Rethink Energy Podcast
·S1 E231
Rethink Energy 231: US nuclear strategy, China's future manufacturing dominance, BESS exports up over 400%
Episode Description
- The US will default to a nuclear-centric energy strategy as nuclear enjoys bipartisan support from policymakers - unlike either renewables or fossil fuel plants. More broadly worldwide, the growing need to pair intermittent renewables with energy storage is eroding their perceived cost advantage over nuclear energy - although this depends on local wind and solar conditions.
- China now accounts for 30% of global manufacturing, and still growing - but its future competitive advantage, under the hood, will be very different in future compared to today and yesterday.
- 144 GWh of energy storage supply deals were signed between Chinese OEMs and overseas customers in the first five months of 2025 alone - up over 400% year-on-year, and with only 3.4 GWh of it destined for the US.