[golli]

> > why China installed 217 GW of solar last year, but only 1.2 GW of nuclear > > And 114 GW of coal [1]. Don't do nuclear, and that becomes 115 GW of coal. Nuclear and renewables aren't competing for market share.

That is true for China, since their overall energy demand is growing massively. But is that also true for other parts of the world like the US or EU? Because looking at the electricity production [1] this doesn't seem to be the case. So in those markets they would compete for replacing existing fossil power plants. I think we can expect some growth, but not on a level even close to China.

[1] https://yearbook.enerdata.net/electricity/world-electricity-...

[pfdietz]

We should see some increase in electricity consumption due to displacement of direct uses of fossil fuels. For example, use of heat pumps in place of natural gas furnaces, electric cars in place of IC engine vehicles. Add to that the ever popular AI and general data center consumption motivating this announcement (but I wonder how much of that is going to move to places with cheaper electricity.)

[golli]

Yes, these and other innovations will defivinitely increase our overall electricity consumption, but i imagine that it will be a gradual shift as it is aleady happening, since vehicles and heating has long life cycles. It also helps that energy wise these technologies are more efficient, so that offsets some of the increase.

Probably hard to judge right now where AI is heading and if the pace of increased energy consumption remains this high. But i agree that they'll probably end up moving closer to sources of cheap electricity.

[matthewdgreen]

I'm only slightly exaggerating when I say that the rest of the world is a footnote to China's emissions. Europe's emissions are already dropping fast, though. Presumably if China can decarbonize its economy at the rate it's going, then we presumably the rest of the world (even poorer nations) will be able to fast-follow them due to the learning curve (or else just because China will have so much excess manufacturing capacity that they'll flood the world with cheap renewables.)