After six years and 220 Chaguan columns, it’s time to leave Beijing. It has been an adventure and a privilege. My next beat will include a dose of China, happily: I’ll be writing a new weekly geopolitics column in The Economist. Column number 5 for me economist.com/china/2024/08/…

This is an unfortunate extension of conventional wisdom uniting China and climate hawks. The idea that China having a robust EV sector is worse than climate change--is not only wrong, the weight of evidence and scholarship do not support it. Neither do facts on the ground...

Notice something new? Our website now features Data Visualization, where insights turn into smart, easy-to-understand charts. It’s all about making complex information more accessible and shareable. macropolo.org/charticle/chin… This month’s spotlight: Over the past decade, which

What Chinese province has raced to the top of being the greenest? It might surprise you: macropolo.org/charticle/chin…

Whoever wins the presidency, the United States will still face an "energy transition trilemma" -- and its choices will matter greatly in accelerating or stalling the energy transition I tried to simplify the choice set here MacroPolo macropolo.org/confronting-th…

Green hydrogen could reshape long-haul trucking with its longer range, lighter weight, and quick refueling capabilities. However, high fuel costs remain a major barrier. Scaling up production and infrastructure buildout are key for mass market adoption of FCETs. Read more here:

We are delighted to announce the launch of a major new initiative which draws on the approach of the Penn Project in convening, over the next 2 years, leading next gen scholars & experts on China from throughout the Asia-Pacific region. Announcement here: bit.ly/41GUPvh

Here is the video recording of the terrific discussion earlier today featuring our second fellowship cohort’s Climate & Environment team Michael Davidson Joanna Lewis Kate Logan, presenting their working policy papers, expertly moderated by Alex Wang: youtube.com/watch?v=nNZT6H…

We are thrilled to issue the call for applications (global.upenn.edu/future-of-us-c…) for our third fellowship cohort, made possible by generous support from Carnegie Corporation of New York and Henry Luce Foundation. Applications are due February 28.

All your DeepSeek questions (and more) to be answered later today by AJ Cortese and Jeffrey Ding, in conversation with Graham Webster. Join the program live at upennmeeting-edu.zoom.us/webinar/regist… or watch the recording later at youtube.com/watch?v=SBhh2f…

NEW: In a new CSIS report, we show how China is leveraging its globally dominant commercial shipbuilding industry to support its naval modernization—and how foreign companies are helping. We offer detailed policy recs on how the US can confront China's dual-use shipyards.

High Capacity is completely free. To be clear, you get access to everything with a free subscription or without subscribing at all. The paid subscription option is just for people who want to chip in and support the newsletter. To those people: a big thank you!

Pleased to meet with the third cohort of Penn Project on the Future of U.S.-China Relations fellows and Neysun Mahboubi this week. They are established leaders in national security, economics, trade & tech. Critical issues for the future of U.S.-China relations.

Runners know that the public race result itself is a severely lagging indicator. The real race is during the training period leading up to the final race itself. And for Chinese renewables/electrification the critical training period was 2017-21. This was the period featuring

Brilliant piece by two of the China experts I respect the most: Damien Ma and 李其 Lizzi. I especially liked the idea of cultivating industrial clusters for critical sectors, such as turning the Great Lakes region into a “Battery Belt.” foreignaffairs.com/united-states/…

I'm blown away by the generous shoutout from Adam Tooze on the latest episode of Sinica! He's too humble when he says he's still learning about China (aren't we all?). This was a fascinating discussion about China and our current world-historical moment. sinicapodcast.com/p/adam-tooze-c…

NEW: We’ve just published CSIS analysis of China’s threats to gallium supply chains. Firms and governments are understandably focused on rare earths, but they’re ignoring and misunderstanding China’s chokehold on gallium, a critical mineral that is crucial to military tech.

This thread of quotes from Adam Tooze from our recent podcast interview inspired me to write a short essay in the middle of the night here. Link in replies: “The Thing We Still Can’t Say”

China just launched the first major revision of its price law in 27 years, targeting irrational price competition and involution/内卷. The goal is to lay the legal groundwork for curbing destructive / involutionary price-cutting which is not just a trade concern, but a huge drag

Breakneck: China's Quest to Engineer the Future, out August 26 danwang.co/breakneck/