Global Scans · China · Weekly Summary

WHAT'S NEXT?: Any disruption in economic activity between China and the United States will necessarily affect other Asian and world economies. How China handles Donald Trump's administration, its relationship with Russia and develops its leadership ambitions will be key areas to watch intently in the coming years.

• [New] Under the proposed deal, China will expedite the export of critical rare-earth minerals vital to the U.S. auto and defence industries. The Cipher Brief
• [New] By 2060, the total installed capacity of wind and solar power in north-west China is expected to exceed 2,000 GW. Springer Nature Switzerland
• [New] The installed capacity of biomass power generation in China will increase from 27 GW in 2025 to 55 GW in 2030 and 65.51 GW in 2035, and then plateau. Springer Nature Switzerland
• [New] By 2025, China's installed capacity of solar power is projected to reach 550 GW (including 48.9% centralised and 51.1% distributed), while solar power output is expected to be about 516 billion kWh. Springer Nature Switzerland
• [New] By 2025, the installed capacity of wind power in China will reach 520 GW, including 492 GW onshore (454 GW of centralised wind power and 37.54 GW of distributed wind power) and 28.22 GW of offshore wind power, generating around 1.1 trillion kWh of electricity. Springer Nature Switzerland
• [New] China's total installed capacity and output of nuclear power are projected to reach 69.82 GW and 500 billion kWh by 2025, 100 GW and 700 billion kWh by 2030, and 200 GW and 1.4 trillion kWh by 2060 respectively. Springer Nature Switzerland
• [New] By 2060, a clean and low-carbon, secure and efficient energy system dominated by renewable energy will exist and China's renewable energy sector will lead the world. Springer Nature Switzerland
• [New] The Chinese government then defined the task of building a new electric power system and clearly stated that the combined installed capacity of wind and solar power will reach more than 1,200 GW by 2030, giving a clear timetable for the development of China's energy system of the future. Springer Nature Switzerland
• [New] To build a carbon-neutral China by 2060, total installed power capacity and power output will have to reach 8,500 GW and 17.8 trillion kWh, with renewable energy making up more than 90% and 80% respectively. Springer Nature Switzerland
• [New] By 2025, total installed power capacity in China is expected to reach 3,000 gigawatts, with the installed capacity and power output of renewables (including hydropower) accounting for 51% and 36% respectively. Springer Nature Switzerland
• [New] Many Chinese firms listed in the U.S. fail to comply with American auditing standards and could pose risks to investors and the broader financial system. ICR
• [New] Strand Consult has identified 8 risks in the 5G supply chain from suppliers under the undue influence of adversarial countries like China. Strand Consult
• [New] Despite the appeal of Chinese electric vehicles, security concerns have emerged regarding potential risks associated with their technology. Observer Voice
• [New] Top officials from the United States and China are meeting in London this week to try to defuse a trade dispute that has widened from tariffs to restrictions over rare earth minerals, threatening a global supply chain shock and slower growth. Gold Eagle
• [New] Secure Port Ownership: US port facilities deemed to face security risks could not be sold or leased to Chinese, Russian, Iranian, or North Korean entities under H.R. 252. The Verardo Group's Substack
• India aims to produce 13% of its EV battery cell demand domestically by 2030, reducing reliance on imports from countries like China, South Korea and Japan. RealtynMore
• Different threat perceptions: India focuses on continental threats (China, Pakistan) while Australia is more concerned about Maritime and Pacific security. PMF IAS
• Expanding markets are beginning to adopt ATM installations at an increasing rate, with growth in the ATM industry projected to be most rapid in China and India over the next few years. Sci-Tech Today
• A discussion on trade policies could aim to reduce tariffs, enhance trade agreements, or address intellectual property concerns that have been a sticking point in U.S.-China relations. County Local News
• Employment growth is expected to be more resilient in some non-OECD emerging economies such as India and South Africa, but to slow further in China due to its ageing population reducing labour supply. IBPS Guide

Last updated: 13 June 2025