James Kynge
๐ค SpeakerAppearances Over Time
Podcast Appearances
Well, I'm looking at Chinese renewable energy exports.
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.
And so...
This, of course, has been a boon to Chinese exporters of renewable energy, such as solar power batteries and electric vehicles.
So my prediction is that the exports of these items will rise this year by at least 3%.
30% compared to last year, 2025.
This comes after a jump in the exports of these three items by an average of 70% in March.
Now, obviously, I think that at some point, the
crisis in the Strait of Hormuz is resolved and tensions die down.
And therefore, the impetus to buy these renewable energies, renewable energy technologies from China will subside a little bit.
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.
So that's my that's my call.
Alice, what are you seeing?
I think China's space strategy is not primarily about 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.
And as you've just said,
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.
And then there's this sort of fuzzy hybrid domain, dual use, I suppose, that could be military, could be commercial.
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?
Could that be commercial?