So I think it’s becoming clear that wrt solar, batteries,EVs etc, we’re witnessing the dawning of full-scale industrial revolution in China, and I’m interested what people think the impact of this will be? Seems undeniable to me at this point that the disruption is going to be at least comparable in scale to the internet, but what form will it take? Who will be the winners and losers? Effort posts encouraged!
10 years or so ago I often saw chuds arguing that decarbonizing the west is pointless because Africa and Asia would become hungry for fossils and due to the higher population overshadow any possible CO2 savings. Now large parts of Africa and Asia are going to have their energy revolution on the back of solar and the west is still burning coal.
I feel this is similar to Africa and mobile phones. A lot of places don’t have landlines because they just leap-frogged straight into mobile.