China, every mention
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tap a year for its mentions
every year anyone Stephen Lacey 105Eric Wesoff 11Lara Pierpoint 10Katherine Hamilton 9Steve LeVine 8Michael Boyle 8Jeff St. John 7Emily Domenech 7Christina Binkley 7Akshat Rathi 7
Verbatim, from the transcripts: the passages where China comes up
Did someone just figure out how to project finance nuclear?
- ▶ 12:59 Jake Jurowicz Uh, in the, in China, they're doing it for 3000 dollars a kilowatt, similar, you know, similar price points with South Korea.
Form Energy's manufacturing breakthrough
- ▶ 16:51 Lara Pierpoint Okay, so thinking about your decision to build this factory in West Virginia, first of all, there's a strategic decision, and one of the things that I'm seeing happen now, particularly for companies that are in the battery space, is…
The perovskite bet that could transform solar
- ▶ 5:04 Saritha Paruri Like nothing from the inputs or the tools has to come from China.
How Supercool Earth's microbes could ease the water crisis
- ▶ 30:39 Dacia Leone China is the leader, and they've been doing cloud seeding for a very, very long time, but generally speaking, it's not done very much today.
The $6 trillion threat to climate tech finance
- ▶ 11:00 Susan Su Um, and then we also know about China dominating solar and batteries, um, or TSMC being established in Taiwan in the sixties.
- ▶ 14:41 Susan Su Germany, Norway, Japan, Canada, United States, all of those are up against China, and just those four economies are 40%.
- ▶ 32:25 Susan Su Most of, uh, you know, 85 or 88% of, um, the world's solar hardware gets made in China.
This VC wants climate tech to play hardball in Washington
- ▶ 4:26 Lara Pierpoint As America sent more of its industrial capacity to China, VCs shifted away from semiconductors and hardware to software and services. 2 times in the scene
- ▶ 38:09 Shomik Dutta The three countries that dominate lithium-six supply are Russia, North Korea, and China.
John Hickenlooper’s optimism in the face of opposition
- ▶ 12:50 John Hickenlooper And now we're going to be giving that away to China.
The tape that led to a fusion breakthrough
- ▶ 14:47 Rick Needham It's probably the one place where the US, uh, EU, UK, Japan, China, Russia are all involved in the same project.
The scrappy beginning of Tesla’s energy business
- ▶ 18:39 Drew Baglino Of fun at some Korean restaurants and, and ultimately, you know, they, they took a bet on Tesla on our team on the energy side and, and it ended up paying off for them when they ended up getting an opportunity to participate with the…
Electric Hydrogen’s bet on supersized electrolyzers
- ▶ 32:01 Rafi Garabedian And it also comes from China, right? 4 times in the scene
Pioneering one of the first IRA tax credit transfers
- ▶ 29:44 Chris Taylor And we're, we're talking to manufacturers in China about, you know, moving equipment prior to tariffs getting imposed. 2 times in the scene
Why concentrated solar couldn’t compete
- ▶ 19:54 John Woolard The raw silicon was starting to be produced in China, lower input cost, and PV was dropping.
Our final episode: The top stories of 2024 so far
- ▶ 33:56 Jigar Shah And you see that, you know, for sure in China, you see that in Europe, you see that in the United States, although I think we could be doing more in the United States, and you're still short.
Why ditching aluminum is key to securing the US solar supply chain
- ▶ 1:25 Stephen Lacey In the years after a pandemic and a war pushed aluminum prices to historic highs, supply chains for all types of imported materials and equipment were upended, and America's trade tensions with China, a country that happens to control… 3 times in the scene
- ▶ 6:17 MJ Shiao Um, and the unfortunate reality of today for the solar supply chain is that there are parts, components of the, you know, core solar supply chain that are heavily dominated by manufacturing in, in China, and that makes the industry…
- ▶ 18:13 Stephen Lacey Chinese EVs, EV batteries, solar modules, steel and aluminum. 6 times in the scene
- ▶ 35:07 Greg Patterson So we get to bring in a new metal, reshore the, the production of that, build the worldwide global competency center for it here, ah, instead of following and hoping to leverage from the Chinese.
AI-fueled geothermal and ‘the edge of the possible’
- ▶ 11:25 Andrew Beebe I think they're going to blame it on China and say, hey, it's a national security.
- ▶ 29:41 Andrew Beebe You know, let's tariff everything from China. 2 times in the scene
Tesla’s extremely hardcore pivot
- ▶ 15:02 Stephen Lacey I mean, if you look at the pressure from Chinese EV makers, there are dozens of new models, perhaps hundreds coming, um, that are, uh, extraordinarily cheap, um, and being adopted in mass. 2 times in the scene
- ▶ 22:43 Stephen Lacey Makers in China.
- ▶ 24:17 Steve LeVine One is that the mainstream market outside China has not 8 times in the scene
Political Climate: Is the IRA under political threat?
- ▶ 12:28 Emily Domenech You know, foreign companies, Chinese companies that might be accessing the tax credits that were made available, that were supposed to be rightshoring, rightshoring these technologies. 4 times in the scene
- ▶ 32:37 Emily Domenech Especially when we know that China, in China, 2 times in the scene
- ▶ 36:24 Emily Domenech We don't want something that's going to just empower China and Chinese supply chains, and we don't want something that's going to really significantly increase costs, particularly for low-income Americans.
- ▶ 38:18 Brandon Hurlbut I see the program is it's, it's a great way to compete with China. 2 times in the scene
An influx of EVs. Surging peaks. Can AI help?
- ▶ 11:34 Stephen Lacey Yeah, well, uh, so PwC says 15.7 trillion dollars to the global economy by 2030, that's more than the current output of China and India combined, and of this, 6.6 trillion will likely come from increased productivity, and 9.1 trillion is…
The Latitude: Could government rules hinder green hydrogen?
- ▶ 7:32 Lisa Martine Jenkins Munster, for his part, said that technical challenge will hurt domestic electrolyzer manufacturers and prove a boon for Chinese makers, whose electrolyzers tend to be cheaper, though less efficient.
- ▶ 14:27 Lisa Martine Jenkins Or are we going to play around with the notion of it, and wait for China and the EU to get way ahead of us again?
The right way to recycle batteries [partner content]
- ▶ 16:48 Steve Cotton The hydro processes that are up and running at any scale are happening in China.
A view of the $1.8 trillion clean energy economy
- ▶ 11:52 Katherine Hamilton Oh, yeah, and China's still the biggest market there, um, but, 7 times in the scene
Pricing and tech trends shaping the global battery storage market
- ▶ 1:25 Yayoi Sekine Two years in particular, that was China. 3 times in the scene
- ▶ 3:35 Stephen Lacey Materials prices eased, and Chinese producers ramped up fast.
- ▶ 8:08 Stephen Lacey I can remember at the turn of the last decade, when we saw the great solar shakeout, and the dominance of Chinese solar producers caused a lot of, um, 4 times in the scene
- ▶ 15:23 Stephen Lacey And the dominant markets are China, the U S and Europe with, uh, China being the dominant market. 6 times in the scene
- ▶ 20:52 Yayoi Sekine If you go to China, four hours plus.
- ▶ 23:26 Stephen Lacey Um, this is a technology pretty common in China. 2 times in the scene
US power demand is set to boom. How will we meet it?
- ▶ 7:39 Katherine Hamilton 16% in the EU and 10% China, but the United States has the vast majority of them.
How AI is rapidly advancing new materials for clean energy
- ▶ 7:39 Greg Mulholland In China, there's a big push for lithium iron phosphate.
The terawatt era of PV: ‘Solar will be the gas of today’
- ▶ 4:34 Michelle Davis China being one of them. 4 times in the scene
- ▶ 9:57 Stephen Lacey China, of course, still dominates every part of the solar supply chain, but, um, I'm just wondering, have there been any real material changes that have come out of this period?
- ▶ 11:21 Stephen Lacey But the market has largely been shaped by Europe, the US, and China. 10 times in the scene
- ▶ 22:06 Michelle Davis One of the reasons for the massive expansion of manufacturing in China is, uh, not just obviously increasing the amount of manufacturing of different solar components, but also the type.
- ▶ 26:35 Michelle Davis If a certain government or, um, say the EU decides that they also want to restrict polysilicon from the Uyghur region of China, that would be enormous.
The storylines of the energy transition in 2023
- ▶ 8:51 Jeff St. John Critical minerals and materials that are going into those batteries don't come from foreign entities of concern, and for us, that term means largely one country, which is China. 2 times in the scene
LNG exports: America’s hidden ‘climate bomb’
- ▶ 18:32 Jeremy Symons Owns this oil, except in the case of a few, a lot of this oil starting to go, excuse me, LNG is starting to go to, um, China and Chinese owned companies, but most of it is in the free market, and so there really is no, um, no ability to… 2 times in the scene
Making sense of advanced nuclear’s stumbles
- ▶ 1:43 Stephen Lacey And so momentum has moved over to Asia, mostly China.
- ▶ 29:05 Lara Pierpoint I think right now you're seeing obviously a lot of construction in China, 7 times in the scene
How to triple renewables by 2030
- ▶ 5:00 Katherine Hamilton China is already doing this.
- ▶ 19:19 Shalini Ramanathan As we're trying to, to, to install this massive, um, solar capacity, it makes us very vulnerable to price challenges, you know, and, and especially given, this is something that we've already seen, is China is a leading supplier of solar,… 2 times in the scene
- ▶ 26:59 Stephen Lacey And indeed, we're seeing record sales of EVs in the US, China, and in the EU, and record build-out of factories for batteries and EV models.
- ▶ 54:06 Stephen Lacey Of course, going back to politics, we're just riding this carousel of outrage all the time, and every, every time we go around, there's some new thing to get mad at, mad about, and point at, and this plays out continually with clean energy…
Inflation plagues clean energy. How bad is it?
- ▶ 7:52 Michael Boyle Really emphatically add trade policy, uh, especially with China.
- ▶ 19:48 Michael Boyle For states and utilities that want to procure more clean energy, um, and the Inflation Reduction Act is kind of acting in an opposite way to, uh, to that, so there's lots of confounding factors that can, can feel a little frustrating, um,…
- ▶ 33:51 Michael Boyle I think their projections may even still be conservative, especially when it comes to the continued use of coal power at scale, particularly in China and developing countries. 6 times in the scene
Tackling the tough stuff: steel, cement, and chemicals
- ▶ 34:41 Jeff St. John Uh, first of all, about half the world's global cement production takes place in China, and, uh, there are some very large companies there.
Investors riff on the new era for climate investing
- ▶ 47:26 Nancy Pfund And the fires of twenty-twenty in our state wiped out 15 years of progress, and if wildfires were a country, they'd be ranked number four behind China, U.S., and India in terms of carbon emissions.
Why electric cars are driving the auto strikes
- ▶ 18:57 Maria Gallucci It's critical that the rest of the world does so as well, especially because actually more of these coal using furnaces are being built around the world and in China and other countries.
New frontiers of clean energy emerge
- ▶ 34:36 Jeff St. John Uh, process of taking a spent battery out of a car and putting it in a landfill somewhere to see that it's worth their while to turn it around and get it to the recycling center instead, and the economics are one thing, but the regulations…
America’s next-generation mining future [partner content]
- ▶ 16:41 Pat Risner All of the battery, virtually all of the battery grade manganese in the world, it's like 99%, comes from China. 3 times in the scene
America’s historic climate law, one year on
- ▶ 16:00 Jeff St. John His fear was that, uh, China, the primary supplier of a lot of these EV materials would, uh, win too much unless we, you know, supported domestic manufacturing, and those rules are complicated. 3 times in the scene
- ▶ 21:00 Julian Spector Um, and, you know, I think there is a sort of geopolitical dimension to it because, uh, politically right now, both, both parties are taking a tough stance on China, and there have been some Chinese companies trying to come in and, and do… 3 times in the scene
- ▶ 25:59 Julian Spector But, you know, if you could get it cheaper from China or cheaper from Southeast Asia, um, and install a lot of clean energy that way, if, like, climate change
The high stakes debate over green hydrogen
- ▶ 17:36 Adi Basham Most of those are deployed in China. 2 times in the scene
A surprise benefit of rooftop solar in New England
- ▶ 0:16 Stephen Lacey My newsfeed is filled with images of floods wiping out cars and buildings in India, beach tourists getting evacuated from wildfires in Greece, fallow fields and dead livestock from abnormal rainfall in China.
What’s the next big trend in clean energy?
- ▶ 7:01 Ramez Naam Like, if we built a Chinese-scale grid in the U.S., you could have solar going from New Mexico to New York.
- ▶ 15:18 Ramez Naam China has further put its foot on the accelerator.
- ▶ 34:29 Ramez Naam A number of people without access to clean water and food has dropped a lot in China and India, less so sub-Saharan Africa.
A groundbreaking battery nears industrial scale
- ▶ 35:11 Stephen Lacey China accounts for, I think, around 85% of American lithium-ion battery imports.
A new narrative series on the origins of Europe's energy crisis
- ▶ 33:38 Dr. Melissa Lott Plus, they benefited from reduced demand in other parts of the world, including China.
The fall of a battery maker still haunts America
- ▶ 0:33 Stephen Lacey I mean, certainly the dollars and the ambition are bigger, but so are China's, and so are a lot of other countries.
- ▶ 6:39 Stephen Lacey It is the dominant chemistry in lithium ion batteries coming out of China today.
- ▶ 15:46 Gabrielle Coppola But Wang Cheng came in, and Wang Cheng at the time was the biggest auto parts company in China. 3 times in the scene
- ▶ 17:20 Stephen Lacey So today, China accounts for 83% of all lithium-ion battery manufacturing, according to Bloomberg New Energy Finance. 7 times in the scene
How will we power all those green factories?
- ▶ 6:20 Shalini Ramanathan So China refines 65% of the lithium worldwide, and it may come from other places. 4 times in the scene
- ▶ 8:59 Stephen Lacey And, um, as a result of other countries, particularly China, investing in those sectors far more than the U.S. could, uh, we, we lost that part of the
Live: Is advanced nuclear ready for liftoff?
- ▶ 58:17 Jigar Shah Eastern Europeans all want our technologies over the French or the Korean or, you know, Jap, uh, sorry, uh, Russian or Chinese designs, right?
America’s green industrial strategy 2.0
- ▶ 11:27 Jigar Shah We sent so many American technologies to China to, you know, build solar panels.
Are oil & gas majors abandoning clean energy?
- ▶ 33:28 Jigar Shah I don't think it's as, um, you know, sort of, uh, anti-China or jingoistic as people like to portray it.
Drought is surfacing lost relics around the world
- ▶ 0:19 Stephen Lacey In August, Chinese authorities slash power supply in Sichuan province hitting Tesla, Toyota, Volkswagen, and CATL, one of the biggest producers of lithium ion batteries for cars. 3 times in the scene
- ▶ 4:38 Dharna Noor Um, we're also seeing drought in places like China, um, which has been going through a historic heat wave, just, you know, heat wave unlike anything that's been seen in other parts of the world.
- ▶ 9:48 Stephen Lacey Yeah, so going over to China, the Yangtze River levels have dropped precipitously. 5 times in the scene
- ▶ 14:48 Dharna Noor West, or an issue that's only affecting the Horn of Africa, or only Europe, or only China, but instead seeing that this is a trend, you know, a trend that has measurable effects, um, that are obviously very different, but, but have some… 2 times in the scene
Why heat waves become deadly
- ▶ 10:48 Alexandria Herr This pattern that played out in Chicago in 1995, it's still playing out today in 2022, in Spain, in China, in California, all these places that are getting hit with devastating heat waves.
How bad will Europe's gas crisis get?
- ▶ 9:57 Dr. Tatiana Mitrova So if not for this slowdown in China currently, 2 times in the scene
- ▶ 25:19 Jason Bordoff Uh, so this more and more natural gas to Europe has to come from somewhere else, uh, that presumably is part of the reason China has plans to increase coal, uh, production capacity, three hundred million tons, and why some emerging market…
- ▶ 30:19 Anne-Sophie Corbeau But to your comment, so, uh, I am finalizing a report about the appetite of, um, China on LNG, on any type of LNG. 3 times in the scene
- ▶ 33:25 Anne-Sophie Corbeau Ok, we have said China sees a hole for energy.
A heat limit ‘no meteorologist thought we would cross’
- ▶ 7:32 Stephen Lacey This spring, a billion people across India, Pakistan, and China baked in an extended heat wave.
- ▶ 17:34 Stephen Lacey So you're talking to climate scientists, and they're watching these heat waves pummel India, and Pakistan, and China in the spring, and then Europe, and the western North America this summer.
Hot Buttons: Is recycled plastic clothing a lie?
- ▶ 15:15 Christina Binkley We, we're going to talk about human rights in China, and we have a new American law. 7 times in the scene
Catalyst: Will the bear market hurt clean energy?
- ▶ 17:32 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…
Could Elon Musk’s risky Twitter takeover hurt Tesla?
- ▶ 13:57 Stephen Lacey And the example that he gave was, if you are trying to build factories in China and negotiating over Tesla's operations there, and then China wants to crack down on your speech, Twitter's speech policies, what does that do to the way that… 2 times in the scene
How one company could crush the US solar industry
- ▶ 2:47 Eric Wesoff Our trade policy allows a small, relatively inconsequential company to make a claim with the Department of Commerce, and in this case, Oxen is claiming that China's dodging U.S. imposed duties and flooding the U.S. market with cheap,… 3 times in the scene
- ▶ 6:14 Barack Obama To China or Germany or all the other competitors out there who are making massive investments in clean energy. 3 times in the scene
- ▶ 8:21 Stephen Lacey So 10 years of penalizing China has been great for solar manufacturing, right? 2 times in the scene
- ▶ 14:54 Eric Wesoff For Obama, it might have been trying to keep a hard line against China. 3 times in the scene
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