China has halved the renewable build to 2030. The rule underneath has never been funded, and it lands on three operators I own. Only one of the three gets paid for it.
Thanks for writing this. I really enjoyed your previous article on the 15th FYP, so it’s great to see a sector deep dive on renewables. While I’m not exposed to the sector myself, your piece was really eye-opening.
Thanks for writing this. I really enjoyed your previous article on the 15th FYP, so it’s great to see a sector deep dive on renewables. While I’m not exposed to the sector myself, your piece was really eye-opening.
Glad you liked it. Have a nice weekend.