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China, the Electrostate

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Manage episode 467606843 series 2690047
Content provided by Dr. Chris Keefer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dr. Chris Keefer or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

This week, we return to China. David Fishman, senior manager at The Lantau Group, joins me again to dissect the unprecedented scale of China’s electrification, which Fishman says is driven by a mix of state planning, brutal market competition, and strategic energy security concerns. Our discussion ranges from the world's largest hydro projects to a coal industry that refuses to die; the forces driving China's power sector; the balance between state planning and market competition; and how this all fits into the larger economic shift towards innovation-driven, rather than imitiation-driven, growth.

Read extended shownotes on Substack.

Follow David Fishman on X.

  continue reading

281 episodes

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China, the Electrostate

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Manage episode 467606843 series 2690047
Content provided by Dr. Chris Keefer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dr. Chris Keefer or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

This week, we return to China. David Fishman, senior manager at The Lantau Group, joins me again to dissect the unprecedented scale of China’s electrification, which Fishman says is driven by a mix of state planning, brutal market competition, and strategic energy security concerns. Our discussion ranges from the world's largest hydro projects to a coal industry that refuses to die; the forces driving China's power sector; the balance between state planning and market competition; and how this all fits into the larger economic shift towards innovation-driven, rather than imitiation-driven, growth.

Read extended shownotes on Substack.

Follow David Fishman on X.

  continue reading

281 episodes

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