Posts Tagged ‘water’

China’s Global Foodprint. Anyone Else See a Problem?

Sunday, October 27, 2013 5:09 4 Comments

While recently reviewing some notes on China’s growing foodprint, I came across a presentation written by Daron Hoffman (formerly of Rabobank) that contained a chart that I think highlights the size of China’s effect on the world food market. It is a graphic that I think deserves serious thought as: (1) Ghis represents China today, […]

This was posted under category: The Big Picture Tags: , ,

Water Scarcity in China: Urbanization, Food, and Energy

Tuesday, October 8, 2013 1:51 No Comments

Over the last couple of days there have been a couple of stories about water in China, and the fact that it is/ will be China’s primary limit to growth. As with many stories, they do not have the time to get into the nitty gritty or to present the problem in a way that […]

This was posted under category: China's Other Cities, Invest in China, The Big Picture Tags: , , ,

Know Your China Water Risk

Tuesday, October 2, 2012 9:17 No Comments

An interesting article in the FT highlighting the findings of a report put out by HSBC and China Water Risk called No Water, No Power (download here)  highlighting the risk of water becoming an economic force in the medium term: “We think provincial water caps could force a change in the economic mix since 45% […]

This was posted under category: From the Factory Floor, Going to Market, The Big Picture Tags: , ,

Energy Security in China

Friday, September 28, 2012 1:46 No Comments

For readers who are interested in the topic of energy security in China, and understanding what is leading China to invest and build capacity in cleantech, energy efficiency, and a blue ocean navy, I recommend taking the time to watch the above Google HangOut. Led by Fons Tuinstra , Terry Cooke and myself spent about […]

This was posted under category: Going to Market, The Big Picture Tags: ,