Global Scans · China · Weekly Summary

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WHAT'S NEXT?: Any disruption in economic activity between China and the United States will necessarily affect other Asian and world economies. How China handles Donald Trump's administration, its relationship with Russia and develops its leadership ambitions will be key areas to watch intently in the coming years.

• [New] China plans to ease the flow of rare earths and other restricted materials to the U.S. by designing a system that will exclude companies with ties to the U.S. military while fast-tracking export approvals for other firms. Edge and Odds -
• [New] China is expected to surpass $2 trillion in online sales by 2027. Burst Commerce
• [New] Geographically, while North America currently leads, the Asia-Pacific region, particularly China, is poised to take the lead in generative AI software applications by 2027. The Chronicle-Journal
• [New] China's AI chip self-sufficiency rate will rise significantly by 2027, with some suggesting that China is only nanoseconds or a mere split second behind the US in AI, particularly in certain specialized domains. FinancialContent
• [New] China's rare earth export controls could potentially affect the timeline for global clean energy transitions, given the critical role of rare earth materials in renewable energy technologies. Discovery Alert
• [New] China developed into a disruptive competitor bent on shaping the global order in its favour. Foreign Affairs Magazine
• [New] China will see its emissions peak in 2025, followed by a reduction in emissions of 0.3-1. MR Online
• [New] Global renewable power capacity is projected to double over the next five years, increasing by 4,600 gigawatts - roughly the same as adding the total power generating capacity of China, the European Union and Japan. CNN
• [New] China has emerged as a key party in the fight against climate change, and China's shipping industry will likely be part of any solution. Forbes
• [New] Investment in data centers is expected to reach USD 580 billion in 2025. / China IEA
• [New] Many national security observers are looking to 2027 as the year that China will be able to attempt - by several possible methods - to take control of Taiwan. SOF News
• [New] China's remarkable progress on clean energy, which has soared beyond expectations, leads some to hope that China will take on a more proactive role in the talks. The Week
• [New] Chinese open-source AI models could face scrutiny from U.S. lawmakers worried about the risk they pose to national security. Edge and Odds -
• [New] Vestas, the largest wind turbine maker outside China, said it expects global offshore wind capacity to grow 20-25% per year until 2030, but that Europe needs faster licensing, better auction designs and grid expansion to support a build-out. Yahoo Finance
• [New] China will terminate its various investigations targeting U.S. companies in the semiconductor supply chain, including its antitrust, anti-monopoly, and antidumping investigations. Sandler, Travis & Rosenberg, P.A.
• [New] China committed to purchase at least 12 million metric tons of U.S. soybeans during the last two months of 2025 and at least 25 MMT in each of 2026, 2027, and 2028. Sandler, Travis & Rosenberg, P.A.
• [New] The White House claimed that China will also issue general licenses valid for exports of rare earths, gallium, germanium, antimony, and graphite for the benefit of U.S. end users and their suppliers around the world. Sandler, Travis & Rosenberg, P.A.

Last updated: 14 November 2025