Ep77 Asia’s Energy Transition Outlook: Moving Faster Than the Policy Makers with Mike Thomas, The Lantau Group
About this episode
The episode discusses the cost-competitiveness of solar-plus-battery hybrids and the strategic pivot in China's energy policy with Mike Thomas.
Comments/ideas: ACFpod@outlook.com Host Joseph Jacobelli welcomes Mike Thomas, leading energy economist and founder of The Lantau Group (TLG), for their annual review and 2026 outlook. Mike argues that we have reached a historic tipping point where solar-plus-battery hybrids are now cost-competitive with traditional gas and coal, often without requiring a premium for base-load-style power. The conversation dives deep into the "strategic pivot" in China that has led to a global battery fire sa...
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