“Between January and May, China added 198 GW of solar and 46 GW of wind, enough to generate as much electricity as Indonesia or Turkey”

That is impressive.

The US is abandoning some of our clean energy goals.

Both public and private: https://www.bloomberg.com/features/2025-corporate-climate-br...

I'd imagine solar panels are about 25-50% cheaper over there than here between tariffs and shipping. (solar tariffs on China have been in place for at least ten years now AFAIK, they're separate from the other tariff stuff that's been going on.)

If you like the independence/flexibility solar is marginally interesting. There it's probably a no-brainer.

Clean power is one part of it.

Other parts are

- HVDC cables to move the power to where it is needed.

- grid scale batteries to buffer power, and even it out.

- transformers. Hitherto grid transformers were all built as bespoke parts, but this is being standardised for lower lead time and economies of scale.

Another point is that China is strategically dependent on imports on gas and oil through the Malacca Straight.

Green energy reduces that dependence, as does the use of electric vehicles.

I don’t have any idea how much this is a consideration, I imagine it is quite a powerful one.