The So What from BCG Whatever Happened to the Energy Transition?
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Feb 11, 2026 Asheesh Sastry, a BCG energy systems lead focused on Asia-Pacific decarbonization, and Maurice Burns, a senior energy strategy and policy expert, discuss shifting energy priorities. They explore regional demand differences, how China drives low-cost clean tech, cross-border carbon solutions, rising capital and permitting costs, and why tailored market strategies and targeted investments matter.
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China's Scale Advantage In Renewables
- China now has 1.4 times the solar and wind capacity of the next nine countries combined.
- That scale is driven by producing domestically to secure energy supply.
How China Lowers Transition Costs
- China reduces technology costs through standardized designs, cluster deployment, and localized supply chains.
- These levers drive order-of-magnitude cost advantages for technologies like CCS.
Localize Your Global Energy Strategy
- Tailor energy strategies to each country's starting point, market structure, and policy goals.
- Align corporate plans with local government objectives to capture opportunities and manage risk.