Stephen O'Sullivan

Managing Director, Energy Research
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Recent China research

* China Watch: Strong global growth a tailwind for China's deleveraging, Michelle Lam, Trey McArver, Larry Brainard, 14 Dec 2017
* China Watch: Outlook for 2018, Larry Brainard, Trey McArver, Michelle Lam, 7 Dec 2017
* China Perspective: North Korea scores, US stuck, Jonathan Fenby, 1 Dec 2017
* China Watch: The profit cycle – still some way to go, Michelle Lam, Trey McArver, Larry Brainard, 30 Nov 2017
* China Watch: China’s road to an automotive superpower, Michelle Lam, Trey McArver, Larry Brainard, Kingsmill Bond, 23 Nov 2017

See all our China research >>

China launches its nuclear renaissance

Overview

As China’s energy demand continues to rise strongly over the medium term, nuclear power will play a growing role in the country, accounting for nearly half of new global nuclear capacity in the next 25 years. The sector’s expansion is accelerating with the 13th Five-Year Plan and the lifting of the post-Fukushima moratorium. As a result, China’s nuclear power sector development will have a vital bearing on the global industry, since nuclear is a sector in decline in most other parts...

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