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analyte123 11 hours ago

The US does not lag behind in energy. Industrial electricity prices in most places in the US are competitive with China, or even cheaper.

ehnto 9 hours ago | parent | next [-]

Apologies, I meant ability to deploy new generation. You're right that areas of the US are cost competitive.

This can change quickly though, so it's not that big of a deal. If AI energy demands push the Gov to deregulate/fast track new plants, or the industry decides to build out their own generation renewables.

zx8080 11 hours ago | parent | prev [-]

Links please.

analyte123 10 hours ago | parent | next [-]

IEA’s chart for “final electricity price for large industrial customers in energy-intensive industries” [1] shows the US cheaper than China, but this is using data from Texas as representative. I’m not sure how they back this representation up, or how different this is from GPP “business” prices. So “most places in the US cheaper than China” may be wrong, but certain states or regions are at least competitive.

[1] https://www.iea.org/reports/electricity-2026/prices

mapontosevenths 10 hours ago | parent | prev [-]

This seems to show that even with China taxing industrial electricity to subsidize household electric bills it's still 30% cheaper for industrial electricity in China. [0] Those same taxes make household electricity about half the price of US power.

If I had to wager why, I'd say it's due to embracing solar on massive scales recently. Only a few years ago the US was competitively priced.

[0] https://www.globalpetrolprices.com/compare_countries/USA/Chi...

10 hours ago | parent | next [-]
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actionfromafar 2 hours ago | parent | prev [-]

But the clean, beautiful, coal will come online soon right?