Shift Key with Robinson Meyer and Jesse Jenkins Nobody in the West Knows How to Respond to the ‘Electrotech Revolution’
60 snips
Sep 24, 2025 Kingsmill Bond, an energy strategist at Ember and co-author of 'The Electrotech Revolution', shares insights on the transformative shift to electricity technologies like solar and EVs. He argues that a global electrotech revolution is underway, led by China's scale and policy. Bond discusses how efficiency and falling costs are driving this change, the importance of proactive policy responses, and the risks of Western inaction. He also highlights how emerging markets are leapfrogging to clean energy, positioning the world for a rapid transition away from fossil fuels.
AI Snips
Chapters
Transcript
Episode notes
Electrotech Is A Converging Revolution
- Electrotech unites supply, demand, and the connecting tech (solar/wind, EVs/heat pumps, batteries/controls).
- Kingsmill Bond argues their convergence creates a rapid, structural shift away from fossil commodities.
Three Tides Driving Electrotech
- Efficiency, falling costs, and ubiquitous solar/wind drive electrotech adoption globally.
- Bond frames these as three long-term tides: physics, economics, and geopolitics.
Manufacturing Beats Extraction Over Time
- Manufactured, modular technologies (solar, batteries) follow learning curves and get cheaper with deployment.
- Bond contrasts that with fossil extraction, which faces decline rates and rising costs.