21–30 of 124 posts
Earlier quoted context omitted.
Well there is the real possibility that this is going to cause a Blue Wave, which will at least slow down some of the more insane actions.
Yeah, that would be wonderful too, but I didn't want to engage the downvoters (like you apparently did). This is a forum for discussing "hacking", not for political tribalism (not addressed to you but to them). SMDH.
Earlier quoted context omitted.
The Chinese Politbureau is toasting themselves so hard, they're going to be drunk for the next decade. It's a perfect storm for China, they're leading in EVs, battery production, renewables. While the US is busy undermining itself from all directions: as a military superpower, cultural, political, economical. Europe is waking up slowly, but it is shackled by high internal energy prices, not enough labor, and low desi…
Really? Europe looks primed to follow the US, just a few steps behind. They're electing their far right leaders and primed to start mass deportation, and are even ahead of us on cultural decline with respect to mass surveillance being used to actively police speech. What moves have they been making that you think indicate an upward trend? How are they going to recover from stagnation and demographic collapse?
No amounts of deportations meaningfully affect the demographics. They can at most slow down the new immigration. For all his bluster, Trump deported barely more people than the long-term average in 2025.
But more importantly, the "far right" in Europe is far less crazy than in the US, and they support re-establishing local industry.
> police speech
Europe has never had absolutely free speech like the US. It's by design.
I'm assuming that China, with its industrial power and leadership position to produce a bunch of green energy components (like solar panels), is well-positioned to benefit from this.
Indeed, China exported 68GW of solar PV in March 2026, double the prior month and 14GW more than total solar PV capacity installed in Spain. Chinese solar exports double in a month to hit record high amid energy crisis - https://ember-energy.org/latest-updates/chinese-solar-export... - April 23rd, 2026
Is there anything there about Chinese share?
I had the understanding they produce the vast vast majority as well, but that seems belied by exports doubling near instantaneously with demand? That made me wonder if there’s a lower cost floor producer(s) with, say, 10-20% of production that quickly got booked
Remember, we didn't know how to pronounce hormuz until bombs started falling on people's head. The bombs and those who dropped them caused the problem. This isn't an energy issue.
What if? Trump is playing 5.7-D chess. He knows his base is full of idiots. He bombs Iran to create a crisis that wakes up his base to "wut, oil, need oil". This was only way to get them to use renewables and re-think that maybe electric vehicles are not just 'woke' but also can help 'national security'. Create Crises, to swing economy to electric and renewables faster than EV subsidies ever could.
I'm assuming that China, with its industrial power and leadership position to produce a bunch of green energy components (like solar panels), is well-positioned to benefit from this.
That's a bit of an understatement. Essentially all residential scale solar panels and batteries are now built in China.
It'd sure be awesome if regulations and regulators in Western countries weren't stupid. This whole game is just insane.
Let's just pawn it of on China, arbitrage the regulatory and human rights differential, and pretend the value is the same as if it's locally manufactured. Then we pocket the difference! Number go up!
Earlier quoted context omitted.
Indeed, China exported 68GW of solar PV in March 2026, double the prior month and 14GW more than total solar PV capacity installed in Spain. Chinese solar exports double in a month to hit record high amid energy crisis - https://ember-energy.org/latest-updates/chinese-solar-export... - April 23rd, 2026
I’m confused a bit, the premise they produce essentially all solar panels got an “indeed” with article-based assertions that exports doubled in one month, and it’s 14 GW more than the total amount installed in Spain ever, both very impressive. :) Is there anything there about Chinese share? I had the understanding they produce the vast vast majority as well, but that seems belied by exports doubling near instantaneou…
My comment points out that, yes, China is wildly benefiting from this. They have 80%+ of the global solar PV market. They also have a deflationary macro environment encouraging persistent exports, along with 1/3rd of global manufacturing capacity.
TLDR China has enough manufacturing capacity slack to support scaling exports at this scale immediately.
(tangentially, they have the capacity to build 20M EVs per year, roughly 1/4th of annual global demand for light vehicles: https://news.ycombinator.com/item?id=48379805)
China’s Solar PV Export Explorer - https://ember-energy.org/data/chinas-solar-pv-export-explore... (“The latest solar PV export data from the world’s largest exporter, China, by country or region of destination. Data updated on a monthly basis.”)
> The IEA has stated that China’s solar photovoltaic exports account for 80% of the global market. While there is a wide variety of products that make up the solar supply chain, panels, cells and wafers make up the majority of exports by trade value, and can be expressed in GW terms. Ember tracks these products to give a clearer picture of the global solar supply chain.
https://www.iea.org/reports/solar-pv-global-supply-chains/ex...
> China has invested over USD 50 billion in new PV supply capacity – ten times more than Europe − and created more than 300 000 manufacturing jobs across the solar PV value chain since 2011. Today, China’s share in all the manufacturing stages of solar panels (such as polysilicon, ingots, wafers, cells and modules) exceeds 80%. This is more than double China’s share of global PV demand. In addition, the country is home to the world’s 10 top suppliers of solar PV manufacturing equipment. China has been instrumental in bringing down costs worldwide for solar PV, with multiple benefits for clean energy transitions. At the same time, the level of geographical concentration in global supply chains also creates potential challenges that governments need to address.
I'm assuming that China, with its industrial power and leadership position to produce a bunch of green energy components (like solar panels), is well-positioned to benefit from this.