The Future is Electric

The Future is Electric is the house journal of TFIE Strategy Inc, a firm which assists global clients to future proof themselves in our rapidly changing world of business and technical innovation, and geopolitical and climate disruption.

ChatGPT generated panoramic image of a map of China covered in solar panels, wind turbines and transmission lines in the style of ancient Chinese paintings
ChatGPT generated panoramic image of a map of China covered in solar panels, wind turbines and transmission lines in the style of ancient Chinese paintings

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The Empire of Electrons

Inside China’s wind, solar, and storage surge with David Fishman — where scale defies belief and motivations remain ruthlessly pragmatic

30 min readApr 25, 2025

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Recently I had the opportunity to sit down with one of the leading experts on electrical generation in China to discuss the absurd scales of all forms of electrical generation and storage. In the first half of our conversation, we talked coal, gas, and nuclear. In the second half — lightly edited transcript below — we talked wind, solar, and storage.

Michael Barnard [MB]: Hi, welcome back to Redefining Energy Tech. I’m your host, Michael Barnard. As always, we’re sponsored by TFIE Strategy, a firm which assists investment funds and firms to pick the winners and avoid the losers in climate solutions. My guest today is David Fishman, senior manager at the Lantau Group and one of the world’s leading experts on what’s happening in China with electrical generation. Join us for the second half of our fascinating conversation.

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The Future is Electric
The Future is Electric

Published in The Future is Electric

The Future is Electric is the house journal of TFIE Strategy Inc, a firm which assists global clients to future proof themselves in our rapidly changing world of business and technical innovation, and geopolitical and climate disruption.

Michael Barnard
Michael Barnard

Written by Michael Barnard

Climate futurist and advisor. Founder TFIE. Advisor FLIMAX. Podcast Redefining Energy - Tech.

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