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
Building out a U.S. solar supply chain
- ▶ 23:06 Shayle Kann You've got uncertainty at best regarding import tariffs from China, Southeast Asia for now, maybe other countries if the supply chain moves again, like the obvious thing is. 2 times in the scene
- ▶ 28:16 Shayle Kann People who are not deep in this often assume is that those cost savings, for example, for manufacturing in China or Southeast Asia come exclusively from labor. 10 times in the scene
- ▶ 34:30 Ethan Zindler You know, Chinese module, and that's down from, I think it was 28, 29 cents, sort of, um, a year or two ago, and so there was some short-term pressure. 2 times in the scene
The carbon market’s quality problem
- ▶ 32:56 Alistair Frew (Alistair Fury) Maybe your, maybe the field report was in China, and the Chinese government paid us fully to do that project as part of its, like, regional reforestation initiatives five years before the project even started, right?
Keeping copper from limiting the energy transition
- ▶ 19:15 Cristobal Undurraga So roughly China consumes 12 to 15 to thirteen million tons of copper per year. 4 times in the scene
- ▶ 40:07 Shayle Kann This is why a lot of this stuff has ended up in China, so now you have a geopolitical challenge as well.
Four ways to store sunlight
- ▶ 24:10 Andy Lubershane And there's obviously geopolitical concerns about, um,
What the new Treasury rules mean for EV supply chains
- ▶ 10:45 Sam Jaffe Nothing compared to what's in China, but it, it, it is significant too.
- ▶ 14:56 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…
- ▶ 24:42 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
- ▶ 30:13 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
More 2023 trends: EVs, onshoring, and the three ages of decarbonization
- ▶ 3:29 Shayle Kann I think intuitively, I would have said, on a global basis, like, sure, maybe we've hit peak car in the West, but you'd think that would be more than made up for by growth in China and India and Indonesia and wherever else. 4 times in the scene
- ▶ 12:57 Shayle Kann And I think that also, as many of these things in, in the big global market context, comes down to China, right? 2 times in the scene
2023 trends: biomass, ESG, batteries and more
- ▶ 16:44 Nat Bullard Large parts of northern China have been reforesting.
- ▶ 17:19 Shayle Kann So that'll be my segue to China. 16 times in the scene
- ▶ 24:24 Shayle Kann Okay, so let's move on from China to another topic that I, I do want to get your thoughts on, which is the backlash against ESG.
- ▶ 37:00 Shayle Kann In China and places like that, and that's obviously not true. 3 times in the scene
Strong opinions on SMRs
- ▶ 11:02 Shayle Kann This is like, what's China building, for example? 3 times in the scene
This episode is trash
- ▶ 3:46 Matt Rogers So like, if you ranked it by country, it'd be like China, United States, food waste, India.
Natural gas whiplash
- ▶ 10:02 Anne-Sophie Corbeau To, I mean, levels that we had not seen in China in 15 years. 4 times in the scene
- ▶ 15:57 Shayle Kann And as you said, there were a bunch of, you know, you call them weird, strange, semi-anomalous weather events, but as climate change progresses, presumably those types of things, whether it is a drought in China or a heat wave in the…
- ▶ 35:29 Anne-Sophie Corbeau Because Chinese gas demand has been muted, its LNG imports have declined massively, and China in 2021 was the largest LNG importer. 6 times in the scene
Ammonia: the beer of decarbonization
- ▶ 28:46 Julio Friedmann Instead, look at China, or look at Europe, they have a lot of gasoline, they have a lot of diesel, they have a lot of methanol.
Unpopular solar opinions, 2022 edition
- ▶ 7:41 Jenny Chase The fact that the price is staying actually pretty firm, even now in November, suggests to us that there probably is a black hole sucking up modules somewhere, and that, that might be China, it might be Europe, it might be inventory in… 3 times in the scene
- ▶ 13:25 Shayle Kann Is there anywhere outside of regimes like China where you don't really have a traditional interconnection process?
Getting more energy on the wires
Climatetech for developing economies
- ▶ 6:46 Kate Steele China, two terawatts.
What’s holding up hydrogen in Europe?
- ▶ 33:30 Shayle Kann China ended up being the dominant manufacturer, and then, at least in the North American context, we started introducing import tariffs in it. 8 times in the scene
Is the Inflation Reduction Act a win for EVs and batteries?
- ▶ 12:48 Shayle Kann You know, you could imagine it's actually, maybe lithium isn't the hardest of the minerals to qualify for this, this tax credit, but most of the conversion from lithium that gets extracted to lithium that is battery grade takes place in… 2 times in the scene
- ▶ 23:20 Sam Jaffe And of course, Chinese cells would be cheaper, but remember, there's also a tariff for Chinese cells coming in. 4 times in the scene
- ▶ 33:41 Sam Jaffe Um, the, the answer is probably China. 2 times in the scene
- ▶ 42:19 Sam Jaffe Which essentially means a Chinese company, but it has to be specifically listed as a foreign entity of concern. 3 times in the scene
Columbia Energy Exchange: Will Putin’s Energy Strategy Backfire?
- ▶ 15:40 Dr. Daniel Yergin In a way, the COVID shutdown in China has been one slight relief valve because it's brought down Chinese oil and gas demand. 3 times in the scene
- ▶ 18:46 Dr. Daniel Yergin So we're going to see, you know, China, um, 3 times in the scene
- ▶ 26:12 Dr. Daniel Yergin So much of this is written about trying to reduce dependence on supply chains that involve China. 6 times in the scene
- ▶ 32:23 Jason Bordoff There's a premium to pay for it, and, and a role for, for government there, and as you said, you look at China, for example, and I think you'd be hard-pressed to find them importing more than roughly 20% of their oil supply from any one… 4 times in the scene
- ▶ 33:33 Dr. Daniel Yergin One, of course, is the COVID lockdowns in China have repressed, repressed activity 5 times in the scene
- ▶ 41:48 Jason Bordoff You know, we've talked a lot about the US and Europe, a little bit about China and India, but this is, as you said in the beginning, a global crisis, and it's playing out around the world, and lower income countries, emerging market…
- ▶ 44:24 Jason Bordoff Do you think, we talked about some of the response to this in the near term, building LNG terminals, China's increasing the number of coal plants, increasing its coal production targets, but, but there is a view that in the longer term,… 2 times in the scene
- ▶ 50:12 Dr. Daniel Yergin And then you get into this competition with China, and it really is a competition, because China is determined to be a major exporter of electric cars to the world. 2 times in the scene
Averting water wars as we decarbonize
- ▶ 2:32 Shayle Kann Example one, China is currently experiencing the worst drought on record.
- ▶ 11:22 Dr. Michael Webber Well, it seems like we have drought everywhere, just everywhere, but right now in Germany and with the Rhine, and also in China, we have rivers so low that barges either can't carry a full load of coal, or they can't carry coal at all. 2 times in the scene
Will charging infrastructure be a bottleneck for electric vehicles?
- ▶ 8:20 Cassie Bowe So if you look at the U.S., we're at about a 120, 125 EVs per public fast charger, and China is at 15, and China has much, much higher penetration of EVs.
What the Inflation Reduction Act of 2022 would mean for climatetech
- ▶ 23:09 Jesse Jenkins You know, China is.
- ▶ 34:41 Jesse Jenkins Made in China from Chinese materials or whatever else you, you know, wherever else they're sourced from. 4 times in the scene
Seeking the holy grail of batteries
- ▶ 8:27 Sam Jaffe And at the time, China, China Inc. was planning its, its ascension into the lithium ion space. 7 times in the scene
- ▶ 27:33 Sam Jaffe Um, there's, the spot market in China for lithium is, is in the 70 dollars a kilogram for lithium carbonate equivalent, which is the feedstock material that goes into the batteries. 3 times in the scene
How will the downturn affect climate tech?
- ▶ 16:43 Saloni Multani You know, it's, uh, it's, and all of those, and then the China lockdowns have continued, which, which of course haven't helped, and then the crisis in Ukraine that sent kind of commodity prices, fossil commodity prices to a different…
Shayle’s “ask me anything” episode
- ▶ 17:28 Shayle Kann Supply chain geopolitical stuff, but it basically means using green hydrogen, um, to produce ammonia instead of natural gas derived or coal derived, uh, in, which is kind of what we do in, in China.
Hydrogen, meet salt cavern
- ▶ 26:28 Jigar Shah Remember that we've got, you know, Bitcoin miners that have basically been thrown out of China and Russia who are now going across the United States trying to sop up all the excess, you know, electricity capacity and claiming that it's…
The great rush for battery metals
- ▶ 17:24 Shayle Kann And, you know, some talk particularly in China around for, for lower end EV models of switching to lithium iron phosphate, which is LFP batteries.
- ▶ 23:06 Kurt House It's just that most of that is in China or Vietnam.
- ▶ 29:06 Kurt House There was a, a, a, a hedge fund out of, uh, Chinese hedge fund that had a very low, metal tradings group that had a, that had a very short nickel position, and they were massively exposed, so it was, it was a short squeeze that sent it…
- ▶ 33:41 Kurt House And there's some brines in, there's some brines in China.
- ▶ 43:37 Shayle Kann So you see a lot of LFP batteries and EVs in, in China for like lower end vehicles, lower cost,
- ▶ 49:17 Shayle Kann China is a key player and other minerals as we, you know, there's been some talk about like, as we transition from a fossil fuel based economy to an electricity based economy, or at least partially electricity based economy, like, are we…
Alternative protein: it’s what’s for dinner
- ▶ 46:15 Liz Specht Um, in, in China's recent five-year strategy, they called out cultivated meat explicitly as, uh, as something that, that is a priority area.
Can Europe quit Russian fossil fuel by next winter?
- ▶ 7:51 Jesse Jenkins Um, you know, similar theory around engagement with China and the United States and our, you know, sort of co-dependence for manufactured goods and, and their, their exports for their economy.
- ▶ 22:30 Jesse Jenkins And so they are already, even though the pipelines are still flowing, the seaborne trade is already starting to get, you know, locked in and they're having to sell their oil at a discount to get someone else from China or, you know, or, or…
- ▶ 27:33 Jesse Jenkins It's, you know, China and flexing its muscle causing some disruption later that, you know, just exacerbates the level of economic insecurity that our economies inherently have if we're dependent on these globally traded commodities, uh,…
Will this carbon market boom be different?
- ▶ 9:18 Nat Bullard And then China has one too. 2 times in the scene
Will advanced reactors solve nuclear's problems?
- ▶ 10:17 Jake DeWitt Um, China's been kind of leading that. 2 times in the scene
The Carbon Copy: The lithium land grab in California
- ▶ 7:48 Stephen Lacey The vast majority is mined in Australia and South America and processed in China.
The many pathways to decarbonizing chemicals
- ▶ 9:49 Rebecca Dell For most of the world, that is, um, natural gas, it's methane, um, but in China and in a couple of other countries, they're using coal.
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