Managed to talk about china's energy buildout _without_ mention of renewables? I think this pivot is 100% designed to get government money: - natrual gas turbine - china is scary - something something it's a race - china energy is good because no regulations, totally not because they are lapping the world on renewable buildout
Turbines are useful even in a 100% renewable powered world.
If China had "no regulations" and was building out 100% coal, no one would be worrying that China industry would have an advantage due to low electricity cost vs rest of world.
China's energy buildout is still mostly coal. Go look at the last 20 years how much energy they've added for coal vs solar. Dont fall for the "solar has increased by 500%" trap.
China alone this year has added 221GW of Solar Energy, which is about 2x the rest of the world combined.
it's a nice pivot though - turbines are just turbines.