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by maxglute
97 days ago
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Renewables... and coal. If shit hits fan it's not just hammering EVs (including trucking/freight) but hammering coal to liquid/olefin to make diesel and plastics. This not talked about much, long term strategic hedge / resource autarky looks like electrify everything, and domestic coal+oil for industry/petchem. If Hormuz long term, PRC going to be ramping up coal for industrial feedstock including fuels, even if it's much more polluting or expensive, but expensive is relative, $80 barrel oil = coal + extra processing becomes economical. |
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