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…