China’s race to electrification
Sep 25, 07:43 AM
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Is China turning into an “electrostate” — and how will that change the balance of global energy?
In this episode of The Sound of Economics, Yuyun Zhan sits down with Alicia García-Herrero and Ben McWilliams to explore China’s quest for energy self-sufficiency and especially its attempt to become an “electrostate”. Can a country transform its vast energy needs into a strategic advantage; and what does it mean for the world if that country is China? And where does Europe stand in this race?
Relevant research
Relevant research
- Alicia García-Herrero and Haoxin Mu, China can decarbonise the world – but even that won’t fix its overcapacity problem, Bruegel Analysis, 25 September 2025
- European Clean Tech Tracker, Bruegel dataset, Compiled by Marie Jugé, Ugnė Keliauskaitė, Ben McWilliams and Simone Tagliapietra, last updated 3 September 2025
- Heussaff, C. and G. Zachmann (2025) ‘Upgrading Europe’s electricity grid is about more than just money’, Policy Brief 04/2025, Bruegel
- How we made it: will China be the first electrostate? Financial Times, 20 May 2025
This episode is part of the ZhōngHuá Mundus series of The Sound of Economics. ZhōngHuá Mundus is a newsletter by Bruegel, bringing you monthly analysis of China in the world, as seen from Europe. Sign up now to receive it in your mailbox!