I basically agree with Abrahim on this: so long as 30% of the energy sector is 
based on coal generation then no matter what the Chinese economy does in trying 
to stem it from shrinking, nothing will be accomplished and Michael Meeropol's 
disaster prediction will come to pass. If it is coal that is supplying a 1/3 of 
all the power to EV batteries then no progress is made, at all, except in terms 
of local tailpipe pollution. Coal generation is the low hanging fruit to 
replace with low carbon energy production. Currently, around 40% of all rolling 
stock on China's railroads are for hauling coal from the coal fields in North 
East China to the southern "Special Administrative Regions" from Shanghai south 
to Guangdong province (includes Hong Kong.). This is a huge drain on the 
Chinese economy itself, especially in the winter when trains get stuck in snow 
slowing the whole economy down and causing black outs.

China's energy politics is just that: energy. More and more to satisfy its 
increasing export market for finished commodities. The higher the value 
imparted into the commodities, the better. China is unique in that it has more 
than two ways to satisfy low carbon generation: wind and solar production 
(currently the largest in the world in terms of both installation and 
manufacturing), nuclear energy (currently also the largest expansion in the 
world currently with 56 operating reactors and 27 under construction -- and 
another 100 being proposed), and hydro electricity with a lot of potential for 
damming rivers (and all the environmental concerns therein but they are in fact 
building many multi-GW hydro projects). If all built out as they propose, it 
will cut the GHG emissions tremendously. But they are still building coal 
plants (often left idol until they need them or are allowed to run them by 
provincial authorities).

David


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