Lai Oi Lai speaks with experts and business insiders to find out more.
In this photograph taken on 13 November 2016, Pakistani Navy personnel stand guard near a ship carrying containers at the Gwadar port, some 700 kilometres west of Karachi, during the opening ceremony of a pilot trade programme between Pakistan and China. (Aamir Qureshi/AFP)

Will Pakistan's Gwadar port resolve China's Malacca dilemma?

While Pakistan's prized port at Gwadar in Balochistan province is supposed to open up an energy corridor from Central Asia and the Gulf across Pakistan to western China, security is the actual key to the Beijing's grand energy security plan, which includes developing Gwadar port as an alternative to the Strait of Malacca — a narrow waterway between Indonesia and Malaysia.
Wind turbines are pictured near Heide, Germany, on 11 September 2023. (Daniel Roland/AFP)

Can the EU and China navigate their dispute over critical raw materials and clean energy technologies?

In the ever-evolving landscape of global geopolitics, worsening climate change impacts and the need to accelerate the clean energy transition, the contest for critical raw materials and renewable energy technologies has emerged as a focal point of contention between the European Union (EU) and China. The upcoming EU-China summit in Beijing on 5 and 6 December offers an opportunity to address their disagreements.
People involved in climate activism hold a demonstration in the Financial District of Manhattan to demand an end to fossil fuel funding by Wall Street and the American government on 18 September 2023 in New York City, US. (Spencer Platt/Getty Images/AFP)

Can the US and China solve the climate crisis for us?

US-China pledges to work together on climate action have been all too familiar, throughout times of changing US administrations and tense US-China relations. Even as cajoling each power to take more action has its limits, the greater danger is a global green technology war that punishes the global south.
Taliban soldiers celebrate on the second anniversary of the fall of Kabul on a street near the US embassy in Kabul, Afghanistan, on 15 August 2023. (Ali Khara/Reuters)

Is China engaged in resource politics in Afghanistan?

With increasing stakes in Afghanistan's vast mineral and energy deposits, China is engaged in resource politics in the war-wracked but resource-rich country. Maintaining control of the country's strategic mineral and energy reserves is the name of China's new great game in Afghanistan.