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jmyeet 5 hours ago

This war will likely go down as the dumbest geopolitical move in US history (so far, at least). And I don't think it's even close. I cannot overstate the significance of it. I think historians will mark this as at least the symbolic end of American Empire. And I don't say that lightly. It will redefine the geopolitical landscape for the rest of the century.

If we're talking about renewables, one has to talk about China [1]:

> In 2024 alone, China installed 360 gigawatts (GW) of wind and solar capacity. That’s more than half of global additions that year, and it brings total installed capacity to 1.4 terawatts (TW) – that’s roughly a third of the entire world’s 4.5 TW

And in 2025 [2]:

> Clean-energy sectors contributed a record 15.4tn yuan ($2.1tn) in 2025, some 11.4% of China’s gross domestic product (GDP) – comparable to the economies of Brazil or Canada.

and

> In 2025, China achieved another new record of wind and solar capacity additions. The country installed a total of 315GW solar and 119GW wind capacity, adding more solar and two times as much wind as the rest of the world combined.

China has decided long ago that this was of national security interest and it has become a national project to move to renewable energy in a way that I don't think any other country is capable of and on a scale that's hard to conceptualize.

Europe and the US have shown themselves to be completely incapable of planning long term and acting in national interest with regards for fossil fuels. There's no poliitical will. Both are captured by the interests of enriching the billionaire class in the short term. When it all goes to shit, which it will, they'll all leave and/or the rest of us will pay for this lack of foresight.

[1]: https://www.weforum.org/stories/2025/12/china-adding-more-re...

[2]: https://www.carbonbrief.org/analysis-clean-energy-drove-more...

TheOtherHobbes 5 hours ago | parent | next [-]

At some point we're going to have to have a conversation about the destructive toxicity of conservatism. There's been no bigger brake on progress of all kinds, and the ends have always been corrupt, self-serving, and small-minded.

simonh 4 hours ago | parent | next [-]

The Chinese system is hyper conservative, essentially fascist, it’s not actually socialist in any way, shape or form. It’s also hyper capitalist, with minimal regulation or consumer rights. The top levels of the ‘communist’ party is now packed with billionaires. What regulation there is, is mostly aimed at maintaining party control and prestige.

Both unchecked conservatism and unchecked socialism are toxic. Unchecked anything is toxic. That’s human nature, yet (to simplify massively) we still need both conservative and socialist elements in a balanced society.

jmyeet 4 hours ago | parent | prev [-]

Just looking at the US, one can certainly point fingers at conservatism (rightly so) but I think that's missing the forest for the trees. Why? Because the so-called opposition party, the Democratic Party, is complicit is everything that's happened to get us to this point.

The problem isn't conservatism per se. It's neoliberalism (IMHO). Even more broadly, it's capitalism. There's a meme in this space that basically goes something like "when you learn about capitalism, you become either a communist or a liar".

I read something recently about how people fetishize the 1950s, particularly on the political right. A big part of what made that possible was exploitation. Obviously we had a permanent underclass since segregation was still alive and well. A lot of these "middle class" families had "help" or "a girl". But another form of exploitation was oil. We were basically stealing oil from the Middle East for pennies on the dollar.

And then Iran came out and said "maybe we don't want you to steal our oil", we couped their government, we installed our own puppet government, we continued stealing oil and this all ultimately lead to the 1970s oil crisis and the Iranian Revolution. And here we are.

Back to the US political landscape, just look at the "opposition" to this war. It's either nonexistent or it's process-based ("Congress should've approved it"), not substantive. No mainstream political force is saying what we should be saying, which is that our Middle East policy is a crime, the sanctions on Iran were and are a crime and that continued exploitation of this region is unsustainable.

jjk166 4 hours ago | parent | prev | next [-]

The Iran war hasn't even been the dumbest geopolitical move in the past year.

The US torpedoed its system of alliances which it has spent decades building and maintaining. It through the global economy and its own into turmoil repeatedly in an attempt to extort its friends as much as its adversaries. It betrayed Ukraine for the sake of Russia. It threatened military action against its allies to conquer territory. It rejected the concept of international law which underpinned its position as global hegemon.

Honestly the Iran war isn't even that bad. While it displays the absolute absence of forethought that this administration applied to the situation, that's at least something America can get back with new leadership. The previous blunders which laid bare the unreliability of the US as a partner on the other hand have done irreparable harm.

adrian_b 3 hours ago | parent | next [-]

USA is not even content with attacking one country at a time.

Now there is also the blockade of Cuba that intercepts their imports of oil and has created serious problems there with food and services. This cannot be considered as anything else as an act of war, even if a war is not declared.

Besides the blockade, USA has also threatened with an attack. With the harm done indiscriminately to most Cuban citizens by the blockade, it is even harder for USA to pretend that they are the good guys, while they use their might to attack without any justification a country too weak to present any kind of danger for USA.

jmyeet 3 hours ago | parent | prev [-]

You're only saying that because this is only 3 weeks old. Things are going to get a lot worse. If this ended tomorrow, the direct impact will be felt for years before we go back to "normal". And the geopolitical changes are going to be seismic.

First, it's been exposed that the US cannot defend Israel despite spending $1 trillion a year on "defense", billions if not trillions on missile defence and the presence of multiple carrier groups in the region. This alone rewrites regional geopolitics in the coming decades.

Second, the US has exerted influence on the region with a security guarantee that's like NATO on steroids. It's a protection racket (like NATO). We give despotic regimes weapons and we dictate policy, get bases in the region and get the use of terriotiral waters and airspace for whatever we want, basically. But by starting this war of choice, we've shown that there's no security guarantee at all for the Gulf states.

Now, these states will continue to align with the US for purely selfish reasons. For example, Saudi Arabia will do so to maintain the House of Saud, the royal family's control of the country. Many Saudis would prefer this not to be the case but were Saudi Arabia to break from the US, the regime would inevitably fall (IMHO). So they can't abandon the US. But this will only go so far as some of these regimes may fall anyway in a prolonged conflict (eg Bahrain).

Third, the military options here are dire. Militarily, the Strait cannot be reopened. The only military options are retreat or escalation. Trump has threatened to blow up power plants. If he does that, Iran will blow up desalination plants. Or the pipeline that supplies 30-40% of Israel's energy (from Azerbijan through Turkey). The escalation ladder inevitably leads to the use of nuclear weapons by Israel and/or the US, which is untenable.

Fourth, we haven't even begun to feel the impacts yet. Yes, gas prices are higher. That's only the beginning. Utility and food prices are going to spike. Higher diesel costs mean higher transportation. Higher bunkers costs will hit shipping costs. We're likely to see a repeat of 2021-2022 era inflation, if not worse.

If the Strait opened tomorrow, most of those things are already baked in for the next few years.

Fifth, countries are undergoing a sort of "energy nationalism". China, for eample, has stockpiled huge amounts of oil and stopped exported refined petroleum products. Other countries have done similar. This is going to have an outsized impact on countries completely dependent on energy imports, which includes most of Asia.

Sixth, the downstream effects go well beyond secondary products like fertilizer. For example, helium and other materials for chipmaking in Taiwan.

Lastly, this has massively strengthened Russia's position. You will likely see the lifting of sanctions and conceding of territory in Ukraine as an almost -inevitable consequence of an oil supply shock, particularly as LNG prices go up and we hit a heating crisis in Europe.

You are correct that the US has been destroying alliances but it's this war of choice that's going to make that really bite. Iran negotiated in good faith to end the 12 day war, which only ended because of missile interceptor shortages, a problem that's going to take years to address.

This time around Iran has had no choice but to make the consequences of a war of aggression so dire that the US and Israel never think about doing this again.

Also, North Korea demonstrated that the only way to get the US to leave you alone is to have nuclear weapons. The previous Ayatollah had a fatwa against nuclear weapons. Well, the US and Israel killed that guy in his house with his family. Iran now really has no choice but to develop nuclear weapons to guarantee their security. And I can't blame them.

AnotherGoodName 4 hours ago | parent | prev | next [-]

I like to give Australia as the better example. Way ahead of everyone else on a per capita basis (50% more GW of solar installed per capita than China).

If the big powers of the world had any competence a country with 0.5% of the worlds population would not be 3rd in total of grid connected battery storage and 8th in solar (note in total, not per capita). https://elements.visualcapitalist.com/top-20-countries-by-ba... and https://en.wikipedia.org/wiki/Solar_power_by_country for links.

Because of what Australia has done consumer power prices keep falling, even with the Iran war and datacenter build outs https://www.abc.net.au/news/2026-03-19/power-prices-fall-but...

It's all based on governance led by research (in particular the CSIRO, the Australian government's politically isolated research department) where the CSIRO wrote a peer reviewed report mathematically demonstrating the cheapest way to improve grid reliability and lower prices. This indicated various ways to encourage solar and battery build outs. The Australian senate (https://en.wikipedia.org/wiki/Australian_Senate) which is made up of many many parties due to preferential voting passed laws enabling this and here we are.

I think that it's true that China's beating the USA in government competence but they are far far from the ideal. In fact China looks really bad compared to any competant government of the world. It just looks good compared to the USA.

nradov 4 hours ago | parent | prev [-]

Perhaps so. And yet a couple decades ago when the war against Iraq turned into a quagmire, many political pundits also marked that as the end of the American Empire. And yet today the USA remains the sole globally dominant superpower. Our time will end eventually but we should be skeptical of any predictions on timing.

SchemaLoad 4 hours ago | parent | next [-]

You seem to have missed since then the massive transformation of China.

nradov 2 hours ago | parent [-]

Nah, I haven't missed anything. China has accomplished amazing things but they still have virtually zero capability to project power beyond the first island chain. Maybe in a few years that will change but not today.

jmyeet 4 hours ago | parent | prev [-]

Empires don't die overnight, generally. Empires die slowly, violently.

We spent an estimated $8 trillion on so-called "War on Terror". The Taliban were in charge of Afghanistan before we started. They're in charge now. For $8T. 1% of that would end homelessness. 1% of that annually would be free college. I would mention universal healthcare but that would actually save money vs what we now spend so I'm not sure how you count that.

The kind of transformation China has seen in recent decades is what you're talking about with $8 trillion.

A despite the 20 year quagmire that was Iraq and Afghanistan, IMHO this war on Iran is an even bigger geopolitical clown show and will be more consequential to the end of American Empire.

nradov an hour ago | parent | next [-]

Yes, the GWOT was mostly a waste of lives and money. And yet despite that handicap the USA continued to power ahead. Our productivity, innovation, and geography have allowed us to remain dominant. Meanwhile most other countries have failed to adopt policies that would make them more competitive.

bdangubic 4 hours ago | parent | prev [-]

For the common man, this is all true. For the people “running the show” it was probably money well spent. The “War on Terror” brought not just erosion but full-on assault on people’s rights and privacy. It is perfectly acceptable by just about every American to have their junks touched and toothpaste confiscated to board the airplane to fly 80 miles from say DC to Richmond. Everyone is tame now, accepting whatever this new reality is that everyone lives in. There is military on the streets of DC, masked agents running around the country and myriad of other bullshits our grandparents would be rolling in their graves if they knew…