Channel
Energy And Materials coverage from 中国产业简报.
Based on IRENA's latest report, this paper provides an in-depth analysis of the strategic position of critical materials in the global energy transition, exploring the nature of supply risks, industry bottlenecks, and their long-term impact on manufacturing supply chains.
Based on the IEA's 2026 Global Critical Minerals Outlook, analyze the vulnerability of France and Europe in the refining stage, reveal how China's dominant refining capacity affects the global new energy industry chain, and the long-term risks posed by declining investment and export controls.
Turkish steel manufacturer Tosyali has obtained a loan to build a 261MW self-use photovoltaic power station, reflecting the accelerated energy transition in the global industrial sector. This trend has created new export markets for Chinese photovoltaic module and system suppliers, while the green transformation of China's own steel industry also brings domestic demand for photovoltaic companies. The article analyzes the global supply chain changes behind the steel-solar industry synergy.
Alberta and Ontario are studying the construction of a new oil pipeline that bypasses the United States. This move is not only a measure to diversify Canada's energy exports, but also reflects the accelerating restructuring of the global energy supply chain, which could have profound impacts on the North American petrochemical industry and energy flows in the Asia-Pacific region.
The Adani Group is investing $11.5 billion in an integrated aluminum ecosystem in Odisha, India, marking a strategic shift for India's aluminum industry from import dependence to net exports. This capacity expansion could reshape the Asian aluminum supply chain, create competitive pressure on China's aluminum industry, and accelerate global supply chain diversification.
India accelerates its push for green hydrogen, aiming to enhance energy independence while introducing new variables to the global hydrogen supply chain. Chinese electrolyzer manufacturers and engineering companies face both opportunities and challenges.
In mid-2026, the global mining industry is undergoing structural shifts such as the geographic restructuring of battery supply chains, rising resource nationalism in Africa, and the integration of mining technologies. This article analyzes China's changing role and strategic challenges in global mining, based on the Tesla-graphite dispute, the U.S. DOMINANCE Act, resource controls in three countries, and the Epiroc-Ericsson cooperation.
This article analyzes the global green hydrogen project wave from the perspective of China's industry, exploring its impact on manufacturing upgrades, supply chain adjustments, and export models.
Focusing on the industrialization pathway of CCUS technology, this article discusses how carbon dioxide can be transformed from an emissions burden into a manageable industrial resource, and analyzes its impact on the chemical, steel, cement, hydrogen, synthetic fuels, and materials supply chains.
India's corporate net-zero transition is moving from energy procurement and carbon disclosure toward a deeper operational restructuring. For manufacturing, heavy industry, and supply chain companies, this means that production processes, supplier ecosystems, and capital allocation logic will all be redefined.