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’s impact on global nuclear markets

Overview

China has plans to double its domestic nuclear power industry over the next five years, throwing a lifeline to a global nuclear industry in decline. By the start of the next decade it will become the third-largest nuclear producer in the world and by 2040 it may well have become the largest. This opens up significant opportunities for international reactor vendors to sell into the Chinese market; however, the two leading contenders, France and Japan, face challenges in doing so...

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