Rethink Energy 231: US nuclear strategy, China's future manufacturing dominance, BESS exports up over 400%

Episode notes

The US will default to a nuclear-centric energy strategy as nuclear enjoys bipartisan support from policymakers - unlike either renewables or fossil fuel plants. More broadly worldwide, the growing need to pair intermittent renewables with energy storage is eroding their perceived cost advantage over nuclear energy - although this depends on local wind and solar conditions. China now accounts for 30% of global manufacturing, and still growing - but its future competitive advantage, under the hood, will be very different in future compared to today and yesterday. 144 GWh of energy storage supply deals were signed between Chinese OEMs and overseas customers in the first five months of 2025 alone - up over 400% year-on-year, and with only 3.4 GWh of it destined for the US.

• Rethink Energy Talks Ep. 18: Nuclear Power with Ed Ho, Part 267 / 100
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• Rethink Energy 229: Rio Tinto bets on future lithium price recovery; trends in TOPCon solar technology
• Rethink Energy 228: the latest renewable energy capex costs
• Rethink Energy Talks Ep. 17: discussing Nuclear Power with consultant Ed Ho