Kyle Chan
@kyleichan
Fellow at @BrookingsInst
China tech: AI, chips, robotics, EVs, clean energy
High Capacity newsletter & podcast:
加入 November 2010
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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:
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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
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