China battery exports were 144GWh in the first 5 months of 2025 (of which only 3.4 GWh were destined for the USA). So we are probably looking at exports of 350GWh in 2025.
Year on year growth was 436%. It won't take many of those before they are exporting 1TWh / year.
A steady price of < USD 40/kWh by 2030 is looking pretty plausible right now.
I think it is clear now that no governments will prioritise combatting climate change over any other policy driver (except maybe DEI). The 2010's were an aberration.
All we can really hope for now is that China's quest for manufacturing dominance along with their, and the Global South's desire for fast electrification and energy independence will align to serendipitously do something usefull for the climate.
It follows that undoing clean energy investment will disadvantage those districts to a similar degree.
Will the story be told more effectively this time?
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The #SSA sent an email claiming Trump’s bill eliminated taxes on benefits for most recipients.
The reconciliation bill–which #Trump called the #OneBigBeautifulBill before signing it after #Republicans in #Congress passed it–will strip people of their #HealthInsurance, cut #FoodAssistance for the #poor, kill off #CleanEnergy development & raise the #NationalDebt by trillions.
#propaganda
https://www.theguardian.com/us-news/2025/jul/05/social-security-administration-email-trump-tax-bill
Jeffries has at times singled out members of #Congress whose seats #Democrats hope to flip next year. He has been particularly critical of Reps #DavidValadao of #California & #JuanCiscomani of #Arizona, who both have objected to the bill’s provisions at various points but have voted to advance it.
The Senate’s tax bill seeks to pull the plug on America’s clean energy future. Elon Musk: “Utterly insane.”
Rolling back solar, wind & EV incentives will kill 830,000 jobs & spike electricity prices, China wins. We lose. #CleanEnergy https://www.washingtonpost.com/climate-environment/2025/06/28/solar-green-energy-tax-bill-trump/
A Chinese-led study proposes a global solar-wind energy system to meet the world's energy demands in 2050, producing three times the amount of power needed at a lower cost than independent regional systems.
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