We Accidentally Made China the Climate Superpower
The Strait of Hormuz has been closed for months. Qatar's LNG complex took a direct hit in March and won't be back online for three to five years. Asian spot prices for natural gas are up 140%. And in the middle of all of it, China is exporting 68 gigawatts of solar technology in a single month while EV registrations in Europe jump 50% in the first full month of the shock.
Mike and Neal lay out the argument that the Iran war may be the single most effective climate policy in history, not by design, but by accident. China spent its last five-year plan funding a hundred electric vehicle…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.