Global electricity prices are going through the roof, and who are the winners? Well, China is one, as they have cornered the market on critical minerals and manufacturing. Tune in to the Energy Realities podcast with Irina Slav from Bulgaria, Tammy Nemeth from the UK/Canada, David Blackmon from Texas, and Stu Turley between Texas and OK.Highlights of the Podcast00:08 - Introduction01:11 - Energy Transition Discussion02:12 - China Winning the Energy Transition04:17 - Outsourcing to China08:32 - China's Stronghold in Europe13:04 - Environmental Irony of Green Policies16:40 - Challenges of the Green Energy Transition18:43 - Political Backlash Over Energy Transition Costs19:57 - Delays in UK Steel Plant Conversion21:39 - Trade Loopholes in the Auto Industry23:03 - China’s Advantage in Energy Transition27:29 - China’s Growing Geopolitical Influence29:24 - Public Pushback on Green Energy Policies31:44 - Green Energy and Deindustrialization33:21 - Ford launches tool to help businesses go electric, save money 36:02 - The two big insurers still still betting on fossil fuels 39:04 - ESG-Driven green hydrogen risk at the center of air products dispute 41:54 - Kevin Killough: As projects fail and studies conclude green hydrogen is…43:25 - Canada opens its first commercial rare Earth Elements Refinery 45:10 - Western Climate Mitigation Policies Increased Electricity Demand, Making it Harder to Slash Emissions 48:02 - California's energy dilemma and how new laws might spark even higher gas prices. 49:13 - China forfeits resource security with Strategic Mineral, Energy reserve gains