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  • Toxic Phones: China Controls the Core

    We review CLSA U®’s report which warns that transitional risks are abound as China says no to pollution and yes to a high tech future. What are the top-5 ‘bewares’? China Water Risk’s Debra Tan expands
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  • Electronic Brands: Sustainable Or Not?

    The new CLSA U® report cautions that despite looming risks, brands’ strategies point to focus on short-term profits instead of sustainability. CWR’s Woody Chan looks at action from recycling to obsolescence … more

  • At A Glance: Water Risk Dashboard

    Need to gauge water risks across your operations, suppliers or investees at a glance? China Water Risk’s Hubert Thieriot expands on a new dashboard for exactly that – check it out! … more

  • GPC: Smart Subsidies For Renewables

    China’s current subsidy system for renewable energy is overburdened. However, China Water Risk’s Yuanchao Xu sees positive change ahead with the recent initiation of Green Power Certificate trading … more

  • 2016 State of Environment Report Review

    The signs are positive for China’s environment in 2016. Groundwater quality improved after 5 years of decline though there is mixed news for rivers & lakes. Is the tide turning in China’s ‘war on pollution’? … more

  • No Safe Haven For Polluters

    As affluent eastern Chinese provinces are cleaning-up, companies are relocating to inland provinces with more lenient regulations. China Water Risk’s Hubert Thieriot explores this pollution haven effect & why it can be a short-sighted strategy

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  • Water Footprint: Why It Matters

    Despite growing recognition, water footprint is not without its detractors & criticisms have come from economists & life-cycle scholars. Check out 5 reasons why we think the concept is still relevant … more

  • Wastewater: Good To The Last Drop

    Happy World Water Day! In the year of wastewater, we look at China’s management of the ‘waste’. Plus, what does the 13FYP hold? Action; given rising wastewater discharge & low re-use rates … more

  • Key Water Policies 2016 – 2017

    Missed out on the key water and water-related policies in China over the last year? Get up to speed with China Water Risk Dawn McGregor’s review, including the latest on the water law … more

  • 5 Trends For 2017: The Year Of The Rooster

    The Rooster crows a new pecking order as China leads the global climate fight & drives structural changes at home. Stay on top with our 5 trends and make sure you are not walking on eggshells but laying golden eggs … more

  • 5 Regulatory Trends: From Enforcement To Finance

    Since 2016, China’s environmental policy landscape has undergone a series of important changes. CWR’s Xu summarises key regulations & 5 trends you need to know, from greater enforcement to green finance … more

  • Dug-Up In China: The World’s Critical Raw Materials

    China is the largest global supplier of many critical raw materials but growing domestic demand could mean it becomes a net importer. How will other countries secure these materials that are key to a low carbon future? China Water Risk’s Hongqiao Liu explores China’s direction in the 13FYP … more

  • Can APAC Lead In Adaptation Finance?

    After attending two key climate conferences, including COP 22, CWR’s Hu shares why adaptation financing in APAC is crucial, especially since it’s lagging. Plus, how the private sector can lead … more

  • Water PPPs To Lead In China

    All new water & wastewater projects in China need to follow the Public-Private-Partnership (PPP) model. Will this mean big change and how have other water-related projects been funded in China? China Water Risk’s Yuanchao Xu takes a look … more

  • Unconventional Water For Power Generation

    The power sector is China’s largest industrial water user & is also exposed to water stress. Unconventional water sources such as mine water & municipal wastewater can help with this. China Water Risk’s Thieriot explores these sources … more

  • 8 Things To Know About Recycling Water

    Recycling water could alleviate some of China’s water challenges. Yet, only 10% of its treated wastewater is recycled. Not sure what reclaimed water is? Check out China Water Risk’s 8 things you should know … more

  • Water Risk Valuation – What Investors Say

    See what 70+ investors have to say on different valuation approaches we applied to 10 energy stocks listed across 4 exchanges. Is there consensus? What are they most worried about? … more

  • 2016 World Water Week: Key Takeaways

    Business, risk assessment & linkages with SDG 6 were key issues at World Water Week 2016, fitting given the theme “Water for Sustainable Growth”. China Water Risk’s Dawn McGregor on our three key takeaways from Stockholm … more

  • Wind & Sun: Relief For China’s Dry North

    China’s North is parched but is home to a significant amount of coal reserves & arable land. Can wind & solar power help bring relief? CWR’s Thieriot on how but be warned, challenges remain … more

  • Can We Build A Clean & Smart Future On Toxic Rare Earths?

    Almost all smart, green & clean tech need rare earths to work, but mining & processing these are highly polluting. Lead author Liu of China Water Risk’s new report: “Rare Earths: Shades Of Grey” explores this paradox. It is time to rethink our clean & smart future … more

  • Rare Earth Black Market: An Open Dirty Secret

    The black market exacerbates environmental pollution from rare earth mining in China. With low prices, depleted reserves and contaminated drinking water, find out if your smartphone, tablet or electric car is party to this. Hongqiao Liu expands … more

  • China’s Water Resource Tax Reform

    The recently launched water resource tax reform will ultimately supersede the existing resource fee system. China Water Risk’s Yuanchao Xu on how the two systems compare and why Hebei is taking lead as the pilot city … more

  • China’s Soil Ten

    With ~1/5 of China’s farmland polluted, the Soil Ten Plan could not come sooner. See impacts to the “Hateful Eight” polluting industries & get the distilled version of the 231 actions in our review … more

  • Yangtze Flows: Pollution & Heavy Metals

    Areas along the Yangtze River dominate Chinese production but at what cost? With Grade V+ water in its tributaries, rapid growth in upstream wastewater plus concerns over a disproportionately large share of the nation’s heavy metals discharge, can the Yangtze River Economic Belt still flourish? CWR’s Hu takes a closer look … more

  • 2015 State of Environment Report Review

    China says overall environment quality has worsened in 2015 with groundwater deteriorating for the fifth year straight. It’s mixed news for rivers but lakes & reservoirs see marked improvement. Get the latest pollution status updates from the newly released 2015 State Of Environment Report … more

  • Water-nomics: Trade-offs Along The Yangtze

    With significant economic, water use and pollution disparities along the Yangtze River, China Water Risk & the Foreign Economic Cooperation Office of the Ministry of Environmental Protection, publish a joint brief to explore strategies to find the right development mix. Check out some of the key findings in this review … more

  • Quantifying Water Risk: What’s My Number?

    Industries are exposed to water risks but financial valuation of such risks remain elusive. China Water Risk’s Thieriot reviews existing quantification tools & methods and highlights gaps that need to be filled to put a number on water risks … more

  • Key Water Policies 2015 – 2016

    Over the last year China has released multiple of key water-related policies ranging from tackling the war on pollution, monitoring, food & energy security, green finance to promoting circular economies and more. Stay on top of them with China Water Risk’s review … more

  • China Water Risk’s 5 Trends for 2016

    Prioritizing environment alongside employment signals a reshuffle. To show it’s serious, China will “kill a chicken to warn the monkey”. The Year of the Monkey brings with it wild swings, so check out our top 5 trends in water for 2016 for it is better to be in a position to disrupt than be disrupted … more

  • Be Green and Prosper

    With increased fines, penalties and jail sentences, China Water Risk’s McGregor & Liu expand on China’s push towards ‘all things green’. Also hear from top business leaders in China on why it pays to be green to prosper … more

  • COP21: What Paris Means For China

    All eyes are on China, the largest contributor to global emissions as it transitions to a low carbon future. See what Paris means for China from carbon trading, peak emissions to carbon-intensive industries … more

  • COP21: 5 Takeaways from Paris

    The Paris Agreement signals that the threat is real. Time is running out, especially for water. Inaction means growing costs and with financial risks across sectors also on the rise, CWR’s Thieriot shares key takeaways from COP21 … more

  • China Water-nomics

    Will China’s economic development be hampered by limited water resources? The very existence of the Three Red Lines signals that China can’t keep developing the way it has. Read on for why GDP will be capped at 5.7% given China’s water-nomics … more

  • 2014 State of Environment Report Review

    China’s overall environmental quality in 2014 was “average”, but with polluters tampering with monitoring, can we even believe this data? We take a closer look at the mixed news … more

  • China’s Economy: Linear to Circular

    China is the 3rd country globally to enact polices to move towards a circular economy. See how & why China needs to make this transition; which industries are affected, what is the role of industrial parks? … more

  • Water Ten: Comply Or Else

    China’s new Water Ten Plan sets tough action on pollution prevention & control. While this is good for the water sector, less obvious is who or which sectors will be impacted. China Water Risk’s Tan on why China is serious about its fast & furious pollution reforms to propel China to a new norm … more

  • Groundwater Under Pressure

    New official survey says that China’s groundwater quality has yet again deteriorated. Can the Water Ten Plan turn this around? Who will be affected? Find out what’s at stake & why the next 5 years are crucial … more

  • Water In Coal: Still Murky

    Multiple policies were issued recently over the proper management of coal mine water, in particular mine water reuse to alleviate groundwater woes. But the road ahead is still murky. China Water Risk’s Thieriot walks us through inconsistencies in data & targets … more

  • Towards Water & Energy Security

    China Water Risk published report titled “Towards A Water & Energy Secure China”. Tough choices lie ahead in power expansion with limited water. Find out what strategies are employed and get a comprehensive overview of water risk exposure across China’s power landscape … more

  • Balancing Water For Agri & Coal

    China’s coal mines lie next to its farmlands and it plans to save water used in agriculture to fuel coal growth. In “Towards a Water & Energy Secure China”, China Water Risk explores strategies to control water use between agriculture & coal to ensure both food & energy security … more

  • China’s Pursuit of Energy Savings

    Our report “Towards A Water & Energy Secure China” shows that billions of cubic metres of water can be saved via energy savings. See why China has no choice but to pursue this strategy … more

  • Wind & Solar: Hidden Water Risks

    China is looking at aggressive renewable expansion with wind & solar set to soar. But could this intensify toxic hidden water risks from rare earth mining? Also some solar technologies require more water than coal to generate power. We explore these hidden risks in our report “Towards A Water & Energy Secure China” … more

  • Pollution Prevention: What’s The Plan?

    The ‘Water Ten’, expected to be released during the National People’s Congress 2015 hasn’t been. So, what’s Beijing’s plan with pollution so clearly on everyone’s mind; though mainly air pollution with “Under the Dome”? CWR’s Dawn McGregor and Hongqiao Liu expand … more

  • China Water Risk’s 5 Trends for 2015

    As China moves to re-balance its economy and environment, Beijing will shepherd the nation towards water, food & security. For the Year of the Goat, it is better to be the surefooted goat than the sacrificial lamb so check out our top 5 trends in water for 2015 … more

  • 8 Game-Changing Policy Paths

    There has been a fundamental shift in planning China’s future growth with changes in regulatory landscape due to multiple polices set & changes in law. Many come into full effect in 2015. Get on top of these … more

  • New Trading Markets to Enforce Red Lines

    China has been experimenting with market mechanisms. Can China’s new water permit trading markets (discharge & use) help the nation hold its Three Red Lines on water use, efficiency & pollution as well as catalyze a bigger water market? Feng Hu expands … more

  • Climate Risks: Are We Ready?

    Climate change is high on the global agenda, especially with COP 21 at the end of this year and yet we still face major stumbling blocks. See CWR’s key takeaways from various 2014 climate conferences from climate tools, regional resiliency plans, legacy issues to limited climate funding … more

  • Water Stewardship: Actions Must Match Risk

    Despite acknowledgement of water risks, 58% of companies in CDP’s 2014 Global Water report do not have a public commitment to water. We expand on actions needed in China & globally to match the risk … more

  • Pollution: It Doesn’t Pay to be Naughty

    State Council wants to use the enforcement of law & regulation “to force the economy to transform and upgrade”. See how violation cost surges with daily fines, new standards & discharge permit trading in a bid to push China to go clean … more

  • 2014 Investments in Chinese Waters

    With the government encouraging public & private sector water spend, check out investments in 2014 from agriculture, wastewater, water infrastructure, drinking water to Israeli cleantech … more

  • China’s Hidden Water Flows

    Prof Hubacek & Dr. Feng contributing authors of ”Virtual Scarce Water in China” share key findings. Find out why developed but water-scarce regions like Beijing, Tianjin and Shanghai are contributing to the country’s water depletion … more

  • Water Permits: How to Get Water in China

    How are water total water quotas set? How can you access water in China? China Water Risk gives an overview on these and the risks associated when China’s water permit system is reformed … more

  • Water Drives Coal Reform

    To ensure energy security, China needs to protect its No 1 fuel source against water scarcity. Feng Hu takes a closer look at what the new water-for-coal plan and other related policies mean for coal and coal-related industries … more

  • 5 Takeaways from Aquatech China 2014

    How real is China’s war on pollution? Will it translate into a growing domestic water market? See what local & foreign industrial leaders have to say in Shanghai … more

  • Heavy Metals & Agriculture

    Check out China Water Risk’s overview of the status of heavy metals discharge into wastewater, priority provinces, overlap with agriculture sown lands, crops exposed and industries targeted for clean-up … more

  • The War on Water Pollution

    Premier Li Keqiang has just declared war on pollution. Tan expands on the government’s stratagems & offensives and fundamental changes required to shore up the MEP’s arsenal in order to wage a successful war … more

  • MEP Reform: From Mountaintop to Ocean?

    The MEP is currently regarded as too weak to punish polluters due to dispersed authority & overlapping functions. Given the ‘war on pollution’, is reform to make a Super MEP necessary to improve China’s ‘mountains, water, forest, farmland & lakes’? … more

  • 2013-2014 Key Water Policies Review

    Haven’t been following China’s Three Red Lines strategy to protect water? Given the war on pollution, check out our summary of key water policies from 2013 to 2014 … more

  • China Water Risk’s 5 Trends for 2014

    With environmental risk cited as one of the top risks most likely to derail economic growth along with the banking crisis and housing bubble, check out our top 5 trends in water for the year of the Green Horse … more

  • Underground Shifts: Subsidence Review

    Subsidence goes hand in hand with groundwater over-extraction. With over 400 out of the 655 cities in China reliant on groundwater, can China mitigate subsidence risk? We explore related costs such as infrastructure damage, saltwater intrusion & increased desertification … more

  • Toxic Waste to Toxic Assets

    With higher penalties expected, SynTao’s Shen Xin & Taylor Brown examine whether recent corporate scandals & their impact on market value show a need for improved ESG disclosure & scrutiny … more

  • Spend To Quench Coal Thirst

    Can China manage to balance her limited water resources & coal expansion? Debra Tan argues that the sector can spend to quench coal thirst with consolidation or more investment in aggressive water savings tech … more

  • Water for Coal: Thirsty Miners?

    With up to 83% of China’s coal reserves in water stressed & scarce regions, the recent CLSA report asks if there is enough water to grow coal production. If not, what are our options? Debra Tan expands … more

  • Water in Mining: Disclosure Overview

    The international mining sector leads the way in water disclosure, but with massive regional variations in the level of reporting and poor current reporting frameworks are investors getting the full picture? … more

  • Cancer Villages: Toxic Tipping Point?

    With official recognition of cancer villages in 2013, we reviewed 255 media reports of such villages to look at their spread and industries that may be responsible. Is this the start of a long costly road to clean up? … more

  • 2012 Review & 5 Trends for 2013

    Not sure what happened in 2012? Read our review and find out what our top 5 water trends are for the Year of the Snake. Will we be bogged down or will we slide ahead? … more

  • Water Fees & Quotas: Set for Economic Growth?

    Debra Tan reviews the new joint standard on water pricing and new provincial quotas on water use, water efficiency and water quality released in January 2013 … more

  • China: No Water, No Power

    HSBC asks if China has enough water to fuel its power expansion as China plans to add more than the total installed power capacity of the US, UK & Australia by 2030. … more

  • Pollution: More Standards, Rubbish & Money?

    With new drinking water and pollution standards, will China be able to clean up or will rubbish continue to pile up … more

  • Winsway: Where are the Water Risks?

    Given water scarcity in the areas of operation, was there sufficient disclosure in Winsway’s latest bond offering document? … more

  • Zero Liquid Discharge – A Real Solution?

    With more companies in China moving towards Zero Liquid Discharge, China Water Risk takes a closer look at the technology, how it works and whether it will solve China’s water pollution issues. … more

  • China Water Risk Goes Live!

    China Water Risk’s new innovative website targets business leaders and investors as looming liquidity crunch may impede China’s growth. Get the Big Picture on China’s water crisis now … more

  • China Water Risk: A Portrait

    Don’t know anything about water risk? Read this in-depth review. Check out water challenges for each industry and be in a position to mitigate the risk. … more

  • Zijin Mining Spill and The Quest For Materiality

    China Water Risk takes a closer look to see if investors could have factored for this environmental risks if they knew where to look… Zijin Mining has been cited for environmental violations every year since 2005. … more

  • Water-Intensive Companies in South-West China Face Water Restrictions

    Dr Guo Peiyuan from Syntao highlights that some cities in southern China are planning to restrict or even shut down operations of water intensive businesses to protect drinking water. Agriculture, power generation and heavy metal production have been impacted by water shortages. … more

  • HKEx Could Do More to Promote Environmental Disclosure

    Study by IPE, Civic Exchange, ADM Capital Foundation and China Water Risk finds 15% of companies listed on the HKEx with environmental violations on the mainland. The study calls for better disclosure of these. … more