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Reply to "why didnt the US build up EV infrastructure again?"
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[quote=Anonymous][quote=Anonymous][quote=Anonymous][quote=Anonymous][quote=Anonymous]Wow, look at that - US invades yet another ME country, and this time it looks like it is catastrophic. Saudi Aramco is warning global energy infrastructure is on the verge of collapse. It will be real fun paying $9/gallon for gas. Why has the US not moved on from completely obsolete tech (ICE) that is 200 years old? Iran's threats would matter far less if we had more robust transportation immune to energy shocks. Why is this so hard to understand? EVs FTW .[/quote] Resource denial. Specifically, denying cheap fossil fuels to China.[/quote] At this point, China barely needs fossile fuels, given the amount of renewables that have been deployed.[/quote] Don’t lie. https://www.eia.gov/international/overview/country/CHN Up until 2025, they were the largest oil importer (possibly now surpassed by India). Also look at their coal consumption. [/quote] The Chinese were filling their strategic reserves because oil prices were low. Unlike what republicans did in the US. China is going full electrification of their economy. Do they burn coal. Yes. They used coal as a power source while they development renewables and EVs. They are not going to be burning coal in 30 years. Why because coal and all fossil fuels are expensive and makes China dependent on other countries for their energy. They want to be energy independent. China added 543 gigawatts (GW) of electrical power generation in 2025. Solar Power: 315 GW Wind Power: 119 GW Thermal Power (Coal & Gas): 93 GW Battery Storage: 66 GW As comparison the US grid is 1,200 GW. China added the equivalent of a third of the US grid capacity with solar and wind in a year. China increased its electric grid and reduced emissions by 2% in 2025. China has reached peak oil demand and is rapidly electrifying everything. Their emissions will continue to fall because renewables are taking 80% of the new electrical power generation. Older fossil fuel plants will be taken off line and replaced with renewables. It just takes time. All of this really started in 2023. China is huge country with the biggest grid in the world. Their goal is to be off oil for transportation(cars, heavy duty semi trucks, short haul ships, construction equipment, etc) as a national security issue by 2050. At the current rate they will have reduced their demand for oil related to transportation by 40% in 2035 when compared to 2023. 54% of new car sales in china are EVs or plug in hybrid with 35% of that being pure EVs. Chinese is 40% of the world new car market. India is moving faster vs China. They built a bunch of coal plants that are now in financial distress because their operating cost are too high. They will skip the fossil fuel build out that China and the west did because renewables are cheaper and readily available. [quote] India’s electrotech fast-track: where China built on coal, India is building on sun Cheap electrotech is enabling India to industrialise without the long fossil detour taken by China and the West. India is forging a better path to the electrotech future of energy. Cheap solar and batteries are enabling India to develop without the long fossil detour taken by the West and China. When we compare India today with China at equivalent income levels ($11,000 PPP in 2012), several observations emerge: Rapid solar deployment. In 2012, China had negligible solar generation. In 2025, solar accounted for 9% of India’s electricity generation, up from half a percent a decade earlier. India has a powerful new tool to scale cheap power, and it is using it to spectacular effect. Much lower coal use. Indian per capita coal generation, at 1 MWh, is roughly 40% of China’s level in 2012. Coal demand is approaching its peak and is very unlikely to follow China’s subsequent ramp-up to around 4 MWh per person. Rapid growth in EVs. In 2012, China had almost no electric vehicles on the road. By mid-2025, EVs accounted for around 5% of car sales in India and the country is the global leader in electric three-wheeler sales. Much lower oil demand for transport. India’s per capita road oil demand, at 96 litres, is about half of China’s level in 2012 and is close to peaking. India is not going to rescue the oil industry. A similar rapid electrification pathway. India’s electrification rate is nearly 20%, comparable to China’s level in 2012, and is growing relentlessly by around five percentage points per decade.[/quote] https://ember-energy.org/latest-insights/indias-electrotech-fast-track-where-china-built-on-coal-india-is-building-on-sun/[/quote]
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