We assess the state of US supply chains for solar, wind, batteries, and EVs by comparing announced domestic manufacturing ...

In the second quarter of 2026, clean energy and transportation investment in the United States totaled $75 billion, a 22% increase from Q1 2026 and a 4% jump from Q2 2025. This marks the ...

We estimate China's total electric vehicle fleet is already displacing over 1 million barrels per day in implied oil demand. That level is likely to rise by around 600,000 barrels per day over the ...

The most concrete outcome of the Trump-Xi summit in Washington was an announcement on proposed mutual tariff reductions under the bilateral Board of Trade framework. While both sides quickly framed ...

In February 2024, we published a note pointing to a major shift in the economic relationship between Germany and China. Bilateral ties, we argued, would increasingly be defined by an intense ...

The Discover Global Markets: Greater China Business Forum is a two-day conference that will provide numerous opportunities for your company to learn from experts with real-world experience in Greater ...

Policy in China for steel decarbonization has been more muted, focusing largely on incremental plant-level emissions reductions. Regardless, the role of China looms large over any discussion of steel ...

Global clean technology investment reached record levels in 2025, after years of sustained growth in the manufacture and deployment of technologies needed to accelerate the transition to a clean ...

Recent tensions in the Taiwan Strait have stoked fears of a conflict between China and Taiwan and raised questions about the implications of such a scenario for the global economy. Recent tensions in ...

Chinese corporate investors faced challenges and uncertainties in 2023 from a mix of political and economic factors in Europe and globally. Uncertainty about the global economy impacted the investment ...

Chinese global overseas foreign direct investment (OFDI) increased by 18% year-on-year, reaching €69 billion in 2025. 1 It was the third consecutive year of growth in OFDI since 2023. Nonetheless, ...