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China is winning the clean energy race
As the world speeds up the transition to renewables and away from fossil fuels, China is betting bigger than anyone else on the energy technologies that will power the world for decades to come. Environmentalist and author Bill McKibben joins Ian Bremmer on GZERO World to talk about Beijing’s wholehearted embrace of clean energy compared to the US. It’s not just that they’re manufacturing solar panels or putting up wind farms, McKibben says, they’re investing in a technology that will transform the global economy.
Energy demand is rising, driven in large part by data centers that power AI, and McKibben argues that the only way to meet that demand is with cheap, clean energy. While it’s true China still burns large amounts of coal, increasingly it’s used as a second or third tier power source because of the cost compared to solar and wind. China’s investment in renewable energy gives them a competitive edge in technologies that will reshape the balance of power—literally and figuratively.
“China become the world's first electro state,” McKibben says, “They're learning how to use that flood of cheap clean energy to run everything around them.”
GZERO World with Ian Bremmer, the award-winning weekly global affairs series, airs nationwide on US public television stations (check local listings).
New digital episodes of GZERO World are released every Monday on YouTube. Don't miss an episode: subscribe to GZERO's YouTube channel and turn on notifications (🔔). GZERO World with Ian Bremmer airs on US public television weekly - check local listings.
Will the clean energy revolution leave the US behind?
Over the past decade, renewable energy has exploded. Technology is improving. Costs are plummeting. This is now the fastest energy transition in human history. But just as the world goes all in on renewables, the US is doubling down on fossil fuels. Does it risk being left behind in the race to power the future? Environmentalist and author Bill McKibben joins Ian Bremmer on GZERO World to discuss the sudden and overwhelming surge of clean energy installation and generation over the past two years, China’s push to dominate the renewable market, and whether the Trump administration’s policies will put the US at a disadvantage.
The White House has cancelled funding solar and wind projects and is pushing other countries to buy more oil and gas, but McKibben says the scale and pace of the global energy transformation is just too powerful to ignore. McKibben’s new book, "Here Comes the Sun," argues that renewables aren’t just a climate fix—they’re a political and economic opportunity to reshape our future. He has no doubt that 30 years from now, we’ll run the planet on sun and wind simply because of economics, but also warns the world will face serious problems if it takes that long to get there
“Fossil fuels become harder to get over time. Renewable energy is the opposite,” McKibben says, “We now live on a planet where the cheapest way to make energy is to point a sheet of glass at the sun.”
GZERO World with Ian Bremmer, the award-winning weekly global affairs series, airs nationwide on US public television stations (check local listings).
New digital episodes of GZERO World are released every Monday on YouTube.Don't miss an episode: subscribe to GZERO's YouTube channel and turn on notifications (🔔). GZERO World with Ian Bremmer airs on US public television weekly - check local listings.
Will Trump's energy policies set back climate progress?
President Trump has made no secret of his distaste for wind and solar and preference for fossil fuels. His administration has canceled subsidies for renewable projects, lifted drilling restrictions on federal land, and is pressuring allies to buy more American oil and gas. On Ian Explains, Ian Bremmer breaks down the reality of the energy transition and whether US policies will slow down global progress in moving toward a renewable future.
No matter what the White House says, the incentives for renewables are hard to ignore. From Texas to Saudi Arabia, India to China, governments all over the world are embracing solar and wind not just for the planet, but for economic and security reasons. Clean energy is now the cheapest power source almost everywhere. And, amid rising instability, energy independence has become a safety and security issue. You can’t embargo the sun. No one controls the wind. Fossil fuels still matter, but the question is no longer if the world will transition. It's how fast.
GZERO World with Ian Bremmer, the award-winning weekly global affairs series, airs nationwide on US public television stations (check local listings).
New digital episodes of GZERO World are released every Monday on YouTube. Don't miss an episode: subscribe to GZERO's YouTube channel and turn on notifications (🔔). GZERO World with Ian Bremmer airs on US public television weekly - check local listings.
A view of Yarlung Zangbu Grand Canyon, the world's largest and deepest canyon, in Tibet, China, on August 12, 2012.
China’s mega-dam gambit: The $167 billion bet that could reshape Asia
On Saturday, China announced the start of one of the world’s biggest infrastructure projects: a $167 billion mega-dam in Tibet that will, when completed, be the most powerful source of hydroelectricity in history.
The Yarlung Tsangpo dam, located at a hairpin river bend where water plunges 6,500 feet through the Himalayas, will dwarf China’s existing Three Gorges Dam, currently the world’s largest, and will produce 60 gigawatts of electricity, ten times as much as the most powerful American dam, Grand Coulee in Washington State.
“You could power many medium-sized countries with 60 gigawatts,” Eurasia Group energy expert Herbert Crowther explains. “Most nuclear reactors would be around a gigawatt.”
Yarlung Tsangpo, set to be completed by 2035, is meant to stimulate the Chinese economy and boost clean energy, but it will also control waters flowing to hundreds of millions of people in neighboring India and Bangladesh at a time when tensions over water are already high.
Why is China building the dam? Like the Three Gorges Dam constructed in China in the 1990s, this will deliver a significant economic boost while also providing a major new supply of clean energy that may ultimately support the nation’s aim to achieve net-zero emissions by 2060.
“The Chinese government’s favorite infrastructure is a dam,” says Dan Wang, Eurasia Group’s China director. “The electricity generation aspect is less relevant than the massive investment, jobs, and demand for domestic technology such projects can generate.”
Water as a weapon? Downstream nations are sounding alarms, since the Yarlung Tsangpo flows through the state of Arunachal Pradesh in northeastern India before merging with the Brahmaputra River, which eventually continues into Bangladesh. Both governments are wary of a situation in which Chinese officials control access to their water.
This could trigger competitive dam-building throughout the Himalayas, as each nation scrambles to control its water resources before neighbors do. India has already announced plans to accelerate its own hydropower development near the Chinese border in response, fearing Beijing could weaponize water flows during future conflicts.
The specter of water wars isn’t theoretical — when military tensions nearly boiled over between India and Pakistan back in May, India suspended the Indus Waters Treaty that had governed water sharing between the two nations for decades. With Pakistan being one of China’s closest regional partners, the Yarlung Tsangpo dam adds another layer of complexity to an already volatile triangle of neighbors competing for the same resources..
Ian Bremmer: AI and clean energy are reshaping the US-China rivalry
As these technological races accelerate, it remains clear that the US and China will continue to shape the future in distinct and often opposing ways, leaving other nations to navigate the complex terrain between these global giants.
Click to watch Ian Bremmer’s analysis and his full 2024 "State of the World" speech.
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- China spends big on AI ›
- China’s nuclear noncommitment ›
- Ian Bremmer: Can the US still lead AI innovation while cutting global ties? - GZERO Media ›
What role does natural gas play in a clean energy transition?
Listen: How does natural gas fit into the shift toward a cleaner energy future? In this episode of Energized: The Future of Energy, host JJ Ramberg and Enbridge CEO Greg Ebel sit down with former Congressman Tim Ryan of Ohio. They discuss how energy jobs have revitalized Ohio’s economy, the role workers from the energy industry could play in the upcoming US election, and how natural gas can be combined with renewables to create a cleaner, more efficient energy transition.
Catch up on other episodes of Energized: The Future of Energy below — or listen on Apple, Spotify, Goodpods, or wherever you get your podcasts.
- From AI to food recycling: Innovations transforming the energy sector ›
- Can we keep energy affordable, safe, and secure? ›
- Pulitzer Prize-winning author Daniel Yergin on energy security in a changing world ›
- Introducing “Energized: The Future of Energy”, a new podcast series ›
- Partnering for the future: Indigenous communities and energy transition - GZERO Media ›
- International markets and global energy transitions - GZERO Media ›
Can we keep energy affordable, safe, and secure?
Listen: Energy transition is a big idea with big implications for daily life. But what does it actually look like in practice? In this episode of Energized: The Future of Energy, host JJ Ramberg and Enbridge CEO Greg Ebel talk to the Honourable Lisa Raitt, Vice Chair of Global Investment Banking for CIBC Capital Markets and former member of the Canadian parliament. During her time in government, Lisa served as Minister of Natural Resources, Minister of Labour, and Minister of Transport. Lisa talks about the tangible steps that need to be taken to move us down the road to energy transition, as well as how businesses and governments can work together to create a more sustainable, more affordable energy future.
Catch up on other episodes of Energized: The Future of Energy below — or listen on Apple, Spotify, Goodpods, or wherever you get your podcasts.
- Pulitzer Prize-winning author Daniel Yergin on energy security in a changing world ›
- Introducing “Energized: The Future of Energy”, a new podcast series ›
- From AI to Food Recycling: Innovations transforming the Energy Sector - GZERO Media ›
- What role does natural gas play in a clean energy transition? - GZERO Media ›
- Fukuyama: It’s hard to build anything in the US with so many rules - GZERO Media ›
Tug of war rope between US & Canada over green subsidies and tech workers.
Hard Numbers: Canada snaps up US tech workers, greenhouse gasses surpass grim mark, green hydrogen comes to Quebec, shrimp paste alarm
6,000: Nicely played, Canada. Back in July, as US tech giants were laying off tens of thousands of employees, Canada seized the moment, changing its immigration rules to permit US H-1B visa holders to get work visas in Canada. So far this year, more than 6,000 holders of the US visa have relocated north of the border.
50: Atmospheric levels of carbon dioxide — the most pernicious of the greenhouse gasses — have exceeded their pre-industrial levels by 50% for the first time, according to a new study by the World Meteorological Organization. As we told you last week, Canada and the US are among the top offenders when it comes to slacking on commitments to reduce the production of fossil fuels, a major contributor to greenhouse gas emissions.
4 billion: On the plus side, the clean energy rivalry between the US and Canada continues to heat up, as Belgium’s Tree Energy Solutions has committed to building a $4 billion synthetic natural gas plant in Quebec. Canada finds itself in stiff competition with the massive subsidies that the Biden administration has offered to the industry in the US, with Canadian lawmakers warning of a “subsidy war.” As long as the Earth’s atmosphere is the big winner of that conflict, we say … let the battles begin.
37: What do brush mowers, baby pillows, shrimp paste, and dozens of early 2010s BMWs and Mini Coopers have in common? They are all among at least 37 different products that were recalled for safety reasons in Canada over the past week. The shrimp paste has mystery ingredients, the baby pillows can suffocate babies, and the cars catch on fire. It’s a wild time to be alive — stay safe out there, folks!