Kyle 🚄 Profile picture
Jul 15, 2023 43 tweets 16 min read Read on X
The progress China has made in renewable energy just THIS YEAR makes the entire rest of the world look like it's standing still.

I wrote in December that to call China the "world leader in renewable energy" was a colossal understatement.

That’s even more true today.

Thread 🧵
Huainan floating solar farm in Anhui Province.
Huainan floating solar farm in Anhui Province.
Even the Western press considers the PRC's climate target to be all-important to preventing complete global disaster. It was estimated to reduce projected temperature by 0.3 degrees Celsius, the largest *drop* ever calculated by climate models.
foreignpolicy.com/2020/09/25/xi-…
Climate science groups called it the "most important announcement on global climate policy in at least the last five years."

Anyone doubting that the PRC is willing and capable of not just fulfilling, but exceeding, its goals is not paying attention.
climateactiontracker.org/press/china-ca…
Each year from 2020 to 2022, China installed about 140GW of new renewable electricity capacity, more than the US, the EU, and India put together. (A gigawatt is enough to power 750,000 homes.)

This is from November; the 2023 column was only an estimate.
ft.com/content/33ca0d…
Chart of renewable energy capacity additions from 2019-2023 by country or group. Source: the International Energy Association, published by the Financial Times.
In December, ground was broken on the world's largest desert renewable energy project in Inner Mongolia.

The IEA estimated China would add 80GW of new solar capacity in 2023; in February, the China Photovoltaic Industry Association said between 95 and 120
reuters.com/world/china/ch…
Both are already wrong. In the first four months of 2023, nearly THREE TIMES as much new solar capacity had been installed than in the same period in 2022. China's NEW solar capacity installed this year will exceed the entire TOTAL in the US.
Graph comparing new solar capacity installations in China in 2021, 2022, and 2023. Source: China National Energy Administration, published by Bloomberg.
Chart showing updated forecast for China’s solar capacity from 2023-2030. Source: Bloomberg NEF.
In May, the chairman of Tongwei Solar predicted that new installations might fall between 200 and 300 gigawatts in 2024—almost TWICE the current US total.
bloomberg.com/news/articles/…
China of course builds more solar panels than the rest of the world combined—in 2021, over 80% of all stages of solar photovoltaic manufacturing occurred in China—but only a minority of them are installed IN China, which had only 36% of global demand.
iea.org/reports/solar-…
Chart showing solar photovoltaic manufacturing capacity by country and region for 2021. Source: the International Energy Association.
Instead, they end up in places like Jujuy, Argentina, where the local government, turned down by US and European investors, reached out to China for funding to build a 300-megawatt solar farm. According to Reuters, it was ready to begin operating by 2019.
reuters.com/article/us-arg…
It's not just solar energy that China does well. In 2021, China installed more offshore wind capacity in one year than the rest of the world combined had in the past five. As of January 2022, China operated half of all the world’s offshore wind turbines.
forbes.com/sites/davidrve…
According a report by Global Energy Monitor in June, China is currently on track to DOUBLE its entire renewable energy capacity by 2025—five years earlier than the government's original target date of 2030.
theguardian.com/world/2023/jun…
China’s “nuclear pipeline” or the total capacity of all its new reactors under development, is also as big as the rest of the world’s combined, at ~250 GW. In 2021, 19 new reactors were under construction, 43 awaiting permits, and another 166 were planned.
energymonitor.ai/sectors/power/…
In April 2022, plans for another 6 new reactors were announced. China also has the most advanced and efficient reactors in the world, with no need for water cooling; in 2022, for example, the first “fourth-generation” reactor came online in Shandong.
powermag.com/china-starts-u…
According to calculations by economist Sean Starrs, the PRC controls an estimated 6% share of the world's most valuable capital.

Yet it has spent more on the energy transition than any other country since 2012.
Chart showing China’s actual share of ownership in the Forbes Global 500. From “Sign of the Times” videoblog interview with Dr. Sean Starrs on YouTube: https://m.youtube.com/watch?v=ZOFFF86TNAg
BloombergNEF’s chart showing total global energy transition spending by country and region from 2012 to 2021.
In fact, proportional to their share, the US contribution was 0.05% of China’s in 2021.

China is the ONLY country in the world that both has enough resources to make a real difference AND is actually treating the climate emergency like it’s an emergency.
bloomberg.com/news/articles/…
US temperature records are being broken TODAY. Death Valley may exceed 130 degrees Fahrenheit—the highest ever recorded ANYWHERE.

But there won't be a real response from the US government. The haste and urgency shown by China are utterly foreign to it.
washingtonpost.com/weather/2023/0…
Energy is only one aspect of the climate solution, though; China is ALSO far and away the world leader in EVERY OTHER aspect.

Since 1980, China doubled its forest coverage, planting more new trees than the rest of the world combined. Forest in north China's Inner Mongolia Autonomous Region. /VCG
Per the UN Food and Agriculture Organization, between 2010 and 2020 China had an average annual net gain in forest area of almost 2 million hectares, over 4 times as much as Australia’s (2nd-largest) and nearly 20 times as much as the United States’.
fao.org/3/ca9825en/CA9…
Table showing the top ten countries for average annual net gain in forest area from 2010–2020. From the United Nations Food and Agriculture Organization’s Global Forest Resources Assessment Report, 2020, page 18.
In 2021, the government set a new target rate of afforestation of 36,000 square kilometers per year—or 3.6 million hectares, nearly double its previous rate, or enough new trees to cover the land area of Belgium.
reuters.com/world/china/ch…
China's shift to a green economy isn't just happening fast—it's still accelerating.

A pattern has emerged over the past several years where the government sets an ambitious environmental goal, then reaches it much earlier than expected.
In another example, the government set a goal of electric vehicles being 20% of all new car sales by 2025.

From 2016-2018, EV sales in China jumped from 1% to 5%. They reached 20% in 2022—three years ahead of schedule. (The US finally reached 5% in 2022.)
nytimes.com/2022/09/26/bus…
Today, China produces more EVs than the rest of the world combined.

This required heavy state intervention; pilot programs, subsidies, government procurement, &c.

As of 2022, 98% of all electric buses in the world were deployed in Chinese cities.
sustainable-bus.com/electric-bus/e…
China's electric high-speed rail network is longer than every other country's combined, and continues to expand. In 2007 China had virtually no HSR; today, if they had been placed in one line, China's high-speed railways could wrap around the circumference of the Earth. Map of China’s railways, 2008 vs 2020.
It's often said that HSR "loses money."

According to the Paulson Institute in Chicago, when accounting for not just revenue but passenger time and airline trips saved, China's HSR had generated a net surplus of nearly $400 billion as of 2022.
macropolo.org/digital-projec…

Cost analysis of Chinese high-speed railways, total -$1.98 trillion.
Benefit analysis of Chinese high-speed railways, total $2.36 trillion.
Now, over three billion passenger trips are made on China’s railways each year.

Chinese companies have also built new high-speed rail lines that recently began operating in Laos and Indonesia, as well as many more conventional railways throughout the world.
Boten–Vientiane railway under construction.
Map of China-Laos-Thailand high-speed railway. Source: The Economist.
What about carbon emissions?

As the world's most populous country as of 2022, China could only by severe underdevelopment FAIL to rank first in emissions.

Per capita, China emits less than half as much as the US.

But these are both incorrect ways to think about the problem. World Bank Data graph comparing China, the US, and Russia’s per capita carbon emissions from 2008 to 2019.
It's PRODUCTION, not population, that determine emissions; a majority are driven by industry, agriculture, and freight. China's emissions are proportional to its share of world's industrial manufacturing—manufacturing that the West outsourced to China to make more profit.
Western countries' disproportionate level of consumption is at the root of this issue. They didn't solve their carbon problem, they just exported it.
China, in fact, has not yet reached its 'fair share' quota of emissions given a 1.5 degree global increase, while the US and other Western countries have already far exceeded theirs.
Today, systems of production are globalized. All countries are part of the world-economy. It therefore makes little sense to isolate and blame the middle of the supply chain. EVERY country is complicit. Even if you don't want to be part of the problem, you'll be FORCED to.
The same isn't true for being part of the SOLUTION.

If you’re a peripheral country and you decide to stop exporting valuable raw materials, you may find yourself sanctioned, invaded, or couped. But if you start using more fossil fuels, you‘ll just get a scolding.
No other country is forcing China to lead the world in the conversion to a sustainable economy—in fact, the United States government has been trying to STOP it, for example by placing sanctions on China's photovoltaic manufacturing.
reuters.com/business/us-re…
China's goal was peak emissions before 2030 and carbon-neutrality by 2060. Given how much Chinese renewables have overperformed recently, the peak will likely come sooner rather than later—maybe within the next two years. It may even already be passed.
wsj.com/articles/china…
China's emissions are mainly from coal. But Chinese coal-fired power plants are much different from Western plants.

Chinese coal plants have set the world record for efficiency, approaching 50%, compared with a typical Australian plant’s 30% efficiency.
Back in 2017, the Center for American Progress reported that China’s coal sector was undergoing a “massive transformation” with superior technology—consuming less coal, emitting less carbon, and producing more power than the most advanced US plants.
americanprogress.org/article/everyt…
The PRC’s clean air policies not only cut air pollution almost in half between 2013 and 2020, but also drove a global decline in air pollution. (I.e. if China’s contribution were tallied separately, the overall rate would have increased, not decreased.)
bloomberg.com/news/articles/…
Violating China's environmental policies can lead to real punishment. In March 2021, four major steel mills in Hebei were caught falsifying records to evade carbon emission limits; the next year, dozens of executives responsible were sentenced to prison.
bloomberg.com/news/articles/…
In contrast, though the Deepwater Horizon catastrophe killed several workers and was the largest marine oil spill in history, no one from BP spent even a day in jail.

As of this tweet, Norfolk Southern faces no criminal charges for the East Palestine train disaster in February.
Plume of toxic chemical gas from derailed train in East Palestine, Ohio, in February 2023.
Plume of toxic chemical gas from derailed train in East Palestine, Ohio, in February 2023.
Last summer, after weeks of struggle, the wildfires besieging Chongqing were driven back and extinguished; not just by water, sand, chemicals, or controlled burns, but by community. Aerial photo showing the lights of firefighters' helmets as the wildfire approaches a fire barrier in Beibei district of Chongqing, August 2022. ZHOU XUAN/FOR CHINA DAILY.
Twenty thousand civil servants and volunteers climbed or biked up and down the mountain in the sweltering heat to deliver supplies and construct fire barriers; through their collective action, the cities were saved.
chinadaily.com.cn/a/202208/29/WS…
The solutions to the climate apocalypse are collective and mundane—economic planning, technological development, and the redistribution of resources—but the freedom to pursue those solutions is very rare and very dear.

Presently, China alone seems to have this freedom. Huainan floating solar farm in Anhui Province.
Also in China is the largest economic engine in history controlled by a Communist Party and a workers' state, that is not required by class interest to seek profit above all else.

Probably just a coincidence or something, idk. Flag of the Communist Party of China.
Addendum to clarify something. Those pictures of floating solar panels aren’t in the ocean, but in a very large lake in Anhui Province. It’s actually a former coal mine that was filled with water, so the panels don’t take up space for farms, trees, &c.
planete-energies.com/en/media/artic…

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More from @KyleTrainEmoji

Nov 29, 2024
The last time Mexico privatized its state-run industries it was at the behest of IMF structural adjustment which drained $26 billion from Mexico to Western banks in *interest payments* alone by the end the 1980s. I don’t think they need your “economic evidence” “Table 6 shows the evolution of Mexico's total external debt. It multiplied by 3 from 1978 to 1987. During this period the amounts that were paid back were 3.5 times the amount owed in 1978. Total negative net transfer accounts for over 26 billion dollars.  Since 1982 the Mexican people have been bled dry to assuage their various creditors. Indeed the IMF and the World Bank have exacted the last cent back from what they loaned to the country so that it could pay private banks. Mexico has been forcefully subjected to the logic of structural adjustment.”
They think we should just accept as some kind of natural law that everything should be privatized no matter how many lives it destroys or nations it impoverishes, and that to do anything else would be bad for The Economy Image
Image
If these establishment types ever acknowledge the harm that structural adjustments have done to countries in the periphery it’s always by blaming the victim. But it was the World Bank that urged Mexico to take out the loans and the U.S. Federal Reserve that raised interest rates.
Read 5 tweets
Oct 29, 2024
Figures they would spin this—what the headline invites you to overlook is that China’s billionaires have been declining for three full years of economic growth.

What’s remarkable is that it’s happening *despite* GDP growth (~5% in 2024) and rising real wages for everyone else 🧵 “China loses third of billionaires as economy falters”
They won’t dare to make this comparison, so I will: despite the United States’ much more modest economic growth, the wealth of U.S. billionaires has grown tremendously—by 26% during the same time period.
Again a very amusing contrast:

4.8% growth in China? Uh-oh. Bad, faltering, “missing target” 😢

2.8% growth in the U.S.? Ahhh, the very engine of global economic growth! 😌 “China's economy set to grow 4.8% in 2024, missing target: Reuters poll”
“US remains engine of global growth in latest IMF forecasts”
“The IMF revised its 2024 U.S. growth forecast upward by two-tenths of a percentage point to 2.8% due largely to stronger-than-expected consumption fueled by rising wages and asset prices. The global lender also upgraded its 2025 U.S. growth outlook by three-tenths of a percentage point to 2.2%, slightly delaying a return to trend growth.”
Read 6 tweets
Sep 19, 2024
People had feelings about this tweet. Many reactionaries, but some left-wingers too.

In the West, the left has been in retreat since 1980 and especially since the USSR fell. Protest movements of the 2010s were crushed, and many if not most are worse off.

How to start again? 🧵
It took over half a century after the Communist Manifesto was published to create the first proletarian state.

It may be even harder today—after 1991, the capitalist class became more centralized and united than ever, and now has many more technological terrors at its disposal.
Building an actual alternative to neoliberalism is the work of *generations* and must involve large organizations. Whatever your feelings, the Communist Party of China is the most ideologically friendly such organization that wields real power in the world today.
Read 4 tweets
Sep 10, 2024
The biggest story about Haiti is that the U.S. has invaded, occupied, and overthrown Haiti’s government multiple times, and in 2009, on behalf of U.S. corporations that super-exploit Haitian labor, the U.S. embassy and USAID prevented Haiti from raising its minimum wage to $5/day “WikiLeaks Haiti: Let Them Live on $3 a Day  The US Embassy aided Levi's, Hanes contractors in their fight against an increase in Haiti's minimum wage.”
Before that, after Haiti finally won independence from a century of the most brutal slave system in the Western hemisphere, it was forced to pay a $20 billion indemnity to France for their “lost property”
According to Foreign Policy magazine, the U.S. military and its proxies have been in Haiti for 41 of the last 108 years. The occupation from 2004 to 2017 was notorious for sexually assaulting Haitians and starting a cholera epidemic that killed thousands
foreignpolicy.com/2023/11/07/hai…

“The U.S. Is Preparing an Outsourced Invasion of Haiti”
“Minustah is best known for killing civilians, crushing political protests, fathering and abandoning children with Haitian women, and starting and trying to cover up its role in a deadly cholera epidemic that is still killing Haitians to this day.”
Read 4 tweets
Aug 14, 2024
Often one of the most interesting things about a theorist is their errors.

In 1991, Wang Huning thought the U.S./Japan imperial alliance would fracture, and Japan would be a main rival.

Today, that alliance is more solid than ever.

China has surely learned from this mistake 🧵

“The power of the solar empire has grown like nuclear fusion: in 1985, one dollar was worth 240 yen, today it is worth 130 yen. Susan Chira, writing in the New York Times (1988. 11.28), said. Japanese companies can easily outperform their competitors and purchase American property or companies. Japanese investors have lent huge amounts of money to the United States, mostly buying Treasury securities, and they can shake up the market. Japan became the ruler of the local economy and the currencies of other countries and regions did not appreciate as fast as the yen. Japan has significant inve...
“The question is why did it end up this way? In addition to various reasons such as the management system, the difference between the two cultures is an important reason. A certain system is bound to have an effect that does not depend on human will, but a certain culture will have an effect that does not depend on human will. The end of the economic competition between the United States and Japan is the product of the different genes of the two cultures. To a large extent, this is more of a cultural constraint rather than an institutional constraint. Some people say that the United States ...
The Soviet Union also made a similar error, and in their case it was fatal.

It’s somewhat understandable, since exploiting the contradictions within the imperialist world was key to the Soviet victory in the Second World War.

Stalin, in 1951:
marxists.org/reference/arch…
“Consequently, the struggle of the capitalist countries for markets and their desire to crush their competitors proved in practice to be stronger than the contradictions between the capitalist camp and the socialist camp. What guarantee is there, then, that Germany and Japan will not rise to their feet again, will not attempt to break out of American bondage and live their own independent lives? I think there is no such guarantee. But it follows from this that the inevitability of wars between capitalist countries remains in force.”
The USSR waited for another inter-imperialist war. And waited, and waited—into its own grave.

The case of Japan illustrates that political and cultural considerations are always second to military force. Japan is still occupied by 50,000 U.S. troops. It lacks true sovereignty.
Read 7 tweets
Jul 29, 2024
Thread 🧵 of Amazing Graphs 📈 and Maps 🗺️ Relating to the People’s Republic of China 🇨🇳

1. The rate of solar energy capacity increase worldwide, overlaid with past predictions: Image
2. The growth of per capita rural household income in Chinese autonomous regions in the 21st century: Image
3. Comparative sizes of electric bus fleets around the world: Image
Read 4 tweets

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