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:
15 June 2026
The ElectroTech Revolution: Why this is an economic shift
Is the energy transition simply about replacing one fuel source with another, or are we witnessing a deeper restructuring of the global economy? In...
Read more03 June 2026
The $4.5 Trillion Myth: What the transition really costs
One figure has come to dominate discussions about financing the energy transition: $4.5 trillion per year. But what exactly does that...
Read more