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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
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.