Well, lots of moving parts! I'm often torn on this, as I suspect many are. My "Climate Emergency" side just wants the world to buy enough solar and wind and LFP batteries and xEVs to utilize the extra manufacturing capacity China has built up. My other side is trying to remember who said something like "You can't have free trade with an unfree country," and a bit of queasiness with 10,000 mile single source supply chains.
This has been building for 20 years plus.
But, damn, Chinese technical advances now are amazing in both the products and automated production however they deployed "subsidies" to get there.
Right now, USA-1st types are touting our expertise in nuclear. One reason for any expertise is multiple trillions spent since 1940 in pursuit of weapons and "atoms for peace," at labs and universities, etc. Where are the multiple highly-funded centers for wind and solar research, development and deployment? There is also the unfortunate focus on quarterly returns giving normal R&D short shrift, the whole petro-state influence thing, and so on.
Thank you for your wonderful podcasts. I look forward to bumping into you somewhere in our mutual Seattle neighborhood.
This was one of the best and one of the worst of your podcasts. It was really great of you to take on this topic. Thank you!
Its unfortunate that your guest blathered on in a way that was so hard to follow. It was especially frustrating that he refused to answer the question that your asked him multiple times: "what is the risk". Was he to afraid to answer? I was not quite sure.
The answer is so obvious that the question is essentially rhetorical. When China invades Taiwan (or crosses some other red line), the state of supply chains for solar panels and many other commodities will be disrupted. You know this and your guest knows this.
It would be great to learn more about the nitty gritty of how American and/or the EU being at war (hot or cold) with China will impact "clean energy" supply chains.
That fear of Chinese cleantech (or anything else) is great for politicians because they don't need to explain it or back it up. ANY argument that serves to reduce adoption of cleantech works AS LONG AS there is no mention of protection of the fossil fuel industry.
Well, lots of moving parts! I'm often torn on this, as I suspect many are. My "Climate Emergency" side just wants the world to buy enough solar and wind and LFP batteries and xEVs to utilize the extra manufacturing capacity China has built up. My other side is trying to remember who said something like "You can't have free trade with an unfree country," and a bit of queasiness with 10,000 mile single source supply chains.
This has been building for 20 years plus.
But, damn, Chinese technical advances now are amazing in both the products and automated production however they deployed "subsidies" to get there.
Right now, USA-1st types are touting our expertise in nuclear. One reason for any expertise is multiple trillions spent since 1940 in pursuit of weapons and "atoms for peace," at labs and universities, etc. Where are the multiple highly-funded centers for wind and solar research, development and deployment? There is also the unfortunate focus on quarterly returns giving normal R&D short shrift, the whole petro-state influence thing, and so on.
Thank you for your wonderful podcasts. I look forward to bumping into you somewhere in our mutual Seattle neighborhood.
This was one of the best and one of the worst of your podcasts. It was really great of you to take on this topic. Thank you!
Its unfortunate that your guest blathered on in a way that was so hard to follow. It was especially frustrating that he refused to answer the question that your asked him multiple times: "what is the risk". Was he to afraid to answer? I was not quite sure.
The answer is so obvious that the question is essentially rhetorical. When China invades Taiwan (or crosses some other red line), the state of supply chains for solar panels and many other commodities will be disrupted. You know this and your guest knows this.
It would be great to learn more about the nitty gritty of how American and/or the EU being at war (hot or cold) with China will impact "clean energy" supply chains.
Thanks for your podcasts. How about https://www.qnetic.energy/ as a future investigation?
That fear of Chinese cleantech (or anything else) is great for politicians because they don't need to explain it or back it up. ANY argument that serves to reduce adoption of cleantech works AS LONG AS there is no mention of protection of the fossil fuel industry.