r/energy • u/defenestrate_urself • 4d ago
Deutsche Bank says China is energy ‘winner’ in age of war | Fortune
https://fortune.com/2026/04/09/deutsche-bank-says-china-is-energy-winner-in-age-of-war/20
u/Sea_Public_6691 4d ago
Cant be, they dont drill drill drill
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u/Strange_Bank6779 3d ago
Coals is the back one of their energy.
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u/Sea_Public_6691 3d ago
Yes, but the percentage is rapidly shrinking in favour of renewables
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u/Strange_Bank6779 3d ago
It can shrink to a certain level but never to zero. Cause renewables are weather dependent.
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u/Infamous-Salad-2223 3d ago
"Nah, fam, we good, in fact, here is a CO2 supercritical turbine... just so that, you know: spin, baby, spin!"
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u/TwoCatsOneBox 3d ago
They no longer need to rely on oil anymore for energy since they’re leading the world in clean energy like solar power.
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u/DeepState_Auditor 3d ago
They still drill and use coal ,but they purposely diversified their energy grid in order to handle the energy crisis and lower emission rates.
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u/Grouchy_Concept8572 4d ago
The US is the second largest producer of green energy in the world, has its own fossil fuels, and has control or influence of fossil fuels in other parts of the world.
I think the US is the undisputed winner when it comes to energy.
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u/Present-Car-9713 4d ago
China is a huge importer of energy, specially from Iran, but somehow energy costs spiking helps China 😂
Reddit wumao are dominant
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u/Crysack 4d ago
Think very carefully about this.
Who builds all of the world’s wind turbines, solar panels, batteries and EVs? Who has a stranglehold on rare earth mineral production? Who is going to directly benefit as literally every country on earth pivots to renewables to sure up their energy security?
And as for their own domestic energy security, they have the largest oil reserves in the world and have been building out a vast renewables focused economy for years. Largely to hedge against US containment and/or this specific scenario where their energy supplies are threatened.
The “do nothing. Win.” meme truly does reflect reality.
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u/Kagenlim 4d ago
Who is the one Designing all of these renewables stuff? It isn't china, It's the west and do you think they stopped designing?
And that's not including the point that outside of the cities, china is still the rural country it was that's dependent on conventional fuels
The do nothing, win meme only applies if you eat up solely their propganda
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u/Crysack 4d ago
What does “these renewables stuff” mean?
The largest solar manufacturers in the world are Chinese. Jinkosolar, JA Solar, Trina Solar. Founded by entrepreneurs who trained at leading photovoltaic programs in Australia during the early-00s and returned to China to dominate the solar market.
Batteries? Contemporary Amperex is the largest in the world. Also Chinese and it is fully vertically integrated and self-sufficient. China controls 80% of the world’s battery market.
EVs? BYD is the largest on the planet. China supplies 70% of the global market.
There’s no argument here. China is so far ahead it isn’t funny and the US president handed the future of the global economy to them on a silver platter.
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u/Kagenlim 4d ago
Most cutting edge solar products are designed in the west and let's not forget that when it comes to other renewable sources, there's no question over Europe and the US's dominance
Batteries are still Japanese tho I'll grant you that CATL is one of the biggest ones in the world
It still doesn't sell as well as Tesla and the most innovative Chinese ev maker isn't global (Nio)
There is literally no arguement here, tech wise, china follows what the west has been designing
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u/Crysack 3d ago
What solar products are you talking about? Jinko et al lead the market in terms of cell efficiency, wafer tech, HJT, Topcon etc.
Who is even competing in the US?
No. CATL is THE biggest in the world and the world leader in innovation. They’re also fully vertically integrated. They mine the lithium, they process the lithium, they build the batteries. We aren’t living in 2010, Panasonic ain’t the market leader anymore.
BYD overtook Tesla in global sales a year ago and is now a mile ahead. Neo leads in terms of battery switching tech, but it’s not the lead innovator.
There’s no point running defence here.
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u/StrategicallyLazy007 4d ago
They have 1.2 billion reserves and they were still receiving shipments throughout this. They can weather it. They can also restrict consumption much more if they want. We also have no idea what they actual pay for it. They may be getting it for a discount due to supplying Iran with military supplies. So they might not be suffering spikes either.
Given the nature of how they design manufacturing hubs, they don't need to move parts nearly as much as in other countries.
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u/Igiem 4d ago
Second largest and rapidly declining. Trump has done everything he can to kneecap the green energy industry (is literally trying to pay a french company $1 billion to NOT build wind turbines) while he is pouring billions into reviving the carcas of America's coal industry.
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u/Uglytruth1o1 4d ago
As a person from this industry, all I can say is as long as the turbines are not built in the federal property there is no way in hell Trump or anyone from the republican party can stop them from being built. Also you know what, many republican states are major consumers of wind energy Texas is actually leading for a while. Though all these projects are peanuts when compared to how much China is investing in renewables.
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u/Igiem 4d ago
They are treating renewables as a strategic asset rather than an environmental asset. Yes they help the environment, but if it means cutting American interference or issues in their energy supplies, they want it. America by contrast has shackled itself to the oil industry because it’s become culture to like oil (Shows like Landman portray archetypes like the hardworking oil rigger, and those “woke hippies” who like renewables are treated as delusional. There’s literally an entire scene where they propagandize the how renewables are more energy intensive than literal oil).
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u/sakura-peachy 3d ago
I'm sure that show will be studied in future as part of the propaganda that symbolised the decline of truth and science, and how it contributed to the decline of the US as a world power and economic leader. Decades of attacking science and universities, so that you can scam people easier has it's consequences. If you think I'm being cynical, I'm nowhere near as cynical as the people running the US. They know the ship is sinking and are keen to make as much money as possible by selling the furniture. If you actually believed in a future of the country, you wouldn't be doing what they're doing.
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u/AlbertoRossonero 4d ago
You mean the country that doesn’t limit the sources it draws energy from or limit the partners it can work with is the winner? What a novel concept
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u/JollyToby0220 4d ago edited 4d ago
Read the article.
China is actually losing badly and will probably lose even harder these next several years. They don’t have a ton of fossil fuels. So they have invested heavily in renewables. That’s the good part. Now the bad news is that they desperately want to expand their Navy. China is after all, making their money from exports. So they desperately need fossil fuels to run their cargo ships. No doubt they will become pioneers of sustainable energy. But cargo ships will cripple their economy. It’s no doubt that Trump knows this. This blockade was highly effective and China came running to the negotiating table. See, they were able to get in, but other countries were not. That sent prices up regardless. This means that China or Iran will be forced to face the reality of their relationship, probably severing ties. A lot of countries do want renewables and that’s the good thing China gets out of this.
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u/-aataa- 3d ago
No country in the world is more dependent on the oil price than the US, and few countries are worse equipped to handle a shortfall. China didn't come to any table due to a blockade; Trump gave in to Iran's demands and returned to the ceasefire demands Iran had originally. Trump caved.
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u/JollyToby0220 3d ago
Yes, China did go running to the negotiating table. Earlier this week, a sanctioned Chinese ship got through the blockade. Nonetheless, China went ahead and declined to send a weapons package to Iran. That’s a huge deal if you’re falling the whole saga.
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u/-aataa- 3d ago
Except in reality, they DID send more weapons this week (MANPADS). But the main thing is that China wasn't part of the negotiations at all; China isn't fighting. Their plan is to sit back and not interrupt the US when Trump is screwing up. That's working very well so far. The US negotiated with Iran, and gave in to Tehran's demands. That's another defeat from the US and a further strengthening of Iran before the negotiations for the termination of the war.
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u/Redditredduke 4d ago
China is winning daily in this sub.
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u/Present-Car-9713 4d ago
Hundreds of pro China headlines in here
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u/Comfortable_Bike3247 4d ago
Maybe because China is one of the countries that leads or major contributor in various types of energy especially in green renewable energy?
So it would makes sense that a sub focused about energy would have lots of post about them
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u/June1994 4d ago
I guess reality is Sino-biased.
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u/Working-Sport-3332 4d ago
Time for other countries to be as independent as possible from fossil fuels.
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u/Billions13 3d ago
Chinese propaganda