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James Kynge

๐Ÿ‘ค Speaker
2305 total appearances

Appearances Over Time

Podcast Appearances

The Prof G Pod with Scott Galloway
China Decode: The Trump-Xi Meeting That Could Reshape the Global Economy

Well, I'm looking at Chinese renewable energy exports.

The Prof G Pod with Scott Galloway
China Decode: The Trump-Xi Meeting That Could Reshape the Global Economy

And the reason I'm looking at this is, of course, because of the crisis in the Strait of Hormuz, meaning that getting oil is more difficult and the price of oil has gone through the roof.

The Prof G Pod with Scott Galloway
China Decode: The Trump-Xi Meeting That Could Reshape the Global Economy

And so...

The Prof G Pod with Scott Galloway
China Decode: The Trump-Xi Meeting That Could Reshape the Global Economy

This, of course, has been a boon to Chinese exporters of renewable energy, such as solar power batteries and electric vehicles.

The Prof G Pod with Scott Galloway
China Decode: The Trump-Xi Meeting That Could Reshape the Global Economy

So my prediction is that the exports of these items will rise this year by at least 3%.

The Prof G Pod with Scott Galloway
China Decode: The Trump-Xi Meeting That Could Reshape the Global Economy

30% compared to last year, 2025.

The Prof G Pod with Scott Galloway
China Decode: The Trump-Xi Meeting That Could Reshape the Global Economy

This comes after a jump in the exports of these three items by an average of 70% in March.

The Prof G Pod with Scott Galloway
China Decode: The Trump-Xi Meeting That Could Reshape the Global Economy

Now, obviously, I think that at some point, the

The Prof G Pod with Scott Galloway
China Decode: The Trump-Xi Meeting That Could Reshape the Global Economy

crisis in the Strait of Hormuz is resolved and tensions die down.

The Prof G Pod with Scott Galloway
China Decode: The Trump-Xi Meeting That Could Reshape the Global Economy

And therefore, the impetus to buy these renewable energies, renewable energy technologies from China will subside a little bit.

The Prof G Pod with Scott Galloway
China Decode: The Trump-Xi Meeting That Could Reshape the Global Economy

So we might see the average increase this year go from 70 percent in March down to at least 30 percent for the whole year.

The Prof G Pod with Scott Galloway
China Decode: The Trump-Xi Meeting That Could Reshape the Global Economy

So that's my that's my call.

The Prof G Pod with Scott Galloway
China Decode: The Trump-Xi Meeting That Could Reshape the Global Economy

Alice, what are you seeing?

The Prof G Pod with Scott Galloway
China Decode: China Is Beating the U.S. in Space?!

I think China's space strategy is not primarily about space.

The Prof G Pod with Scott Galloway
China Decode: China Is Beating the U.S. in Space?!

It's all about planet Earth, and particularly how to dominate the global order on Earth, of course, by enlisting space to gain advantage.

The Prof G Pod with Scott Galloway
China Decode: China Is Beating the U.S. in Space?!

And as you've just said,

The Prof G Pod with Scott Galloway
China Decode: China Is Beating the U.S. in Space?!

You know, when you look at what China and of course the US is doing in space, there's a military domain and there's a commercial domain.

The Prof G Pod with Scott Galloway
China Decode: China Is Beating the U.S. in Space?!

And then there's this sort of fuzzy hybrid domain, dual use, I suppose, that could be military, could be commercial.

The Prof G Pod with Scott Galloway
China Decode: China Is Beating the U.S. in Space?!

And the more you look at all of the space furniture up there, the more you scratch your head and think, well, could that be military?

The Prof G Pod with Scott Galloway
China Decode: China Is Beating the U.S. in Space?!

Could that be commercial?