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China is building so fast it won’t matter. They destroy 1M barrels a day in global oil consumption for every 24 months they build EVs at current production rate

China is building so fast it won’t matter. They destroy 1M barrels a day in global oil consumption for every 24 months they build EVs at current production rates (which continue to increase), for example. ~25% of global light vehicle sales are EVs as of 2025, ~50% in China (the largest auto global auto market). The world is approaching 1TW/year of global solar PV deployment. Solar and storage are the cheapest form of generation, and will only continue to decline in cost. Consider it a case study in governance failure. The US' failure is China's opportunity, and they appear to be taking it. Ember Energy: China Cleantech Exports Data Explorer - https://ember-energy.org/data/china-cleantech-exports-data-explorer/ https://ember-energy.org/data/china-cleantech-exports-data-e... - (updated monthly) Our World In Data: Tracking global data on electric vehicles - https://ourworldindata.org/electric-car-sales https://ourworldindata.org/electric-car-sales (updated annually) Bloomberg: China’s Four-Year Energy Spree Has Eclipsed Entire US Power Grid - https://www.bloomberg.com/news/articles/2026-01-28/china-s-four-year-energy-spree-has-eclipsed-entire-us-power-grid https://www.bloomberg.com/news/articles/2026-01-28/china-s-f... | https://archive.today/H0oos https://archive.today/H0oos - January 28th, 2026 Ember Energy: The EV leapfrog – how emerging markets are driving a global EV boom - https://ember-energy.org/latest-insights/the-ev-leapfrog-how-emerging-markets-are-driving-a-global-ev-boom/ https://ember-energy.org/latest-insights/the-ev-leapfrog-how... - December 16th, 2025 Ember Energy: Over a quarter of new cars sold so far this year are electric as emerging markets reshape the global EV race - https://ember-energy.org/latest-updates/over-a-quarter-of-new-cars-sold-so-far-this-year-are-electric-as-emerging-markets-reshape-the-global-ev-race/ https://ember-energy.org/latest-updates/over-a-quarter-of-ne... - December 16th, 2025 Ember Energy: Solar electricity every hour of every day is here and it changes everything - https://ember-energy.org/latest-insights/solar-electricity-every-hour-of-every-day-is-here-and-it-changes-everything/ https://ember-energy.org/latest-insights/solar-electricity-e... - June 21st, 2025 Bloomberg: The World Hit ‘Peak’ Gas-Powered Vehicle Sales — in 2017 - https://www.bloomberg.com/news/articles/2024-01-30/world-hit-peak-gas-powered-vehicles-as-evs-gain-market-share https://www.bloomberg.com/news/articles/2024-01-30/world-hit... | https://archive.today/p2hl1 https://archive.today/p2hl1 - January 30th, 2024 Bloomberg: Electric Cars Pass a Crucial Tipping Point in 23 Countries - https://www.bloomberg.com/news/articles/2023-08-28/electric-cars-pass-a-crucial-tipping-point-in-23-countries https://www.bloomberg.com/news/articles/2023-08-28/electric-... | https://archive.today/e8XSt https://archive.today/e8XSt - August 27th, 2023 https://news.ycombinator.com/item?id=46544375 https://news.ycombinator.com/item?id=46544375 (citations) https://news.ycombinator.com/item?id=46423660 https://news.ycombinator.com/item?id=46423660 (citations)

yakikka 9mo ago
I hope you are right but China needs to block the US' influence on international policy. Its strange to see countries adopt policies in a direction the US has obviously chosen to screw everyone else instead of going so far into free trade the US can't stay relevant.
- toomuchtodo 9mo ago
  Certainly, diplomacy is the art of saying "good dog" until you make it to the rock [to throw at the dog] as the saying goes. Counterparties are still headed towards the rock. Once they have sufficiently decoupled from the US, their policy and destiny are in their hands. Easier to say no to a bully when you're beyond their reach and the harm they can cause is immaterial. Global Trade Is Leaving the US Behind - https://www.bloomberg.com/opinion/articles/2026-02-12/on-trade-and-tariffs-the-world-is-moving-on-from-the-us https://www.bloomberg.com/opinion/articles/2026-02-12/on-tra... | https://archive.today/CFwlf https://archive.today/CFwlf - February 12th, 2026 (no dogs were harmed in the course of this comment)

yakikka 9mo ago

I hope you are right but China needs to block the US' influence on international policy. Its strange to see countries adopt policies in a direction the US has obviously chosen to screw everyone else instead of going so far into free trade the US can't stay relevant.

toomuchtodo 9mo ago
Certainly, diplomacy is the art of saying "good dog" until you make it to the rock [to throw at the dog] as the saying goes. Counterparties are still headed towards the rock. Once they have sufficiently decoupled from the US, their policy and destiny are in their hands. Easier to say no to a bully when you're beyond their reach and the harm they can cause is immaterial. Global Trade Is Leaving the US Behind - https://www.bloomberg.com/opinion/articles/2026-02-12/on-trade-and-tariffs-the-world-is-moving-on-from-the-us https://www.bloomberg.com/opinion/articles/2026-02-12/on-tra... | https://archive.today/CFwlf https://archive.today/CFwlf - February 12th, 2026 (no dogs were harmed in the course of this comment)