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Podcast: Podcasts - Oxford Institute for Energy Studies
Episode: OIES Podcast – China 2026 Outlook: Staying the course in turbulent times
Description: China successfully navigated a difficult year in 2025, just hitting its official growth target despite trade wars and the country's ongoing real estate slowdown. The country's leadership is deep in the process of developing its next five-year plan, which is expected to focus on high technology and industrial upgrading, continuing recent policy themes rather than introducing major structural reforms. Meanwhile, policy makers are seeking to combat involution while boosting exports to ensure that the 'New Three' industries (solar, batteries, electric vehicles) remain a growth driver. All while maintaining energy security in the face of rising renewables and the risks of...