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

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