EPISODE · May 21, 2026 · 4 MIN
Episode 80: China Is Winning the Global Energy Race
from The Clean Energy Edge · host russbp
While the United States continues fighting political battles over clean energy, China is rapidly building the industries that are shaping the future of global power generation, battery storage, electric vehicles, and manufacturing. In this episode, Russ Bates breaks down: • how China became dominant in solar, batteries, and EV production • why rising oil prices and global instability still expose the risks of fossil fuel dependence • how battery storage and renewable energy are changing global energy markets • why electricity demand from AI and data centers is accelerating the transition • and the growing concern that the U.S. could fall behind the rest of the world in the next era of energy and industrial leadership This episode explores the intersection of energy, economics, manufacturing, infrastructure, and geopolitics — and why the future of global competitiveness may increasingly depend on who controls the technologies powering the modern grid.
What this episode covers
While the United States continues fighting political battles over clean energy, China is rapidly building the industries that are shaping the future of global power generation, battery storage, electric vehicles, and manufacturing. In this episode, Russ Bates breaks down:• how China became dominant in solar, batteries, and EV production• why rising oil prices and global instability still expose the risks of fossil fuel dependence• how battery storage and renewable energy are changing global energy markets• why electricity demand from AI and data centers is accelerating the transition• and the growing concern that the U.S. could fall behind the rest of the world in the next era of energy and industrial leadership This episode explores the intersection of energy, economics, manufacturing, infrastructure, and geopolitics — and why the future of global competitiveness may increasingly depend on who controls the technologies powering the modern grid.
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Episode 80: China Is Winning the Global Energy Race
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