Electricity Supply Crunch; China's NEV Market Overproduction; 5G Network; Cryptocurrency Crackdown; EU's Looks to Boost Tech Self-Reliance; QUAD Summit in Washington; Unicorns.

Intelligence and Insights on China's government actions, foreign policy, economy, and the capital markets.

Keeping the lights on, forging titans, and leveraging advantage

China is facing a pronounced electricity crunch as speculation abounds over tensions between supply and top-down climate action. Meanwhile, Beijing may change tack as it seeks to nurture the industry leaders of tomorrow.

Brussels is joining the fray to reverse global trends in chip production…

This post is for paid subscribers