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Drawn from what Adam Tooze and Dan Wang said
batteries Storage as the thing that decides how much intermittent generation is worth building.
electric vehicles Cars on batteries: adoption forecasts, what drag and weight cost, and what they do to oil demand.
Their wordsWhat China is delivering in the 2020s is an industrial policy shock of global scale.
Where this was said
↗Chartbook 462: China shocked - beyond 1.0 and 2.0 to the "Big One".adamtooze.substack.com
All 5 korrents from this piecethis one is 4th
Their wordsThe foundations of China’s success in EVs were built a decade ago, when the state decided to bet on batteries, and then bought up a lot of the mines for these metals.
Added to korrents 7 Sept 2026 · How quotes work · Something wrong? Tell us
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