How China is the Big Winner in the Energy Transition

Global electricity prices are going through the roof, and who are the winners? Well, China is one, as they have cornered the market on critical minerals and manufacturing. Tune in to the Energy Realities podcast with Irina Slav from Bulgaria, Tammy Nemeth from the UK/Canada, David Blackmon from Texas, and Stu Turley between Texas and OK.

Highlights of the Podcast

00:08 - Introduction

01:11 - Energy Transition Discussion

02:12 - China Winning the Energy Transition

04:17 - Outsourcing to China

08:32 - China's Stronghold in Europe

13:04 - Environmental Irony of Green Policies

16:40 - Challenges of the Green Energy Transition

18:43 - Political Backlash Over Energy Transition Costs

19:57 - Delays in UK Steel Plant Conversion

21:39 - Trade Loopholes in the Auto Industry

23:03 - China’s Advantage in Energy Transition

27:29 - China’s Growing Geopolitical Influence

29:24 - Public Pushback on Green Energy Policies

31:44 - Green Energy and Deindustrialization

33:21 - Ford launches tool to help businesses go electric, save money 

36:02 - The two big insurers still still betting on fossil fuels 

39:04 - ESG-Driven green hydrogen risk at the center of air products dispute 

41:54 - Kevin Killough: As projects fail and studies conclude green hydrogen is…

43:25 - Canada opens its first commercial rare Earth Elements Refinery 

45:10 - Western Climate Mitigation Policies Increased Electricity Demand, Making it Harder to Slash Emissions 

48:02 - California's energy dilemma and how new laws might spark even higher gas prices. 

49:13 - China forfeits resource security with Strategic Mineral, Energy reserve gains