[breezeTrowel]

Not sure I follow this narrative regarding China building a ton of coal plants being a signal for oil shortage. Can you elaborate? There aren't any power plants that run on oil there and the whole thing seems like a move away from hydroelectric power which has been severely weakened due to drought.

[narrator]

If climate change is the motivation for the great energy transition, then China would build a lot of coal plants to prepare for running out of oil and an enormous need for new sources of electricity in order to expand electrification of transport and possibly hydrogen production for long range air travel and other applications where electrification to replace oil is impractical. They wouldn't be concerned at all about the carbon emission impact of their coal plants and would simultaneously encourage the west to stop building coal plants so they could get a cheaper supply.