Energy
Where you build, what you pay for power, and who competes for your equipment are now questions with a Chinese variable in them. The buildout runs on a published architecture of hub clusters, efficiency floors, tariff bands, and grid co-dispatch that ties compute to generation, and firms that treat it as background noise mis-site, mis-price, and meet their competitors’ cost curves too late. We tell you what the architecture means for your next decision.
What you get
Siting and power-pricing implications for your projects. Early warning on capacity, curtailment, and dispatch shifts before they price in. Demand signals for power equipment and infrastructure. Reads on where your competitors’ cost curves are heading.
Recent work
Assessments of the national hub architecture and compute-power co-dispatch for investors and operators. A curtailment read delivered to clients ahead of public measurement. Ongoing coverage of the buildout for the Desk.
Why clients choose this practice
Our findings come from primary Chinese government sources most advisory teams have never read, which is why our clients hear about the shift first.
The Pacific Divide · Investigation
The Ningxia Files
The nuclear-powered AI infrastructure investigation, traced to page numbers.