Lili Pike
@lilipike.bsky.social
China & climate reporter @bloomberg.com
Pinned
Lili Pike
@lilipike.bsky.social
· Sep 24
China Played It Safe With First Pledge to Cut Greenhouse Emissions
Other nations have achieved larger declines after reaching peak climate pollution — and the world’s biggest emitter has exceeded its own goals
www.bloomberg.com
A double news update after a summer respite from social media: 1) I’ve joined @bloomberg.com
to report on China & climate! 2) Just in time for China’s new climate targets, announced by Xi today. I’m thrilled to cover this special beat—and to be diving right in:
www.bloomberg.com/news/article...
to report on China & climate! 2) Just in time for China’s new climate targets, announced by Xi today. I’m thrilled to cover this special beat—and to be diving right in:
www.bloomberg.com/news/article...
Some US utilities are telling data centers it will take years for them to connect to power. In contrast, connecting to the grid is “a non-issue in China” David Fishman @ Lantau Group told us.
w/ Emily Forgash
www.bloomberg.com/news/article...
w/ Emily Forgash
www.bloomberg.com/news/article...
China Ramps Up Energy Boom Flagged by Musk as Key to AI Race
New data on China’s relentless energy installations underscore warnings from Elon Musk and Jensen Huang that the nation’s world-beating power network will deliver a major advantage over the US in the ...
www.bloomberg.com
February 5, 2026 at 3:23 AM
Some US utilities are telling data centers it will take years for them to connect to power. In contrast, connecting to the grid is “a non-issue in China” David Fishman @ Lantau Group told us.
w/ Emily Forgash
www.bloomberg.com/news/article...
w/ Emily Forgash
www.bloomberg.com/news/article...
A wonky but important development: Batteries are now eligible, along with coal plants, to receive payments to stabilize China's grid. That could put coal under more competitive pressure in the future:
www.bloomberg.com/news/article...
www.bloomberg.com/news/article...
China to Boost Batteries Sector with New Grid Backup Policy
The Chinese government will help underpin the nationwide boom in large-scale batteries by expanding its subsidies for energy storage.
www.bloomberg.com
February 4, 2026 at 10:17 AM
A wonky but important development: Batteries are now eligible, along with coal plants, to receive payments to stabilize China's grid. That could put coal under more competitive pressure in the future:
www.bloomberg.com/news/article...
www.bloomberg.com/news/article...
Reposted by Lili Pike
Green debt in China: $6.8 trillion
Green debt in EU: $2 trillion
Expect the gap to widen. Story by @lilipike.bsky.social.
🎁🔗 www.bloomberg.com/news/article...
Green debt in EU: $2 trillion
Expect the gap to widen. Story by @lilipike.bsky.social.
🎁🔗 www.bloomberg.com/news/article...
January 29, 2026 at 12:19 PM
Green debt in China: $6.8 trillion
Green debt in EU: $2 trillion
Expect the gap to widen. Story by @lilipike.bsky.social.
🎁🔗 www.bloomberg.com/news/article...
Green debt in EU: $2 trillion
Expect the gap to widen. Story by @lilipike.bsky.social.
🎁🔗 www.bloomberg.com/news/article...
Wild chart:
www.bloomberg.com/news/article...
www.bloomberg.com/news/article...
January 28, 2026 at 7:47 AM
Wild chart:
www.bloomberg.com/news/article...
www.bloomberg.com/news/article...
"Many Western countries consider critical equipment made in China or by Chinese firms as a national security risk. But Brazil “is unlikely to see Chinese companies with this kind of fear,” said Nunes of BNEF.
via @akshatrathi.bsky.social & Fabiano
www.bloomberg.com/news/article...
via @akshatrathi.bsky.social & Fabiano
www.bloomberg.com/news/article...
Brazil Is Set for a Battery Boom. China Is Poised to Benefit
Multiple Chinese companies, including Huawei, are expected to bid in an upcoming Brazilian energy-storage auction.
www.bloomberg.com
January 26, 2026 at 2:49 AM
"Many Western countries consider critical equipment made in China or by Chinese firms as a national security risk. But Brazil “is unlikely to see Chinese companies with this kind of fear,” said Nunes of BNEF.
via @akshatrathi.bsky.social & Fabiano
www.bloomberg.com/news/article...
via @akshatrathi.bsky.social & Fabiano
www.bloomberg.com/news/article...
Reposted by Lili Pike
Can't say things turned out QUITE as we predicted, but for a primer on why the Arctic is suddenly an area of geopolitical interest, @davelevitan.bsky.social, @lilipike.bsky.social and I took a swing at that for Grid a couple years ago authory.com/app/content/...
Is an Arctic ‘Cold War’ coming? How climate change and the war in Ukraine are driving tensions.
What are 360s? Grid’s answer to stories that deserve a fuller view. On medieval European maps, the Arctic was often simply labeled Oceanus innavigabilis — unnavigable ocean — and regarded by scholars ...
authory.com
January 20, 2026 at 7:51 PM
Can't say things turned out QUITE as we predicted, but for a primer on why the Arctic is suddenly an area of geopolitical interest, @davelevitan.bsky.social, @lilipike.bsky.social and I took a swing at that for Grid a couple years ago authory.com/app/content/...
Hebei announced new subsidies today after all the reporting on poor villagers forgoing winter heating due to high gas prices:
m.caixin.com/m/2026-01-19...
m.caixin.com/m/2026-01-19...
河北省加大“煤改气”补贴 天然气采暖费用约降19%
省级补贴两头补，一方面采暖用气补贴0.4元/立方米，另一方面天然气销售价格降低0.2元/立方米；以此计算河北省对应财政支出在24亿—30亿元
m.caixin.com
January 20, 2026 at 8:40 AM
Hebei announced new subsidies today after all the reporting on poor villagers forgoing winter heating due to high gas prices:
m.caixin.com/m/2026-01-19...
m.caixin.com/m/2026-01-19...
"Henan’s disaster triggered responses from residents in other parts of China, Shen’s research found. Between 17 July and 4 October, 67 adaptation-related petitions were submitted outside Henan, 13 of which referenced the province."
dialogue.earth/en/climate/h...
dialogue.earth/en/climate/h...
How is the Chinese public engaging in climate adaptation?
While government message boards and NGOs are growing in importance, community self-organising remains crucial
dialogue.earth
January 19, 2026 at 1:20 AM
"Henan’s disaster triggered responses from residents in other parts of China, Shen’s research found. Between 17 July and 4 October, 67 adaptation-related petitions were submitted outside Henan, 13 of which referenced the province."
dialogue.earth/en/climate/h...
dialogue.earth/en/climate/h...
This comes after Ford stepped up its partnership with CATL in the US. My story with Keith Naughton from last month:
www.bloomberg.com/news/article...
www.bloomberg.com/news/article...
Why Ford Is Expanding a Partnership With Top Chinese Battery Maker
An existing deal with CATL will allow the US automaker to tap into the growing demand for utility-grade batteries.
www.bloomberg.com
January 16, 2026 at 1:20 AM
This comes after Ford stepped up its partnership with CATL in the US. My story with Keith Naughton from last month:
www.bloomberg.com/news/article...
www.bloomberg.com/news/article...
"Those talks stalled after the Chinese company withdrew from the proposed partnership amid Beijing’s curbs on overseas technology transfers in key sectors, the people said."
www.bloomberg.com/news/article...
www.bloomberg.com/news/article...
Reliance Halts Cell-Making Plans After Failed Bid for China Tech
Reliance Industries Ltd. has paused plans to make lithium-ion battery cells in India after failing to secure Chinese technology, said people familiar with the matter, reflecting how even the country’s...
www.bloomberg.com
January 12, 2026 at 2:07 AM
"Those talks stalled after the Chinese company withdrew from the proposed partnership amid Beijing’s curbs on overseas technology transfers in key sectors, the people said."
www.bloomberg.com/news/article...
www.bloomberg.com/news/article...
"Those talks stalled after the Chinese company withdrew from the proposed partnership amid Beijing’s curbs on overseas technology transfers in key sectors, the people said."
www.bloomberg.com/news/article...
www.bloomberg.com/news/article...
Reliance Halts Cell-Making Plans After Failed Bid for China Tech
Reliance Industries Ltd. has paused plans to make lithium-ion battery cells in India after failing to secure Chinese technology, said people familiar with the matter, reflecting how even the country’s...
www.bloomberg.com
January 12, 2026 at 2:05 AM
"Those talks stalled after the Chinese company withdrew from the proposed partnership amid Beijing’s curbs on overseas technology transfers in key sectors, the people said."
www.bloomberg.com/news/article...
www.bloomberg.com/news/article...
The 2017 煤改气 story returns with a new wrinkle... As Beijing skies continue to get bluer, costs are felt outside the capital, resurfacing environmental justice and policy questions
www.bloomberg.com/news/article...
www.bloomberg.com/news/article...
Chinese Villagers Shiver in Winter as Gas Subsidies Phased Out
Villagers near China’s capital are facing a bitter winter, with many unable to afford gas heating after the phaseout of local subsidies intended to relieve the cost of Beijing’s campaign for cleaner a...
www.bloomberg.com
January 9, 2026 at 4:44 AM
The 2017 煤改气 story returns with a new wrinkle... As Beijing skies continue to get bluer, costs are felt outside the capital, resurfacing environmental justice and policy questions
www.bloomberg.com/news/article...
www.bloomberg.com/news/article...
“The US has traditionally contributed expertise, leadership in assessment chapters, and critical Earth‑system monitoring data. I am unsure how the IPCC can continue without the US,” said Benjamin Horton, dean of the school of energy and environment at CityUHK.
www.bloomberg.com/news/article...
www.bloomberg.com/news/article...
Trump Expands US Climate Retreat With Exits From UN Bodies
President Donald Trump extended the US retreat from global cooperation on climate action by signaling a withdrawal from flagship international organizations, including the main United Nations and scie...
www.bloomberg.com
January 8, 2026 at 6:54 AM
“The US has traditionally contributed expertise, leadership in assessment chapters, and critical Earth‑system monitoring data. I am unsure how the IPCC can continue without the US,” said Benjamin Horton, dean of the school of energy and environment at CityUHK.
www.bloomberg.com/news/article...
www.bloomberg.com/news/article...
Happy new year all! Here's what the Bloomberg Green reporters are worried about/excited about as we enter the back half of this critical climate decade.
Gift link:
www.bloomberg.com/news/feature...
Gift link:
www.bloomberg.com/news/feature...
The 14 Global Trends That Will Shape the Climate in 2026
From a split in the global electric vehicle market to how China will factor climate into its five-year plan, these are the themes Bloomberg News reporters are watching.
www.bloomberg.com
January 5, 2026 at 9:49 AM
Happy new year all! Here's what the Bloomberg Green reporters are worried about/excited about as we enter the back half of this critical climate decade.
Gift link:
www.bloomberg.com/news/feature...
Gift link:
www.bloomberg.com/news/feature...
“You have to learn from the best, that’s what they did,” @bentleyallan.bsky.social told me, describing China’s history of licensing IP and acquiring technology from Western cleantech companies.
Now Ford is trying to reverse that history.
Now Ford is trying to reverse that history.
December 23, 2025 at 4:43 PM
“You have to learn from the best, that’s what they did,” @bentleyallan.bsky.social told me, describing China’s history of licensing IP and acquiring technology from Western cleantech companies.
Now Ford is trying to reverse that history.
Now Ford is trying to reverse that history.
Ford is doubling down on its partnership with Chinese battery giant CATL to make grid-scale batteries. Could it be the industrial policy solution the US needs to cut reliance on Chinese imports? 🎁 link:
www.bloomberg.com/news/article...
www.bloomberg.com/news/article...
Why Ford Is Expanding Its Partnership With Top Chinese Battery Maker
An existing deal with CATL will allow the US automaker to tap into the growing demand for utility-grade batteries.
www.bloomberg.com
December 23, 2025 at 4:41 PM
Ford is doubling down on its partnership with Chinese battery giant CATL to make grid-scale batteries. Could it be the industrial policy solution the US needs to cut reliance on Chinese imports? 🎁 link:
www.bloomberg.com/news/article...
www.bloomberg.com/news/article...
"China’s solar sector is struggling with overcapacity, which has squeezed profit margins and fueled price wars. In response, the polysilicon producers have been planning a $7 billion fund to buy and shut down more than 1 million tons of capacity."
www.bloomberg.com/news/article...
www.bloomberg.com/news/article...
China’s Polysilicon Giants Join Forces to Tackle Overcapacity
Several major Chinese polysilicon producers have set up a joint venture to help ease overcapacity in the raw material used in the solar supply chain, according to company registration data.
www.bloomberg.com
December 11, 2025 at 3:58 PM
"China’s solar sector is struggling with overcapacity, which has squeezed profit margins and fueled price wars. In response, the polysilicon producers have been planning a $7 billion fund to buy and shut down more than 1 million tons of capacity."
www.bloomberg.com/news/article...
www.bloomberg.com/news/article...
From Trump's new National Security Strategy:
"We reject the disastrous “climate change” and “Net Zero” ideologies that have so greatly harmed Europe, threaten the United States, and subsidize our adversaries."
www.whitehouse.gov/wp-content/u...
"We reject the disastrous “climate change” and “Net Zero” ideologies that have so greatly harmed Europe, threaten the United States, and subsidize our adversaries."
www.whitehouse.gov/wp-content/u...
www.whitehouse.gov
December 5, 2025 at 3:15 PM
From Trump's new National Security Strategy:
"We reject the disastrous “climate change” and “Net Zero” ideologies that have so greatly harmed Europe, threaten the United States, and subsidize our adversaries."
www.whitehouse.gov/wp-content/u...
"We reject the disastrous “climate change” and “Net Zero” ideologies that have so greatly harmed Europe, threaten the United States, and subsidize our adversaries."
www.whitehouse.gov/wp-content/u...
By 2040, "plastic-related greenhouse gas emissions are expected to surge by 58%, to 4.2 gigatons of carbon dioxide equivalent per year — enough that, if plastic production were a country, it would be the current third-largest emitter."
- @leslieatlarge.bsky.social
www.bloomberg.com/news/article...
- @leslieatlarge.bsky.social
www.bloomberg.com/news/article...
The World’s Plastic Glut Is Set to Get Much Worse by 2040, Study Finds
A new analysis finds that global plastic production will increase by 52% in a business-as-usual scenario.
www.bloomberg.com
December 3, 2025 at 2:39 PM
By 2040, "plastic-related greenhouse gas emissions are expected to surge by 58%, to 4.2 gigatons of carbon dioxide equivalent per year — enough that, if plastic production were a country, it would be the current third-largest emitter."
- @leslieatlarge.bsky.social
www.bloomberg.com/news/article...
- @leslieatlarge.bsky.social
www.bloomberg.com/news/article...
China’s former vice minister of industry estimated China "had built capacity for 20 million EVs and plug-in hybrids annually but remained saddled with enough factories for 30 million gasoline vehicles – far more than its domestic market needs."
www.reuters.com/investigatio...
www.reuters.com/investigatio...
China floods the world with gasoline cars it can't sell at home
While Western nations focus on the competitive threat of Chinese EVs, a different challenge is reshaping the auto industry. Beijing's legacy automakers are saturating emerging and second-tier markets ...
www.reuters.com
December 2, 2025 at 3:55 PM
China’s former vice minister of industry estimated China "had built capacity for 20 million EVs and plug-in hybrids annually but remained saddled with enough factories for 30 million gasoline vehicles – far more than its domestic market needs."
www.reuters.com/investigatio...
www.reuters.com/investigatio...
"Taiwan may restart one of its atomic power plants in 2028 if safety reviews proceed smoothly, a government minister said, in another sign the island may reverse its anti-nuclear policy."
www.bloomberg.com/news/article...
www.bloomberg.com/news/article...
Taiwan May Restart Nuclear Power Plant in 2028, Minister Says
Taiwan may restart one of its atomic power plants in 2028 if safety reviews proceed smoothly, a government minister said, in another sign the island may reverse its anti-nuclear policy.
www.bloomberg.com
December 2, 2025 at 3:27 PM
"Taiwan may restart one of its atomic power plants in 2028 if safety reviews proceed smoothly, a government minister said, in another sign the island may reverse its anti-nuclear policy."
www.bloomberg.com/news/article...
www.bloomberg.com/news/article...
Reposted by Lili Pike
December 1, 2025 at 9:08 PM
"The move would enable CSI to remain compliant with US restrictions including direct tariffs on Chinese solar panels and batteries, as well as prohibitions on tax incentives for Chinese companies investing in the manufacturing of renewable power equipment in the US"
www.bloomberg.com/news/article...
www.bloomberg.com/news/article...
Canadian Solar Transfers Assets to Avoid US Scrutiny on China
Canadian Solar Inc. rose more than 10% after the solar giant said it will take direct oversight over its U.S. operations and work to move manufacturing to North America as Washington steps up scrutiny...
www.bloomberg.com
December 1, 2025 at 7:43 PM
"The move would enable CSI to remain compliant with US restrictions including direct tariffs on Chinese solar panels and batteries, as well as prohibitions on tax incentives for Chinese companies investing in the manufacturing of renewable power equipment in the US"
www.bloomberg.com/news/article...
www.bloomberg.com/news/article...