Daiwa Capital's Ip on China's Power Crisis

The video discusses Sichuan's significance as a major hub for renewable energy materials in China, contributing significantly to solar and lithium production. It highlights the impact of a power crisis on energy prices and supply, emphasizing the region's reliance on hydropower. The discussion extends to global energy challenges, including climate change and geopolitical factors like the Ukraine war, affecting energy costs and renewable energy installations.

What percentage of China's solar policy production is attributed to Sichuan?

• 20%

• 10%

• 30%

• 5%

How much of the global market share does China hold in battery manufacturing?

• 40-50%

• 50-60%

• 30-40%

• 60-70%

What is the current price level of lithium compounds per ton?

• 400,000 RMB

• 300,000 RMB

• 500,000 RMB

• 200,000 RMB

What is the historical peak price of polysilicon per kg?

• 300 MB

• 100 MB

• 200 MB

• 400 MB

What external factor is contributing to the energy shortages and affecting renewable energy costs?

• Ukraine war

• Trade agreements

• Technological advancements

• Population growth