logoalt Hacker News

tracker111/07/20252 repliesview on HN

So 3/4 of Electricity usage from Fossil Fuel.

Added to the 45% direct fossil fuel usage... for 68% or so from fossil fuels.

Not counting the fossil fuels used to mine in other nations (likely diesel) the lithium and other elements, or transportation of materials (likely deisel) or the transportation of the final goods (likely deisel).


Replies

toomuchtodo11/07/2025

https://ember-energy.org/latest-insights/the-electrotech-rev...

> 80% of the world lives in fossil fuel importing countries, with over 50 countries importing more than half their primary energy as fossil fuels. In contrast, 92% of countries have renewables potential over ten times their current demand. Replacing imported fossil fuels using three key levers—EVs, heat pumps and renewables—can cut net fossil fuel imports by 70%, saving $1.3 trillion globally each year. Once electrotech is bought, it lasts for decades, providing insulation from the vagaries of global pricing. When fossil flows stop, the economy stops. When electrotech flows stop, only growth is at risk.

> China’s pivot to electrotech has been central to the global shift, sparking an explosion in manufacturing, innovation and deployment. China’s domestic roll-out of electrotech is unparalleled: it accounts for half of global solar panel installations, 60% of EV sales and two-thirds of global growth in electricity demand since 2019. In the first half of 2025, Chinese fossil demand in electricity generation was down by 2%. This is highly significant because global fossil fuel demand excluding China has been flat since 2018, and China has driven all the net growth.

> As electrotech surges into one country and sector after the next, it drives replacement, not addition. Fossil demand has been flat for industrial energy since 2014, for buildings since 2018, for road transport since 2019, and may peak for electricity this year. Two-thirds of countries have already seen peak fossil demand in end-use sectors, and half the world has seen a peak in fossil fuels for electricity. China is the pivot nation in the global system, and fossil electricity demand in China is down 2% in the first half of 2025. If current trends continue in renewables deployment and electrification, fossil fuel demand will be in decline by 2030. That implies disruption for the fossil fuel sector and the rise of new electrotech winners.

defrost11/07/2025

It's a planned trajectory, China went hard on using fossil fuels to develop renewable power + 20% nuclear in order to replace their fossil fuel dependancy (which is coming).

Even their recent coal usage has been 'better' in the sense of closing down large numbers of smaller older inefficient and extremely dirty coal plants while building out a lesser number of larger, moder, more efficient, less dirty coal.

On the mining side they are partnered with suppliers like Fortescue Metals that has been making massive real investments in hydrogen, regenertive trains, water management, etc. at a scale of moving a billion tonnes of material per annum.