Author: Danlei Liao

Patient Capital, Long-Term Orientation and Global Imbalances: A Rebuttal

By Yan Wang The global economy in early 2026 is confronted with an escalating war in the Middle East causing humanitarian disasters and energy crises. On the economic front, although there is a consensus that the global imbalance is widening, solid evidence for the root causes of this imbalance is lacking. The IMF’s 2025 Article […]

Greening the Steel and Cement Used in China’s Global Infrastructure Projects

China’s development finance institutions (DFIs), primarily the China Development Bank (CDB) and the Export–Import Bank of China (CHEXIM), have become central players in global infrastructure development. At the same time, China’s overseas infrastructure projects have come under scrutiny for their climate impact. A new report by Hanjie Wang, Cecilia Springer and Ali Hasanbeigi puts this […]

Weighing In: How Much Steel and Cement Go Into China’s Global Infrastructure Projects?

By Cecilia Springer, Hanjie Wang and Ali Hasanbeigi When a new railway line connects cities in East Africa or a power plant starts operating in South Asia, many tons of steel and cement quietly shape the structures behind the contracts and headlines. These carbon-intensive materials form the physical backbone of infrastructure financed by China’s development […]

Zimbabwe’s Lithium Pivot: Promises and Pitfalls of Mining

By Julie Radomski, Tsitsi Musasike, Tinotenda Chidhawu, Hudson Mtegha and Earnest Rungano Chinyanga Lithium has emerged as an indispensable resource powering the energy transition, given its central role in electric vehicle batteries and battery energy storage systems. For Zimbabwe, endowed with Africa’s largest lithium reserves, this presents a historic opportunity. The country accounted for nearly […]

From Resource Curse to Renewable Futures? Chinese Investment and a Just Transition in Latin America

Latin America’s wealth of transition minerals positions it as a key supplier of the raw materials necessary for renewable energy generation. However, despite GDP growth due to commodity exports, past resource cycles in Latin America have resulted in environmental degradation, social conflict and economic fragility rather than broad-based development. Therefore, a just energy transition in […]

Power Projects Face Climate “Double Whammy”

By Xia Li A new power plant can look like a straightforward win for a fast-growing economy. It means more electricity for homes, hospitals, factories and schools. But our new study suggests the story is far more complicated. Today, every major energy investment is increasingly shaped by two climate realities at once. First, there’s the […]

Beyond Debt Reprofiling: China’s Role in Global South Development

By Marina Zucker-Marques, Rosa He and Tianyi Wu Since the onset of the COVID-19 pandemic, many developing countries have faced a financial deadlock: they must scale up social and climate spending to support social-economic development, but the lack of fiscal space, and resulting debt distress inhibit new investments. Multilateral solutions such as the G20 Common […]

Is Geopolitics Opening New Doors for EV Localization Worldwide?

By Hanjie Wang While trade tensions continue to dominate international headlines, the rapid growth of electric vehicle (EV) industry has attracted less attention. Yet this transformation is already having a ripple effect in emerging markets and developing economies (EMDEs). As governments race to decarbonize economies, the EV sector has become one of the most competitive […]