EVENTS:   Best Equity Short Ideas Conference Call 12 - Zach Shannon/Corto Capital Advisors & Craig Huber/Huber Research Partners & Thomas Beevers /Forensic Alpha & Ed Steele/Iron Blue Financials & Bill Campbell/Paragon Intel - 12 Nov 25   Will AI Deflate the World? Macro Lessons from Three Industrial Revolutions and China - Manoj Pradhan/Talking Heads Macro - 13 Nov 25     ROADSHOWS: Forest Products Sector Equity and Commodity Research With Expertise in Distressed Debt - Kevin Mason /ERA Research   •   London   12 - 14 Nov 25       Buyside to Buyside Forum and Expert Calls across TMT, Consumer, Healthcare and Fintech - Andrew Peters /Revelare Partners   •   London   17 - 19 Nov 25       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   17 - 19 Nov 25      

China’s ‘Green OPEC’ Dominating the Global Energy Transition

Entext

Wed 21 Sep 2022 - 15:00 BST / 10:00 EST

Topics

West trying to play catch-up against China’s unique scale economies, deep vertical integration and growing innovation

Chronic underinvestment in Energy Transition Ex China - Structural ‘Greenflation’ trend

Utopian dreams colliding with reality of Green Energy physics and economics

Rapid China innovation includes in Sodium Ion, BYD’s blade design, swappable battery standards / infrastructure, Nuclear Tech, and in Hydrogen and Ammonia as Chemicals and Material become the new AI