Odd Lots

China Is Changing Its Coal Use, and It Affects the Whole World

Jan 31, 2022

Join Alex Turnbull, a seasoned fund manager in Singapore specializing in China's coal market, as he delves into the shifting dynamics of Chinese energy consumption. He discusses how China's transition from coal to renewables affects global energy prices, particularly in Europe. The conversation highlights the complex interconnections in the coal market, the challenges of balancing energy needs with climate goals, and the implications of China's evolving coal policies. Turnbull's insights shed light on the broader impacts of these changes on the world economy.

41:57

Creator website

Episode guests

Alex Turnbull

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Episode notes

Intro

2min

Coal Dynamics and Global Impact

8min

Coal's Critical Role in China's Economic Landscape

6min

China's Energy Transition Challenges

13min

Shifting Tides in China's Coal Market

5min

China's Coal Policy: Global Implications

13min

The Importance of Early Intervention in Therapy

2min

Over the last several months, Europe has seen its power costs soar. There are many drivers of it, but one factor has been a shift in Chinese energy consumption. While China has plenty of domestic coal resources, from time to time it imports quite a bit, depending on transportation costs. This can have major ramifications for prices outside of its borders. Meanwhile, China is undergoing a meaningful change to move off of coal and rely more on renewables and nuclear power. To help us understand what it means, we speak with Alex Turnbull, the author of a new paper on Chinese goal use, to break down what happened, and where it's going.

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