High Capacity

Home
Archive
About

July 2024

June 2024

May 2024

Will Biden's Chinese EV tariffs work?
Will tariffs give the US auto industry time to catch up to Chinese EVs? Or will the US become the Galapagos of the car world?
 • 
Kyle Chan
7
How the global solar boom is powered by Chinese exports
There's a strong relationship between a country's solar power capacity and its openness to Chinese solar imports. Look at solar superpowers like the…
 • 
Kyle Chan
6
How China is moving up Apple's supply chain
Apple is trying to move some of its production out of China. Yet, Chinese firms are taking over an increasingly high-tech share of Apple's…
 • 
Kyle Chan
2

April 2024

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…
 • 
Kyle Chan
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…
 • 
Kyle Chan
5
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…
 • 
Kyle Chan
3
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…
 • 
Kyle Chan
12

March 2024

© 2024 Kyle Chan
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great culture