INTELLIGENCE BY SECTOR > Power POWER > Analysis & Reviews

  • 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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  • Pearl River Delta: 5 Water Must-Knows

    China’s Pearl River Delta generates 9% of GDP but water challenges lurk behind the dazzling economic success. Don’t know what these are? China Water Risk’s Feng Hu shares 5 water must-knows for the region … more

  • 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

  • Water Flows In China’s Grid

    Embedded water is everywhere and that includes electricity. China Water Risk’s Hubert Thieriot on recent findings that show how and where virtual water flows through the grid. Will this change how China’s grid develops? … 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

  • 8 Reasons to Invest in Irrigation in China

    To grow 75% of total grains & 90% cash crops, China’s irrigated areas need water equivalent to the Pearl River flow. With an additional 18 million hectares to adopt water-saving tech by 2030, CWR’s Hu says investment in irrigation is worth exploring … 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

  • Floating Solar: A Solution for China?

    Floating solar appears to be well-suited to China’s hunger for power and its limited water and land resources. So will it embrace the technology? CWR’s Thieriot & Xu expand on the status quo in China, its benefits and future considerations … 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

  • Beautiful China 2020: Water & The 13 FYP

    China wants to exert tireless efforts to build a Beautiful China where the sky is blue, the land is green and the water runs clear. Find out what this means for water, the environment and the economy in the next five years in the upcoming 13th Five Year Plan … 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

  • Renewable Energy: Bigger Than You Think

    Renewables surge as coal wanes but the bulk of the renewable energy boom is yet to come. CWR’s Thieriot on why this aggressive surge won’t be enough to solve the climate-energy nexus … 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

  • Paris Water Pact: Feeling Blue

    The rise of water at COP was evidenced by the Paris Pact for Water and Adaptation, Delta Coalition & the Megacities Coalition on Water. However, we are still feeling blue, CWR’s McGregor expands … more

  • 8 Planet-Friendly Gifting Tips

    Make this Christmas your best one yet for you but also the planet with China Water Risk’s McGregor & Thieriot’s 8 planet-friendly gift & lifestyle tips that Santa & Rudolph will approve of … 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

  • 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

  • China Nuclear: The Future is Unclear

    Will China’s nuclear ambitions be thwarted by water risks and contamination fears? China Water Risk explores inland nuclear expansion and alternative scenarios for densely populated regions 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

  • China: Gaps in Rainy Day Funding

    Given increasing economic losses & negative impacts on food production due to extreme weather, China Water Risk’s Hu highlights gaps in flood control investment and expands on how the Chinese government expects to finance rainy days ahead … 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

  • 2014 World Water Week: Takeaways

    Check our key takeaways on ‘Water & Energy’ from World Water Week 2014. What are the challenges ahead for Asia & the rest of the world? Dawn McGregor expands … 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

  • Alleviating Water Scarcity in Cuba

    UNESCO-IHE’s Dr. Vazquez on how Cuba is alleviating its water scarcity issues through wastewater reuse, use of seawater and pilots in Cuba’s growing tourism sector to ensure “Mas Agua Para Todos” … 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

  • Water Risk & National Security

    With the China’s largest surface freshwater reserves, the Qinghai-Tibet Plateau glaciers shrinking by 15% (an area equivalent to 11.5 “Singapores’), we review US military views on how climate change impacts national security & China’s current stance … more

  • Dams in Earthquake Zones

    China’s urgent need for clean energy means that dams may be built in seismic zones. But with an increasing number & severity of earthquakes on the Tibetan plateau, what does this mean for China’s hydro plans? … more

  • Rethinking China’s Dam Rush

    Dong & Turner from the Woodrow Wilson Center review the “Last Report” on China’s Rivers. See why the 19 NGOs which authored the report are urging China to rethink its hydropower expansion plans in pursuit of low carbon development … more

  • AIDF Water Summit: 5 Takeaways

    Dawn McGregor gives us her 5 takeaways from AIDF’s Asia Water Security Summit ranging from exposure of GDP to water risk to the crucial need for un-siloed approaches and key areas of improvement in the water sector … 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

  • Thirsty Clouds & Smartphones

    Thought you were being more environmentally friendly by accessing emails online rather than printing them, think again! Check out how water thirsty & energy hungry our cloud addiction is … 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

  • Syngas: Trade Offs for Water & Air

    WRI discusses how China’s latest scheme to cut air pollution by replacing coal with synthetic gas will exacerbate water stress in coal-rich provinces. Find out how China’s response to air pollution poses a threat to water … more

  • China Energy Gets WET

    China Water Risk’s Ying Shen gives three broad takeaways from the US-China water-energy roundtables hosted by the Wilson Center & Greennovation Hub in Beijing … 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

  • 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

  • Is Fracking The Answer For Water Scarce China

    Will water limit China’s access to possibly the world’s largest resoure of shale gas? Lisa Genasci discusses China’s possible energy alternative and its hold-backs … more

  • Stockholm World Water Week – 8 Top Picks

    In case you have not been following the World Water Week, Debra Tan picks eight points of interest around food & energy security: from the taste of waste to solving access clean water for everyone … more

  • The Rise of Protests & Reputational Risk

    With a recent survey indicating over 500 protests daily, Lisa Genasci examines the reasons for the rise and the role and impact of environmental protests in China today. … more

  • Water Treaties – A Question of Rights

    Sophie le Clue gives an overview of the water treaty landscape; the abundance of bilateral and multilateral treaties, but notably China’s lack of presence in the field. … more

  • 2011 Year in Review & 5 Trends for 2012

    Find out what’s happened in the water space in the Year of the Rabbit and check out the five trends we see continuing into 2012, the Year of the Water Dragon … more

  • Geopolitical Risks: Transboundary Rivers

    China owns headwaters to at least 10 major transboundary rivers but has no formal agreements with neighbours on these. Sophie le Clue explores increasing tensions in South and SE Asia. … 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

  • Desal in China: Trends & Opportunities

    With targets for desalination remaining aggressive in the 12th FYP, China Water Risk reviews China’s desalination market – its past & future as desalination is expected to become more profitable given rising water tariffs. … 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

  • One-Size-Does-Not-Fit-All

    Can Bottom-up Target Setting And Devolution of Control Deliver ‘Quality Growth’? Potential consequences of China’s 12th FYP and its effectiveness reviewed. … more

  • Hydropower: Environmental Disaster or Climate Saver?

    China Water Risk explores the trade-offs. Hydropower is a ‘double-edged sword’ for investors. Alongside emissions reductions there are significant environmental, social and governance issues to consider. … more

  • Do Hydropower Projects Need The CDM?

    Hydropower projects in the Clean Development Mechanism (CDM) have come under increasing scrutiny. China Water Risks explores whether hydropower projects should be eligible for carbon credits. … 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