OIES Podcast – 1H China data: a mixed bag of weaker economic growth and stronger renewables

It’s now August and we finally have a good set of China’s 1H economic and energy statistics to parse, and it looks like a bit of a mixed bag. While economic growth has been notably weak, energy demand has held up somewhat better. Meanwhile, in the power sector, there is a supply-side push underway across coal, nuclear, and renewables.

In this podcast, Michal Meidan, Anders Hove, and Philip Andrews-Speed run through some of the key topics in play this month: the macroeconomic data and what it does and doesn’t mean for energy demand; gas policy and price reforms; an update on the power sector and the potential for outages; news of John Kerry’s climate talks in Beijing; and China’s restrictions on exports of key minerals, this time gallium and germanium.

By: OIES