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] China has spent $13 billion developing fusion energy since 2023 and could commercially replicate star power to generate electricity by 2030, becoming the first nation to master what's commonly dubbed the holy grail of energy solutions. Electricity Info
• [New] China and Russia's multipolar world establishment efforts could produce a geopolitical division: one camp aligned with Beijing and Moscow, another with Washington. Futureuae
• [New] China will not be deterred by prototypes or plans alone; deterrence will require the delivery of added firepower at sea in the months remaining before 2027. The Heritage Foundation
• [New] China has been preparing to be militarily ready for a possible war in the Pacific by 2027. The Heritage Foundation
• [New] The joint effort between China Telecom's Internet of Things subsidiary E Surfing IoT and ABB Measurement & Analytics China Technology Center will concentrate on creating comprehensive industrial IoT solutions for Chinese-based industrial businesses. Precedence Research
• [New] With central banks in China, India, and Europe continuing to boost reserves, official sector demand is expected to remain a key driver of gold's upward momentum. MUFG Research
• [New] China's shipbuilding industry is 230 times larger than U.S. capacity, a gap that could take decades to close. alcircle
• [New] Washington sees Chinese port holdings as a threat. alcircle
• [New] China is planning to build a fully operational moon base, equipped with an autonomous nuclear reactor, by as early as 2035. Live Science
• [New] While NASA's Artemis missions have been repeatedly delayed, partly due to recent issues with SpaceX's temperamental Starship rocket, China has continued to hit major milestones on its plan to land astronauts by 2030. Live Science
• [New] Another area where China is likely to dominate is in low-Earth orbit, thanks to its recently completed Tiangong space station, which will become the only major state-run space station in operation once the International Space Station (ISS) is decommissioned at the end of this decade. Live Science
• [New] Chinese AI glasses shipments are projected to grow 178% to 2.2 million units in 2025. Dragoman
• [New] China's 2060 carbon-neutral roadmap and its 2030 goal of 1,200 GW of solar and wind capacity will further heighten demand for a variety of services to decarbonize. Precedence Research
• [New] Increasingly able to store cheaper renewable energy, China will access more lower cost electricity than most other countries. Edge and Odds -
• [New] Chinese-style AI, characterized by open-source innovation, application-orientation, low-cost training, and lightweight deployment, is both pragmatic and expansive in its potential, with no better place to embrace it than China. Edge and Odds -
• [New] China aims to establish a fully operational hyperloop corridor between Shanghai and Guangzhou by 2035. LeftlaneNews
• [New] Telangana will position itself as a 'China +1' alternative in manufacturing, aiming to attract global supply chains looking to diversify. Moneycontrol
• On the trade front, China is expected to remain the primary driver of demand, absorbing 112 million metric tons of soybeans, or 60% of global imports. Ecofin Agency
• Renewable hydrogen in China could become cost-competitive by the end of this decade due to low technology costs and cost of capital. IEA
• By 2030, China will have the manufacturing capacity to build an entire U.S. worth of generation from solar and storage alone - every single year. EVwire
• Strategic decoupling could significantly affect security issues between China and the US, particularly Taiwan, one of the most sensitive dimensions of US-China relations. RSIS_NTU
• Work with like-minded allies to deter China from helping Russia fuel its war of aggression against Ukraine, which would also deter China from invading or otherwise threatening Taiwan and prevent the rise of a China-led global axis of authoritarianism. George W. Bush Presidential Center

Last updated: 26 September 2025