Once their clean tech manufacturing flywheel is at full speed and they have met the domestic TAM for EVs, solar, and batteries, they will point the clean tech printer at the world. And not a moment too soon, considering planetary boundaries and climate heating limits breached so far.
> In fact, in the first six months of this year, EVs in China displaced more oil than all of the UK used in the same period. A massive rise in electric heavy truck sales was responsible for the largest part of this oil displacement.
Seems like China is "skating to where the puck is going."
Once their clean tech manufacturing flywheel is at full speed and they have met the domestic TAM for EVs, solar, and batteries, they will point the clean tech printer at the world. And not a moment too soon, considering planetary boundaries and climate heating limits breached so far.
> In fact, in the first six months of this year, EVs in China displaced more oil than all of the UK used in the same period. A massive rise in electric heavy truck sales was responsible for the largest part of this oil displacement.
https://ourworldindata.org/electric-car-sales
https://ourworldindata.org/grapher/installed-solar-pv-capaci...
https://ourworldindata.org/grapher/solar-energy-generation-v...
https://robbieandrew.github.io/carsales/?lang=en&freq=monthl...
China growth straining global auto shipping capacity - https://news.ycombinator.com/item?id=49553327 - September 2026
Where Chinese EVs Are Selling the Most Worldwide - https://www.visualcapitalist.com/where-chinese-evs-are-selli... - March 4th, 2026
https://news.ycombinator.com/item?id=49525501 (citations)