The Takshashila Podcast

In this episode of All Things Policy, Rakshith explores China's remarkable transformation into a clean energy superpower with Kyle Chan, a Postdoctoral Research Associate at Princeton University. They delve into China's explosive growth in the electric vehicle industry, examining key factors behind its success in battery development, manufacturing, and vehicle design. Kyle explains China's industrial policy strategy using the 'moth' metaphor and discusses recent findings from the IEA's World Energy Investments report. The conversation covers pressing issues like China's overcapacity concerns, the rationale and impact of US tariffs on Chinese EVs, and the paradox of China's heavy industries in relation to its cleantech sector. Kyle also offers insights into China's dominance in solar manufacturing, the future of Chinese EVs in the global market, and the country's scientific progress. Finally, they assess China's ability to meet its ambitious carbon reduction goals wh