[matthewdgreen]

Apparently China has now reached a level of renewables buildout where they are deploying new power generation faster than industry can consume it. Estimates indicate they will enter a structural emissions decline as soon as next year [1]. And their rate of construction is accelerating. I'd add that the rest of the world will probably catch up, but honestly China is most of the ballgame.

[1] https://www.theguardian.com/business/2023/nov/13/chinas-carb...

[Jeff_Brown]

Also, a third of all new cars in China are electric, as are half of all new motorcycles. [According to The Economist earlier this year.]