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Energy And Materials coverage from 中国产业简报.
Analyze the investment dynamics of maintenance projects in the metal and mineral industries in the United States in the fourth quarter, reveal the structural changes in the capital expenditure structure of global industrial manufacturing, and provide insights into the reorganization of future global supply chains.
In-depth analysis of the global industrial mineral market size and growth trends, exploring how the traditional structure dominated by building materials is being reshaped by high-tech applications such as silicon dioxide and ceramics, and analyzing the long-term impact of sustainable development and technological innovation on the industry structure.
In-depth analysis of the structural impact of energy transition on critical mineral demand, revealing geopolitical risks in global supply chain reorganization, and changes in China's strategic position in key material processing links.
In-depth analysis of structural changes in the global steel market, focusing on the competitive landscape of Basic Oxygen Furnaces and Electrical Arc Furnaces, and the driving forces of sustainable development on production technology innovation.
Analyze the policy and security challenges facing the US mining and metals industry in 2026, and explore how geopolitics drives the reshaping of domestic value chains, the transformation of financing models, and strategic adjustments to supply chain resilience.
In-depth analysis of the structural changes facing the US mineral and metals industry in 2026, focusing on how geopolitics is driving the reshaping of domestic value chains, the banking changes in project financing, and the efficiency and talent upgrading trends that companies must pay attention to.
Based on the latest Fortune Business Insights report, the North American hot-rolled coil (HRC) steel market size is expected to grow from USD 18.05 billion in 2025 to USD 24.16 billion in 2034. Driven by the green steel transition, infrastructure spending, and energy expansion, the North American steel industry is undergoing structural adjustments, the effects of which will spill over into global steel trade and China's steel export strategy.
Based on the market research published by Straits Research, this analysis examines the profound impacts of trends such as sustainable transformation, advanced materials, and bio-based chemicals on the upgrading of China's manufacturing industry and the restructuring of the global chemical supply chain, providing industrial decision-makers with a long-term perspective.
IRENA's new report reveals how critical materials are reshaping global energy geopolitics; this article analyzes the new supply chain landscape from a Chinese perspective.
Based on IRENA's latest report, analyze the geopolitical impact of critical material supply chains on the global energy transition, as well as China's industrial opportunities and challenges therein.
Based on IRENA's latest report, this paper provides an in-depth analysis of the strategic position of critical materials in the global energy transition, exploring the nature of supply risks, industry bottlenecks, and their long-term impact on manufacturing supply chains.
Based on the IEA's 2026 Global Critical Minerals Outlook, analyze the vulnerability of France and Europe in the refining stage, reveal how China's dominant refining capacity affects the global new energy industry chain, and the long-term risks posed by declining investment and export controls.
Turkish steel manufacturer Tosyali has obtained a loan to build a 261MW self-use photovoltaic power station, reflecting the accelerated energy transition in the global industrial sector. This trend has created new export markets for Chinese photovoltaic module and system suppliers, while the green transformation of China's own steel industry also brings domestic demand for photovoltaic companies. The article analyzes the global supply chain changes behind the steel-solar industry synergy.
Alberta and Ontario are studying the construction of a new oil pipeline that bypasses the United States. This move is not only a measure to diversify Canada's energy exports, but also reflects the accelerating restructuring of the global energy supply chain, which could have profound impacts on the North American petrochemical industry and energy flows in the Asia-Pacific region.
The Adani Group is investing $11.5 billion in an integrated aluminum ecosystem in Odisha, India, marking a strategic shift for India's aluminum industry from import dependence to net exports. This capacity expansion could reshape the Asian aluminum supply chain, create competitive pressure on China's aluminum industry, and accelerate global supply chain diversification.
India accelerates its push for green hydrogen, aiming to enhance energy independence while introducing new variables to the global hydrogen supply chain. Chinese electrolyzer manufacturers and engineering companies face both opportunities and challenges.
In mid-2026, the global mining industry is undergoing structural shifts such as the geographic restructuring of battery supply chains, rising resource nationalism in Africa, and the integration of mining technologies. This article analyzes China's changing role and strategic challenges in global mining, based on the Tesla-graphite dispute, the U.S. DOMINANCE Act, resource controls in three countries, and the Epiroc-Ericsson cooperation.
This article analyzes the global green hydrogen project wave from the perspective of China's industry, exploring its impact on manufacturing upgrades, supply chain adjustments, and export models.
Focusing on the industrialization pathway of CCUS technology, this article discusses how carbon dioxide can be transformed from an emissions burden into a manageable industrial resource, and analyzes its impact on the chemical, steel, cement, hydrogen, synthetic fuels, and materials supply chains.
India's corporate net-zero transition is moving from energy procurement and carbon disclosure toward a deeper operational restructuring. For manufacturing, heavy industry, and supply chain companies, this means that production processes, supplier ecosystems, and capital allocation logic will all be redefined.