Global | Washington Strategy November 20, 2025 Will China's Transition Slow — The Electrotech Revolution w/ Kingsmill Bond Continuing our work on the energy transition & US-China, we hosted Kingsmill Bond (Energy Strategist, Ember) on their report on the Electrotech Revolution and if China's rapid pace in the space is set to continue. KTs: 1) China's emissions have been flat/falling for 18m, powered by a pivot to electrotech; 2) solar + wind met all growth in global power demand in H1'25; 3) AI could enable ...