Episode Details

To thrive in the long term, China needs to undergo near-total industrial restructuring.

• So how’s that going?

In this week’s podcast, Trivium Co-founder Andrew Polk and Cory Combs, Head of Critical Mineral and Supply Chain Research, discuss the key dynamics driving China’s policy-driven industrial transition, including:

• How Beijing has been using calls for climate action to drive industrial production up the value chain
• Where China’s painfully overcrowded new energy vehicle (NEV) market goes from here
• What recent renewable energy reforms in the world’s largest electricity system mean for the future of both energy and manufacturing in China

In looking at the issues, the gents draw from some of our less publicly visible research – providing snapshots of a much bigger (and messier) picture.

• Which is to say, there’s much more to come.