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How China's carbon-intensive heavy industry powers its clean tech industry
China's heavy industries like steel and aluminum are a huge emissions problem. Yet, they also provide key inputs into China's clean tech sector, like…
21 hrs ago
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Kyle Chan
7
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How China's carbon-intensive heavy industry powers its clean tech industry
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Chinese solar and the German paradox
Germany seemed poised to dominate solar. Yet it was Chinese solar firms who used German equipment to make solar cells and modules to sell back to…
Apr 20
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Kyle Chan
19
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Chinese solar and the German paradox
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Why Chinese EVs will not take over the world
Other automakers can leverage the same Chinese supply chain as well as manufacturing innovations like gigacasting. Plus, image and brand matter as much…
Apr 12
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Kyle Chan
12
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Why Chinese EVs will not take over the world
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China's "overcapacity" reveals two different visions of the world
One vision is about competing to make things better and cheaper, which seems like a good thing for everyone. The other is about jobs and a growing sense…
Apr 5
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Kyle Chan
31
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China's "overcapacity" reveals two different visions of the world
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March 2024
How China uses foreign firms to turbocharge its industry
China uses global industry leaders like Apple and Tesla to get technology and upgrade its industrial ecosystem.
Mar 29
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Kyle Chan
32
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How China uses foreign firms to turbocharge its industry
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Why the U.S. CHIPS Act matters to the world
More semiconductor plants will help the US. But how will it help the rest of the world? And what about China?
Mar 20
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Kyle Chan
3
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Why the U.S. CHIPS Act matters to the world
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Here's what India should be doing on EVs
India should build on its strengths while borrowing from China's industrial playbook.
Mar 19
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Kyle Chan
12
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Here's what India should be doing on EVs
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