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Dave Conant - MO's avatar

Great piece of work, I'm looking forward to the rest of the series and hopefully will be able to work through the Ground News subscription mechanism. Payment to some Canadian operations is challenging, at least for me.

Jay Wilson's avatar

One point I'd add is that this isn't just a climate story—it's an industrial strategy story.

China appears to have concluded years ago that the defining industries of the 21st century would be solar, batteries, EVs, transmission, and electrification, and it invested bigly. Whatever you think of China's politics, those investments are now tangible -- it dominates much of the global manufacturing for clean-energy technologies, (even as it still relies on coal)

If that's right, then the question isn't simply whether we transition away from fossil fuels, but who builds the infrastructure for that transition. If we delay we may eventually find ourselves buying the core technologies of the new energy economy from the country that decided to build them first.

building clean energy isn't just about reducing emissions; it's about defining the next century's industrial base.

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