| ▲ | carefree-bob 4 hours ago | ||||||||||||||||||||||||||||||||||||||||
China does not hate oil and gas. To put things into perspective, China gets half its energy from coal, and about 10% from natgas (increasing to 15% by 2030) and about 20% from oil. China is rapidly increasing natgas use, primarily by building out new pipelines to get more natgas from Russia. China is also increasing oil consumption as well as exploration, particularly starting with the 14th 5 year plan as well as a special seven year action plan to increase oil production, doing deep water drilling, unconventional (e.g. fracking) drilling as well as a massive shale oil boom. Over the course of that 5 year plan, China discovered more than 225 oil fields and oil production increased from 3.8 million barrels per day to 4.6 mbpd as a result of a ~500 billion CNY investment to increase production. Still China imports about 10 mbpd, so it has developed a massive 1.5 billion barrel strategic reserve, which allows China to weather disruptions in global oil supply even as it races to increase domestic production. And China is also investing in battery capacity, with installed capacity now at 140 GW or 5% of their energy usage. The statement that somehow "batteries neuter the advantage that gas has over coal" is not something I understand. Both coal and natgas are reliable forms of energy and are unaffected by battery capacity; you need batteries for unreliable energy such as wind or solar so that you can turn the variable output into something stable that a grid can consume. | |||||||||||||||||||||||||||||||||||||||||
| ▲ | tialaramex 4 hours ago | parent | next [-] | ||||||||||||||||||||||||||||||||||||||||
> The statement that somehow "batteries neuter the advantage that gas has over coal" is not something I understand. In thermal electricity plants it takes a lot longer to go from cold & dark to generating electricity with coal than with either Combined-Cycle gas or especially the Open-Cycle "peaker" gas plants. Both types of gas plant also AIUI have a lot better ability to "throttle" their power output. This means if you have a bunch of CCGT like Britain, you can use those directly to "top-up" the power from your fleet of solar PV and wind turbines, whether that's 1GW of top-up or 20GW of top-up. The change from weather (sun goes down, wind picks up, clouds appear, etc.) is relatively slow compared to what a gas plant can do, whereas it's too fast for coal to keep up as I understand it. | |||||||||||||||||||||||||||||||||||||||||
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| ▲ | jmyeet 3 hours ago | parent | prev | next [-] | ||||||||||||||||||||||||||||||||||||||||
Here's a detailed breakdown of China's energy picture since 2020 [1]. The big story is that fossil fuels are relatively stable or in decline and solar is exploding. Hydro is down because of drought and they're building an even bigger dam than the Three Gorges Dam (ie Medog) but it'll be ~7 years before it comes online. There has been an uptick in coal this year to replace oil imports, which have fallen off a cliff because of the Iran war [2]. The real story of 2026 is how China essentially saved the world economy by doing this [3]. China is dependent on oil and gas imports but clearly sees the writing on the wall. All of these projects are an effort to wean themselves off of oil. So is a lot of domestic policy like the electrification of vehicles. This has had a global impact, reducing global oil demand by almost 2% in the last 5 years [4]. I agree with you on your point that I don't see the connection between batteries and gas vs coal either. If anything, batteries are to stabilize energy demands when the Sun is down. [1]: https://energyandcleanair.org/china-energy-and-emissions-tre... [2]: https://tradingeconomics.com/china/crude-oil-imports [3]: https://www.cnbc.com/2026/09/10/china-crude-oil-iran-hormuz-... [4]: https://www.intellinews.com/china-led-ev-boom-cuts-global-oi... | |||||||||||||||||||||||||||||||||||||||||
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| ▲ | jefurii 4 hours ago | parent | prev [-] | ||||||||||||||||||||||||||||||||||||||||
Username doesn't quite fit here | |||||||||||||||||||||||||||||||||||||||||