China & Rystad Energy
15 shared events · Importance 3 · Last updated Aug 19, 2026
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Business
China: China heavily controls the global scandium supply chain, creating a geopolitical risk and potential bottleneck for the fuel cell industry, particularly for companies like Bloom Energy.
Rystad Energy: Rystad Energy is a research and energy intelligence company that published the analysis projecting significant growth in the fuel cell market for data centers and highlighting potential supply chain risks.
Jun 25, 2026 · 6 articles
Tech
China: China is driving the strategy to expand data centres, aiming to enhance national competitiveness in AI and technology.
Rystad Energy: Rystad Energy provides analysis on the renewable energy aspects, highlighting the role of data centres in absorbing surplus power.
Aug 19, 2026 · 6 articles
Business
China: China relaxed export limits, increasing fuel exports and posing competition to Indian and U.S. refiners.
Rystad Energy: Rystad Energy provides analysis on India's role as swing supplier and demand forecasts, but is not directly impacted.
Aug 19, 2026 · 8 articles
Business
China: As the world's largest oil importer, China's reduced fuel demand and crude oil imports significantly impact global oil prices and supply dynamics. The shift to EVs and public transport, along with a property crisis, contributes to this decline.
Rystad Energy: Rystad Energy provided an assessment on the permanence of the shift in gasoline demand, suggesting at least part of it is lasting.
Jun 11, 2026 · 6 articles
Business
China: China cut crude imports sharply during the war, pressuring prices; imports may resume if prices fall further.
Rystad Energy: Rystad Energy analyst Jorge Leon anticipated a surplus next year.
Mar 09, 2018 · 108 articles
International
China: China is a major oil importer and has called for restoring normal passage. It has influence over Iran but is not directly involved.
Rystad Energy: Consultancy that analyzed the draft plan's impact on oil prices, noting it signals a managed corridor.
Mar 09, 2018 · 316 articles
International
China: China is a major buyer of Iranian oil; sanctions revocation may affect its supply.
Rystad Energy: Rystad noted that tanker traffic through Hormuz has essentially stopped.
Mar 09, 2018 · 1197 articles
International
Rystad Energy: Rystad Energy, through its head of geopolitical analysis Jorge Leon, provided expert commentary on the impact of the Strait of Hormuz situation on oil markets.
Mar 01, 2026 · 42 articles
International
Rystad Energy: Rystad Energy economists provided analysis on potential crude oil supply losses due to the Strait of Hormuz closure and predicted price increases.
Feb 28, 2026 · 35 articles
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