Decouple China, the Electrostate
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Feb 20, 2025 David Fishman, a senior manager at The Lantau Group, discusses the massive scale of China’s electrification, driven by state planning and market competition. He highlights China's coal power resurgence and the challenges it faces from renewables. The conversation also touches on advancements in battery technology and the country's shift toward precision manufacturing amid global tensions. Fishman further explores China's unique clean tech model and the implications of hydroelectric energy projects, like the Three Gorges Dam, on sustainable development.
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China's Electro-State
- China's emergence as an electro-state is driven by geopolitical constraints and reliance on energy imports.
- This shift also involves a move towards innovation-driven growth, particularly in areas like alt energy and EVs.
Coal's Dominance
- Coal remains the dominant power source in China despite growth in renewables, batteries, and hydro.
- A planned mega hydro dam in Tibet could significantly alter this balance.
Dam Collapse Anecdote
- A dam collapse in China, possibly in the 70s or 80s, serves as a reminder of the potential risks associated with hydroelectricity.
- This is often used as a talking point by nuclear advocates when discussing energy accidents.
