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Tom Sash's avatar

Excellent article! China is serious country, serious about establishing energy security. The West is seemingly on a path of economic and cultural suicide pursuing the hopelessly unattainable idiocy of Net Zero and trying to power their modern societies with hopelessly intermittent, hopelessly non-dispatchable, hopelessly dilute, and hopelessly expensive, sunshine and breezes energies. But, even given those caveats--command, planned, central economies are never efficient from a societal overview...just witness the massive harm and impoverishment which Xi has inflicted on the Chinese nation with his moronic Covid lockdown policies. China has its real estate crisis, its massive debt crisis, vast overbuilding in its high speed rail network, massive youth unemployment, and a demographic implosion with its "centrally planned" one child policy. So...I don't have a great deal of hope that China can become a fracking powerhouse, though I hope they do. The world needs to consume massively more energy for human flourishing and hydrocarbon fuels are the only thing that works both at scale and affordability. Nothing else is even in the same universe.

The West really needs to focus on real issues, rather than trying to project, fantasize, and claim that anything they are doing to make nicer weather 80 years from now is anything other than idiocy- immoral, impoverishing, destructive idiocy Grid wind and grid solar are parasites, leeches, thieves, impoverishment vehicles, fraud, and manifestations of the capture of the police power of the state by the Climate Industrial Complex. Everyone is going to be truly worse off with these subsidy queens... and they will never change the weather.

A quibble... note grammatical errors below and some syntax recommendations. Thanks again for your article!

As always(,) none of this is investment advice(.) (T)his is merely my opinion base(d) on observe(d) facts. There is a chan(c)e I could be wrong and (I) welcome comments-even if (the viewpoint) is different (than mine). I will change my mind and narrative if the facts change and being that I can’t know every fact, my narrative will inevitably change.

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Tuco's Child's avatar

Fascinating article and a new Must Read.

China is also feverishly building out a nuclear base-load infrastructure, much of it paid for by selling EVs and solar panels and other garbage produced using coal energy, to the West.

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