China, the Electrostate - Decouple

What this episode covers

This week, we return to China. David Fishman, senior manager at The Lantau Group, joins me again to dissect the unprecedented scale of China’s electrification, which Fishman says is driven by a mix of state planning, brutal market competition, and strategic energy security concerns. Our discussion ranges from the world's largest hydro projects to a coal industry that refuses to die; the forces driving China's power sector; the balance between state planning and market competition; and how this all fits into the larger economic shift towards innovation-driven, rather than imitiation-driven, growth.Read extended shownotes on Substack.Follow David Fishman on X.

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Frequently Asked Questions

How long is this episode of Decouple?

This episode is 54 minutes long.

When was this Decouple episode published?

This episode was published on February 20, 2025.

What is this episode about?

This week, we return to China. David Fishman, senior manager at The Lantau Group, joins me again to dissect the unprecedented scale of China’s electrification, which Fishman says is driven by a mix of state planning, brutal market competition, and...

Can I download this Decouple episode?

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