> China with [EVs|Solar|BESS|Turbines] will replace all of the fossil fuel countries (US, middle-east, Russia)

I dont agree with china having the same position as the FF exporters. Simply because with renewables, you export the means to produce energy rather than the energy itself. So in terms of monetary value, china will be selling alot less panels than the FF countries sell oil. And other countries can also manufactor renewables tech themselves, while with oil they couldnt materialize it under their feet

Basically i think the paradigm of the energy trade being cornered for politcal controll wont exost with renewables. Renewables are decentralized and so not controllable

Saudi Arabia needs oil prices at ~$86.60/barrel to balance their budget, per Bloomberg. It is not the marginal cost to pump a barrel, but what a country needs to support their sticky spending from previously assured energy exports. Governments will collapse long before we approach low single digit oil prices on the global market.

The World Is Awash With Oil and Prices Are Poised to Keep Falling - https://www.bloomberg.com/graphics/2025-global-oil-supply-pr... | https://archive.today/hkhtI - December 18th, 2025 (Control -F "Crude Price Forecasts Are Below Levels Needed for Budgets")

> China with [EVs|Solar|BESS|Turbines] will replace all of the fossil fuel countries (US, middle-east, Russia). This is probably the biggest transition in the history of mankind. This is energy production, storage and all the appliances that use electricity. After this, its incredibly hard for any other country to compete.

Strongly agree. China is replacing petrostate economic demand with demand for their clean tech products, which keeps their deflationary economy afloat, provides them soft power, and will transition the yuan to a global reserve currency. Today countries by dollars to by petroleum ("petrodollar"); tomorrow, countries will want yuan to buy "manufacturing fiat," to trade with the world's factory (China is 1/3rd of global manufacturing capacity, as of this comment). Stocks of assets vs flows of energy.

But, how much of the extracted oil becomes ICE fuel? Because other transports cannot be converted that quick (air, sea...) and most if not all petrochemical industries will still need to exist even if all cars drive electric. So how big will be the effect of crashing fuel demand?

If the price were to drop all the way down to $10/barrel, demand would skyrocket.

The future where oil demand is so low and and will remain low even after low prices is much further ahead I'm afraid.

China is much more of a "fossil fuel country" than the US. They've got a ways to go to even catch up.

https://ourworldindata.org/grapher/energy-mix?tab=stacked-di...

Thats personal vehicles. But if China is going full speed with electric trucks, that will be the fastest gamechanger. Diesel trucks run 300K miles, under 5mpg, consume a gazillion gallons. Electric truck fuel costs are probably 10%.

Its really sad that India is pro fossil fuel, it has an opportunity to follow China's strategy.

Those numbers are from before Mr Trump decided to do his very best to convince the world to stop using oil. Which happened to coincide beautifully with VW group, Stellantis and Chinese firms having an all out price war on smaller EVs, which have until now been the underserved segment of the market. In Denmark it’s certainly not 36%, its probably closer to 90% of new cars being EVs, it’s simply financial suicide to buy a new ICE car here.

Wow. On mobile Firefox I have to use two fingers to scroll that site.

Are we using that much oil for energy? The leading non renewable power source now is natural gas or similar, which I didn't think interacted much with the oil market. So even without nuclear, if the future is natural gas pipelines for baseload oil would still be mostly a manufacturing and vehicle fuel deal.

Ah yes, nuclear is known for having cheap replacement costs, especially Fukushima was known for being particularly cheap.

Solar power is the worst, it gets more expensive every year.

Regarding batteries... It's over for sodium based batteries (the ones promising us cheap battery storage) because dry coated Lithium ion batteries are coming onto the market which means sodium batteries are an economic dead end.

China doesn't have a lot of coal, at least not relevant to their energy requirements. They still have to import a huge amount and remain vulnerable from an energy security perspective.

https://www.iea.org/countries/china/coal

There is no need of large powerplants. Thats the legacy grid, only to make Warren Buffet rich. New grid (that needs to be built) will have solar panels, BESS + EVs for storage, either off-grid or a small community grid. The new grid is distributed and indestructible.

I hope its strictly an American fantasy to think you're driving out of anywhere when something like that happens.

Buy a bicycle.

And your gasoline pump works perfectly fine without power? Or the refineries?

You can have solar panels and batteries right at home. You can't have an oil rig at home.

> If a large power plant is destroyed how are you going to charge your electric car to escape?

Solar panels and home battery storage. This is also going to seriously screw over electrical grid and especially powerplant operators... residential will, at least in suburban and rural areas, not need a grid any more except during prolonged phases of low solar yield.

What are you afraid of happening?

This is such a perverse and anxious fear imo

Are u serious? If ur oil refinery is destroyed how are you going to pump oil to your house?

Around 50% is used for road transport, though, which is poised to be replaced and was one of the parent poster's main points.

We knew how to make synthetic hydrocarbon one hundred years ago. Nazi Germany used the Fischer Tropsch process to make synthetic fuel after the Royal Navy blockaded their oil import. The only reason we're still digging up fossil fuel is because it's cheap. According to some calculation, green hydrocarbon from atmospheric CO2 and electrolytic hydrogen could be commercially viable when fossil petroleum reaches $200/barrel , which is really not that far off.