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71 points seanobannon | 3 comments | | HN request time: 0s | source
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kragen ◴[] No.43463237[source]
The most significant US regulations in the area aren't even mentioned in this article: the prohibitively high tariffs on Chinese solar modules and electric vehicles, which at least double the cost of solar panels and EVs in the US compared to much of the rest of the world.

Current US elites grew up in the energy crisis that started with the Arab oil embargo of 01973 cutting off US energy imports, and they seem determined to perpetuate that crisis, if necessary by cutting off US imports of energy production infrastructure themselves now that the foreigners won't do it for them anymore.

The article vastly understates the rapidity of the change. It projects 3 TW of new renewable generation capacity in China over the next decade (02026-02036, I suppose), attributing that to an unpublished report from a consultancy that seems to protect its projections from criticism with an NDA. Given that the PRC installed 373 GW in renewable generation capacity last year (https://english.www.gov.cn/archive/statistics/202501/28/cont...) this seems like an implausibly low figure; linear extrapolation of installing that same amount every year would give us 3.7 TW installed over that period. But in fact it has been growing exponentially, so 20 TW of added capacity over the next decade seems like a more likely ballpark.

That's nameplate capacity, so it's closer to 4 TW of actual energy generation.

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_bin_ ◴[] No.43463446[source]
Because we cannot afford, geopolitically, to have a hostile rival nation with whom we may in the next decade be at war control our energy. There is no if, and, or but about that.

Of course, most of said solar and battery tech was originally developed by Americans; chinese bought old patents, bought companies out of bankruptcy, and threw obscene amounts of state capital at developing it further. and now we're stuck with crap like CATL owning a huge amount of the advanced battery market. The implication that this is "just what the market decided" and that we must concede to the artificial scenario beijing has constructed, likely with the express intent of gaining leverage over more nations, is ridiculous.

Instead, we should mass-invalidate every single chinese-owned patent. She built her economy on stealing ours anyhow. Do it ourselves, or rely on allied/subordinate nations for manufacturing.

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kragen ◴[] No.43463640[source]
You can't afford to go to war with an industrialized nation whose energy is immensely cheaper than your own, nor with a nuclear-armed nation. Solar panels are different from oil in that their producers cannot turn them off, so importing them now would increase your energy security, not decrease it. For EVs the situation is more complex because of potential backdoors in firmware, but PV modules do not have any firmware; they are just large diodes.

I strongly disagree with both your master-race theory of technical innovation and your imperialist rhetoric. Americans, and in particular people from the US, did contribute greatly to solar and battery technological innovation. But a great deal of it was carried out outside the US, or inside the US by non-Americans, and in particular by Chinese grad students at US universities. Technological and scientific progress is inherently an international effort on behalf of all of humanity.

In terms of bringing utility-scale battery storage and PV energy production to mass production, US elites have basically opted not to participate. Unfortunately I expect that situation to continue.

Withdrawing international intellectual-property monopolies en masse is an interesting suggestion; I think it would probably promote progress, in particular because it would free other countries around the world to do the same with US patents and copyrights, which have been among the most significant obstacles to progress and even simple preservation of knowledge.

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tuatoru ◴[] No.43463741[source]
Security is not provided by having stuff, it's provided by having the capacity to make stuff.

Importing now does not increase security.

Edit: one thing the Trump-Vance administration has done is tear through the tissue-paper screen of "rules based international order" rhetoric, exposing to plain view that we live in a world of great powers and international anarchy. As we have always done, but somehow allowed ourselves to believe naive falsehoods.

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1. kragen ◴[] No.43463962[source]
You know what you need to make stuff? Energy. You need energy. And that's what the US government's fossil-fuel-subsidizing bullshit is denying you.

Importing oil and gas now does not increase security, but importing PV modules does, because it gives you the capacity to produce energy from them for 20 years (module warranty period) or more likely 100 years (how long they'll actually work, though below the 80% of original capacity the warranty guarantees). Moreover, distributed generation with PV panels is enormously more resilient to being blown up by Chinese nukes or Russian, Ukrainian, or Chinese drone swarms than a few big coal power stations and oil refineries. (To say nothing of global warming.)

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2. JumpCrisscross ◴[] No.43465319[source]
> Importing oil and gas now does not increase security, but importing PV modules does

We aren't importing much oil and gas. Importing PVs is nice. Increasing domestic PV production is better. And in any case, we're installing record amounts of PV already [1]--the limiting factor is installation, not production.

[1] https://www.energy.gov/eere/solar/quarterly-solar-industry-u...

3. _bin_ ◴[] No.43465686[source]
If you're under the impression we are highly dependent on foreign producers for petroleum energy, you are mistaken. The import numbers are skewed by the fact that we directly import a lot of heavy sour stuff from canada, mexico, venezuela, etc. because we're one of the few nations that can refine it. In turn, we export a big chunk of light sweet, as it's much easier to refine elsewhere. In a pinch, refineries can switch to processing light sweet pretty easily. It's much easier than going the other way. We'd have a short-term moderate capacity shortfall but more than enough to run most of society, especially manufacturing and defense.