How China is winning the GREEN ENERGY race. 

"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

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.

For some unknown reason, youtube keeps recommending videos about how EVs are a failure, and people dont want to buy them.

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!"

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.

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.

Well, I live in Australia and drive a Chinese EV - because they're affordable....

turns out planning your economy beyond just maximizing profits in the next quarter is a good way to do things

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.

Capitalism will ALWAYS sacrifice anyone and anything that does not make a profit for them.

It is Cheap Electric Cars. Important difference. It is not Cheap Gas Cars. Cheap Electric Cars. Support China ❤.

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.

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.

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.

Time to follow China's lead and go all in on renewable energy, grid improvements, and battery storage.

There should not be a culture of blame toward the common people on either side. We so often speak of countries as if they are people going around doing stuff with the will of their whole population behind them. The more people exist in a civilization, the more minds there are, and the more potential motives and views there can be. That's why it always distresses me to see hundreds of millions of people lumped into one stereotype.

Info in here may be, all available elsewhere, but you did a great job at consolidating it and presenting it 🙏🏻

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.

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.

Nothing wrong with government subsidies if they improve the lot of everyone in society.

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.

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.

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

what a can of worms your opening up, but thanks for saying it

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.

Sometimes economics is just warfare by a different means.

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).

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.

Excellent episode as usual. Thanks for keeping me thinking.

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!

It can’t be China is better at capitalism than we are. Can it?

That is a lot to think about. Thanks, Dave, for another great presentation of (sometimes depressing) information!

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.

Thank you for the non-biased and informative content. Really interesting stuff:)

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.

This was a really uplifting, interesting and well made video. Thank you for sharing your brilliant content, and keep up the good work!

Chinas been absolutely kicking ass in the battle against climate change. And for that alone is enough to gain my praise

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 topical video. Just the content I've been, well, thinking about looking for.

Hi. Not sure if you will see this but this argument from the other side of the fence seems fairly convincing. How about a rebuttal next time you are covering batteries 😃 This is a Tesla model Y battery. It takes up all of the space under the passenger compartment of the car. To manufacture it you need: --12 tons of rock for Lithium (can also be extracted from sea water) -- 5 tons of cobalt minerals (Most cobalt is made as a byproduct of processing copper and nickel ores. It is the most difficult and expensive material to obtain for a battery.) -- 3 tons nickel ore -- 12 tons of copper ore You must move 250 tons of soil to obtain: -- 26.5 pounds of Lithium -- 30 pounds of nickel -- 48.5 pounds of manganese -- 15 pounds of cobalt To manufacture the battery also requires: -- 441 pounds of aluminum, steel and/or plastic -- 112 pounds of graphite The Caterpillar 994A is used to move the earth to obtain the minerals needed for this battery. The Caterpillar consumes 264 gallons of diesel in 12 hours. The bulk of necessary minerals for manufacturing the batteries come from China or Africa. Much of the labor in Africa is done by children. When you buy an electric car, China profits most. The 2021 Tesla Model Y OEM battery (the cheapest Tesla battery) is currently for sale on the Internet for $4,999 not including shipping or installation. The battery weighs 1,000 pounds (you can imagine the shipping cost). The cost of Tesla batteries are: Model 3 -- $14,000+ (Car MSRP $38,990) Model Y -- $5,000-$5,500 (Car MSRP $47,740) Model S -- $13,000-$20,000 (Car MSRP $74,990) Model X -- $13,000+ (Car MSRP $79,990) It takes 7 years for an electric car to reach net-zero CO2. The life expectancy of the battery is 10 years (average). Only in the last 3 years do you start to reduce your carbon footprint, but then the batteries must be replaced and you lose all gains made. And finally, my new friend, Michael, made some excellent points: I forgot to mention the amount of energy required to process the raw materials and the amount of energy used to haul these batteries to the U.S. sometimes back and forth a couple of times. But by all means, get an electric car. Just don't sell me on how awesome you are for the environment. Or for human rights.

Great presentation. Keep educating us.

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.

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'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.

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.

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.

Great and informative episode, thankyou Dave!

Good video. Informative, as usual. Many thanks!

Great video! Im a political scientist as well as a chinese linguist; this commentary is so valuable!

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.

I love your work Dave. Thanks very much for this, and all that you do.

I look forward to this show every Sunday! Very well done.

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.

Fascinating. Thank you.

Nice one Dave, you nailed it again .

Bravo for your balance and information. Many thanks.

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.

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).

Fascinating video. Many thanks!

Fascinating and insightful. Great video!

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.

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.

Bookmarking this for when I need a reference about Chinese climate change myths. Their solar and wind under construction, planned HVDC transmission, them using coal plants as peaker plants and as a last resort, etc. Great video.

Thank you for continuing to be an excellent thought leader on these pivotal issues.

Excellent presentation. Thank you.

China has 666 Gigawatt Solar. In 2025 1000 Gigawatt Solar.

Another excellent and thought provoking video. Many thanks 😊

2:40 Great video! Thanks a lot! Kind regards from Chile!

You should watch some China uncensored on youtube, but good video as always

That's why a 10K € chinese EV costs 25K € in Germany!!!

Thank you! That was a well researched article and leaving it open at conclusion is good

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 ;)

Brilliant video!

With respect to your last question: Russia shows that you can't get regime change and human rights by trading with a country. In fact, the opposite happens: your democracy gets fouled up instead due to special interests that rely on that trade and become lobbyists for it. What to do about this? I don't know. On the other hand, I don't buy the whingeing by the US and EU about China subsidies to renewables. I think the point you made- that these are "slow strategic" subsidies rather than simple cash-driven under-pricing- makes a lot of sense. Here in Australia we've just announced a similar form of industry support so we can't really complain if China have been doing it for 20 years. I'm reminded of US auto workers smashing Japanese cars in the 80's. Easier to throw poo than to work on your own productivity and innovation. The US likes complaining whenever other countries do the work: see also Taiwan and TSMC. After seeing your stories on croygenic storage I'm convinced that's the way of the future and I know China is working on that too, so I expect to see that ramp up over there and accelerate their energy storage. The biggest "threat" to the US would be if China were a democracy. If they'd followed the trajectory they were on pre-Xi, and settled relations with all their neighbours (incuding Taiwan), the US would have gradually diminished as a player in the region. Instead all the military threats mean that everyone needs the US as backup. Why invade a country when you can just invest in them instead?

that was a very informative presentation, congrats

Great video. Good to see various angles of the same facts.

Excellent video as always Dave.

Talk about missing the boat!! Brilliant thank you

Excellent. This is a great recap of all I have read.

Brilliant analysis as usual. Thank you.

It's a race to the bottom when it comes to the cost of production, so China wins.

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.

Good point about subsidizing research and startups instead of industrial policy.

Whether China is willing to use electric power does not change the additional existentialist problem that China is expansionist, grabbing the oceans of Vietnam, Philippines; fisheries of all Pacific nations and Indian Ocean nations; and preparing territorial claims in Antarctica, Arctic waters, LEO, and Lunar territories. Has there really been a lack of science in the Antarctic to justify seven Chinese bases or is it more akin to their artificial island claims in the Pacific?

It's not so much US, EU, or China. It's human nature to consume more when things become more efficient or cheaper. Our cars are way more efficient than 70 years ago, but we drive more. Clothes are cheaper, but we are not saving money, we just buy more clothes. What I feel most uncomfortable about is human nature. The US-China beef is just a distraction.

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...

great episode. Lots of information with no politics. A lot to think about.

A very good video keep up the great work

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

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

Great informational video...as usual...thank you...again.

Another absolute banger of an episode. Well done Dave!

China at 31% of Coal and the US at 13% still leaves the US at a significantly higher per capita use of coal.

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.

Thanks a lot for your video. Just amazing how you've been able to put together all these arguments and contradictions. I've been thinking a lot about these same issues. It was a pleasure to see them well organized and discussed. There's no easy answer to this.

This video deserves much more views!

This feels like scratching the surface, but not really going into some needed details tho. Them being transparent and forward thinking and all sounds great, but i'm not convinced, it's very difficult to report on china precisely because they are so oblique. My approach would be to take note of the numbers they give and be very cautious/sceptical. Kudos for mentioning human rights abuses, many creators shy away from that topic.

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.

Very good video, thank you.

Brilliant as always. Thanks Dave.