China, every mention
42 scenes (2023) · ← back to China
tap a year for its mentions
every year 2023 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
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
- ▶ 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.