|
The Chinese are coming! The Chinese are coming!
For the past year, I've argued that China is now driving the global energy transition. Why?
Because 25 years China made a smart bet on the future of energy. Like all bets, it was nowhere near being a sure thing. Wind turbines were viable but still needed policy support. Solar was a twinkle in some engineer's eye. GM was busy killing the electric car. And Lithium-ion batteries were only a decade old.
To a greater or lesser degree, we know those stories. Less well known is how China developed, then scaled-up to a massive size, its clean energy technology manufacturing and the necessary supply chains.
Industrial policy, sure, but what was the strategy? Which policy levers were pulled by which level of government? Who were the key personalities behind the strategies and policies?
And, perhaps most importantly, what is China's plan going forward? You can bet the West wants to know.
Stellantis (Dodge, Jeep) CEO Carlos Tavares publicly muses about the death of legacy automakers at the hands of China's EV manufacturers. This week, US President Joe Biden signalled how worried the world's largest economy is by slapping a 100% tariff on made-in-China EVs. Not to mention 25% to 50% tariffs on a variety of other clean energy products.
Clean energy industrial policy has been a key focus of Energi Media's journalism over the past two years. So, trust me when I say this: Canada is woefully unprepared.
Watch our website, YouTube channel, and Energi Talks podcast as we explore just how unprepared.
In the midst of blinkered executives, academics, policymakers, and a legacy news media captured by foreign owners who trumpet the slow energy transition nonsense from the rooftops, someone has to present an evidence-based argument for a very fast transition.
That's us. Hope you'll join us on the journey.
Seriously.
THOUGHTFUL JOURNALISM ABOUT ENERGY'S FUTURE
| 
