> cut off completely from oil and gas

China is the world's 4th largest oil & gas producer. They're dependent on imports because they're the 2nd largest importer. However, they are simultaneously increasing production and decreasing consumption. Those two lines will cross some day. It might be a dangerous day for the rest of the world when China stops becoming dependent on imported oil.

China coal use has dropped below 50% [1], and they currently curtail renewable generation roughly total annual generation of Spain and the Philippines combined every six months [2] (~401 terawatt-hours of power). They are rapidly deploying battery storage to accelerate electrification and making use of energy that would otherwise be curtailed, which should continue to drive down coal use (their electricity markets are currently reconfiguring to use market signals and incentives to encourage this outcome).

They will, in the next five years (at current renewables and battery storage deployment rates [60% of their energy currently comes from renewables, and this increases 10% YoY]), become a low carbon (hard to say net zero yet) electrostate [3] that will continue to scale manufacturing clean tech for the world [4] with minimal carbon footprint.

It cannot be overstated how fast they are going.

[1] China Crosses Energy Milestone as Coal Falls Below 50% of Power - https://news.ycombinator.com/item?id=49110187 - July 2026

[2] https://news.ycombinator.com/item?id=50132343 (citations)

- "As the power system integrates more renewables, the true value of batteries to China’s energy transition is becoming undeniable," Yang said. China added a record amount of new battery storage facilities in 2025, ending the year with more than half of global capacity. Growth has continued this year, with installed lithium-ion battery storage reaching almost 150 gigawatts by the end of the first quarter, according to Ember. The country is targeting 300 gigawatts of battery storage capacity by 2030, up from 136 at the end of 2025, in addition to expanding its fleet of longer-duration pumped hydro storage to around 160 gigawatts from 66.

[3] https://hn.algolia.com/?q=china+electrostate

[4] https://ember-energy.org/data/china-cleantech-exports-data-e...

Can they procure their own uranium? Coal still has the advantage of being more local, much simpler, faster to get up and running. Smaller plants also means smaller distribution radius etc. so more infrastructure decentralization. I imagine that's part of the thought process too.

In the case of armed conflict with the West all Chinese inverters will be weaponized to burn homes in the West. The shops will be empty in the West and West will be in very ugly situation outsourcing all the manufacturing. Better it doesn’t happen.