Login
Who Builds the Future? China and the new energy system
If energy is becoming a manufactured system, then who builds that system matters. In Episode 4 of Capital in Transition, Harry Benham and Mark Campanale are joined again by Kingsmill Bond of Ember to examine where the ElectroTech build-out is happening and how this is shaping capital flows, industrial power and the future of the global economy.
The conversation explores how China has established a leading position across key clean technology supply chains, from solar manufacturing and batteries to electric vehicles and grid infrastructure, and why that concentration matters for investors and policymakers alike.
Read the related blog here: https://www.electrotech-revolution.com/p/what-is-electrotech-and-what-will
Other Episodes:
06 October 2026
Why Do Oil Fields Still Get Built?
Why do oil fields still get built? Harry Benham is joined by Guy Prince, head of Carbon Tracker's oil and gas team, to follow the long road from...
Read more26 August 2026
Where is Energy Capital Going?
In episode six of Capital in Transition, Harry Benham and Mark Campanale look back across the series and trace the thread running through every...
Read more