Kyle Chan(@kyleichan):China is not just building new power plants at breakneck pace but also grid infrastructure: ultra-high voltage lines, battery storage, pumped storage. In May, China announced it would invest $700 billion in grid infrastructure through 2030. Great report: https://t.co/aPHhE72lWi

Kyle Chan

@kyleichan

Fellow at @BrookingsInst China tech: AI, chips, robotics, EVs, clean energy High Capacity newsletter & podcast:

参加 November 2010

1.7K フォロー中 52.2K ファン

Kyle Chan@kyleichan

2026.10.09 17:10

China is not just building new power plants at breakneck pace but also grid infrastructure: ultra-high voltage lines, battery storage, pumped storage. In May, China announced it would invest $700 billion in grid infrastructure through 2030. Great report:

Stephen Stapczynski@SStapczynski

2026.10.09 02:38

ENERGY ABUNDANCE: China struggles to consume all of its green power 🇨🇳⚡ About a quarter of China's solar and wind generation goes unrealized due to grid bottlenecks and other hurdles. That's 481 TWh in 2025 -- equivalent to the power output of Spain and the Philippines