Everything Electric Podcast Making Sense of 2026: Tr*mp? Tech? China? & The Rise of the Robots!
Jan 26, 2026
A wide-ranging chat about geopolitics, from US political turbulence to China’s industrial reach. They tour electrification trends: EV uptake, home batteries rivaling big hydro, ferries and electric flight limits. Robotics and automation get attention, from factory robots to humanoids and exoskeletons. They also flag AI’s rising energy demand and new long-duration storage ideas.
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China As A Practical Partner
- Dan Caesar highlights China as a stable, ordered partner with large EV and renewable industries.
- He sees renewed diplomatic and trade ties as pragmatic for EV supply chains and policy.
First Impression Of Shanghai
- Robert Llewellyn recounts feeling safer in Shanghai than in many western cities during his first visit to China.
- He contrasts orderly, peaceful streets with his unease in parts of the US where guns are common.
US Missing Many EV Models
- Dan Caesar notes Americans miss out because fewer EV models are sold there compared with Europe and China.
- He ties market access limits to strategic disadvantage and consumer choice reduction.