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China is “set up to hit grand slams,” longtime Chinese energy expert David Fishman told Fortune. “The U.S., at best, can get on base.”
China is “set up to hit grand slams,” longtime Chinese energy expert David Fishman told Fortune. “The U.S., at best, can get on base.”
China builds coal plants for resilience, and national security. Its possible assholes will cut off their NG supplies, and Hydro is not guaranteed every year. Still, at 1TW new solar per year (10000 coal turbines equivalent), that capacity rate will keep going down. It does mean that China has no power constraints for AI/datacenters, and then no constraints on more solar or chip manufacturing.