[aesch]

China is currently cornering the market on solar panels and batteries and some would say "flooding" the global market to lower costs. If the West doesn't figure out an alternative source for the solar+battery supply chain they could be at the mercy of China in 30 years.

[audunw]

EU has set fairly aggressive target for battery and solar recycling. The supply chain will be far easier and cleaner when most of the materials can be gotten from recycling.

Kind of a bad deal for China in the long term if you think about it: they’re polluting themselves to refine battery and solar materials for the west, and I don’t think they’ll get much of a long term dependence/benefit from it. Renewables are not like oil where you build up a long lasting supply chain dependence.

The good thing for China is that they’re keeping a lot of batteries/solar for themselves as well and the west is helping to finance that.

[oezi]

Solar has become a commodity technology and it largely won't matter who is manufacturing it.

Solar also is primarily replacing energy imports. So many not spend on buying gas/oil/coal is now being spend on buying solar panels. Thus the petro economies have much more to worry about that money is directed from them to China.