SIA Energy

President Trump’s renewed interest in “buying” Greenland has sparked much media commentary about the island’s vast mineral wealth. In this post, we take a look at Greenland’s resource potential and argue that expectations of a rapid mining boom are misaligned with the mineralogical, operational, and regulatory realities on the ground.

President Trump’s renewed interest in “buying” Greenland has sparked much media commentary about the island’s vast mineral wealth. In this post, we take a look at Greenland’s resource potential and argue that expectations of a rapid mining boom are misaligned with the mineralogical, operational, and regulatory realities on the ground.

In early December, the nearly eight-year-long Sino-US trade war escalated when Washington introduced additional controls on semiconductor exports to China. In response, Beijing stepped up export controls on several critical minerals, including a ban of US-bound sales of #gallium, #germanium and #antimony.  In this note, we discuss the impact of the minerals ban on industrial users, possible alternative supply sources, and the regulatory frameworks and underlying strategic drivers in both countries. #ban #minerals #batteries #trade war

We are excited to share with you a report from SIA Energy’s newest service—Net Zero Advisory. Recently launched, this service provides clients with strategic, impactful insights into how China’s energy transition and decarbonization efforts are transforming traditional energy markets, the industry landscape, supply chains, and geopolitical dynamics. Leveraging our deep expertise in China while maintaining a global perspective, Net Zero Advisory is designed as a one-stop resource for corporates, investors, and policymakers seeking to understand China’s green transformation and its global implications for their businesses and industries. The attached report, which discusses the commercial viability of green methanol as a low-carbon bunker fuel and its competitive position relative to LNG and fuel oil, showcases the type of strategic, forward-looking analysis you can find at Net Zero Advisory. Ready to explore Net Zero Advisory? Reach out to us at clientservice@sia-energy.com or read on below for more information. Best regards, Yao

A recent turbine supply deal for a German offshore project demonstrates that Chinese OEMs have achieved a level of competitiveness that enables them to rival established Western firms like Vestas.  This note explores the factors behind this growing competitiveness, the strategies Chinese OEMs are employing to expand in the EU market, and how the EU and Western manufacturers are responding to this challenge.

New EU guidelines for the forthcoming second round of European Hydrogen Bank (EHB) auctions ask for limiting the share of China-origin electrolyzer stacks to no more than 25%. In this note, we explain the context and market impact of this policy change, including what it means for EU targets, Chinese electrolyzer manufacturers’ investment choices, and the EU’s future H2 import potential. #hydrogen #energytransition #renewables

New energy vehicles (NEV) in August made up 54% of total passenger car retail sales in China, registering +45% y/y growth while sales of internal combustion engine (ICE) cars shrank by -28%. Technology advancement, fierce price competition, low electricity costs and supportive subsidies have enabled this NEV success, which far outperformed governmental targets. In this note we explain the underlying drivers of the NEV growth story, its future potential, and its effect on China’s gasoline demand.

China Matters The 1st SIA China Energy Transition Forum was successfully held in Nanjing, China on August 12-14, 2024. There were more than 100 people from 48 Chinese and overseas companies and institutions attending our event, covering energy-intensive industrial companies, energy suppliers, traders, financial investors, international organizations, foreign chamber of commerce, EU ETS certification body and Chinese central and local government agencies. Thanks to our co-host Jiangsu Energy Industry Association for their hard work, and special content support by Agora and GUTcert. Thanks to our wonderful speakers and audience. Everybody said there was a lot to gain from the event. And final thanks to my colleagues for putting up such nice content together, and seemless team work to make every detail a success. As a leading consultancy on Chinese natural gas/LNG industry, this event marks our first foray into the carbon space. We will assist Chinese and international clients to excel in global decarbonization efforts. Stay tuned for what actions China is going to take and the impact on global economy, trade and hydrocarbon sector. We will assist you in identifying risks and opportunities in the changing competitive landscape.