The $1-1.50/kg includes the capex for infra and land (eg. a coal plant, or a solar array). Alternative energy sources are not cost effective until they hit the

The $1-1.50/kg includes the capex for infra and land (eg. a coal plant, or a solar array). Alternative energy sources are not cost effective until they hit the $1.50/kg limit. Solar has hit that in the mid-2010s, but land acquisition remains a major blocker in both China and India. > China could churn that out in a couple of years. "Could" is carrying a lot of the weight in this sentence. China hasn't fully built and commissioned a Sanborn sized battery grid project yet (but will in the next 1-2 years). It will still take at least a decade to roll out countrywide, and within a decade, China's secondary industry will have grown beyond the size that it is today. Just having capacity alone doesn't equal a battery grid overnight. A significant portion of that battery capacity is devoted to the automotive industry as well as exports, plus financing remains a potential blocker, as battery grid projects tend to be public-private projects initiated by provinces within China. Furthermore, if financing and batteries are already allocated, it still takes time to build out and commission a battery grid. Plus this ignores India, Vietnam, Indonesia, and plenty of other countries rapidly building out heavy industry capacity.