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SmarterMarkets™

Setting Course Episode 6 | Nat Bullard, Analyst, Speaker, and Advisor on Decarbonization

Feb 10, 2024
Nat Bullard, Analyst, Speaker, and Advisor on Decarbonization, discusses the state of decarbonization and highlights progress in clean energy, China's dominance in electric vehicles and renewable energy, the role of incentives and investment, and the need for imagination and forward-thinking in creating champion businesses and industries.
43:11

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • China leads in renewable power generation and electric vehicle production, driven by factors like environmental concerns, global competitiveness, and reducing imports.
  • Government funding and private capital investment are both crucial for decarbonization, with stability in policies and a diverse range of capital types needed to address different stages of technological advancement.

Deep dives

Progress in Clean Energy and Decarbonization Technologies

There has been significant progress in deploying clean energy technologies like solar and wind, with China leading the way in terms of renewable power generation and electric vehicle production. China's dominance in these industries is driven by a range of factors, including environmental concerns, global competitiveness, energy security, and reducing imports. However, while there has been progress, overall carbon emissions and fossil fuel consumption are still high, and the transition to decarbonization is complex and challenging.

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