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China’s Charging Ahead!

Electric Vehicle (EV) makers the world over face a classic “chicken and egg” problem. Concerned with the range of EVs and the availability of charging stations, consumers are reluctant to forsake their cars powered by internal combustion engines in favor of those powered by batteries. Yet, building a charging infrastructure is expensive, and investors are […]

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Tackling Air Pollution In China

As reported in news media around the world, air pollution in Beijing reached hazardous levels earlier this week. According to one report: “Schools in the Chinese capital kept students indoors and parents brought their kids to hospitals with breathing ailments Tuesday as Beijing grappled with extremely severe air pollution for the fifth straight day … […]

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China’s Growing Food Problem/Opportunity

Feeding China’s population of 1.3 billion people is a difficult task even under the best of circumstances. Securing enough food for its people, however, will be even more difficult for China in the years ahead due to a number of factors, including increased competition from a growing global population, the reduction of the country’s agricultural […]

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China Leads In Renewable Investment—Again!

China Leads In Renewable Investment—Again!

Every opportunity — and every problem — in China is big! There is no such thing as a small opportunity, or a small problem, in the world’s most populous country. That is certainly true when it comes to environmental and energy issues. With more cars on the road every year and increasing demands for power […]

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What’s It Like to Buy a Tesla in China?

China figures big in the future plans of Tesla (NASDAQ:TSLA), the Palo Alto, California-based electric car company that has captured the imagination of so many car enthusiasts — and investors. To illustrate how important China is to the company, Veronica Wu, Vice President of Tesla’s China operations, said earlier this year that she expects China […]

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China: Getting Serious About Air Pollution?

Sunday looked like a pretty clear day when I woke up yesterday  in Beijing, one of the best we’ve had in a few weeks. However, when I checked my Air Quality Index (“AQI”) application, one that nearly all Beijingers have now installed on their cell phones, it stood at a decidedly “unhealthy” 145. So much […]

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Shale Gas: China’s Untapped Resource

When I met recently with a senior investment officer from China Investment Corporation (“CIC”), the country’s sovereign wealth fund, I was told that CIC is very bullish on the United States. Why? In CIC’s opinion, the existence of large shale gas reserves in the U.S. will provide a massive shot in the arm for the […]

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Will The Chinese Buy A Tesla?

Will the Chinese buy A Tesla? The management of Tesla Motors, Inc. (NasdaqGS:TSLA) certainly hopes so. At the Detroit Auto Show, Tesla announced its plans to open a dealership in Beijing — its first store in China — this spring. George Blankenship, the company’s vice president of worldwide sales, said the store will house an […]

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Air Quality In China

The ink on the paper with my predictions for China was barely dry when what may become “the” story of 2013 came onto the scene—air quality. If I knew then what I know now, I would have had to have included a discussion about air quality. In the run-up to the Beijing Olympics in 2008, […]

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Behind China’s Rare Earth Controversy

Behind China’s Rare Earth Controversy

On Wednesday in Beijing, the Information Office of the State Council, China’s cabinet, published the country’s first white paper, on China’s rare earth industry. Some of the information in the report caused a stir in the U.S. equity markets. Shares of Molycorp, Inc. (NYSE: MCP), owner of the Mountain Pass rare earth mine in California, […]

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