Bull in a China Shop (guest: Leonid Mironov)
The Market Huddle
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Utilizing Electric Vehicles for Electricity Stabilizing Services
Exploring the potential of electric vehicles to absorb excess capacity from renewables during peak production, store energy efficiently, and feed it back into the grid for electricity stabilizing services. The chapter also addresses China's role in implementing innovative energy solutions, the impact of 'thrifting' on commodity prices in the EV sector, and contrasting effects of reduced copper demand and increasing commodity demand driven by AI advancements.
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