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Rob Armstrong

πŸ‘€ Speaker
1827 total appearances
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Unhedged
China Shock 2.0

And it's kind of the same picture in Southeast Asia, if I'm not mistaken, right?

Unhedged
China Shock 2.0

Rob, is this cutting through in the States or is there still a perception that China's just there for the widgets and putting the little screws in the iPhones?

Unhedged
China Shock 2.0

Right.

Unhedged
China Shock 2.0

And what about that surveillance point?

Unhedged
China Shock 2.0

Do you hear that a lot that, oh, you know, this is very sneakily spying on the rest of the world using other sorts of technology?

Unhedged
China Shock 2.0

Setting all that aside, I know it's a big deal.

Unhedged
China Shock 2.0

This model, it might be kind of alien to us in like, you know, the UK or the US, but kind of works.

Unhedged
China Shock 2.0

Got to hand it to them.

Unhedged
China Shock 2.0

So like China, I think I'm right in saying accounts for like a third of the spending in the entire world on green energy.

Unhedged
China Shock 2.0

Like it's become an absolute superpower in green energy.

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.