Suggestions
Paul Adkins
Owner, AZ Global Consulting Limited
Paul Adkins is the Managing Director and founder of AZ Global Consulting Ltd., a China-based consultancy specializing in the primary aluminium industry.12 He has extensive experience in the aluminium sector, having previously worked for companies such as Alcoa, Alcan Australia, and Tomago Aluminium.1
Key points about Paul Adkins:
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Education: He holds an MBA from the University of Newcastle in Australia.1
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Paul Adkins is known for his deep understanding of the aluminium industry, particularly in the context of the Chinese market, and his ability to provide valuable insights and services to clients in this sector.12
Highlights
Professor Jeremy Wallace, whom I have previously recommended as someone to read if you want to understand China, has written an excellent piece called, "China's Old Economic Model is Breaking; its Replacement Might be Green."
Amid concerns, Professor Jeremy Wallace's insight reveals a positive side. China's growth steadies at 3% to 5%. Old economic norms are shifting, yet optimism thrives: electricity use rises by 5.2%, steel exports surge by 31%, electric vehicles boom. Green energy shines – China might add 200GW of solar power this year, with a 55% rise in solar panel production. Bloomberg estimates a $177 billion solar panel investment in H1.
In essence, China's economy shifts towards green energy, offering a brighter future despite challenges. #ChinaEconomicShift #GreenFuture
Say what you will about McKinsey, this piece that they sent out last week is well worth a thorough read.
