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
Lithium’s wild ride
- ▶ 10:43 Ernest Scheyder It's China. 6 times in the scene
- ▶ 12:24 Ernest Scheyder We, we definitely see, given the current pricing dynamics, uh, that many Western lithium companies are having to curtail their expansion plans, uh, because Chinese linked rivals are increasing production or not curtailing their own… 3 times in the scene
- ▶ 20:54 Shayle Kann There's, and then there's obviously a China thing.
- ▶ 24:54 Shayle Kann Let's talk about the China component. 10 times in the scene
- ▶ 33:07 Ernest Scheyder So just because it works in Arkansas doesn't mean it's going to work in Chile or western China or parts of Germany.
- ▶ 36:06 Ernest Scheyder You know, we talked about the IRA and other pieces of legislation, uh, and what's going on with the geopolitics with Chinese linked miners, flooding global markets with cheap supplies of lithium and nickel and cobalt and other critical…
What went wrong at Northvolt?
- ▶ 3:19 Shayle Kann Northvolt was also viewed as Europe's great hope for homegrown EV battery manufacturing to counter the rising tide coming from Asia and from China in particular in recent years.
- ▶ 7:22 Sam Jaffe Um, so China was, was definitely producing batteries, was definitely part of the overall competitive mix, um, 5 times in the scene
- ▶ 11:05 Sam Jaffe And, and I think it's good to go back to look at how, how it's done in China. 2 times in the scene
- ▶ 23:18 Sam Jaffe So they, they chose as their main equipment supplier a Chinese 5 times in the scene
- ▶ 30:06 Sam Jaffe It had to be invented and there definitely is some now, especially in China and in Korea, and we're building them in the U.S. today and there are other
- ▶ 32:28 Sam Jaffe You can't build batteries in Europe, or in outside of China, or anywhere except for China, and that is definitely not true. 2 times in the scene
Getting heat pumps right
- ▶ 9:15 Paul Lambert So there's also some Chinese companies, GRI and Medea. 2 times in the scene
The complex path to market for low-carbon cement
- ▶ 9:37 Leah Ellis And then there's also very interesting dynamics in China, which as you may know is the 2 times in the scene
Unpacking China’s cheap battery costs
- ▶ 0:13 James Frith Um, the Chinese market in particular, it's a bloodbath.
- ▶ 2:16 Shayle Kann All right, so talk to anyone in the battery world over the last few months, and I guarantee you, at some point in the conversation, you're going to end up marveling together at just how cheap lithium ion battery cells and packs coming from… 3 times in the scene
- ▶ 4:08 James Frith I mean, the, the, um, the rawest way, and this is what I've heard from a number of kind of companies in China in particular, it's, it's a bloodbath out there. 8 times in the scene
- ▶ 8:47 Shayle Kann For EVs, basically everywhere outside of China. 3 times in the scene
- ▶ 14:39 Shayle Kann Bunch of tier two and tier three manufacturers in China in particular are going to disappear.
- ▶ 21:34 Shayle Kann And second is, I guess I want to talk at a more fundamental level about what drives the difference in cost, and to some extent price, between battery manufacturing in China and in the West. 10 times in the scene
- ▶ 28:59 Shayle Kann Both CapEx and OpEx drive a delta, but it's not huge, and it wouldn't explain the difference in, like, prices that we see coming out of China versus the West. 18 times in the scene
- ▶ 41:15 James Frith So I think the answer is, is yes, you can use technology to kind of, um, save the industry, you know, and, and differentiate what the West is doing compared to China. 10 times in the scene
The better mousetrap fallacy
- ▶ 11:06 Andy Lubershane That have been the driving force behind lithium ion batteries, just like they were the driving force behind solar, um, both of, both of which, of course, also occurred in China, which is, uh, which is a whole other, uh, topic of… 6 times in the scene
- ▶ 26:38 Andy Lubershane Um, and in fact, nuclear power is still being deployed pretty cost-effectively in countries in which it is still being deployed, uh, today in which are, are ramping up deployment, like Korea and China, for example.
Pathways to decarbonizing steel
- ▶ 37:15 Rebecca Dell Geographically, half of all the steel in the world is made in China. 4 times in the scene
The EV market’s awkward teenage years
- ▶ 20:29 Shayle Kann And you see these, um, you see these announcements or, or reporting, I guess, like you've seen reporting that, that LFP batteries are like 50 dollars a kilowatt hour in China, that kind of thing. 5 times in the scene
- ▶ 26:17 Shayle Kann Because, you know, there's, China has emerged as a huge supplier, obviously CATL, largest battery supplier in the world. 4 times in the scene
Decarbonizing the high seas
- ▶ 17:57 Dr. Lynn Loo And so these supply chains, uh, some come from China, uh, others come from Malaysia.
Demystifying the Chinese EV market
- ▶ 0:11 TP Huang (TP Wang) With the Chinese automakers, you tend to see a lot more of big screens and treating the, uh, the car not as a car, but rather as, like, a mobile home, where you have entertainment system, people can watch TVs, they can take commands and do… 2 times in the scene
- ▶ 2:06 Shayle Kann Well, I, I find the way that we talk about Chinese electric vehicles here in the U S so interesting. 4 times in the scene
- ▶ 3:36 Shayle Kann Let's talk about the electric vehicle market in China. 8 times in the scene
- ▶ 6:12 Shayle Kann Why would you say that China has embraced EVs so quickly? 2 times in the scene
- ▶ 9:01 Shayle Kann Um, this was one of my questions, you know, in most markets, we think of China as being fairly closed to exports, certainly exports from the United States or exported technology for that matter. 4 times in the scene
- ▶ 10:34 Shayle Kann Has it been the same in China? 3 times in the scene
- ▶ 13:47 Shayle Kann Yeah, so just talk a little bit more about the large auto OEMs in China. 6 times in the scene
- ▶ 17:37 Shayle Kann Um, obviously if we're hitting 50% penetration of new vehicle registrations being NEVs in, in China, presumably the charging anxiety problem must be largely solved. 9 times in the scene
- ▶ 21:58 Shayle Kann Is that popular in China, the battery swapping with NIO? 2 times in the scene
- ▶ 24:20 Shayle Kann I'm not sure if you know this offhand, but I am curious, um, how the cost of electricity and the cost of petrol in China compares to that ratio here or in, in Europe. 6 times in the scene
- ▶ 26:57 Shayle Kann All right, so we have all these Chinese NEV OEMs who are now producing vehicles and selling them in China, um, even for pure electric for, you know, the equivalent of 14,000 dollars US plus or minus, and, and maybe falling. 4 times in the scene
- ▶ 30:39 Shayle Kann You know, you mentioned before that some of the, particularly the higher end vehicles in China are like pretty tech forward. 3 times in the scene
- ▶ 33:53 Shayle Kann Anything we should be expecting to see over the next few years that you think will be interesting in, in the EV market in China? 5 times in the scene
- ▶ 36:14 Shayle Kann Astounding to me, the, the pace at which China is electrifying vehicles. 2 times in the scene
Drew Baglino on Tesla’s Master Plan
- ▶ 11:37 Drew Baglino Three days, four days, which means you can be very thoughtful about when you charge, assuming charging infrastructure is ubiquitous, which is another thing that I think needs to happen for EVs to be successful and is happening pretty… 2 times in the scene
- ▶ 20:04 Drew Baglino The interesting thing about both China and the Netherlands, um,
- ▶ 49:11 Shayle Kann And currently that's China for the most part. 8 times in the scene
- ▶ 54:07 Shayle Kann And there are definitely cases where in the process, for example, like, if you want to build a new copper smelter, um, you can build it in China because it is permittable. 2 times in the scene
- ▶ 59:51 Shayle Kann You know how much of that was, like, solar in China, though? 3 times in the scene
Heavy duty decarbonization
- ▶ 27:36 Shayle Kann The challenge is we we've, we're yet to see anyone actually succeed at it at scale outside China, where I should say, actually, there's a lot of battery swapping going on. 3 times in the scene
CO2 utilization
- ▶ 23:59 unnamed speaker It's not like Germany does it and China doesn't, like all nations have to do this.
Building a supply chain for rare earth elements
- ▶ 2:32 Shayle Kann There's pretty much always a complex geopolitical challenge that we face in that transition, whether it's the Democratic Republic of the Congo for cobalt, or South America for lithium and copper, Indonesia for nickel, and then there's… 3 times in the scene
- ▶ 10:24 Ahmad Ghahreman About 60% of that happens in China, and the other 40%, give or take, is happening outside 18 times in the scene
- ▶ 15:46 Ahmad Ghahreman Uh, again, majority of that happens in China. 7 times in the scene
- ▶ 22:20 Shayle Kann Um, before we talk about what to do about it, actually, I want to go back to the geopolitics for 1:02, because as we've said multiple times, um, China is pretty dominant here. 6 times in the scene
- ▶ 24:49 Shayle Kann Just ramp up our supply of virgin mining and processing outside of China, in the Western world, in various places.
- ▶ 28:03 Shayle Kann So second option is just ramping up supply ex-China. 3 times in the scene
How an obscure, 100-year old law is disrupting U.S. energy
- ▶ 7:23 Shayle Kann Varying degrees of success on solar imports, solar panel imports from China, where, like, there was an original set of import duties imposed, and then the entire supply chain shifted from China to Southeast Asia as a result, so then there… 2 times in the scene
- ▶ 11:25 Colin Grabow So the, one interesting thing is a lot of people assume that there's a, there's a wage angle, that the reason is, you know, Americans are, they're well paid, um, and it's, you know, that's why I say more ships are built in China.
- ▶ 18:26 Colin Grabow We'll send as far as, you know, China.
- ▶ 36:47 Colin Grabow So part of this is driven by the sense of a growing competition with China and the fact that any conflict with China would be, uh, have a strong, um, maritime element to it. 2 times in the scene
The Big Switch: Are Batteries the New Oil?
- ▶ 0:56 Stephen Lacey And we also focus on how critical minerals are becoming a major force in global geopolitics, especially involving China, which of course dominates battery supply chains.
- ▶ 20:14 Dr. Melissa Lott So, 80% of lithium comes from Australia, China, and Chile, where 70% of cobalt comes from the Democratic Republic of Congo. 5 times in the scene
- ▶ 25:43 Tom Moerenhout I think the obvious candidate is China, right? 16 times in the scene
- ▶ 28:51 Dr. Melissa Lott And while China dominates a lot of the world's battery supply chains, many other countries, like China, are establishing their own trade restrictions. 8 times in the scene
- ▶ 33:57 Dr. Melissa Lott Are we just gonna swap out dependence on petroleum for dependence on critical minerals from China? 3 times in the scene
- ▶ 39:44 Jason Bordoff With critical mineral dominance that China has, most of that is about refining and processing. 2 times in the scene
- ▶ 40:48 Jason Bordoff First, we will need more mining, and we, if you're gonna diversify supply chains away from countries like China, we're gonna need, ah, permitting reform to make it easier to do mining projects, um, in, in the United States. 2 times in the scene
The world of battery recycling
- ▶ 7:36 Dan Steingart There's plenty in China and India and in other parts of the world. 2 times in the scene
- ▶ 15:14 Dan Steingart In China, there's probably 50, 50 to a hundred, easy, at different points in the tech stack.
- ▶ 32:09 Dan Steingart Is, is something that, that is doable, and it's a pretty good source of, of, of, of silicon for that process, but again, starting with silica, uh, there's not a, there's not a big shortage of that, and, and it's the making of the silane,…
Climate tech’s tough year in the public markets
- ▶ 24:27 Shanu Matthew Uh, and now we're at a level where current spot prices in China are closer to 13,500 or 15,000 dollars per million.
More 2024 trends: ESG, carbon certifications, curtailment, and AI
- ▶ 15:53 Nat Bullard But the droughts in China two summers ago were very bad, impacted hydro, drove temperatures up. 2 times in the scene
- ▶ 16:19 Shayle Kann Well, that's a good segue to let's talk about China, or really let's talk about coal, which is mostly talking about China at this point. 3 times in the scene
2024 trends: batteries, transferable tax credits, and the cost of capital
- ▶ 8:28 Nat Bullard You know, ah, if you were to, if you were to take just China's installations last year, which is north of 200 gigawatts, in and of itself, it would have been the biggest year in any other year besides twenty-twenty-two.
- ▶ 12:22 Nat Bullard You know, you're not buying them for a utility field in, in, in Western China.
- ▶ 39:06 Nat Bullard But yeah, look, it's, it's China in first and second, it's South Korea in third and fifth, it's Japan in fourth, 6 times in the scene
- ▶ 41:34 Nat Bullard This is largely a function of the Chinese EV market. 2 times in the scene
What’s really happening in the U.S. EV market?
- ▶ 9:19 Corey Cantor So again, that's a really key point to hone in on, not just for the U.S. market, but as you're looking at Europe and China, what is EV share of sale versus just absolute? 2 times in the scene
- ▶ 26:19 Shayle Kann In China and globally, and, and do you foresee a world in which they do enter the U.S. for passenger vehicles? 3 times in the scene
- ▶ 32:22 Corey Cantor And that is a real problem here for the U.S. market compared to Europe or China.
- ▶ 34:14 Corey Cantor If you look at China, they do about 800,000 2 times in the scene
Solving the cow burp problem
- ▶ 10:33 Charles Brooke And then China, a little over a hundred, a hundred million head. 3 times in the scene
Financing first-of-a-kind climate assets
Update: What the new Treasury rules mean for EV supply chains
- ▶ 1:30 Sam Jaffe Um, it is a pretty solid, bulletproof, um, way of, of keeping China out of the US battery supply chain. 2 times in the scene
- ▶ 4:06 Shayle Kann The thing that we were waiting on was how we were going to define foreign entities of concern, largely because it left open-ended the question of what role China could or could not play, and Chinese companies, I should add, in the EV…
- ▶ 6:32 Sam Jaffe For the purposes of the, the tax credits, and, ah, they, they list out what makes a foreign entity of concern, which is essentially a company in China, Russia, North Korea, or Iran, and they, they go into some more detail about that, such… 6 times in the scene
- ▶ 10:44 Shayle Kann I mean, I think of China in particular as being dominant in, in refining of a bunch of battery metals and minerals. 7 times in the scene
- ▶ 25:31 Sam Jaffe Nothing compared to what's in China, but it is significant too.
- ▶ 29:42 Sam Jaffe Um, however, in the case of Australia, they dig up the rock called spodumene, and then they ship it to China to be processed into lithium hydroxide or lithium carbonate, and that processing, uh, part of the supply chain is actually done…
- ▶ 38:04 Sam Jaffe If it's processed in China, boom, it doesn't count because we're not, we don't have a free trade treaty with China. 2 times in the scene
- ▶ 43:35 Sam Jaffe Um, and that's important because if you are today shipping your spodumine to China to be made into lithium hydroxide, um, then that's, if, if, if, if, if China does turn out to be a foreign entity of concern, that will, that will… 6 times in the scene
The cost of nuclear
- ▶ 7:06 Jessica Lovering So East Asia, South Asia, Central Asia primarily, places like China, India, South Korea.
- ▶ 16:43 Shayle Kann Right, and then I guess the other place that, you know, we haven't really talked about, you mentioned that it's on the list of places it's building a bunch of nuclear, but we haven't talked about it in the context of cost, um, but I think… 10 times in the scene
Mailbag episode! Interest rates, carbon dioxide removal, load growth, and more
- ▶ 50:49 Shayle Kann Oh, and China as well for that, for that matter.
The Volts crossover episode
- ▶ 8:54 Shayle Kann And then of course, everybody knows how the story ended up playing out, which is that basically all of that manufacturing moved to China and then kind of spread into Southeast Asia as trade barriers started to get in enacted and, and has… 7 times in the scene
The market for microgrids
Beaming 24/7 solar… from space
- ▶ 23:59 Sanjay Vijendran Whether it's the U.S. military or Caltech in the U.S. or in China and Europe, we're trying to do the same with our Solaris program to the European Space Agency.
- ▶ 38:55 Sanjay Vijendran China has also in the last five years, uh, made announcements towards putting gigawatt scale 2 times in the scene
The early days of transoceanic hydrogen transport
- ▶ 8:00 Anne-Sophie Corbeau The elephant in the room is China. 12 times in the scene
Building out a U.S. solar supply chain
- ▶ 5:49 Ethan Zindler We have, uh, the, an ongoing long-term, to be clear, trade sort of dispute that's been going on between the U.S. and China, which is in an interesting sort of interregnum at the moment with some tariffs coming back.
- ▶ 18:29 Ethan Zindler That complained, essentially, that there were companies from Cambodia, Malaysia, Thailand, and Vietnam that were, um, providing, um, equipment into the U.S. that was using, um, Chinese-made cells and, and wafers, uh, further up the value… 4 times in the scene