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Rob Armstrong

๐Ÿ‘ค Speaker
497 total appearances

Appearances Over Time

Podcast Appearances

Unhedged
China Shock 2.0

Give us a sense of the scale of this thing.

Unhedged
China Shock 2.0

Like how quickly is it rolling this out?

Unhedged
China Shock 2.0

So the solar panels that are not sitting in a massive warehouse somewhere in central China, where are they going?

Unhedged
China Shock 2.0

Because it's interesting, right, that the whole world is kind of beholden to Saudi Arabia because it produces an awful lot of oil.

Unhedged
China Shock 2.0

If you assume for now that China is the Saudi Arabia of green energy, does that give China long term a different sort of geopolitical impact?

Unhedged
China Shock 2.0

You know, I gather like there are parts of Pakistan, for example, that are just getting carpeted in this Chinese solar tech and that must bring with it a certain diplomatic kind of, you know, relationship and a certain geopolitical power or am I over-interpreting?

Unhedged
China Shock 2.0

It must be all over Australia, surely.

Unhedged
China Shock 2.0

One thing you've got a lot of is sunshine.

Unhedged
China Shock 2.0

Or should we have quotas, you know, take maybe 50% from China and then buy the other 50% from somewhere else?

Unhedged
China Shock 2.0

It's a very tricky one for Europe, as you say, because the German car industry is such an important part of German manufacturing and German industrial base.

Unhedged
China Shock 2.0

But, for example, as part of this series, one of the things I was reading was there's effectively an abandoned dishwasher factory in Spain.

Unhedged
China Shock 2.0

This podcast loves dishwashers, as you may know.

Unhedged
China Shock 2.0

And it closed...

Unhedged
China Shock 2.0

And it closed and that led to the loss of hundreds of jobs.

Unhedged
China Shock 2.0

And along comes a Chinese battery company called Hithium, which might take over this facility.

Unhedged
China Shock 2.0

And it's pushed there in part because Trump has stepped back from a lot of the kind of green energy initiatives that were started under Joe Biden.

Unhedged
China Shock 2.0

So all of a sudden, the US is not such a favourite place to do business anymore.

Unhedged
China Shock 2.0

Maybe they come into Europe instead.

Unhedged
China Shock 2.0

And look, that's a lot of jobs for people in and around this old dishwasher facility in Pamplona in Spain, I believe.

Unhedged
China Shock 2.0

And maybe a lot of that does involve buying not just Chinese staff and goods, but Chinese know-how.