China, every mention
59 scenes (2025) · ← back to China
tap a year for its mentions
every year 2025 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
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.
- ▶ 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…