China’s Clean-Tech Glut Undercuts US Onshoring Hopes
Switched On18 Huhti 2024

China’s Clean-Tech Glut Undercuts US Onshoring Hopes

China is churning out clean energy technology at a breakneck pace, driving down prices on everything from solar panels to lithium ion batteries. With supply far exceeding demand, the timing couldn’t be worse for the many countries that are looking to onshore clean-tech equipment manufacturing.

On today’s show, Dana is joined by BloombergNEF’s Head of Trade and Supply Chains, Antoine Vagneur-Jones. They discuss the impetus behind the Chinese government’s drive to dominate the clean-tech export sector, the sheer scale of the global manufacturing overcapacity and whether it’s already sufficient to meet net-zero goals, and the US reaction to Chinese companies potentially offshoring production to countries like Mexico.

Complementary BNEF research on the trends driving the transition to a lower-carbon economy can be found at BNEF<GO> on the Bloomberg Terminal or on bnef.com

Links to research notes from this episode:

China’s Clean-Tech Overcapacity Threatens Onshoring Dreams - https://www.bnef.com/insights/33543

Mexico Won’t Be China’s EV Export Hub to US Anytime Soon - https://www.bnef.com/insights/33761

See omnystudio.com/listener for privacy information.

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(309)

Offshore Wind Is Outgrowing the Boats That Build It

Offshore Wind Is Outgrowing the Boats That Build It

Offshore wind turbines are getting too big for the ships that install them. BloombergNEF estimates more than 30 gigawatts of offshore wind installations could struggle to find suitable vessels through...

13 Elo 26min

Rhine Drought Drives Fuel Costs Up: Analyst Reaction

Rhine Drought Drives Fuel Costs Up: Analyst Reaction

Europe’s energy supply chains are running out of water. Weeks of heat and drought have pushed Rhine water levels to exceptional lows, restricting barge traffic and sending gasoil freight rates to reco...

10 Elo 14min

Battery Tax Credits Are Rewriting US Solar Economics

Battery Tax Credits Are Rewriting US Solar Economics

US solar developers are building projects around batteries, not panels. Federal tax credits for energy storage are reshaping the economics of new solar projects, encouraging developers to install larg...

5 Elo 28min

China Builds Nuclear Power While the West Reinvents It

China Builds Nuclear Power While the West Reinvents It

Nuclear power is gaining momentum around the globe, but the industry’s path has diverged. China and India are rapidly expanding conventional reactor fleets, while the US and Europe are betting on smal...

29 Heinä 39min

Gas Is Letting Data Centers Grow Beyond the Grid

Gas Is Letting Data Centers Grow Beyond the Grid

Artificial intelligence is heating up the race to build data centers, and with BloombergNEF projecting 194 gigawatts of demand by 2035, the biggest challenge isn't computing power…. It's electricity. ...

23 Heinä 28min

AI’s Edge in Hurricane Forecasting: Analyst Reaction

AI’s Edge in Hurricane Forecasting: Analyst Reaction

Artificial intelligence is beginning to transform weather forecasting. New AI models are proving remarkably accurate at predicting hurricane tracks, in some cases matching or outperforming traditional...

20 Heinä 15min

Mexico's Energy Future Sits Between Two Superpowers

Mexico's Energy Future Sits Between Two Superpowers

Mexico is entering a pivotal period for its energy system. A new wave of reforms is opening the door to greater private investment in clean power, storage and grid infrastructure after years of subdue...

16 Heinä 37min

How Bitcoin Could Save Texas From an AI Power Crunch

How Bitcoin Could Save Texas From an AI Power Crunch

Texas is becoming a test case for one of the biggest questions facing electricity markets. As AI-driven power demand for data centers accelerates, grid operators are exploring whether large loads can ...

9 Heinä 33min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
mimmit-sijoittaa
psykopodiaa-podcast
rss-rahapodi
ostan-asuntoja-podcast
rss-inderes
rahapuhetta
rss-sami-miettinen-neuvottelija
hyva-paha-johtaminen
sijoituspodi
rss-porssipuhetta
rss-ammattipodcast
rss-startup-ministerio
asuntoasiaa-paivakirjat
rss-karon-grilli
rss-porssipodi
oppimisen-psykologia
rss-hilden-kaira-podcast
rss-johtajatabut-aiheita-joista-ei-ole-tapana-puhua
juristipodi