How China is winning the GREEN ENERGY race.
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- čas přidán 6. 06. 2024
- China's perceived march towards global domination appears to be ruffling some feathers here in the Western world. Their version of the industrial revolution has lifted hundreds of millions out of abject poverty, but it is still held up by some as the greatest modern sin against humanity and our climate. So, how accurate is that allegation?
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Reference links
Read Michael Barnard's recent articles about China here
/ coal-in-china-will-pea...
cleantechnica.com/2024/04/15/...
Read David Fishman's article about China here
thechinaproject.com/2023/09/2...
Read Daniel Davis' opinion piece on demonizing China
asia.nikkei.com/Opinion/Demon...
International Energy Agency - Renewable 2023
iea.blob.core.windows.net/ass...
Bloomberg NEF EV Outlook 2023
about.bnef.com/electric-vehic...
Clean Technica - Chinese EVs
cleantechnica.com/2024/01/31/...
EV Volumes : 2023 Electric Vehicle Sales Stats
ev-volumes.com/news/ev/global...
Global Energy Monitor
globalenergymonitor.org/repor...
globalenergymonitor.org/wp-co...
Statista
www.statista.com/statistics/5...
Check out other CZcams Climate Communicators
zentouro: / zentouro
Climate Adam: / climateadam
Kurtis Baute: / scopeofscience
Levi Hildebrand: / the100lh
Simon Clark: / simonoxfphys
Sarah Karvner: / @sarahkarver
Rollie Williams / ClimateTown: / @climatetown
Jack Harries: / jacksgap
Beckisphere: / @beckisphere
Our Changing Climate : / @ourchangingclimate
Engineering With Rosie / engineeringwithrosie
Ella Gilbert / drgilbz
Planet Proof / @planetproofofficial
Our Eden / @ouredencheck out Agora Energy Technology
agoraenergy.ca/agora-growing-...
"oh no china is subsidizing electric vehicles making it hard to compete on price"
meanwhile US has been subsidizing the domestic oil industry for the last 100 years
America did that for its own citizens, China doesn't have the internal market, so it dumps the stuff on other markets and at unfair advantage due to protected status as 2nd/3rd world economy. Be carefull when comparing.
Also manufacturers admitting that they fucked it up themselves. Because that sweet sweet oil money talks very loudly.
J3VV LOVE.
TO SEE.
IT.
Offering tax exempts is also subsidizing. So is raising import tax on foreign products. Every country has its own ways.
yeah, and they cant pay people nothing, as much as they want too.
I guess capitalism is only fair if the US is doing it.
The other factor is, of course, that much of our industrial production has been moved to China, in other words, our lowering CO2 output is simply being 'outsourced' to China. So it's frankly pretty obscene of us to point the finger at their CO2 levels.
the thing that Western nations never mention is that the Chinese are not only carrying other nations' pollution being the manufacturer for the world, yet their emission per capita is still half of what Western world pollutes.
How else do you suggest we call them to account when we all breathe the same air?
@@John-FourteenSix the US has no right to call any country to account for anything. Nothing. China increased their CO2 output with the intent of eliminating it and they're on track to do so. Even with their increase they're FAR behind the US per capita. China isn't the world's biggest polluter and they're already reducing their output.
@@John-FourteenSix Maybe look at the per person output and China are already way ahead of the rest of us on installing renewables.
@@diceman199 China are doing exactly what everyone else should be doing by using ALL available resources to power it economy. Rather than what the West is doing which is ignoring all the best options and focusing on all the most worthless and expensive options.
Well, I live in Australia and drive a Chinese EV - because they're affordable....
Unfortunately, Tesla is canceling the model 2 for people with a lower budget. This shows that Elon thinks more about his own stock market than about reducing CO2 as he previously claimed.
@@Poppetje75 - Elon has claimed a LOT of things, most of which never happened or took 5 times longer than he thought and cost twice as much as claimed. He's a con man in the mold of djt and other grifters. I hope NASA drops him soon before they get too dependent on his X companies.
How much does the BYD Seagull cost in Australia?. I've noticed huge UK price differences in BYD, MG and GWM with prices down under, and can only put that down to government policies.
@@Poppetje75 Tesla is not cancelling the more affordable car.
From the Q1 2024 Earnings Call (Apr 23, 2024): "In terms of the new product road map, there's been a lot of talk about our upcoming vehicle line in the next -- in the past several weeks. We've updated our future vehicle lineup to accelerate the launch of new models ahead, previously mentioned start of production in the second half of 2025. So, we expect it to be more like the early 2025, if not late this year. These new vehicles, *including more affordable models,* will use aspects of the next-generation platform as well as aspects of our current platforms, and we'll be able to produce on the same manufacturing lines as our current vehicle lineup." czcams.com/users/liveo81Rs-w3YMY?si=HNuP0E3mkIlZBDmx&t=443
@@pikachus5m166 For some inexplicable reasons, the UK government, not unlike the US, is regarding Chinese made EVs as national security threat and often imposes crazy tariff upon them.
America has NATO, AUKUS, QUAD. And the best War Industry in the World. 888 Billion every year for Warfare. The most Budget in the World. So What??? Kneel and Obey. EU does, Japan does, Phillipines does. Taiwan does. Ukraine does. Australia does.
Dont forget double headed snake India
For some unknown reason, youtube keeps recommending videos about how EVs are a failure, and people dont want to buy them.
The reason is known. Fossil industries have enormous power. We are flooded with their propaganda which triggers all sorts of algorithms in both social media and mainstream media in a vicious cycle. There's just no way these multi-$trillion industries are going to go down without a fight.
gee i wonder why, might it be that it has failed and people actually arnt buying them so much anymore ?
Yup! Someone rich and influential is able to buy the algorithm.. Same here... It's a constant cycle of FUD media now... I'm a say probably MBS and Saudi Aramco since its the largest petro-chemical company on earth and they are almost entirely dependent on fossil fuel revenue to this day to the keep the Kingdom's lights on... Plus they were already caught conspiring to try and stop the growth of EV's... Check out the clip on CZcams of its CEO in a hot mic scenario I believe...
@@samchickensandwich23 BAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHAHA... NOPE. I see you're the FUD monster of "we've tried nothing and we're all out of ideas" What a bloody maroon!
@@ronvandereerden4714 Bingo! Saudi Aramco and ExxonMobil have massive marketing budgets for a reason.. And it's not to convince us that we need oil... It's that we can't live with the alternatives... Total FUD funders from the beginning....
China's coal consumption would likely be significantly lower if it were not responsible for producing half of the world's products commissioned by Western companies. We have been using them for years to produce our stuff now they have got good at it and we are moaning about it. We only have ourselves to blame.
This.
Especially steel.
China shouldn't mind the manufacturing being brought back then. It will help reduce their coal use.
@@100c0c except that this would increase the length of logistics supply chains, making manufacturing more inefficient.
Pretty much said exactly this to some friends in the pub the other night.
No, we have China to blame. China has done this deliberately. It used a lot of cheap coal and implemented loose environmental protections precisely so that it could attract manufacturing. As a result, China has gained an immense amount of investment and gotten richer far faster than for example India. China is the one profiting here, using a scheme they deliberately set up, and as such, China is the only one to blame. If China didn't want to be blamed, it wouldn't have used cheap coal and it would have implemented stricter regulations.
The West is to blame only in the sense that it didn't implement strong enough carbon tariffs, but they are not easy to implement and track.
Capitalism will ALWAYS sacrifice anyone and anything that does not make a profit for them.
And that is biggest difference here. China motives are also relativistic of course, but they are winning this game because capital is incredibly bad with giving up short term profits for long term benefits, especially now.
80% of fortune 500 support ESG, CBAM and ETS, so it turns out the majority of large capitalistic corporations employ management with brains that prefer their future markets to remain healthy and thriving. The entirety of the fossil fuels clusters in US economy represent 4.8% of the economy, so if they were overnight disrupted the US economy would be sent back to 2022 levels. I am Danish and we are home to the largest corporation in Europe far larger than all EU fossil fuels cluster companies combined and two of our largest companies have divested fossil fuels and we would have dropped any further fossil fuels leases except for the Putin war time pressure.
I want to set d record straight as someone who lived in China for 2 decades & had travelled to Xinjiang several times in d course of that period that there's NO genocide of any sort going on there. Period.
wait wait wait... hold on really? than wtf is going on western propaganda? as a gen z american socialist it's hard for me to learn stuff because I'm constantly learning new stuff besides that I do wanna ask How can I know your actually living in china?
@@koiyujo1543 Don't take my word for it. Experience it for yrself. It's open to anyone wanting to visit. Xinjiang is truly a beautiful place. Sceneries, food, culture & d people.
@@koiyujo1543 You can see other Americans and other nationalities who post their videos of Xinjiang and post the opposite of what western main stream media says with word like could, may or might but still does not provide actual evidence! But better still just see for yourself and take a trip! Just be forewarned! You might be disappointed finding out that mainstream media has been feeding you false information all these years! One reason I stopped reading and watching them and started traveling around myself!
@@koiyujo1543 This is something weird with western youth. When you ask them do they trust media or the governments they'd say no. Then when you ask if they believe the negative impression of China which was propagated by the western governments and MSM, they say yes.
@@koiyujo1543 cn must be crap at genocide? not able to make 1 dead uighur for the west to have it story.
beside 115m visitor to xinjiang not a single photo of force labour western keep claim about.
Remember about 5 years ago when the argument was *still* "Why should we decabronise? China won't do it!"
And is now "China decarbonised and everyone wants the technology, it isn't fair!"
China is ready to share.
AFAIK, China still has more than half of the world's coal generation but only 30% of the world's total electricity generation. China is much, much higher in CO2 emissions per kWh compared to e.g. the US.
@@jesan733 China needs energy. Coal is what China has.
@@soowo5942 perhaps, but decarbonized it has not.
@@jesan733China's per capita carbon emissions is half that of America's - further more China is producing half of the world's manufacturing goods. Are the Chinese less human than the Westerners?
turns out planning your economy beyond just maximizing profits in the next quarter is a good way to do things
Who knew?
And the hilarious irony is that Chinese spent the 70s, 80s and 90s going to Western universities to learn key fields like economics, and engineering. They learned the useful bits from us, while we were ahead, and then applied them with their own theories and won.
Capitalism with Chinese characteristics. However, they have had some significant misallocations of capital. Namely real estate, but then again we have had the same kinds of things because of the boom bust nature of our Western capitalism model. They argument is that the so-called free market will self-correct faster than the socialism paradigm. They are sure kicking our ass in sunrise technologies and industries however. Opened up a can of whoop ass on us, as this video so graphically portrays. We are all going to see how this game plays out. So far it's not looking that great for Western capitalism, captured by a dying industry, and taking the entire edifice down with it.
@@sowireless the scary thing is the industries that have captured our state are mostly related to the national security apparatus. Meta, Lockheed Martin, Boeing. They get to kill whistleblowers and journalists with impunity, while sending weapons to Nazis and Zionists simultaneously.
And not for ideological reasons. But because they want to transfer the wealth of societies into the hands of their shareholders.
And the greatest irony of all is that it was the violence around Tiananmen Square in 1989, which landlocked them. The West was happily selling arms to China until then. But then implemented sanctions, forcing the Chinese to return to a mix of domestic defence aquisitions & Russian assistance.
@@sowireless We all saw the "free market self correct" thing. The bubble explodes, citizens pay the bills and the marke keeps doing the same thing
Once again The US is accusing China of doing what the US does. Remember the US selling very cheap corn to countries of South America. Those countries stopped producing corn, so the US then simply raised the price.
China think 1984 was an instruction book.
Don’t forget the US auto industry bailouts circa 2009.
An infantily simplistic summary...
So, your saying by comparison China's the good guy (Lame).
A tale as old as time - back in the 1700s the world centre of cotton textile production was Bengal, India but after it's domestic market was flooded with cheap, popular cloth from India the British introduced the Calico Acts banning the importation of cotton textiles into England. The British then began importing raw Indian cotton to make textiles domestically, which lead to the development of mechanisation of production and Britain itself becoming a world centre of textile production and ironically exporting cloth manufactured from Indian cotton back to India.
@dc37009 not simplistic at all! Gave lots of facts. In 10 years, China will be the world's superpower and the US will have to suck it up!
Up to 5 years ago there was this call that the west shouldn't do anything to improve the environment, until China (and India) fixes their impact. Now they have, and the west's response is to say they are doing too much.
It's refreshing to see someone pointing at the bad parts of a country without demonizing it into oblivion. I hope to see more people getting on board of that.
If you talk to Chinese people who have lived there, you’ll find the media make a HUGE fuss about a small problem, and much of the reporting in, to put it kindly, “dubious”.
@@theotherandrew5540I mean dubius reporting happens everywhere, I'm just hoping (perhaps naively) that it happens less as time goes on. Regardless, have a good one ^^
@@theotherandrew5540 You also get dissent silenced. Naiomi Wu "had [her] wings clipped" in the last year.
@@jamesphillips2285Dissenters from the UK government policy on the war in Gaza? I have “dissented”:from the mainstream view of the war in Ukraine, but I can’t get anyone to publish my views. The BBC ridicules such views, especially when expressed by a Russian or someone who has actually lived there.
@@theotherandrew5540 Have you "dissented" from the mainstream view of WW2? Holocaust?
1938 Germany occupied and annexed Austria and Czechia.
2014, 2022 Russia occupied and annexed Ukraine.
It seems to me that China is doing the right thing. Working hard, planning ahead, investing hugely, and reaping the rewards. Finally, and Best of all, they're keeping ideology out of it.
Very well said!
Time to follow China's lead and go all in on renewable energy, grid improvements, and battery storage.
I think we should go to water powered cars, cars that make hydrogen and run on hydrogen. We can't make enough electricity for cars and buses without using fossil fuels to create electricity.
@@katherinemahon9471estimations made by German energy Trusts state that the complete electrification auf Motor traffic would increase the demand for electric energy by just twenty percent.
This "we cannot produce enough electric energy for all the cars" argument is popular here in Germany as well but nevertheless not valid.
@@katherinemahon9471
Last weeks video proved the opposite.
@@katherinemahon9471I'm an electrical engineer this is simply not true. Hydrogen cars are the biggest waste of energy because batteries get the job done for way cheaper, and more energy efficiently. Additionally fossil fuel powered heating and electrification are INCREDIBLY inefficient technologies. For your average car only about 40% of the energy stored in fossil fuel is used to push the car forward. In an electric car, transferring energy from the powerplant to a charging station to a battery to the motors has a round trip efficiency 70-80%. This means we would need HALF as much total energy if we electrify systems. And for a country like USA with so much land it's incredibly easy to build out renewable energy
@@katherinemahon9471 "cars that make hydrogen and run on hydrogen." - Let us know when that product has arrived. 😂
Let’s assume, for argument’s sake, that Chinese government subsidies are making their products more competitive. How is that a bad thing? All that proves is that capitalism can’t compete against a capitalist/socialist hybrid government. That’s not a bad thing unless you’re a billionaire capitalist. And pardon me if I don’t shed a tear for billionaires.
Don’t mention any word on the net that ends in ism’ it sends US citizens into fits of uncontrollable spasms.
If the US hadn't subsidised it's own auto industry to the tune of $80 billion by bailing them out after the GFC there wouldn't even be any US car companies to complain about Chinese competitors getting subsidised.
billionaires dont give a fk if you shed a piss
Uh dude as a socialist, china is not capitalist it's a bu'nch of bs from neo libe'rial and libe'rial and capit'alist propag'anda It's a socialist country and of course it's economy is a Market socialist economy it has nothing with capitalist do your research dude... like just no don't always listen to what people tell you because you should still always try to do your own research because they will lie to you trust me on that one unless you trust places with actual good informaiton and actually shows data on a vid like how I use YT for mostly my reserach tool which I try to be careful of who I listen and learn from what source their some good ones I could recommend if ya like chap and a pretty good one too economy wise
@@user-ju3yu9sh9p Kind of missed the point dude. OP basically said a commie govt smartly using capitalist strategies wins out of democratic capitalism. How about that ?
Never mind.
No one gives a piss what you think anyway.
Amazing what the Chinese have achieved since the 1980s. Their ability to collaborate and work for the good of all is second to none.
Check the intelligence stats. 104 average I think.. One of the highest. IQ rullz.
It's good to see people like yourself provided appreciation where it's due. We see so much totally negative reporting on everything in China that people are coming to believe only bad things. China, like all countries, has good and bad. Let's celebrate the good and assist in removing the bad - that way we all win.
China has 3 times the population of USA, their pollution is less than 3 times that of USA. Seems fair to me. More people, more industry, more pollution.
It's not a contest. We all need to get to net zero.
@@incognitotorpedo42yes everyone needs to get to zero. But when one country does not put much effort into doing so and uses the excuse that a different country is emitting more, that needs to be called out.
For the record, on a per capita basis USA is emitting 2x CO2 compared to China. Also on a historical basis (since previously emitted CO2 still contributes to climate change and don't disappear) USA also emitted 2x compared to China in nominal CO2 emissions (without even adjusting for population).
It's 4.1 times the population of USA, but it's a good point to make.
Minor correction it's 4.2x the population of the US. 1.412 billion vs 333 million.
Here in the US State of Georgia officials have promised billions to EV and battery manufacturers.
To pretend that we are not guilty of government subsidies is pure bollocks.
Subsidies are only way West capital can be made interested in tackling even lip service change for climate.
China's ev industry is being paid for by us. And Europeans. This is like yelling at the cow for being outside because you left the barn door open.
There is one big difference between the Chinese direct subsidies and the US direct subsidies; the Chinese subsidies are paid to the manufacturers per car manufactured, the US subsidies are paid to the purchaser per car bought. So this makes it economically profitable for Chinese companies to dump overseas but it doesn't make it economically profitable for US manufacturers to do the same. Obviously some have posited that these forms of Chinese subsidies are deliberately done this way to harm non Chinese manufacturers.
@@TankEnMate Review the video from 5:20 to 6:10.
@@TankEnMate
Scale the idea that we spend hundreds of millions and China spends trillions and the two are comparable is CRAZY
Totally agree. European and US Legacy Auto industries sat on their hands for years in the hope they could find a solution that still required production of ICE cars to continue for the lucrative parts market. They allowed disrupters like BYD and Tesla get a major foothold in the game and are now seeking to lobby Europe and the US to put a hold on Chinese imports to protect themselves from their own incompetence and hubris.
Couldn't agree more!
Why is it fine for western companies to outsource all of their production to China to reduce cost of goods sold in US and Europe. But as soon as Chinese companies start producing their own goods and selling them competitively in US and Europe everyone loses their minds.
Why should prefer wealthy western shareholders profiting from Chinese production over Chinese business owners and the Chinese state, because I really don't.
You should care because it harms our economies. China don't just allow companies from the West to go in. Many are banned. And if they get in they must partner with a Chinese company and share profits. The only acception I know of is Tesla, China bent the rules for them because they wanted to learn and grow their EV market.
Because it benefits their own countries. If Chïnëse companies take the production and market then it affects their industries so they try to stop that. Most countries try the same including Chïnä.
@@jhunt5578 Yeah I feel sorry for Apples economy, they must be nearing bankruptcy.
Everyone with 2 brain cells to rub together has known for decades that all this outsourcing nonsense would eventually lead to China soaking up all the technological know-how and then outdoing the West and beating it at its own game, but all these "sMaRT" capitalist CEO douchebags knew better, of course. 🤡
Wealthy western elites don't seem to eagerly pay their share of taxes or advocate for public spending on Healthcare, environmental protection, public financing of elections, etc. In fact, to the extent Chinese elites aren't pushing fossil fuels aren't they a net benefit in comparison? Lol.
It is Cheap Electric Cars. Important difference. It is not Cheap Gas Cars. Cheap Electric Cars. Support China ❤.
US “China you are innovating too well. You have to slow down so we can catch up.”
China's contribution to global progress is always overlooked, and that's a result of both racism and the stigmsatisation of communism. It's interesting to me that you went with the media line in discussing oppression in China, and mentioned the Uighur community. These issues are real, but, you're normally good at looking at the numbers. I challenge you to look at and discuss the incarceration rates in China compared with "western" countries, and also their racial makeup compared to the balance of those countries. Then ask yourself why you felt the way you did about the situation without having looked at the numbers.
Chinas been absolutely kicking ass in the battle against climate change. And for that alone is enough to gain my praise
别相信共产党的胡说八道。
China is a relative newcomer to C02 pollution and the historic efforts of Europe and the USA, over many, many decades got us all into difficulty before the Chinese economy even got going. Add to that the efforts of the Chinese to tack swift action to clean up their power generation and transport systems far quicker than Europe or USA suggests that the problem lies elsewhere.
Don't see any contradictions in being the worlds largest user of Coal, having the highest number of new coal plants planned/under construction and being considered, "green?" I'm sure with all of the EVs and green energy the air quality in China must be at the least not getting even worse.....
Don't forget, most of the CO2 are outsourced from western countries.
Come on, that Uyghur oppression claim is just bogus. I just watched an English couple touring Xinjiang, there are mosques everywhere, the locals speak Uyghur, signs are in Mandarin and Uyghur/ bilingual, the metro stations are clean and efficient and everyone's going about their daily lives. There are dozens of these videos on CZcams but the algorithm will simply show you the oppression stuff first.
Was going to give him a thumbs up until he mentioned this bogus issue.
@@seaskyguyI think he did it intentionally to forestall any accusations that this is paid CCP propaganda
The Uyghur genocide claims are insane. There were a few years of terrorism and you could even say that the clamp down on the terrorism was very heavy handed, but to claim genocide is a total lie. The Uyghurs I’ve met in China was glad the extremists were arrested. One girl who wanted to live a secular life said it was starting to turn into Afghanistan over there where young people coming out of night clubs would be accosted or beaten for drinking.
@@iamsheep agree
You need to educate yourself and watch the China Show, there is DEF a genocide and you are just seeing a state sponsored and controlled visit
Nothing wrong with government subsidies if they improve the lot of everyone in society.
I don't want my taxes to go to woke people who buy glorified golf carts.
The problem is that Chinese EV doesn't have a subsidy, and its price in other countries is much more expensive than China..
Awesome.... best yet summary. I have been writing this stuff for the last couple of years, but here it is collated and enumerated. I shall be linking here often.
Thank you. I really appreciate your feedback :-)
I think that the man he interviewed was too pro-China. China is running *concentration camps* for crying out loud. We don't need more cheap (in all senses of the word) stuff. The stuff most people have is cluttering their houses and yards, and is polluting their air, water, and land. It soon ends up in landfills and dumps, and pollutes almost all of our air and water. Both R and D admins support the big tariff, and so do I. We need more manufacturing here in America, and promoting Chinese goods is not how to get there.
0 surprises for anyone who actually understands how a non-capitalist company operates. They can organize things for the long term instead of being forced to constantly shoot themselves in the foot for short term boosts to make shareholders happy.
China's government took a massive amount of it's people's wealth to subsidize a huge glut of EVs that lose money for no other purpose but to try and kill Euro and other EV car companies. You think about that for a while.
Yep, West obsession with wealth has come to its head. Funny enough West after WWII would be able to tackle global warming. Not anymore.
The trend of looking at short term is not inherent to the capitalist system. it is more to do with the way public companies are working, and not all companies work in this way. While the Chinese system could work, it will not. The reason is that when you have a very strong leader, who is there for too long - it will fail, it always did and and always will.
You got it!
@@gugutvil5245 and here comes to anarco cap apologist "if something went wrong its the government's fault even when another non capitalistic government is clearly doing it better"
The La Trobe Valley in Australia not only sold off its state-owned coal-fired generation system, but at governmental and union levels fought against clean renewables. The local communities were deskilled and unemployed; manufacturing moved offshore. 'Proudly designed in Australia' but actually made in China represented much of Australia's technological response.
I'm from that region. One of the truly rust-belted parts of Australia; with chronic disease and unemployment leading to premature deaths in what is otherwise a country where people have good outcomes.
@@jamesrowlands8971 Hello, James. I went to the Traralgon Technical school. Because of its connection to the then SEC and to the paper mill, it had an excellent set of workshops and science labs, etc. It produced people who went on to be world-class engineers and experts in computing. We were learning about solar power and wind generation back in the late 60's and 70's. The jump to communities based around renewable energy could certainly have been made - all the skills were there. However, the coal unions (much of the CFMEU) and the Kennett Liberal government opposed these changes, and the government simply sold off the SEC and the livelihoods of the communities in the area. Businesses, like Kayser, which were making profits, dumped their workers and went overseas to make bigger profits. There are reasons why the region is rust-belted; it wasn't always that way. I'm sure that you already know this. Best wishes to you.
Technological disintermediation. It comes whether you want it or not. The question is, are you riding The wave as the Chinese apparently are doing, or are you being crushed by it. The wave is coming no matter what.
@@sowireless Agreed. I recall learning about and even trying to make alternative energy sources as a student in the La Trobe Valley. The government of the time and the coal unions actively opposed movement towards renewables.
@@haroldwood1394 were they libs or were they telling the truth?
First, when I was in Beijing in 2019 I was very surprised at how many electric scoters there were. Probably more than half were electric.
Second, it is kind of weird that people always mention human rights and freedom when talking about China but when they talk about the USA they never mention that it has the largest prison population on the planet.
Human rights and incarceration rates are separate issues
Info in here may be, all available elsewhere, but you did a great job at consolidating it and presenting it 🙏🏻
Thank you :-)
China at 31% of Coal and the US at 13% still leaves the US at a significantly higher per capita use of coal.
And with fewer plans to replace or phase it out...
And we should always get into, who is the worlds factory? Essential countries exporting their coal usage.
Who has 4 times the population, and is still developing?
Portion of gdp spent on the transition?
On so so so many levels. China is leading the charge to a green society.
62% - 66% of China's electricity was generated from fossil fuels in 2023.
60% of US electricity was generated from Fossil fuels in 2023.
@@r.1599 Inconvenient facts don't compute with the morons here.
But significantly lower using GDP.
Put a border adjusted tax on CO2 instead of directly on EVs.
That would solve two problems at once.
Level the playing field and getting them to move away from coal energy production
Tackling climate change should be an all hands on deck/we're all in this together type of moment. The time for anti-China propaganda, reactionary tariffs, crippling embargos and sanctions needs to end. It's too big of a problem for any single country to tackle, we need to learn how to work together (mostly criticizing the aggressive approach of Western foreign policy, if that weren't obvious).
We will fall divided. Unfortunately I feel this end becomes more and more real.
@@Pecisk It's certainly hard to remain hopeful. I believe the US would rather destroy the planet than relinquish an iota of power.
@@red_skeletonHmmm. You think the U.S. is the problem. Ok, you’re stating your opinion in free and open media and you will receive no knock at the door jailing you for stating that opinion because the platform you are using is in the U.S. If you lived in China, would you have that luxury? When Russia invaded Ukraine, a lot of Europeans came out of their delusion that the U.S.’s military has been built only for world domination. Maybe there is some wisdom in having a NATO able to defend our mutual interests? And maybe NATO needs to have military might strong enough to dissuade dictators who really do seek domination.
Great point Red! I’ve been delusionally imagining that the growing resistance to militarism in both Ukraine and Israel/Gaza, just starting to peak this week, could indicate some unconscious symbiotic realization that militarism, unfettered consumer capitalism and corporate/government control will surely DOOM us all - and that each of us, individually and nationally, must choose logical, creative, effective, loving, collaborative pathways forward instead of the “same old, same old” USA Uber Alles.
Hurray for the Chinese people, their govt and their incredible history of making a giant culture work - warts and all!! Please let my delusion be real!
Thanks too, JHAT for an inspiring episode!!!
As much as I agree climate change and greening energy production is an international effort, relying on China to provide products in good faith might be a stretch.
It can’t be China is better at capitalism than we are. Can it?
Industrialism. Other economic systems can and have produced goods. Problem for West is that their industrial creativity has been replaced by profits all the time. But they can't blame themselves, can they.
Totalitarianism for sure.
Not totalitarianism. It's the government working for the benefit of society. The only difference is that the government decides what's good for society vs. private companies. America needs to get over unfettered capitalism as the panacea for everything.
@@mangothing1604 I agree that extremely concentrated corporate power in the USA is a threat not only to our democracy but our capacity to face challenges such as our greenhouse gas emissions. Once wealth and power get so concentrated that they can't be successfully challenged, it's not just the end of democracy; it's extinction. And you know, China has a different but in some ways similar problem. Xi Jin Ping has amassed so much concentrated power that no one can challenge him. The result is a society that can't or won't self-correct when it goes wrong.
@@mangothing1604 The like heeyuge problem for the USA right now. The South has risen again and wants to turn the USA into one big 19th century slave plantation. Think Walt Disney's Song of the Fucking South. The fuckers just might pull it off too. They are so close. Will the USA fail in the grand experiment of citizen rule? Stay tuned.
Sometimes economics is just warfare by a different means.
Especially since in China there is no separate economy, it is all part of the CCP state. China seems to have learned more from WW2 than Germany and Japan in that importing energy in the form of oil is posing a huge risk… so yes, China is going all in on renewables, which is also preparing it for a future war by making it less exposed to marine shipping chokepoints.
We have a bit of a myopic view on economics here in the West, in my opinion. If it doesn't vibe with capitalism, it doesn't happen.
Problem being, capitalistic systems cant deal with every eventuality. Climate change being a prime example.
What it all comes down to is that a few decades of stagnant growth while we figure things out is a lot more manageable than what would happen if we don't get our act together, fast.
The economic cost alone would be catastrophic, to the point of being incalculable. Not to mention the humanitarian and ecological aspect.
Capitalism is good at effectively siphoning resources. That is all. It really does not do any changes well.
@@Pecisk Yea, all adjustment are made retroactively. Which is a huge problem.
This argument feels like a contradiction, because a large amount of China's emissions is for western consumption, then western nation preventing trade would also decrease the emissions. If what China was selling were public transportation instead of private EVs then it would be a lot more helpful for the planet than more of the same thing, we already have private vehicles.
I’m not sure. Public transportation also has inefficiencies. Most studies show that autonomous cars in an Uber ride share model would be much more efficient than running half empty trains most the day .
@@keithv3767 Efficient in what sense? Definitely not space or materials. And I doubt it's overall more energy efficient, either.
The contradiction is just as true within our realm. My country sells gas to Europe, puts the proceeds into a fund that can only “invest” abroad, hiking energy prices also within Norway (common energy market hoax).
And we are 95 percent hydroelectric domestically, no gas plants, 9 of 10 new cars are EVs…
Buying a home is just as crazy as everywhere else in OECD (worst generational divide as of 2023, report), so who are the real “winners” here…?
China produces and exports plenty of electric buses which compete favorably with European and US electric buses in their respective domestic and overseas markets.
You think China doesn't manufacture trains and busses ? You should look up the roll out of public electric powered busses in China. China produces literally everything, do you want to buy it ? No
re subsidies, every major country used subsidy and protectionism to initially grow their economies. and most still use them (uk is subsidising companies to set up in the uk after brexit scared them off).
It's crazy here in China. Every week I see a new EV that I've never seen by a brand I've never heard of. I do wonder if they are setting themselves up for yet another bubble by oversupplying the market and everyone getting on the EV bandwagon. There's form for that in China!
That happens in a lot of new markets. Consolidation will happen. Only the best EV makers will survive.
Capitalism is over supply. There will be winners and losers.
Sometimes the losers are the future generations all around the world.
That's how chinese smartphone companies started.
And now, they dominate the market.
China are developing their manufacturing so they can minimise costs when they start selling to the Global Majority.
I predicted a decade ago that only Tesla and Chinese brands would dominate. China had a huge advantage. No legacy technology and an industrial policy.
Fantastic content. And no ads and sponsorships are a massive achievement.
No wonder Dave‘s channel is getting ever growing attention in the scene.
Thanks from a long term subscriber.
The strides made in China should be celebrated. Rather than do that the real centres of political power in the west whose knee jerk reaction to competitors is to set loose their media with false accusations of human rights violations and threaten economic sanctions or war. 500 years of this approach is now coming to an end and the childish statements of US officials such as Yellen or Blinken are a sign of panic. Their deindustrialised and financial used economies simply cannot provide for the needs of their populations.: derivatives do not make up for efficient manufacturing. When the BRICS nations offer a financial settlement system the US$ will wither and the free lunches provided by its former status disappear. The US will no doubt survive given size and resources. The UK would be wise to adopt the scenario you outlined of embracing Chinese companies and expertise. Whether it has the sovereign capacity to do that given it is fused to the US hip remains to be seen.
The other reasons not to blame China for its emissions is per capita CO2 and the amount of CO2 emitted to produce items for western consumption.
Another very solid point.
Yeah - I though the pie graph chart for China's emissions would be split into emissions for exported goods vs. internal, you can argue that we are just outsourcing our manufacturing emissions and then pointing the finger and tutting at the country we asked to make everything for us!
Per capita they are pretty much equal to eu? Also climate change "doesn't care" about per capita only total.... If Luxembourg keeps building coal and apartment buildings that stand empty that's not a big deal, if China does it is a big deal.
And look up China's consumption based vs Production based emission, a majority is from thier own consumption not export.
@@matthiasknutzen6061Chinas per capita carbon is peaking as they are making more of their energy from renewables. Plus they are still the global factory.
@@davidlazarus67 source? Also so what? They still use more coal than the rest of the world combined (iirc), don't plan to peak coal consumption for a DECADE
Why are people defending china??? really don't get it, often with plain wrong "facts". Yea it's good that they renewables and nuclear but they aren't building enough. And they should stop wasting cement for empty buildings.
what a can of worms your opening up, but thanks for saying it
No worries!
Overcapasity isn't an issue in a free market. China is basically exporting deflation, i.e lower prices. USA on the other hand is exporting inflation through it's dollar.
China having 300 coal fired power plants under construction helps a lot to win the green energy race.
Excellent episode as usual. Thanks for keeping me thinking.
Cheers Alan.
China is just far more competitive than the US and Europe. If they are worried about Chinese productivity, they should focus on improving their industrial capabilities.
Honestly, the point is: if you do it now, it's probably already to late.
You also have to ask why it's so competitive. I mean, solar panels have come down in price thanks to China. But using Ugyhr prison labour isn't a great model.
Cheap labour, no health and safety, no eco regulation!. Yeah great.
@@bugsygoo sure, their is some of that, but you know what the cheapest labor is ? Robotics and automation. Foxconn, 1 of the biggest electronics companies and employers in the world at the time, had their peak number of employees in 2017: 1.3 million, they've automated away almost half of them and production is obviously up as well. What is 1 of the products they make ? industrial robots.
@@bugsygoo They are far more competitive because they use their resources to develop their industry, education and infrastructure, while the US spends most of their resources on military endeavours abroad, and the Europeans cut themselves from affordable energy from Russia making their industry uncompetitive. Meanwhile China imports energy from Russia, Iran and the rest of the world improving their cost competitiveness even more.
Dave is so right on this one, decades ago China was portrayed as the climates greatest looming threat due to it's economic/industrial expansion and emissions from coal.
It would be naieve to assume that China is embracing renewables just out of the goodness of it's heart, renewables and electrification are more efficient and make China energy indepencent. Whatever, the case this is good news for us all.
As far as it's growing industrial capacity is concerned, if The West considers this to be a problem then why don't we stop buying what they produce!
China also embraced eVs because of enormous air pollution in their big cities. A dozen years ago Beijing had some of the worse air pollution: now Beijing has pretty clean air as a result of enacting huge fees on anyone wanting to license a ICE vehicle in Beijing..
Don't buy Chinese stuff if you can. Do it and not do by merely using mouth.
That is a lot to think about. Thanks, Dave, for another great presentation of (sometimes depressing) information!
Thanks for your feedback :-)
That's why a 10K € chinese EV costs 25K € in Germany!!!
Yeah, the hongguang mini ev costs 5000€ in china and more than 10k€ in europe under the name nikrob freze
The only Chinese EV maker who makes money on EVs is BYD and they get 1% margin. China I'd far too competitive for higher prices. The European and other global markets have room for higher prices.
F U average european consumer. How dare u expect to enjoy a cheaper yet better product when that'll reduce your billionaire's wealth?
F U avg European consumer. How dare u to expect to get a cheap yet better product in expense of your own billionaires.
@@jhunt5578I think more are making money but yes it is still very competitive.
Complaining about the Chinese making electric cars and solar capacity at a price that normal people, making the low wages that our corporate overlords pay, can afford; what a load of crap.
China's overcapacity is in coal fired power plants, not in the manufacturing of clean energy products! This is what Janet Yellen should be addressing!
Your analysis seems spot on. Having travelled to China multiple times for business and pleasure I’ve seen the blistering pace of modernization. Especially when travelling outside the major cities you see this change reflected in ultra-modern and the opposite in close proximity. “Borrowing” Intellectual property has been one factor in their rise, but as you point out choices made a decade or more ago have translated first mover advantage into a hard to compete with force - both in manufacturing and R & D.
How is the air pollution though? How are the newly built coal power plants?
When is your next trip back?
Have you seen “ghost cities? Not all overcapacity can be exported (dumped).
I wonder how well a planned (managed)economy mixes with the more organic and slower pace of western capitalism
China has 666 Gigawatt Solar. In 2025 1000 Gigawatt Solar.
Great video again, thanks Dave! Awesome to see Micheal, I'm a big fan of his stuff on Cleantechnica. If the US wants to promote human rights, it could do a lot right at home. Lead by example.
Us US Americans don't have as much of a leg to stand on criticizing human rights abuses, or unfair business practices. Maybe our corporations should stop whining and buying back their own stock and actually invest in workers and physical assets instead.
When the governments beholden to capitalism sells of entire industries to a country that isn't beholden to capitalism. You get what we have here
This video deserves much more views!
Subsidies to Intel and Elon Musk from the United States are normal, but Chinese subsidies to electric cars and their own lithographs for creating processors are bad and not fair...
Thank you for the non-biased and informative content. Really interesting stuff:)
Mutually respectful Social and Political engagement, as well as economic between “The West” and China is long overdue.
Great video! Im a political scientist as well as a chinese linguist; this commentary is so valuable!
Thank you. I'm glad you enjoyed it.
This was a really uplifting, interesting and well made video.
Thank you for sharing your brilliant content, and keep up the good work!
Nice one Dave, you nailed it again .
Great presentation. Keep educating us.
Thank you. I will do my best :-)
I would say that this is across the board great news for the world. I think it's fantastic that China is getting on top of the problem of decarbonization, and I think it's wonderful as a model.
And of course there is the but, where I think that China is generally Their Own Worst Enemy when it comes to their behavior beyond their borders. I also think that when I look at how they treat their direct neighbors it gives me real pause. Their claim of the South China Sea ignoring any other claims, their view of Taiwan, the Uyghur, and how they treat the Philippines All of these lead to a feeling of trepidation that once the Dragon is able to take care of its problems at home it will turn its attention to its nearest Neighbors.
As a critique I would mention the systems in Europe and in the United States are rarely viewed at the level of the country or block, but that's exactly what we do with China when we look for the outside. I wonder how wonderful it was for all the people inside of China when these changes were being made unilaterally. I think that the process matters. We wouldn't accept unilateral judgment in our own countries, and I think the fact that they made a good bet at one point can't be fully negated considering what it might have taken to get there. I don't claim to have direct knowledge of that but I think that it's not a one-to-one comparison. Maybe the biggest takeaway is that you can't separate the political situation given the vast difference in societies, it's impossible to come away with a simple view from such a complicated problem. Definitely a good think though.
Wow the west bought China's lies it seems.
China is building six times more new coal plants than other countries, report finds
MARCH 2, 20236:00 AM ET
…….. can relate
Not just about the borders. They are known to fake their data, take shortcuts, not follow up or reverse their promises, say one thing do another, etc.
Believe it when they actually did it.
Their Uighur opression was bad but it ended years ago, and its not me pulling this out of my ass, western outlets wrote about it. Meanwhile Israel is allowed to do whatever it wants with full backing by the USA and nobody cares. Western hypocricy regarding foreign policy is blatanly obvious to anyone paying attention. Tossing stones at China while living under a glass roof will get you nowhere, it will only lead to further escalation of tensions which would be disasterous for both sides, especially given how China is de-facto the factory of the world.
Very topical video. Just the content I've been, well, thinking about looking for.
Perhaps your best and most prophetic video yet! Really well informed and forward thinking with great guest contributions and an honest economic discussion. Also scary because China is only vulnerable whilst it is still the largest oil and coal importer
There needs to be more positive approach to relations with China - the negativity seems to be driven from USA with right wing think tanks also spreading this alarming view about China. This video has reported the huge progress and advances that China is achieving
Fascinating. Thank you.
Second this ^^ brilliant stuff
Cheers! :-)
I love your work Dave. Thanks very much for this, and all that you do.
Good vid! Extra points for using the term "Stranded assets" ... which I'm pretty sure will be a real buzz-phase of the next five years ;)
I feel like this video is a response to my comment just a few days ago about not having content outside of the western sphere. A well deserved kick to my butt.
Brilliant video!
Glad you liked it!
Good video. Informative, as usual. Many thanks!
People want cheap and reliable cars . That’s where all the manufactures went wrong
It's a race to the bottom when it comes to the cost of production, so China wins.
China is not the cheapest place to manufacture any more, however the way they’ve clustered their industry has made their supply chains incredibly hard to beat
We need to remember that we in the West *chose* this outcome by demanding ever cheaper prices for products, below anything that could be achieved in our own economies.
...until the moment Vietnam, Thailand and Mexico begin producing them....oh wait...Thailand already is.
Excellent presentation. Thank you.
Cheers.
I look forward to this show every Sunday! Very well done.
Fascinating video. Many thanks!
I am pissed at our politicians(cant name them leaders), who would put interest of our auto companies in front of our own and the climate. Good for you Dave to talk about it objectively. I would gladly put my finger on one of those, becouse as far as I would love to have Tesla, I need to wait for 3rd market in maybe 10-15 years to get one($$$$).
When it comes to general policy. I would like our politicians to work closely with China, allow them free trade, and stop looking across the big pond for answers(USA). USA at this point is mainly focused on its military, instead of climate. Its dying, and we should not lean or support them in that, rather cut those ties and work with the future, which means China.
But there is so much propaganda and political sh*t going on between our governments that I find it being a challenge...
China is building six times more new coal plants than other countries, report finds
MARCH 2, 2023 6:00 AM ET
@@CZcamsWatcher264 and they use it as peaker plants, as the video mentioned.
As long as the CCP continues to brutally suppress the Tibetans, the Uighurs, human rights campaigners, and their lawyers, I will try to do the seemingky impossible and avoid supporting China. I'm sick of the way capitalism and communism have connived in the betrayal of humanity. I am not interested in supporting the apparently overriding hunger for some people for a shiny new cheap car. The delusion of unsustainable consumerism got us into this mess.
@CZcamsWatcher264 they are mostly idle and only being used to prevent widespread power outage when industry consumption at its peak
@@royk7712 Yup. If we are to believe China (CCP). When did they ever lie.
Excellent video as always Dave.
Many thanks!
Bravo for your balance and information. Many thanks.
Brilliant analysis as usual. Thank you.
As a simple measure I've bought an MG- Designed in part in the UK and manufactured in China... About half the price of a European EV and far better quality.
I have an MG EV also. Are you sure it was designed, even in part, in the UK? I don't think so. Reference please (I'd love it to be true).
@@TheTonycima There is something called the MG Advanced Design Centre - based in London - opened in 2018.
@@steverichmond7142 Thank you. That's encouraging! I feel slightly less guilty about my Chinese MG now.
@@TheTonycima MG are doing a lot of things with cheap, efficient UK designed cars for the mass market.
I think the supply issues triggered by the COVID crisis shows us why we shouldn't let everything be manufactured on the other side of the world. In addition while I'm happy that China is making great progress on it's green targets, over-dependency on a country that will not step up and tell it's ally Russia to stop the ongoing invasion of a European country seems rather naive. The advantage to China of that implicit support is cheap fossil fuel.
Its NATO who barred Russia from deplomacy and pushed them to war. Why ud Russia just sit around and accept gung ho Russophobic policies of Ukraine and its rapid NATO led militarization? It's the west who began the war. And its the west who want to be independent? Sounds like the rapist want his virginity back.
Most of the supply chain problems were not in China. There were huge queues of ships outside US ports waiting to enter, then problems transporting the containers within the country because of domestic regulations. China has a few lockdowns that were quickly lifted when the local infection rates dropped. It was usually within a month and not all areas were impacted. Rail shipments to Asia and Europe were not impacted at all.
Excellent thanks! How do I get one? ❤
Thank you for continuing to be an excellent thought leader on these pivotal issues.
We can be a bit quick to judge in the west and forget our own ills.
Like the UK's involvement in the slave trade, the world's first concentration camps in Nigeria and later the Boer wars. Our catastrophic management of Palestine. Starving India during WW2 . Afghanistan, Iraq. Ireland.
Plenty more. Equally someone more informed than I could do for the United States.
And Peterloo.
Good stuff but you need to check out what the investigative journalists at the Gray Zone have found out about the accusations of human rights abuses in Xinjiang.
Another absolute banger of an episode. Well done Dave!
I’d like to see a world full of countries that are so energy independent that they no longer fear each other.
I was enjoying the video because it was basically factual until the point where you 'lamented' the 'terrible human rights abuse' by China against the Uyghurs.
My gosh, we are already in 2024 and this so-called genocide has been proven to a lie long ago by so many travellers and academics who have ACTUALLY been to Xinjiang and can either speak Mandarin or understand the Chinese culture well.
Please go and buy a plane ticket to Xinjiang and see for yourself if the locals are really repressed.
Trust me, the quality of life (essential needs) of the locals are not significanly worse than those in your country.
Talk about missing the boat!! Brilliant thank you
Great and informative episode, thankyou Dave!
Stunning report. I have traveled to China on many occasions and have witnessed the pollution in the sky and also in the ground water. The Chinese are serious in reducing their emissions and are acting with vigour to improve the lot of their population. In the interim we in the west are hamstrung by politicians lobbying on behalf of oil and gas companies. Our media does not delve deep enough to discover the truth and we are treated like mushrooms. Keep up the great work. Cheers.
I don't think first mover advantage applies to EVs. Tesla enjoyed high margins for several years, but that is evaporating as they are forced to slash prices repeatedly. Even now batteries are too large and expensive but that should change soon. I don't think Toyota and Honda suffered from the lack of BEVs, and are just now starting to jump in with the benefit of learning from all the other manufacturers EV teething pains. There are many times where an innovator in a sector falls into financial difficulty and goes bankrupt, while companies that entered later thrive.
for a bite-sized economic analysis , very well put
Yeah, maybe its the case for tesla. But chinese companies dont seem to be struggling. So the chinese "threat" is still there.
Companies like Kodak, Blockbuster, Blackberry and Nokia for example? They waited for digital camera's, video streaming and smartphones respectively, and were so far behind by the time they realized their mistake that they lost it all, even though they thought they were 'too big to fail', they didn't wan't to disrupt their existing business, so they let someone else do it - sound familiar?
The important parts of Toyota's bZ4x EV are made by Chinese automative and battery companies, but the DC charge rates and limiters Toyota has added in software make it a very poor EV compared to todays Korean, Chinese or US entrants - European EV's (and legacy US for that matter) are still very inefficient kWh/100km, and so they have to have too big batteries to make up the range, making them expensive - efficiency is king, Tesla is very good at efficient EV's.
Toyota and Honda's problem (and BMW's too) is that they are still wasting thought energy on hydrogen, they are allowing Oil and Gas's 'distract and delay' tactic for hydrogen to distract and delay their automotive strategy with a dead end side quest, I don't know if they will come out on top like you predict, or realize the scale of their miscalculation too late, like Kodak and others have, and fall by the wayside.
Time will tell, but Toyota's current EV offerings are very weak for a company that was going to spin on a dime and win at EV's.
You may find it interesting that the first digital camera was invented by Steven Sasson, an engineer at Eastman Kodak, in 1975. However, they were concerned it would impact their film manufacturing business so shelved the idea. The rest is history! 🙏
@@brushlessmotoring A massive chunk of Toyotas market is in places where EVs will not be practical for more than a decade so they have to chase fuel powered cars. There is also the problem of the volume of materials available to make EVs. That supply is limited and well below the threshold required for production targets set by governments which is why Tesla has been trying to get exclusive supply contracts with entire mines.
There is a strong chance that Tesla will go under by the end of the decade as their margins shrink faster than they can cut costs and their share price continues to fall.
This is all much more complex than you think