Podcast - China's Two Sessions and the 15th FYP: energy transition in a more volatile world

A new episode of Mysteel's Commodity Flux podcast explores how China is reading global volatility through the lens of the Two Sessions and the 15th Five-Year Plan.
In this episode, Liao Na, Chief Consultant of Energy Policies, Founder of GL Consulting highlights three key points:
First, Middle East tensions are pushing up crude prices and freight costs, adding pressure across China's industrial chain, even as exports and production remain resilient.
Second, the 15th Five-Year Plan points to a more integrated energy agenda, with energy security, carbon control and industrial upgrading moving into one broader policy framework.
Third, policy implementation is becoming more concrete, with carbon-emissions assessment, carbon-market expansion and stricter project approval standards set to reshape industrial investment and competitiveness.

Listen to the full episode on Spotify now:

https://open.spotify.com/episode/3Y3F5bbuqdYmY1zWfDjISN?si=hZoo3EroQ36fGVBNv9pYtg