Energy

The energy transition has made deep-sea mining for critical minerals cost-competitive for the first time, and Chinese companies are champing at the bit to start mining at a commercial scale. The United States and its partners, by contrast, have been caught on the back foot when it comes to China’s stranglehold on the critical mineral supply chain. With the geopolitical rivalry between China and the United States intensifying, many Western observers say the United States can’t afford to lose the scramble for the seabed. 

In an essay for Harvard Kennedy School Magazine, Henry Lee argues the policies China is pursuing to wean itself off reliance on fossil fuels may also benefit its quest for greater energy security.

Institutional reforms are key to China tackling climate change. More are needed to secure a low-carbon future, write Henry Lee and Daniel Schrag.

On March 17, 2022, Henry Lee testified before the U.S.-China Economic and Security Review Commission during the Hearing on China's Energy Plans and Practices. Read his full testimony here.

In recent years, the relationship between China and the United States has been characterized by rising geopolitical tensions, and cooperation and coordination between the two countries has become something of a pipe dream. Yet there is one issue where the interests of both clearly overlap: climate change. A global temperature increase of 3°C will damage the economies and social fabric of both the United States and China—an outcome that both countries want to avoid. 

The Harvard Project conducted a research and policy workshop in December 2021, “Subnational Climate Change Policy in India.” Co-sponsors were the Centre for Policy Research, in New Delhi, and the Lakshmi Mittal and Family South Asia Institute at Harvard University.

The Harvard Project conducted a joint research workshop in October 2021, “ETS and the power sector in China and other Asian countries: interactions, design, and operation.” Co-organizers were the Asia Society Policy Institute (ASPI) and the Center for Energy Economics and Strategy Studies, Fudan University.

Whether they regard it as competitive, cooperative, or confrontational, virtually all observers agree that the U.S.-China relationship is consequential. From cyber norms and AI to military tensions in the Taiwan Strait and the global struggle to turn the tide on climate change, how Washington and Beijing manage their shared future will shape the globe for decades to come. Through research and relationship-building, the Center is dedicated to helping the U.S. and China collaborate and compete without conflict.

While China is building nuclear reactors faster than any other country in the world, major constraints may limit nuclear energy’s ability to grow to the scale of hundreds of gigawatts that would be required for it to play a major part in decarbonizing China’s energy system. This chapter explores the major constraints on, and risks of, large-scale nuclear energy growth in China, and how both new policies and new technologies might address them. It focuses particularly on the two biggest constraints – economics and siting. Substantial government policies to support nuclear power and advanced reactor systems designed to address some of the key constraints are both likely to be needed for nuclear to have a chance of playing a major role in decarbonizing China’s energy system; nuclear energy’s role may be bigger in the second half of this century than in the first half.

How can China make good on its pledge to reach carbon neutrality by 2060? In Foundations for a Low-Carbon Energy System in China, a team of experts from China and the United States explains how China's near-term climate and energy policies can affect long-term decarbonization pathways beyond 2030, building the foundations for a smoother and less costly national energy transformation.