Originally Posted by
DeltaboundRedux
China has been authorizing construction of 10+ large commercial nuclear reactors for years. Take 5-7 years to build. Unlike the US, they actually build them.
Also heavily invested in renewables.
They're on track to have roughly 2x the available commercial electric power than the US by 2035 or so.
Where cheap power is, manufacturing will follow. "AI" as well, if you buy the hype.
In addition, China has invested heavily in battery technology and renewables to the extent that it is the leading power in these fields:
"
Chinese companies dominate not just batteries and grid hardware but also, increasingly, the software that manages energy flows. While some governments may be wary of giving Chinese firms access to their grids via the software, they are likely to keep buying the hardware since they have few affordable alternatives."
While there may be some domestic pain, China may be positioned to benefit from a global oil shock: "Chinese companies dominate the manufacturing of nearly every component of a modern grid, including solar panels, high-voltage cables, transformers and batteries that store energy for later use. Even before the war in Iran, they were expanding abroad, helping countries build grids designed to meet the heavy electricity demands of artificial intelligence."
https://www.nytimes.com/2026/04/13/b...tery-grid.html