A Climate Policy Preview of China’s Five-Year Plan
Also: how the war in Iran is impacting solar stocks and ESG investors
Photographer: Ding Haitao/Xinhua/Getty Images
It’s time for the annual National People’s Congress in China, a meeting that will set the country’s economic and political agenda through the end of the decade. This year’s event will be particularly high stakes amid war, trade spats and AI competition.
Today’s newsletter dives into how policies set in Beijing this week will shape the global energy transition . Plus, we look at how solar stocks are reacting to the war in Iran and how ESG funds that dropped exclusions on weapons manufacturers are benefitting.