China’s energy buildout has become one of the defining stories of the global energy transition. And the impacts aren’t constrained just to what happens in China, but the impacts are felt globally and are critical for U.S. utilities and policymakers to understand.

In this episode, host Kinsey Grant Baker sits down with Henry Sanderson, journalist, author, and founder of the Volt Insight newsletter, to explore how China became the world’s largest energy infrastructure builder and what that means for everything from renewables to AI to global competitiveness. Henry explains how China’s power system differs from those in the U.S. and Europe, why the country has been able to scale clean energy technologies so quickly, and how its state-directed investment model has enabled massive buildout in generation, transmission, batteries, and grid modernization.

Henry also zooms out to the global implications, discussing China’s dominance in supply chains for solar, batteries, and other clean energy technologies, how that gives the country economic and geopolitical leverage, and whether the U.S. can still compete in an energy system increasingly shaped by electrification and AI. For utility leaders trying to understand where the future of energy power, manufacturing, and grid investment is heading, this conversation offers a clear and sobering look at the scale of China’s advantage.

Volt Insight: https://voltrush.substack.com/?utm_campaign=profile_chips

Signup for the Energy Central Daily Newsletter: https://energycentral.beehiiv.com/subscribe