China, every mention
264 scenes · ← back to China
tap a year for its mentions
every year anyone Shayle Kann 507Sam Jaffe 62Andy Lubershane 26Ahmad Ghahreman 26Anne-Sophie Corbeau 22James Frith 19Dr. Daniel Yergin 19Tom Moerenhout 16Nat Bullard 16Dr. Melissa Lott 16
Verbatim, from the transcripts: the passages where China comes up
What comes after the data center backlash?
- ▶ 18:08 Brian Janous Hopefully it's not some negative thing like, you know, China has now this technology that we don't have, and it's, it's threatening to us.
The rise of metal fuels
- ▶ 33:13 Richard Wang Uh, principally to China over the last 40 or 50 years.
Critical Capital: Senator Tillis' case for "all-of-the-above" energy
- ▶ 12:48 Alfred Johnson And, ok, let's talk about China. 4 times in the scene
- ▶ 15:59 Alfred Johnson But then in that same period, China tanked the market on lithium prices, which made a bunch of the emerging projects less economic.
How China is reshaping the global auto market
- ▶ 0:15 Shayle Kann Five years ago, China exported about a million cars a year to other countries. 8 times in the scene
- ▶ 4:01 Shayle Kann All right, I want to start with you giving me an overview of the Chinese auto market. 12 times in the scene
- ▶ 8:23 Michael Dunne In 2020, China exported one million cars worldwide. 3 times in the scene
- ▶ 9:45 Shayle Kann Who, who are the, this is one other thing I will point out, by the way, about the solar industry as it developed, is that the names of the Chinese companies who were the biggest solar panel manufacturers a decade ago are not the names of… 6 times in the scene
- ▶ 13:59 Shayle Kann What, what are they charging in China, and then what are they charging for exported vehicles? 7 times in the scene
- ▶ 19:23 Shayle Kann Where, where does autonomy fit into the mix in China? 14 times in the scene
- ▶ 24:06 Michael Dunne Our consumers need affordable vehicles, so we'll drop import duties to zero, and that was the beginning of this torrent of Chinese cars going into Mexico, and for the last two years, Mexico's has been the single largest destination of… 5 times in the scene
- ▶ 30:38 Michael Dunne I feel as though the United States understands that it's engaged in a knockdown drag out rivalry competition with China, and we would find ourselves vulnerable. 4 times in the scene
- ▶ 33:40 Shayle Kann Say I, say I'm visiting China sometime soon. 2 times in the scene
Surprising trends in global electricity generation
- ▶ 9:51 Shayle Kann One, of course, being China. 10 times in the scene
- ▶ 14:35 Shayle Kann Fossil generation in China has been flat now for a couple of years. 15 times in the scene
- ▶ 20:55 Shayle Kann Can we talk about nuclear for a minute, and particularly nuclear in China? 9 times in the scene
- ▶ 25:55 Shayle Kann We, we spend more time on China. 11 times in the scene
- ▶ 32:46 Nick Fulgham But for a country like Germany, Spain, some provinces in China that have high solar capacity and high solar penetration, California, quite a few systems, Australia is also one, 2 times in the scene
- ▶ 42:22 Nick Fulgham So whether you look to China or India, they're not growing gas generation.
Inside the global fertilizer crunch
- ▶ 1:31 Shayle Kann China has been almost entirely absent from the urea and phosphate export market for months now because of their own export ban that technically runs through August, though we'll see.
- ▶ 4:38 Josh Linville The problem is, if you go back to January one, nitrogen markets and phosphate markets were already dealing with supply tightness because of European production rates, because of a lack of Chinese exports, because the ongoing…
- ▶ 10:03 Shayle Kann You mentioned wine, which is China. 18 times in the scene
- ▶ 14:45 Shayle Kann Okay, so we have China stopping exports, then we also have Europe producing less as a result of high gas prices as a result of the Russia-Ukraine war.
- ▶ 29:15 Shayle Kann When China shuts off the supply of, of refined rare earths, now we're trying to spin up our own domestic refining capacity, and so on.
- ▶ 33:09 Shayle Kann And, you know, most of the rest of the world is going to feel the, besides, I guess, China as well, is going to feel the pain. 2 times in the scene
Cracking the code on autonomous trucking
- ▶ 29:28 Eyal Cohen But what we have seen in, in, in countries like China is that electric trucks are really taking off because the infrastructure developed, and once it's there and the costs aren't, are, are where they need to be,
- ▶ 43:36 Eyal Cohen Like who, you know, we see actually a lot of driverless efforts deploying in places like China, right?
The rise of flexible data centers
- ▶ 4:52 Varun Sivaram Uh, we, uh, wrote this article about setting a new cost target for solar power, really ambitious one, 25 cents per watt fully installed, and I think, you know, the, the latest prices in China, uh, show that the cost is roughly double that,… 2 times in the scene
- ▶ 22:25 Varun Sivaram Model from China to showcase that we could achieve performance levels that real customers are, find acceptable.
Building a domestic nuclear fuel supply chain
- ▶ 0:14 Shayle Kann So, for all the talk about a nuclear renaissance that maybe, hopefully is coming in the U.S. and actually is already here in places like Korea and in China, I don't think there's enough talk about the fuel supply chain.
Scaling America's domestic solar supply chain
- ▶ 5:42 Shayle Kann Germany was manufacturing most of the solar and then Germany basically lost the battle to China and China scaled and took over and drove costs down. 3 times in the scene
- ▶ 9:01 Scott Moskowitz You know, and in fact, wafers, pretty much 99% of them were coming from China. 2 times in the scene
- ▶ 12:23 Shayle Kann I mean, and it's hard to be apples to apples, right, in terms of total cost between the U.S. and China in particular, right, because there's like all these hidden subsidies in China. 5 times in the scene
- ▶ 16:27 Shayle Kann Um, one other thing that I've heard over the years is that one of the advantages that China has had as it has scaled up the supply chain is just that there is an abundance, there are multiple suppliers of everything, right?
- ▶ 24:34 Scott Moskowitz But then the other was sort of some of, you know, these macro market conditions that we saw predominantly stemming from China, which was that, you know, over the last five years in China, the big piece of economic news was that their… 2 times in the scene
- ▶ 30:57 Scott Moskowitz And, you know, up until right now, China isn't selling, like, five to 10 times the amount of solar that the U.S. is, but historically, it was usually, like, two times the amount in any given year. 5 times in the scene
- ▶ 36:23 Scott Moskowitz One, because products still are imported from around the world, and then two, pretty much every manufacturer, whether they're headquartered in the U.S. or in China, has built a factory in the United States, too, right? 5 times in the scene
Digging deep for super hot geothermal
- ▶ 31:01 Carlos Araque To give you a sense, the Chinese recently did, uh, an eleven-kilometer haul, and I'm switching units because they, it's been reporting those units.
Volts crossover: Six big energy questions
- ▶ 46:41 David Roberts As you know, everybody in the world is freaked out because China dominates all the supply chains. 2 times in the scene
- ▶ 1:03:00 David Roberts China is an over, a state of overproduction of batteries and solar panels, which means they're selling solar panels to their neighbors at just ludicrously low prices, which means countries like Pakistan and Vietnam are just being flooded… 2 times in the scene
The rise of grid power electronics with Drew Baglino
- ▶ 33:51 Drew Baglino Um, generally made these days in, like, China, India, and Mexico.
More 2026 trends: Solar costs, oil oversupply, and the startup slump
- ▶ 18:38 Shayle Kann Uh, China makes cars, it turns out. 8 times in the scene
- ▶ 21:11 Shayle Kann Okay, so then the next two slides that I want to talk about, slides one 21, one 22, are an addendum to this, which is China doesn't just make passenger vehicles. 8 times in the scene
A ‘rain delay’ for the energy transition [partner content]
- ▶ 6:36 Tom Burton The FIAC rules, which are not final yet, throw a curve ball and all that to some degree, because if the lowest cost components are coming from places like China, it's tough to work around the tax credit loss while not having access to the…
- ▶ 14:57 Stephen Lacey They might, you know, have partnerships in China, they might move to Europe, Australia, the U.K.
2026 trends: Gas turbines, Texas’ load queue and China electrifies
- ▶ 6:02 Shayle Kann China is significantly more electrified, at least as measured by the share of final energy that comes from electricity than the United States. 12 times in the scene
The VC case for 'full stack deeptech'
- ▶ 25:43 Shayle Kann And then meanwhile, China scaled up crystalline silicon, which is the dominant technology, and cost got so cheap that, uh, there was no way to compete.
Looking for a turnaround in transmission
- ▶ 15:34 Rob Gramlich And, you know, as a nation, if we are in an AI race with China,
- ▶ 18:58 Rob Gramlich I hope there's a way, here's another way, like, the federal government could come in and say, hey, for, you know, hey, I race with China, we want to get you back up to the twenty billion and we're going to help you.
Driving down the cost of green hydrogen
- ▶ 24:59 Rafi Garabedian Um, really whether you're, you're comparing to a Chinese electrolyzer built in Europe by an EPC, or a European OEM built in Europe by an EPC. 8 times in the scene
- ▶ 38:37 Rafi Garabedian I think it's pretty close to universally true today, um, with the possible exception being China. 3 times in the scene
Five big questions about the future of energy
- ▶ 22:52 Andy Lubershane Um, and, you know, China is, is very much driving that. 2 times in the scene
Frontier Forum: The new power map for AI infrastructure
- ▶ 23:58 Stephen Lacey We are, of course, in a wildly different trade environment now, and I know that you have worked over the years to move your supply chain away from China.
Calibrating hype with Akshat Rathi
- ▶ 26:14 Shayle Kann Or was the existence proof of a company like Tesla the thing that caused BYD and the Chinese government to deploy a lot of capital into it? 2 times in the scene
- ▶ 33:11 Shayle Kann Battery chemistry, apart from clickbaity articles, but I think there is a degree of hype that is warranted, largely because it seems pretty clear that some of the big Chinese manufacturers, CATL included, are investing a lot in sodium ion… 2 times in the scene
- ▶ 37:19 Akshat Rathi But the reality is the only countries that have functioning civilian small modular reactors are Russia and China. 3 times in the scene
How insurance can narrow the valley of death [partner content]
- ▶ 12:46 Jamie Daggett You know, they, Powen pointed to tariffs on Chinese cells as a factor because they were 2 times in the scene
Frontier Forum: A new playbook for clean energy growth
- ▶ 1:59 Archival Audio The jobs will go to China, and the economy will go to hell.
Is now the time for DERs to scale?
- ▶ 39:23 Andy Lubershane Uh, that probably means some portion of the battery, like the cells, at least for a while longer, is coming from China.
The case for sodium-ion
- ▶ 7:34 Landon Mossberg Much attention at all outside of China, and even in China, it was, is, was the second fiddle to higher energy density layered oxides. 6 times in the scene
- ▶ 8:58 Shayle Kann Most of this manufacturing capacity in China, one thing we've learned over the years is that manufacturing capacity does not equate to installations, particularly when it, uh, when it is in China. 4 times in the scene
- ▶ 12:59 Shayle Kann So for stationary energy storage, are we seeing within China deployments at, you know, at hundred megawatt scale, 10 megawatt scale, megawatt scale? 6 times in the scene
- ▶ 17:49 Shayle Kann Is it an entire, at least in the initial construct, is it like an entirely internal China structure? 3 times in the scene
- ▶ 26:22 Landon Mossberg Uh, and this is like, you know, looking at a, uh, LFP cell in China that's anywhere between, like, 50 to 60 dollars per kilowatt hour.
- ▶ 32:53 Landon Mossberg Uh, the first, uh, three and a half megawatt hour unit of capacity is going into the grid right now, and in Denver, it's going to be the largest outside of China. 2 times in the scene
- ▶ 42:32 Shayle Kann Um, you know, I think in LFP world, right, we have been very China dominant at the cell level. 3 times in the scene
Five big questions emerging from the OBBB
- ▶ 6:26 Andy Lubershane Is originating in or controlled by companies in China, basically. 15 times in the scene
GM's big new battery tech push
- ▶ 7:45 Kurt Kelty The anode right now is almost a hundred percent from China. 3 times in the scene
- ▶ 10:49 Shayle Kann Uh, now, of course, there are a million confounding factors here in the U.S. with regard to tariffs from, on China and all other countries, possibly the existence or non-existence of Inflation Reduction Act-related incentives.
- ▶ 33:09 Shayle Kann We've obviously seen LFP prices go all over the place in recent years, but down a lot, and there have been all these, like, particularly out of China, right, these eye-watering LFP sell prices that get quoted. 2 times in the scene
The story of steam
- ▶ 9:55 Addison Stark In Europe, that's driven by LNG, but in China, in other developing markets, you still see utilization of coal, uh,
What to make of Trump's deep-sea minerals push
A former race car engineer on battery safety and supply chains [partner content]
- ▶ 12:31 Tristan Doherty Diversifying away from China, and so we sort of a two-step strategy to localize into the states. 3 times in the scene
The U.S. nuclear groundswell
- ▶ 32:07 Shayle Kann And there's lots of different theories on how you drive down costs, and lots of different examples from other countries, whether it's Korea or China or whatever it might be.
Catalyst Live at SF Climate Week
- ▶ 35:58 Mike Schroepfer China just, you know, banned the export of six major critical minerals. 2 times in the scene
The geopolitics of rare earth elements
- ▶ 0:12 Ahmad Ghahreman So for 30 years, China has been building strength on the supply chain of rare earth elements, and they became absolutely the dominant force in the market for manufacturing magnets.
- ▶ 2:18 Shayle Kann All right, so we have talked about rare earth elements on this show before, and even then we focused a fair bit on the geopolitics of their supply chain because China dominates rare earths more than basically any other area of critical… 4 times in the scene
- ▶ 6:10 Shayle Kann It's been kind of a journey with rare earth elements where China, I think more so than other critical minerals and area areas of critical minerals, where China has done an extraordinary job of getting a stranglehold on many of those supply… 19 times in the scene
- ▶ 11:13 Shayle Kann You know, obviously the U.S. is finding itself in a, in a tricky situation, or not even just the U.S., right, the rest of the world, but particularly the U.S. because we're in such a tense geopolitical moment with China and rare earths… 5 times in the scene
- ▶ 12:57 Shayle Kann Okay, so it's one thing for China to have built up 10 times in the scene
- ▶ 18:25 Shayle Kann Okay, so, 23, China says, we're banning export of both technology and equipment for refining and magnet production. 14 times in the scene
- ▶ 25:49 Shayle Kann Entirely reliant on China as it is today, effectively. 5 times in the scene
- ▶ 30:36 Shayle Kann Things don't seem to be calming down between the US and China at the moment. 6 times in the scene
What’s next for the battery storage boom? [partner content]
- ▶ 1:03 Jeff Waters Later, you saw Taiwan do the same approach, you saw Korea do a similar type of approach, and you're seeing China do the same kind of thing. 4 times in the scene
- ▶ 11:07 Jeff Waters I mean, the supply chains for, uh, for LFPs have been largely within China.
- ▶ 18:46 Jeff Waters Um, so I would say policy continues to be just the challenge and, and how do you make yourself as nimble as you can to handle, you know, like changes in the IRA or changes in tariffs or in, in domestic content policies, supply chains, you…
A skeptic’s take on AI electricity load growth
- ▶ 13:10 Shayle Kann Is that because of China or something?
The promise and perils of sodium-ion batteries
- ▶ 3:56 Shayle Kann And indeed, we've started to see the predictable pattern of announcements from big battery suppliers, and many of the largest in the world and in China, who say they are working on sodium ion, or they've developed sodium ion batteries of…
- ▶ 12:24 Adrian Yao Uh, over 93% of the world's batter-grade graphite comes out of China. 4 times in the scene
- ▶ 37:47 Adrian Yao I mean, again, coming back to graphite, um, where the majority of the graphite in the world that comes out of China and is already used, and already was, uh, export controls were just placed on it, um, uh, a couple months ago. 10 times in the scene
The case for colocating data centers and generation
- ▶ 8:04 Sheldon Kimber You've got DOD and national defense, um, you know, all kind of coming at, in particular, the Chinese sourced equipment for renewable energy. 2 times in the scene
- ▶ 37:46 Sheldon Kimber Here's, here's China, right? 2 times in the scene
More 2025 trends: DeepSeek, plug-in hybrids, and curtailment
- ▶ 3:02 Shayle Kann We cover plug-in hybrid vehicles, China, electric vehicles, data centers, data centers, data centers, of course, AI models and energy consumption.
- ▶ 22:29 Nat Bullard It was funded with 5.5 million dollars from a Chinese hedge fund.
- ▶ 30:44 Shayle Kann And one thing that I think is underappreciated about new energy vehicles, which is the rise of plug-in hybrids, particularly in China, predominantly in China, actually, but just like, interesting how strong a position plug-in hybrids are… 3 times in the scene
- ▶ 32:47 Shayle Kann Okay, well, you just gave me the perfect segue to the, the other vehicle-related thing, which I wanted to talk about, which is slides, one, 21 and one, 24, which is, um, here comes the Chinese exports, basically. 7 times in the scene
2025 trends: aerosols, oil demand, and carbon removal
- ▶ 10:36 Shayle Kann Um, but the other thing I didn't realize is that we had already been emitting a lot less sulfur dioxide outside the marine industry, thanks to China, I guess, getting off of coal to some extent? 6 times in the scene
- ▶ 18:34 Shayle Kann Well, let's talk about the other side of this coin, though, which is, which is China. 8 times in the scene
Making DERs work for load growth
- ▶ 25:31 Pierre Lafarge It's actually because to get the economy we want that has more on-shoring manufacturing, that can compete with China, that has data centers that are in Kansas and Ohio, not in Saudi Arabia, right?
Lithium’s wild ride
- ▶ 2:32 Shayle Kann There are geopolitical things going on in South America and in China.
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