Join Kyle Chan, a Postdoctoral Research Associate at Princeton University, as he discusses China's rise as a clean energy superpower. Topics include China's success in electric vehicle industry, industrial policy strategy, solar manufacturing dominance, US tariffs impact, and China's carbon reduction goals.
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Local Support Accelerated EV Growth
Shenzhen city government supported BYD by electrifying its public bus fleet early, boosting the EV market growth.
Restrictions on vehicle licenses in Beijing favored EV adoption in wealthy urban areas.
insights INSIGHT
The Moth Metaphor Explained
China's industrial policy used a gradual 'moth' approach nibbling at the supply chain from many angles.
This method allows steady entry and growth instead of trying to dominate high-tech parts immediately.
insights INSIGHT
China's EV Supply Chain and US Tariffs
Chinese EVs sold in China use Chinese-made batteries and supply chains.
US EV tariffs were anticipated by Chinese companies, resulting in limited US market effort.
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In this episode of All Things Policy, Rakshith explores China's remarkable transformation into a clean energy superpower with Kyle Chan, a Postdoctoral Research Associate at Princeton University. They delve into China's explosive growth in the electric vehicle industry, examining key factors behind its success in battery development, manufacturing, and vehicle design. Kyle explains China's industrial policy strategy using the 'moth' metaphor and discusses recent findings from the IEA's World Energy Investments report. The conversation covers pressing issues like China's overcapacity concerns, the rationale and impact of US tariffs on Chinese EVs, and the paradox of China's heavy industries in relation to its cleantech sector. Kyle also offers insights into China's dominance in solar manufacturing, the future of Chinese EVs in the global market, and the country's scientific progress. Finally, they assess China's ability to meet its ambitious carbon reduction goals while balancing its reliance on fossil fuels. If you liked this discussion, please find Kyle’s newsletter attached here - https://www.high-capacity.com/
All Things Policy is a daily podcast on public policy brought to you by the Takshashila Institution, Bengaluru. Find out more on our research and other work here: https://takshashila.org.in/
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