[nosignono]

China is expected to have hit peak coal consumption this year, and within 25 years it might not be burned as a base generation fuel any more. The trend line there is clearly renewable energy (particularly solar) taking over. The US is moving much slower.

I expect that countries that invest heavily in solar or nuclear like China will have a huge advantage in 20 years, when energy availability enables industries like steel production, datacenters, ammonia production, transportation, and water desalinization to essentially become cheaper and cheaper as more and more solar gets built.

[renewiltord]

Absolutely agree with that. They're good at solving the coordination problem and the West is not. But saying "all we have to do is solve the problem" is not a solution.