China’s transition. The world’s business.
In Focus
Trade rules, suppliers, logistics and procurement, and the environmental, labour and technology risks that cross borders.
In This Section
A Ministry of Ecology and Environment field visit linked straw use, biomass energy, soil protection, waste recycling and river-basin governance into one regional execution test.
The open question is no longer only what happened at a supplier. It is whether worker-grievance controls, buyer oversight and governance can withstand scrutiny when a dispute becomes public.
China's low-carbon logistics story became more concrete this week. Seatrade Maritime reported on July 6 that the country's first end-to-end zero-carbon sea-river intermodal container corridor entered operation, with the 10,000-tonne-class…
China-EU trade relations are usually discussed through friction: EV duties, overcapacity claims, market-access disputes and carbon border rules. This week's signal was more constructive, but still material for ESG risk. On Jul 2, China's Ministry…
Europe’s Carbon Border Adjustment Mechanism is becoming part of China’s ESG story because it turns industrial emissions into a trade cost. On Jun 16, CSIS published analysis of China’s response to CBAM. Its indexed summary notes that under…
China’s May auto data point to a widening gap between domestic pressure and export momentum. Indexed summaries of CAAM’s Jun 10 release report that total auto production and sales in May were 2.616 million and 2.629 million units, down 1.2% and…
Focus event: on June 1, Sina Finance reported that China’s new-energy passenger-car exports in the first quarter reached 908,000 units, equivalent to 47.6% of domestic retail volume.
Focus event: BloombergNEF’s Energy Storage Market Outlook 1H 2026 summary, republished by Sina Finance on May 29, projected global non-pumped-hydro storage additions of 158 GW / 459 GWh in 2026.
Focus event: On May 20, the NDRC and NEA issued NDRC Energy [2026] No. 688, expanding green-power direct connection from single-user projects to multi-user projects for industrial parks, zero-carbon parks and export-facing supply chains.
Focus event: First Financial reported that Sungrow signed a 7.5 GWh PowerTitan 3.0 energy-storage supply contract with Masdar for an Abu Dhabi project, plus 2.6 GW of inverters for the South zone.
Focus event: Reuters reported that companies, banks and insurers are pulling back from China-linked U.S. solar factories amid subsidy uncertainty.
Focus event: the European Commission’s active CBAM materials now show the 2026 definitive regime, the 50-tonne threshold and the first quarterly certificate price table.
The EU’s CBAM page now reads less like a policy primer and more like an implementation portal. It reiterates that the definitive regime started from 1 January 2026 and specifies practical mechanisms: importers above the 50-tonne threshold must…