China is the top user of energy globally, and they are electrifying everything while moving rapidly to renewables for generation. This is the blueprint the rest of the world will eventually follow. China's clean energy generation will be used to spin the clean tech manufacturing flywheel up faster (which will lead to more global clean tech exports to the world). The sun will power the end to end supply chain for making more solar and batteries.

Ember Energy: From scale to system: navigating the next phase of China’s battery storage - https://ember-energy.org/latest-insights/from-scale-to-syste... - July 16th, 2026

China Battery Storage Use Surges After Policy Shift, Ember Energy Says - https://www.bloomberg.com/news/articles/2026-07-15/china-bat... | https://archive.today/QBXxV - July 15th, 2026

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

Nearly a third of new heavy truck sales in China Electric in 2025 - https://news.ycombinator.com/item?id=48676673 - June 2026 ("China targeting EVs to make up 40% of heavy truck sales by 2030 - EVs to make up 20% of heavy truck fleet by 2030 - Trade-in schemes will prioritise EV trucks to boost adoption")

China Is The World’s First Electrostate - https://cleantechnica.com/2025/05/26/china-is-the-worlds-fir... - May 26th, 2025

China’s Oil & Gas Giant Sinopec Says Peak Oil Demand Already Happened In China - https://cleantechnica.com/2023/10/11/chinas-oil-gas-giant-si... - October 11th, 2023

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bluefirebrand 3 days ago | parent [-]

China is also building more nuclear than anyone else

https://globalenergymonitor.org/research/china-building-half...

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toomuchtodo 3 days ago | parent [-]

~110GW of nuclear capacity targeted by 2030. I respect their attempt to diversify, iterate, and drive down the cost of nuclear, but it pales in comparison to renewables (~90-100GW of solar installed per month, on average).

Lets see what 2030 looks like.

China’s Nuclear Energy Priorities Under Its 15th Five-Year Plan - https://www.csis.org/analysis/chinas-nuclear-energy-prioriti... - May 11th, 2026

> China continues to view nuclear as an electricity source that advances its energy security while also reducing reliance on fossil fuels, as noted in the latest FYP (Part II, Chapter 7): “Promote the safe, reliable, and orderly replacement of fossil fuels with non-fossil energy sources; pursue a multi-pronged approach that combines wind, solar, hydro, and nuclear power; and implement the ten-year plan to double non-fossil energy capacity.” The remarkable growth of renewable energy sources and coal’s continuing preeminence have shaped nuclear energy’s role as a non-carbon-emitting baseload in China’s power generation portfolio (Table 1). Nuclear energy seems to serve as a versatile power source that supplements coal’s role as an energy security enforcer as well as the role of renewables as clean energy boosters. By 2030, China targets 110 gigawatts (GW) of installed nuclear power capacity. If realized, the installed capacity in China will surpass that of the United States unless U.S. capacity—currently the world’s largest—grows substantially from 102.5 GW (gross) in 2025.

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bluefirebrand 3 days ago | parent [-]

My point is that China realizes that their energy goals should include a nuclear plan too

If you're going to point at them and say "we should be doing what they're doing" then part of that includes doing nuclear.

	▲	toomuchtodo 3 days ago \| parent [-]
		I disagree, but I'm not the decision maker so it's irrelevant. Nuclear is throwing good money after bad imho (based on current and projected levelized cost of energy [LCOE]), I think the next five years will prove that out. Lazard Levelized Cost of Energy+ 2026 - https://www.lazard.com/media/kcfconhf/lazards-lcoeplus_vf.pd... [pdf] > Renewables Remain Lowest Cost New-Build Generation; All Generation Faces Increasing Cost Pressure: Despite rising and inflationary cost pressures across all generation technologies, renewables remain the most cost-competitive form of new-build generation on an unsubsidized basis and will account for the majority of near-term capacity additions in the U.S. Continuous upward revisions to demand projections have driven a sharp increase in announced new-build gas generation despite a 15-year high LCOE, which is expected to continue to rise, and historically long development and equipment delivery timelines. China Keeps Beating Renewable Targets And Missing Nuclear Ones - https://cleantechnica.com/2026/07/25/china-renewable-targets... - July 25th, 2026 > China set a 2020 wind target of 210 GW and finished the year with about 282 GW. Its solar target was 110 GW, while delivery reached roughly 253 GW. The later commitment to reach at least 1,200 GW of combined wind and solar by 2030 was crossed in 2024, six years early. By the end of 2025, China had about 640 GW of wind and 1,202 GW of solar, for a combined 1,842 GW. Nuclear moved in the other direction: about 50 GW against a 58 GW target in 2020, and about 62 GW against a 70 GW target in 2025. The current goal of 110 GW by 2030 may still be achieved, but the previous record gives no reason to convert it directly into a forecast. > This is not evidence that Beijing has quietly abandoned nuclear power. China has the world’s largest reactor construction programme, continues approving new units and is building an increasingly domestic supply chain around designs such as Hualong One. The divergence lies between approval and operation. Another difference is that when renewables blow past targets China set much bigger targets, but when nuclear misses targets, the targets don’t change. That difference is harder to explain than the results. Certainly sounds like China's nuclear goals are aspirational, based on the data. The construction and messaging gives nuclear proponents hope, but construction is not generation. At some point, you have to deliver.