https://www.staywithpax.com Helping global buyers understand, verify, and work with Chinese manufacturers. https://www.staywithpax.com/fieldwork/articles/energy-korea-us-japan-smr-deployment https://www.staywithpax.com/fieldwork/articles/energy-korea-us-japan-smr-deployment Energy Notes Fri, 10 Jul 2026 00:00:00 +0000 美日韩签署的 SMR 备忘录瞄准成组部署、许可、供应链和私人投资，但尚未公布堆型、场址、企业分工或工期。后续能否形成连续订单与可复制项目，将决定合作框架的实际价值。 https://www.staywithpax.com/fieldwork/articles/energy-uk-smr-bwrx300-private-nuclear-fleet https://www.staywithpax.com/fieldwork/articles/energy-uk-smr-bwrx300-private-nuclear-fleet Energy Notes Thu, 09 Jul 2026 00:00:00 +0000 英国这项14台BWRX-300计划真正值得看的不是马上建成多少核电，而是SMR能否把核电从超级工程推向可复制的工业产品。 https://www.staywithpax.com/fieldwork/articles/energy-india-china-linked-power-equipment-tender-relief https://www.staywithpax.com/fieldwork/articles/energy-india-china-linked-power-equipment-tender-relief Energy Notes Tue, 07 Jul 2026 00:00:00 +0000 印度给4家中资关联电力设备企业两年豁免，表面是政策松口，往深里看是关键电网设备供给和项目进度压力逼出来的现实妥协。 https://www.staywithpax.com/fieldwork/articles/energy-guangdong-nuclear-hualong-cap1000-two-paths https://www.staywithpax.com/fieldwork/articles/energy-guangdong-nuclear-hualong-cap1000-two-paths Energy Notes Mon, 06 Jul 2026 00:00:00 +0000 Taipingling's Hualong One grid connection and Lianjiang's CAP1000 construction milestone show that China's nuclear industry is advancing both its domestic reactor line and its localized AP1000-derived route. https://www.staywithpax.com/fieldwork/articles/energy-unity-microreactor-nuclear-battery https://www.staywithpax.com/fieldwork/articles/energy-unity-microreactor-nuclear-battery Energy Notes Fri, 03 Jul 2026 00:00:00 +0000 Unity has not proved commercial nuclear batteries yet. But its rapid zero-power criticality test shows how the United States is trying to move advanced reactors from bespoke mega-projects toward standardized industrial equipment. https://www.staywithpax.com/fieldwork/articles/energy-us-nuclear-supply-chain-ai-power https://www.staywithpax.com/fieldwork/articles/energy-us-nuclear-supply-chain-ai-power Energy Notes Tue, 30 Jun 2026 00:00:00 +0000 The US nuclear loan plan is not just an energy subsidy. It shows how AI data centers are pushing stable electricity, long-cycle equipment, and nuclear supply chains back into the center of infrastructure planning. https://www.staywithpax.com/fieldwork/articles/europe-aircon-infrastructure-market https://www.staywithpax.com/fieldwork/articles/europe-aircon-infrastructure-market Outbound Notes Sat, 27 Jun 2026 00:00:00 +0000 Europe's cooling demand is rising, but the real opportunity is not just selling air conditioners. It is installation, compliance, energy efficiency, and service inside old buildings and old cities. https://www.staywithpax.com/fieldwork/articles/future-company-four-talents https://www.staywithpax.com/fieldwork/articles/future-company-four-talents Outbound Notes Wed, 17 Jun 2026 00:00:00 +0000 As AI changes job tasks, companies may reorganize around four capabilities: fast production, risk control, trust building, and mature decision-making. https://www.staywithpax.com/fieldwork/articles/energy-spacex-orbital-data-center https://www.staywithpax.com/fieldwork/articles/energy-spacex-orbital-data-center Energy Notes Mon, 15 Jun 2026 00:00:00 +0000 SpaceX's orbital data-center idea sounds extreme, but it exposes a real issue on Earth: AI compute is running into power, land, cooling, and grid-connection constraints. https://www.staywithpax.com/fieldwork/articles/energy-japan-nuclear-ai-data-center https://www.staywithpax.com/fieldwork/articles/energy-japan-nuclear-ai-data-center Energy Notes Fri, 12 Jun 2026 00:00:00 +0000 Japan's plan to replace aging reactors is not only about energy security. AI, data centers, semiconductors, and industrial decarbonization are forcing a new power-system calculation. https://www.staywithpax.com/fieldwork/articles/energy-ai-grid-infrastructure-bottleneck https://www.staywithpax.com/fieldwork/articles/energy-ai-grid-infrastructure-bottleneck Energy Notes Fri, 12 Jun 2026 00:00:00 +0000 AI data centers are becoming large and complex grid loads. The bottlenecks include voltage behavior, transformers, substations, transmission, and compliance. https://www.staywithpax.com/fieldwork/articles/energy-ai-infrastructure-war https://www.staywithpax.com/fieldwork/articles/energy-ai-infrastructure-war Energy Notes Fri, 12 Jun 2026 00:00:00 +0000 AI data-center demand can arrive faster than power grids can expand. That makes utility scale, financing, and grid planning strategically important again. https://www.staywithpax.com/fieldwork/articles/us-china-ai-two-systems https://www.staywithpax.com/fieldwork/articles/us-china-ai-two-systems Finance & Risk Fri, 12 Jun 2026 00:00:00 +0000 AI competition is no longer only about model rankings. Different compute conditions are pushing the US and China toward different technical and commercial systems. https://www.staywithpax.com/fieldwork/articles/india-heat-ac-localization-test https://www.staywithpax.com/fieldwork/articles/india-heat-ac-localization-test Outbound Notes Fri, 12 Jun 2026 00:00:00 +0000 Extreme heat creates cooling demand, but the Indian market tests affordability, grid capacity, local manufacturing, service networks, and product adaptation. https://www.staywithpax.com/fieldwork/articles/ai-efficiency-dividend-flexible-employment https://www.staywithpax.com/fieldwork/articles/ai-efficiency-dividend-flexible-employment Finance & Risk Wed, 10 Jun 2026 00:00:00 +0000 China's large flexible workforce suggests that AI's efficiency gains may not only flow into traditional full-time jobs, but also into task-based and project-based work. https://www.staywithpax.com/fieldwork/articles/ai-dividend-participation-rules https://www.staywithpax.com/fieldwork/articles/ai-dividend-participation-rules Finance & Risk Tue, 09 Jun 2026 00:00:00 +0000 AI can raise efficiency, but the more important long-term question is who captures the new income, bargaining power, and opportunity created by that efficiency. https://www.staywithpax.com/fieldwork/articles/ai-compute-capital-infrastructure https://www.staywithpax.com/fieldwork/articles/ai-compute-capital-infrastructure Outbound Notes Tue, 09 Jun 2026 00:00:00 +0000 The AI race is moving beyond model quality. The harder question is who can afford and control compute, power, and long-term infrastructure. https://www.staywithpax.com/fieldwork/articles/spacex-ipo-access-gate https://www.staywithpax.com/fieldwork/articles/spacex-ipo-access-gate Outbound Notes Sat, 06 Jun 2026 00:00:00 +0000 Reported restrictions on Mainland China and Hong Kong IPO orders show a broader shift: the rarest strategic assets may no longer be open to all investors simply because they have capital. https://www.staywithpax.com/fieldwork/articles/outbound-europe-factory-new-ticket https://www.staywithpax.com/fieldwork/articles/outbound-europe-factory-new-ticket Outbound Notes Wed, 03 Jun 2026 00:00:00 +0000 Chinese automakers are no longer just testing Europe. As tariffs, procurement rules, local jobs, and industrial policy tighten, factories are becoming a deeper market-entry requirement. https://www.staywithpax.com/fieldwork/articles/energy-ai-power-infrastructure https://www.staywithpax.com/fieldwork/articles/energy-ai-power-infrastructure Energy Notes Tue, 02 Jun 2026 00:00:00 +0000 The AI supply chain is moving from models and chips into electricity, cooling, land, substations, transmission, and permitting. https://www.staywithpax.com/fieldwork/articles/outbound-investment-compliance-era https://www.staywithpax.com/fieldwork/articles/outbound-investment-compliance-era Finance & Risk Mon, 01 Jun 2026 00:00:00 +0000 Cross-border investing is moving from channel-first thinking to compliance-first execution. Investors and companies must explain source of funds, purpose, account use, and transaction path. https://www.staywithpax.com/fieldwork/articles/energy-ai-power-system https://www.staywithpax.com/fieldwork/articles/energy-ai-power-system Energy Notes Sat, 23 May 2026 00:00:00 +0000 The next AI bottleneck is not ordinary electricity, but power that can be connected, balanced, dispatched, priced, and committed reliably over time. https://www.staywithpax.com/fieldwork/articles/hk-two-faces-economy https://www.staywithpax.com/fieldwork/articles/hk-two-faces-economy Finance & Risk Sat, 23 May 2026 00:00:00 +0000 Hong Kong's headline numbers are improving, but the recovery is uneven. Macro data looks better while many businesses still calculate costs, demand, and cash flow carefully. https://www.staywithpax.com/fieldwork/articles/outbound-hsbc-china-cleantech-outbound https://www.staywithpax.com/fieldwork/articles/outbound-hsbc-china-cleantech-outbound Outbound Notes Tue, 19 May 2026 00:00:00 +0000 A product sale is only the first step. Cleantech companies going global need financing, delivery, certification, service, local operations, and risk sharing. https://www.staywithpax.com/fieldwork/articles/outbound-ai-era-moat-organization https://www.staywithpax.com/fieldwork/articles/outbound-ai-era-moat-organization Outbound Notes Mon, 18 May 2026 00:00:00 +0000 As tools become cheaper and individual skills easier to copy, the harder advantage is building an organization that attracts strong people and turns them into a stronger system. https://www.staywithpax.com/fieldwork/articles/energy-2026-05-20 https://www.staywithpax.com/fieldwork/articles/energy-2026-05-20 Energy Notes Sat, 16 May 2026 00:00:00 +0000 Large data centers are becoming more like heavy industrial users. Power access is turning into a core condition for AI infrastructure. https://www.staywithpax.com/fieldwork/articles/outbound-energy-going-global-insurance https://www.staywithpax.com/fieldwork/articles/outbound-energy-going-global-insurance Outbound Notes Fri, 15 May 2026 00:00:00 +0000 Many global supply-chain changes look like opportunities, but underneath they are tests of uncertainty management, cash flow, redundancy, and resilience. https://www.staywithpax.com/fieldwork/articles/energy-009 https://www.staywithpax.com/fieldwork/articles/energy-009 Energy Notes Thu, 14 May 2026 00:00:00 +0000 AI can execute many tasks, but it cannot choose direction for you. The scarce resource is people who can build, judge, and move in the same direction. https://www.staywithpax.com/fieldwork/articles/energy-007 https://www.staywithpax.com/fieldwork/articles/energy-007 Energy Notes Sat, 09 May 2026 00:00:00 +0000 A price increase is often not just a market fluctuation. It can signal that upstream capacity and priority are being reallocated. https://www.staywithpax.com/fieldwork/articles/energy-006 https://www.staywithpax.com/fieldwork/articles/energy-006 Energy Notes Thu, 07 May 2026 00:00:00 +0000 Industries that are treated as default infrastructure often become visible only when they turn into bottlenecks. https://www.staywithpax.com/fieldwork/articles/energy-005 https://www.staywithpax.com/fieldwork/articles/energy-005 Energy Notes Wed, 06 May 2026 00:00:00 +0000 China's manufacturing advantage is not only labor, scale, or supply chains. Reliable, affordable, and predictable electricity is one of the quiet foundations.