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18min chapter
The East is Green: China's New Energy Landscape
All Things Policy
Global Dynamics of Electric Vehicle Supply Chains
The chapter explores the intricacies of electric vehicle supply chains across regions, focusing on China's dominance in EV production and the impact of recent EV tariffs by the Biden administration. It delves into the concept of overcapacity in China's clean technology industry, the importance of such goods for energy transition, and the challenges posed by China's support for industries like solar manufacturing. The chapter also covers efforts in China to transition heavy industries to be more environmentally sustainable and discusses the lessons to be learned from historical examples in the auto industry.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode