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EP 003·Energy Transition· 38 min· Jul 2025
Sustainably Talking Live, update from China
Sustainably Talking · Sustainably Talking
Executive summary
A live broadcast reporting from China on the pace of the energy transition, EV and battery manufacturing, and the solar supply chain that now underwrites most of the world's new generation capacity.
Key takeaways
- Chinese manufacturers continue to set the global cost curve for solar, batteries and EVs.
- Western policy responses (IRA, EU CBAM) are shaping but not reversing the supply-chain reality.
- Energy-transition risk is increasingly a geopolitical question, not just a technical one.
About the guest
Sustainably Talking
Sustainably Talking
A live broadcast from Sustainably Talking.
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