<p>In this episode, we speak with David Fishman, Principal at The Lantau Group, about the energy sections of China’s draft 15th Five-Year Plan. </p><br><p>The conversation explores China’s evolving energy system, including the shift from energy intensity to emissions intensity, the continued role of coal as a strategic backup fuel, the growth of renewables, electrification, power market reform, green finance, grid expansion, and China’s increasingly assertive role in global climate governance. </p><br><p>Key Takeaways</p><p>1) China’s Five-Year Plan is less a rulebook than a signal system.</p><p>2) It identifies priorities, shapes incentives, and gives officials permission to experiment.</p><p>3) Energy security is now central to China’s clean energy strategy.</p><p>4) Renewables, electrification, grid expansion, and domestic production are all framed around resilience.</p><p>5) China is shifting from energy intensity to emissions intensity, and while coal is not disappearing its role is changing.</p><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>