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Arthur Kroeber

👤 Speaker
1260 total appearances

Appearances Over Time

Podcast Appearances

Dwarkesh Podcast
China’s Manufacturing Dominance: State Directives & Ruthless Competition — Arthur Kroeber

If everyone is riding on electric trains instead of on planes, right?

Dwarkesh Podcast
China’s Manufacturing Dominance: State Directives & Ruthless Competition — Arthur Kroeber

Huge draw on electricity.

Dwarkesh Podcast
China’s Manufacturing Dominance: State Directives & Ruthless Competition — Arthur Kroeber

So we need to have a much more comprehensive idea about what our electricity grid is going to look like to support these industries that we want for other reasons.

Dwarkesh Podcast
China’s Manufacturing Dominance: State Directives & Ruthless Competition — Arthur Kroeber

And then, well, where do we want this electricity to come from?

Dwarkesh Podcast
China’s Manufacturing Dominance: State Directives & Ruthless Competition — Arthur Kroeber

Well, coal.

Dwarkesh Podcast
China’s Manufacturing Dominance: State Directives & Ruthless Competition — Arthur Kroeber

Yeah, we have a lot of coal, but it's really dirty.

Dwarkesh Podcast
China’s Manufacturing Dominance: State Directives & Ruthless Competition — Arthur Kroeber

It's a climate problem.

Dwarkesh Podcast
China’s Manufacturing Dominance: State Directives & Ruthless Competition — Arthur Kroeber

It's a very severe domestic air pollution problem.

Dwarkesh Podcast
China’s Manufacturing Dominance: State Directives & Ruthless Competition — Arthur Kroeber

This is really dirty.

Dwarkesh Podcast
China’s Manufacturing Dominance: State Directives & Ruthless Competition — Arthur Kroeber

So from an energy security and pollution standpoint, we're probably better off –

Dwarkesh Podcast
China’s Manufacturing Dominance: State Directives & Ruthless Competition — Arthur Kroeber

doing renewables because any other source of fuel for thermal power plants, we're going to have to import.

Dwarkesh Podcast
China’s Manufacturing Dominance: State Directives & Ruthless Competition — Arthur Kroeber

We don't have enough natural gas, right?

Dwarkesh Podcast
China’s Manufacturing Dominance: State Directives & Ruthless Competition — Arthur Kroeber

We can build nuclear, but that's hard to scale, and we don't have enough uranium.

Dwarkesh Podcast
China’s Manufacturing Dominance: State Directives & Ruthless Competition — Arthur Kroeber

If we build...

Dwarkesh Podcast
China’s Manufacturing Dominance: State Directives & Ruthless Competition — Arthur Kroeber

a renewable powered domestic electricity grid, we are self-sufficient forever because you don't have to import the sun or the wind, it's just there.

Dwarkesh Podcast
China’s Manufacturing Dominance: State Directives & Ruthless Competition — Arthur Kroeber

And so you can see how these things begin to build on one another.

Dwarkesh Podcast
China’s Manufacturing Dominance: State Directives & Ruthless Competition — Arthur Kroeber

It was not, again, it was not that they had the intelligent design plan in the year 2000, it was just sort of all these things came together.

Dwarkesh Podcast
China’s Manufacturing Dominance: State Directives & Ruthless Competition — Arthur Kroeber

And the result is today, China has generating capacity that is double, more than double that of the United States.

Dwarkesh Podcast
China’s Manufacturing Dominance: State Directives & Ruthless Competition — Arthur Kroeber

Their renewables generation capacity alone is as big as the entire generation capacity of the United States.

Dwarkesh Podcast
China’s Manufacturing Dominance: State Directives & Ruthless Competition — Arthur Kroeber

Electricity as a whole is now about 30% of China's total energy consumption.