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Once their clean tech manufacturing flywheel is at full speed and they have met the domestic TAM for EVs, solar, and batteries, they will point the clean tech p
by toomuchtodo 2mo ago
Once their clean tech manufacturing flywheel is at full speed and they have met the domestic TAM for EVs, solar, and batteries, they will point the clean tech printer at the world. And not a moment too soon, considering planetary boundaries and climate heating limits breached so far.
> In fact, in the first six months of this year, EVs in China displaced more oil than all of the UK used in the same period. A massive rise in electric heavy truck sales was responsible for the largest part of this oil displacement.
https://ourworldindata.org/electric-car-sales https://ourworldindata.org/electric-car-sales
https://ourworldindata.org/grapher/installed-solar-pv-capacity https://ourworldindata.org/grapher/installed-solar-pv-capaci...
https://ourworldindata.org/grapher/solar-energy-generation-vs-capacity https://ourworldindata.org/grapher/solar-energy-generation-v...
https://robbieandrew.github.io/carsales/?lang=en&freq=monthly&type=relative&sort=bev-share&country=all https://robbieandrew.github.io/carsales/?lang=en&freq=monthl...
China growth straining global auto shipping capacity - https://news.ycombinator.com/item?id=49553327 https://news.ycombinator.com/item?id=49553327 - September 2026
Where Chinese EVs Are Selling the Most Worldwide - https://www.visualcapitalist.com/where-chinese-evs-are-selling-the-most-worldwide/ https://www.visualcapitalist.com/where-chinese-evs-are-selli... - March 4th, 2026
https://news.ycombinator.com/item?id=49525501 https://news.ycombinator.com/item?id=49525501 (citations)
- toomuchtodo 2mo agoAdditional citation: High Oil Prices Speed Up China’s Shift Away From Crude - https://oilprice.com/Latest-Energy-News/World-News/High-Oil-Prices-Speed-Up-Chinas-Shift-Away-From-Crude.html https://oilprice.com/Latest-Energy-News/World-News/High-Oil-... - September 3rd, 2026