China, every mention
47 scenes (2026) · ← back to China
tap a year for its mentions
every year 2026 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.