Date: Wednesday 20 November | Location: Online Webinar | Time: 14:00 – 15:00 (UTC)

China’s huge production capacity in almost every strategic green sector — far exceeding its already large domestic demand — naturally worries global stakeholders. It has prompted the obvious key question of whether this accelerated growth will be absorbed by global markets, and, if so, what are the potential consequences? If not, how should the situation be handled by various sectors and governments?

We, therefore, provide a deeper analysis of the dynamics in China that have led to the over-capacity and whether it is mainly a sign of inefficiency or a deliberate strategy. Through the lens of abundance, we will explore China’s ‘rice growers’ mentality’ in the green technology sector, which is creating excess. But it is also shaping global markets and influencing the future direction of the industries.

The webinar will analyse:

• The scale of China’s production and demand in green technologies (batteries, solar PVs and wind turbines)
• Current and likely future exports
• The regime’s policy drivers
• The West’s response
• The likelihood of a more intense trade war
• How Western companies can respond

Speakers

Erlend Ek – Research Strategy and Energy Lead, CHINA POLICY
Erlend leads CHINA POLICY’s research strategy as well as the energy and environment teams, focusing on macro-level analysis of economic and social policies. His work decodes the interplay between resource allocation and societal needs, with a particular emphasis on sustainability and development. He has previously led the CP’s trade and agriculture teams. He has lived in the PRC for over 15 years.

Philippa Jones - Co-Founder and Managing Editor, CHINA POLICY
Philippa set up CHINA POLICY in 2011 as a response to the need for organisations to build knowledge on PRC policy and how Beijing thinks about China’s future. As the country looms ever larger in risk assessments, knowledge is everywhere, but understanding is scarce. The team now draws on its trove of knowledge and experience to guide clients in sound assessments of China risk and potential benefit. Prior to CHINA POLICY Philippa worked for the Australian Government and EU Commission in Beijing, where, pre-COVID, she was based for 20 years.