The thermal power available from all Russian gas is about 5 years of chinese PV module production or 10 years of world wind additions at the current (rapidly in

The thermal power available from all Russian gas is about 5 years of chinese PV module production or 10 years of world wind additions at the current (rapidly increasing) rate. We can tighten the belt by 15% while building out enough capacity to replace it entirely. Once cheap hydrolysers scale production, a huge chunk of the market will start to disappear due to ammonia production switching over.